AMD Sound Wave ARM APU Leak: Built to KILL Apple M4 & Qualcomm Snapdragon X Elite!
Summary
TLDR视频脚本透露了AMD正在开发一款名为Soundwave的新型ARM架构APU,这款产品旨在与Nvidia和苹果竞争,并可能在2026年发布。AMD的这一举措被看作是对移动市场的一次大胆进攻,同时也反映了业界对ARM Windows PC潜力的看好。尽管ARM在低功耗领域具有优势,但AMD的这一决策被一些业内人士视为冒险之举,可能会分散其在x86市场的注意力。此外,脚本还暗示了Intel可能再次错失市场机遇,因为它在智能手机、平板电脑和GPU市场上的失误。
Takeaways
- 😲 视频作者三个月前泄露了关于Nintendo Switch 2的规格和性能信息,这些信息后来得到了其他渠道的确认。
- 🔍 作者还讨论了AMD在为Switch 2开发APU时与Nvidia的竞争,以及AMD为何最终未能赢得合同。
- 🤔 作者曾怀疑AMD可能在为需要ARM架构而非x86的客户设计APU,这可能与K12项目有关。
- 📢 现在,作者透露AMD正在开发一个名为Soundwave的新型APU,它将使用ARM架构。
- 🗓️ Soundwave APU预计在2026年发布,但确切日期尚未确定,可能会推迟到2027年。
- 💪 该APU的NPU(神经处理单元)非常强大,目的是从高通手中赢得微软Surface的订单。
- 👀 AMD的高级管理层对Soundwave项目非常关注,以确保项目能够快速有效地进展。
- 🔄 作者通过多个渠道确认了AMD正在开发ARM APU的信息,并得到了一些有趣的反馈。
- 💡 一些消息来源认为,AMD开发ARM APU可能是为了在未来10年内主导移动市场。
- 🚀 如果AMD的ARM APU成功,可能会对Intel和Nvidia构成新的挑战,尤其是在移动和低功耗市场。
- 🤝 一位AMD合作伙伴表示,ARM Windows PC可能会变得非常流行,AMD和Intel之前忽视ARM可能是因为它与Windows的兼容性不佳。
Q & A
什么是Switch 2,它与任天堂的下一代游戏机有什么关系?
-Switch 2是任天堂下一代游戏机的非官方名称。在视频中提到,Switch 2将使用基于ARM的APU,而不是x86架构,这与AMD和Nvidia之间的竞标有关,AMD在竞标中输给了Nvidia。
AMD为什么会在Switch 2的APU竞标中输给Nvidia?
-视频中提到AMD和Nvidia都参与了Switch 2 APU的竞标,AMD最终输掉了竞标。具体原因没有详细说明,但暗示了与ARM架构和向后兼容性的重要性有关。
AMD的K12项目是什么,它与Switch 2有什么关系?
-K12是AMD的一个项目,它在Jim Keller离开AMD后被指控被公司取消。视频中提到,尽管Jim离开了AMD,K12项目可能仍然在某种程度上以某种形式继续存在,这可能与Switch 2的APU设计有关。
Soundwave是什么,它与AMD有什么关系?
-Soundwave是AMD正在开发的一款基于ARM的APU。视频中提到,Soundwave可能是AMD为满足使用ARM而不是x86架构的客户而设计的现代ARM架构APU。
AMD的Soundwave APU的主要特点是什么?
-根据视频,Soundwave APU的主要特点是它使用ARM架构,并且它的NPU(神经处理单元)非常强大,专为赢得微软Surface市场而设计,目标是与高通竞争。
Soundwave APU预计何时发布?
-视频中提到,Soundwave APU的发布日期预计在2026年,但这是一个松散的目标,也有可能推迟到2027年。
AMD的高级管理层对Soundwave项目的态度如何?
-视频中指出,AMD的高级管理层对Soundwave项目给予了极大的关注,他们希望项目能够快速而有效地进展,如果项目开始落后于计划,他们甚至愿意终止项目。
为什么AMD可能会进入ARM APU市场?
-视频中提到,AMD可能认为时机对于Soundwave的成功至关重要,并且他们可能希望通过进入ARM APU市场来扩大其在移动市场的份额。
视频中提到的其他公司对ARM APU市场有什么看法?
-视频中引用了AMD合作伙伴和英特尔员工的观点,他们对ARM Windows PC的潜力持乐观态度,认为ARM市场正在迅速增长,AMD的进入可能会对市场产生重大影响。
为什么英特尔可能错过了智能手机和平板电脑市场?
-视频中提到,英特尔错过了智能手机和平板电脑市场,因为他们没有及时推出与这些设备相匹配的产品,并且在GPU和AI产品方面也落后于市场。
Outlines
😲 任天堂Switch 2与AMD的传闻
视频开头提到了三个月前泄露的关于任天堂Switch 2的规格和性能信息,这些信息在网上引起了广泛关注。随后在直播中,详细讨论了AMD与Nvidia竞争Switch 2 APU的失败原因,以及AMD对ARM架构的重视。视频还提到了AMD的Soundwave APU,这是基于ARM架构的新产品,可能与之前AMD为Switch 2设计的APU有关。Soundwave APU被认为将具有强大的NPU,旨在与高通竞争微软Surface市场,并计划在2026年发布。视频还强调了AMD高层对这个项目的关注,以及他们对项目进展的严格要求。
🤔 AMD ARM APU的未来及对行业的影响
视频的第二段讨论了AMD正在开发的ARM APU及其对行业未来的影响。视频中提到了来自AMD合作伙伴的看法,他们认为ARM Windows PC将会非常流行,AMD和Intel之前忽视ARM主要是因为它与Windows的兼容性不佳,但现在情况正在迅速改变。视频还引用了一位Intel人士的观点,他们对AMD开发ARM APU的想法感到惊讶,但同时也对AMD的创新精神表示尊重。此外,视频还提到了AMD正在积极收集ARM系统的bug报告,并与合作伙伴一起解决这些问题,这表明AMD可能在为ARM APU的开发做准备。
🚀 英特尔的落后与AMD的领先
视频的最后一段探讨了英特尔在智能手机、平板电脑、GPU市场以及AI领域的落后,以及AMD在这些领域的领先地位。视频中提到了Nvidia也在开发ARM APU,暗示了一个新的市场正在形成,而英特尔似乎又一次错过了这个市场的发展。视频以对英特尔可能再次错过市场的担忧结束,同时强调了AMD在ARM APU领域的积极布局和对未来市场潜力的看好。
Mindmap
Keywords
💡Switch 2
💡AMD
💡Nvidia
💡ARM
💡APU
💡Soundwave
💡NPU
💡高通
💡微软Surface
💡2026年发布
💡Intel
Highlights
三个月前,有关Nintendo Switch 2的泄露信息在网上引起了轰动,因为这些信息基本上确认了这款备受期待的任天堂下一代游戏机的通用规格和性能。
AMD与Nvidia竞标Switch 2的APU(加速处理单元),但最终AMD惜败。
Switch 2使用ARM架构,而向后兼容性对任天堂非常重要,因此推测AMD可能在为使用ARM而非x86的客户设计早期的APU。
AMD可能在Jim Keller离开公司后继续了K12项目,尽管他声称AMD取消了K12项目。
AMD正在开发一个名为Soundwave的APU,它将使用ARM架构。
Soundwave APU首次被泄露是因为一名AMD员工在其LinkedIn个人资料上列出了它。
Soundwave可能是AMD一系列基于ARM的APU的开始,这些APU将采用“Wave”命名方式。
Soundwave APU的NPU(神经处理单元)将非常强大,专门为从高通手中赢得微软Surface而设计。
Soundwave APU预计将在2026年发布,但这是一个松散的目标,可能会推迟到2027年。
AMD的高级管理层对Soundwave项目非常关注,并希望它能够快速且有效地进展。
AMD正在积极收集有关ARM系统的bug报告,以帮助解决ARM系统中的CPU相关崩溃问题。
AMD可能正在准备在未来10年内完全占领移动市场。
有传言称Nvidia也在开发基于ARM的APU,这表明市场可能正在向ARM架构转移。
Intel可能再次错失了市场机会,因为他们错过了智能手机、平板电脑、GPU繁荣和AI繁荣。
ARM架构可能被过度炒作,但如果ARM Windows PC市场即使只有预期的一半大,也意味着有大量的利润可赚。
AMD的APU项目是其当前最高优先级的项目之一,但没有人讨论它将如何与Intel竞争,因为AMD不再关注Intel。
Transcripts
[Music]
almost 3 months ago I put out a leak
about the switch 2 that really did make
some waves online due to confirming
basically everything you needed to know
about the general specs and performance
of the much anticipated nextg outing
from Nintendo and then just a day later
in a live stream I leaked more specific
details about the specs details that now
been independently confirmed in other
outlets by the way so you can take them
to the bank but then I I also elaborated
on why AMD lost the bid against Nvidia
for the console and I actually suspect
that that's something that many people
have forgotten was included in those
leaks AMD bid against Nvidia to make the
switch 2 Apu and they barely lost but
they did bid against Nvidia and the
switch uses arm and backwards
compatibility is very important to
Nintendo so I think it's incredibly
plausible and logical to have assumed
that if AMD was bidding for the switch 2
they were probably at least doing some
early design work for an APU that might
use Arm not x86 and heck it might even
be plausible to suggest that the K12
project or some vestage of it zombied on
after Jim Keller left the company and
accused AMD of killing K12 I mean heck
it was still in leaked road maps after
Jim left AMD so yeah with all of that in
mind I'm really not sure why I didn't
consider back then that AMD was possibly
already working on a modern arm
architecture for an APU for customers
that demanded to use Arm instead of
x86 I don't know why I didn't think
about that back then but what I can say
now is this they are at least one of
those apus is going to use arm and it is
called Soundwave now Soundwave I believe
was first leaked when some AMD employee
listed it on their LinkedIn profile and
I do have to point out that it should
have stuck out like a sore thumb back
then with its entirely Divergent naming
scheme with a wave not a point or
something in its name and I would
actually infer that this is likely the
start of an entire family of generations
of arm AMD apus that will take the wave
moner not the point or Halo moniker but
I don't know that for sure so do take
that as speculation
that AMD would be planning to make
multiple Generations have this whole
thing planned out but I would infer that
from seeing the Muse wave instead of
point and now I want to tell you what's
not speculation what I can 100% or at
least very likely confirm about amd's
Soundwave Apu let's not waste time let's
put that quote slide right on screen
about Soundwave and yes this is an early
leak I have limited information at this
point but I think it's big enough that
it was worth putting out now because it
is just such a big deal I feel that AMD
is considering releasing an APU with a
CPU that utilizes arm instead of x86 now
besides that though I can also confirm
that the npu is supposed to be very
powerful in this thing and that it is
being purpose-built to win Microsoft
Surface from Qualcomm I can also tell
you that it is supposed to have a 2026
release date but this is really just a
loose Target here what what I can say is
that it's a near 0% chance that
Soundwave launches next year and that it
could slip to 2027 but this thing is far
enough out that I really can't give you
anything more specific than probably
launching in 2026 but then I can also
tell you with a high confidence that
there's a lot of attention being paid to
this project by Senior Management and
from that me and a couple of my sources
infer that it seems like leadership's
insisting on it progressing competently
and quickly so that it doesn't end up
like stricks which of course I have
already leaked numerous times required
delays for design changes and really had
a lot of problems so I I suspect that
AMD believes timing will be extra
important for Soundwave to be a success
and so they aren't afraid to kill the
project if it starts fa falling behind
schedule and they don't want it to so
they're keeping close tabs on it and
making sure the people working on it are
the people they feel are the best people
for the job and so yeah that's most of
what I can confirm about Soundwave right
now that information comes from a couple
of of key AMD sources that usually know
about things before anybody else does
even if those other people work at AMD
these are people that usually know it
before even other people at AMD but of
course I did reach out to a dozen other
sources to see if you know anyone else
knew anything like asking vague
questions like what do you think about
if AMD made an rapu and then see what
their reaction was see if they could
independently say Soundwave or something
and I didn't get something like that but
I did get one of my other sources to say
something that entirely backs up that
AMD is working on an rapu and I also got
some really interesting feedback about
what this might mean for the future of
rsoc is with Intel and Nvidia and I want
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so when I took that initial Soundwave
information to my other sources most
people either loved or hated the idea of
AMD making an arm Apu but besides that
they knew pretty much nothing however a
handful of sources did have some really
interesting stuff to say and I do think
it's worth sharing with you all so
without further Ado let me also put
these reaction quotes uh on screen from
someone my sources now the first one
here is an AMD partner who said that
honestly I think arm Windows PCS are
going to be huge I really suspect that
the main reason AMD and Intel were
ignoring arm for so long is simply
because it didn't work well with Windows
but I do think that is rapidly changing
I do think there is some truth to that
and not just that it doesn't need to
improve anymore I still think you know
making arm efficiently work with the
Windows operating system does still need
a lot of work but I feel like Microsoft
is telegra cing that they are going to
keep putting in the work and I don't
feel like they really proved they were a
decade ago but now they are now a Second
Source here this person from Intel that
I thought would be interesting to get
their uh reactions from said that their
initial reaction about AMD making an arm
Apu was that it sounded silly AMD is on
top of x86 right now and at least
internally at Intel they don't think
that arm really gives you an efficiency
advantage unless you are operating below
9 to 15 watts especially if you're
running Windows having said that though
this person said that if Amy really is
doing this that they have immense
respect for their Spirit of innovation
that this would be a risky play that
could backfire you know you're spending
all this money to make a product that's
kind of like opening up a new front in a
war where you're already fighting two
other fronts against powerful
competitors like Intel and Nvidia do you
really want to have something where Now
like Apple and Qualcomm is being
directly compared to you and taking you
more seriously there instead of just
cementing other segments but the person
also said that they could argue that
maybe AMD is just preparing to try and
completely take the mobile market over
the next 10 years and that dang they
really hope inel hasn't missed the boat
on something again now moving on to the
final Source here which is really the
most important one on this slide this
person said that it's funny that I asked
about an arm Apu lately amd's been
asking them to submit to them as many
bug reports as they can even if they're
from arm systems they said that they
even have some arm radon test systems
that they were helping them troubleshoot
which I guess is something retailers do
they get these kind of like prototype or
base laptops and then they like use them
and say hey this thing crashed for this
reason they said that AMD is always
really interested in what causes crashes
especially if it's CPU related crashes
in arm systems and so there you go I
have to say that final Source there I
took that while I was putting together
these notes as an additional Source
outside of AMD that is seemingly backing
up that AMD is up to something when it
comes to making an arm Apu and you can
bet that last source's quote is
something that pushed me over the edge
and being extra confident that it was
worth leaking this bombshell information
today but you know I actually want to
close on not that last Source but the
middle one the Intel one something that
that Intel Source touched on is Intel
missing the boat again because Intel
missed smartphones they missed tablets
they missed the GPU boom and then
launched gpus when they should have been
launching AI products so they've
effectively missed the I AI boom and
then when you look at rumors of Nvidia
also working on arm apus I don't know it
just feels like once again everybody is
designing products for this new market
that's supposed to expand a lot in the
coming years besides Intel and I don't
know maybe arm is overhyped in fact I
actually kind of think that it is
overhyped uh maybe it won't be as big
you know arm Windows PCS as Microsoft
and Qualcomm are hoping it will be but
what if it is what if it's even half as
big as they're saying that's still a lot
of money to be made can Intel really
afford to miss out on this and as I was
writing that line there that I just said
and wrapping up the notes for this video
before I started recording I actually
had a surreal feeling upon realizing
that I really didn't have a big section
in an AMD Apu video leak that would go
into how Intel will respond and that's
because Intel just wasn't brought up by
my AMD sources for this one and in fact
Intel rarely came up in conversation
with any of the other sources that I
talked to everyone just said why it
would make sense for AMD and why they
might want to compete with apple or
Qualcomm and it's just crazy to think
that one of amd's highest priority
projects going on right now is being
made and no one's talking about how it
will perform against Intel because they
don't really care who's in the rear view
mirror now Pat
[Music]
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