AMD Zen 5 X3D 출시 세부 정보 및 RDNA 4 지연 인사이트

### AMD의 9800 X3D 출시 확정, RDNA 4 2025년으로 연기
* 🖥 3개월 전, 이 채널에서는 **Zen 4 X3D보다 더 높은 클럭 속도와 완전한 오버클러킹**을 지원할 것으로 예상되는 **Zen 5 및 Zen 5X 3D 프로세서의 가격**을 정확하게 유출한 바 있습니다.
* 📸 AMD의 새로운 마케팅 자료에 따르면 **9800 X3D의 출시가 임박**했음을 "The Legend"라는 태그 라인과 함께 확인할 수 있으며, **9950 X3D 또는 9900 X3D와 같은 다른 모델이 나열되지 않아 올해 출시되는 유일한 X3D 제품**이 될 것임을 암시합니다.
* 🗂 공식 문서에 따르면 **9800 X3D는 104메가바이트의 캐시**를 탑재하고 주파수가 증가하도록 설계되어 **이전 제품보다 클럭이 더 빨라질 것**이라고 합니다.
* 🎮 '콜 오브 듀티 블랙 옵스 6'와의 마케팅 파트너십을 통해 **9800 X3D가 RX 7000 그래픽과 완벽한 번들**임을 강조한 반면, **RX 8000 시리즈 그래픽은 논의 대상에서 제외**되었습니다.
* 📉 그러나 RDNA 4는 현재 RDNA 3 제품의 공급 과잉으로 인해 **2025년 1분기로 연기**될 것으로 예상되며, 소식통에 따르면 AMD는 새로운 세대를 출시하기 전에 **기존 재고를 소진**해야 한다고 합니다.
* 🔄 여러 소식통에 따르면 **RDNA 4의 드라이버와 사양은 준비**되었지만 실제 출시는 **내년에나 가능**할 것으로 보이며, 일부에서는 **2023년 말에 출시될 가능성**이 있다고 합니다.
* 🔍 또한, 내부 소식통에 따르면 최근 유출된 정보로 인해 경영진이 불만을 토로하면서 **올해 말까지 RTX 5080 및 5090 시리즈가 출시될 수 있다는 징후**가 있습니다.
* 📈 시장이 진화함에 따라 AMD는 RDNA 4의 지연에도 불구하고 게임 부문을 지배할 것으로 예상되는 **9800 X3D에 집중**하고 있는 것으로 보이며, 이는 AMD의 향후 분기 게임 수익에 영향을 미칠 수 있는 상황입니다.

AMD의 9800 X3D는 2023년 출시가 확정되어 최고의 게이밍 프로세서로 자리매김할 것입니다.

[Music] 3 months ago, this channel exclusively leaked the correct pricing for Zen 5 and that Zen 5x 3D will be capable of notably higher clocks in Zen 4 x3d, in addition to receiving full overclocking support. And if you look around, pretty much everyone has since reported on all of this as a fact, backing up this leak that was way ahead of the curve. But you know that wasn't all that was in that leak. There was also an insistence by at least one of my sources that Zen 5 x3d would launch in some form this year. And now I can tell you 100% that this is happening because I have pictures to prove it. I want to put them on screen right now. So if you look on screen, you can see some marketing material AMD is now providing to its partners for an imminent launch of the 9800 x3d with the tagline The Legend, which obviously references legendary x3d models they've been selling for a while. And that it is

unbeatable. And also, as you can see, this is your first look too at the coloring of the 9000 Series x3d boxes, which is technically new shading there. But that's not all. I also have access to some official documentation with a few details in there, but I'm not sure that it's entirely safe for me to show full documents because I do know that these companies can change wording here and there and track like who had this file when. It's a little different than a picture, which I, of course, pixel-shifted and changed the coloring of slightly so that it wouldn't give away sources. So, I'm not going to show you the full documentation on how x3d 9000 products are to be marketed, but I am going to put this leak slide on screen that condenses down the things that I flagged as being notable. Like, for example, point number one here, the 900 x3d in documentation is listed as a 2024 product by being on a 2024 product page.

and there are no 9950 x3d or 9900 x3d products listed on that page, suggesting, yeah, this is probably the only x3d product launching this year. Additionally, the 9800 x3d is referenced as having 104 megabytes of cache multiple times, which really isn't new information; it's just now we 100% know they're not changing that. And then also, it references being designed for increased frequencies again, just nipping that in the bud. This thing will be clocked notably faster than Zen 4; it's now official in my books. And multiple times, terms like the best and ultimate processors for elite gaming, you know, stuff like where AMD isn't going. Like, if AMD was launching more than the 9800 x3d, like a 9950 x3d that costs more, I can almost promise you that they would talk about the 9800 x3d like the perfect choice for elite gamers or the best choice for gaming or perfect for high-end gaming. They wouldn't use

terms like ultimate or the best overall because that suggests that there's nothing that will be stronger, and the 9950 XRD will probably be slightly better at gaming, at least on paper it should be. And so yeah, again, this is another thing that to me suggests it is just the 9800 X3D that is launching this year for Zen 5 X3D products. Now finally, other things that are worth mentioning, there's marketing deals mentioned with Call Of Duty Black Ops 6, so expect something around that. And then also this one is very important in my opinion. RX 7000 Graphics are mentioned as being the perfect bundle with Zen 5 X3D. There was no mention of RX 8000 series Graphics, just 7000 over and over. And yeah, that unfortunately doesn't mean that it is unlikely RDNA 4 is launching this year. And so there you go, the 9800 XTRD is therefore definitely launching this year. AMD does expect it to firmly hold the gaming crown due to its

increased frequencies, but the rest of the lineup is not ready for this year, which I actually don't think is that big of a deal. I think the 9800 XD is really what people want. If you look at Amazon best sellers, it is almost always the six and the eight-core products that are making the market share gains for AMD. Although actually, if you look, the 7800 XT isn't selling that well anymore, and it's of course because its price is going up. I believe because volume is going down, because AMD is probably starting to wind down production of Zen 4 or 8-core X3D products to make room for Zen 5 X3D products to fully replace them. Just like actually this channel exclusively leaked at the 5800 X3D is halting production to make room for the 7600 X3D, and then just the cheaper 5700 X3D being the main gaming processor for AM4. And again, yes, unfortunately, it does seem like RDNA A4 is unlikely to launch.

this year, and it's actually... I'm not just telling you that because I see suggestions that it's not coming out on that 9800 x3d marketing documentation. No, before I received that documentation in the middle of this week, I actually had two other sources warning me that RDNA4 was getting pushed back to 2025. And that was intended by me to be the lead story until I read that documentation. So, I actually have much, much more to say about RDNA4 being delayed because I know why it is being delayed. And I also have a brief update for RTX 5000 series graphics cards as well. But first, an ad from a sponsor. All Jesse wants is for Maurice to play with her more often, but unfortunately, he just does not give out playtime or kisses for as low of a rate as she does. And I think she's just going to have to deal with that. But do you know what? You don't have to deal with paying too much for Microsoft software if you go to

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silicon and die shrink at cdkey offer.com today. All right, so like I said earlier in this video, it wasn't just clues on 9800 x3d documentation that clued me in that rna4 was being delayed to 2025. No, I had received warnings from other sources earlier in the week as well that I was already compiling to make a report on rdna for status already. And let me put those on screen for you now because the story that is painted is interesting. So this first source here tells me that they are sorry they have to tell me this, that things have changed, but they did just get an email from AMD stating that rna4 is almost certainly getting pushed back to quarter 1 of 2025. The reason stated is that they need to get rid of na'vi 31 stock before rdna A4 launches because, well, they have a massive rdna A3 oversupply problem right now. And well, I suspect right if they were to price drop na'vi 32 like

the 7800 XT to $400, the 7700 XT to like 350 or $330, that they could kind of get by selling those at cost, and they would sell through below top RDNA and A4. But I'm sorry, from what I hear, the 8800 XT is just a better choice than the 7900 XT, and the 7900 XTX costs far less to make, uses less energy, better R-tracing. It'll be able to better accelerate with Hardware FSR 4, if not just be able to do it in RDNA A3, can't do it at all. Once this thing is out and cheaper than RDNA A3, or should I say top RDNA A3, there's really no reason to buy that unless it's cheaper in price. Dropping products, you know, the 7900 XT, the 7900 XTX, that were really meant to be sold between $700 and $1,000. You'd have to, what, drop them to like 500, 550, maybe 600, and they just

aren't going to make margin on that, and so yeah, that's a major reason given for why they're delaying RDNA A4. Now, if I put these quotes back on screen, this was backed up by a major retailer source of mine that said that they can confirm they have a huge RDNA A3 oversupply problem right now. Actually, though, low to mid-range RDNA A3 is selling just fine, but Navi 31 isn't moving at all right now. And again, it's not a surprise to me. I think that you don't need any sources, right? You don't need any context in the industry to be somebody who goes, Huh, RDNA2 launch 2020, huh, RDNA A3 launch 2022, huh, RDNA A4 will probably launch around 2 years after RDNA A3. Don't need any sources to know that. I think AMD is just going to have to come to terms with that, that people know, and NVIDIA as well. People know this is coming out. Like, you can try to trick people into

thinking it won't, but at the latest, it's coming quarter 1. I just don't see why someone would want to buy a $1,000 graphics card when they know something at least close to that could be launching for around half the price in a matter of months. But anyways, continuing with Source number three here, this person who's actually at AMD told me kind of I told you so that they had always communicated that by quarter 1 2025 is all that can be guaranteed for RDNA 4. That they could have seen it launching earlier, but that's all that they would promise. But actually, that they could also corroborate that partners of AMD were briefed about RDNA 4 a month ago, backing up that yeah, maybe some of those reps were under the impression that this thing was launching by the end of the year. Even if you were all the way up at the top of AMD management, maybe they weren't so sure about that. Now moving on to the final Source here, this person who's an AIB.

told me that they believe there is no way they could potentially launch RDNA A4 in October. That it's too late. That, well, they have information on it. That the necessary other things for supply chains just isn't ready yet. But they could actually maybe see a paper launch by the end of this year, though they wouldn't bet on it. And so, yeah, there you go. I think there is a narrow chance we could see some paper launch, certainly a teaser for RDNA A4 before the end of the year, but I don't think we should be betting on it launching by the end of the year anymore. And honestly, what I believe has happened here is, and I unfortunately can't give you all of the details about this because then you might know exactly which team said what to who, but my understanding is that the drivers for RDNA A4 are pretty much done, actually. I've been told they've been done for months. And also that designs are locked in, specs have been communicated to AIBs. The AIBs are being, have been

briefed and like everything's basically set up for a 2024 launch. And so, because of that, I am under the impression that some AMD teams and some AMD reps that were talking to partners saw all of this: the done drivers, the done specs. Like, they know if it's going to be sold on AMD's website or not, which I leaked that it won't be. And they're like, Yeah, obviously this is launching this year. And when they were asked in meetings with their partners, they said, Oh yeah, this should launch this year, when technically they were never told by upper management that they were going to do that. And they weren't talking to any of the bean counters, which if they were, they would probably have known, Oh, there's no way we can do this yet because we're going to go bankrupt if we have all this over-supply RD and A3 there. Well, not bankrupt, but you know, figure of speech. It'd be a loss that they don't want to eat. And also, I want to be clear about another thing here that

First Source there that I showed you that was sorry to report this to me. That was one of the people that helped get me access to the 9800 x3d documentation, which clearly is not fake and was behind many of my best leaks like the 4080 super pricing. And well, I can't list all of them or you know you would be able to pretty easily tell who this person is, maybe where this person works, whatever. But I can say that like if you think that the rna4 info I had was made up, then tell me you think that 9800 x3d documentation I just showed you was made up because it isn't. It's just the fact of the matter is sometimes people at AMD don't have all the information or sometimes things change. Like perhaps AMD thought na'vi 31 might have a chance of selling way better in quarter 3 than it has ended up selling. And yeah, on that note, I'm curious what AMD's quarter 3 Gaming revenue is going to look like 'cause

I'm not expecting good things after getting this information, but uh, anyways, moving on from AMD, now to Nvidia. Here, I do have a brief update on the RTX 5000 series before I let you go. Now, I won't be showing any quotes on screen for this one because I was specifically asked by my Nvidia sources on this one not to directly quote them, but I was told I could communicate the gist of what's going on, that that would be safe. And so, here it is. Yeah, it does sound like to me there is some sort of RTX 5080 and 5090 launch, at least effectively a paper launch, happening by the very end of this year. That is the impression I get, but it is, it's, it's like a most likely thing because Nvidia is holding this very close to their chest right now. Like, that is something I was told, like, the upper management and marketing people are being way more tight-lipped than usual, even for NVIDIA, about this. And, and also that, uh, people are scared to talk.

about uh stuff to me at Nvidia right now uh apparently recent leaks that have come out about the 5080 and the 5090 have really made upper management at Nvidia mad. No joke. I was specifically told that in an internal communication, upper management people were freaking out and just saying they were literally pissed when they saw this article you're seeing here next to me come out. And they have terrified my sources on Nvidia from saying anything specifically to me right now besides being willing to corroborate that people are really mad at Nvidia that some of these recent leaks have come out. So at a minimum then, what that tells me is I don't know if everything in that leak is correct. I I not going to lie, I don't know for sure, but I would suggest that probably something in that article at least is correct, if not all of it. And at a minimum, maybe also, or there could be a situation where something is in there that they think hurts their ability to compete, whether it's true or not. But the fact of the

matter is that if they are getting this mad about Arctic 5000 series leaks, that tells me this thing is probably coming out by the end of the year. Or I don't know really why they would care that much. Because right now, I already know that RTX 490 supply is dwindling due to GDDR6X supply constraints. That's actually why the 4070 GDDR6 non-X exists, is because they're running out of that. And that is different supply than GDDR7, which I don't think they'll be competing with other people for GDDR7 for a while because RNA A4 used GDDR6. All of what I'm saying is it would make a lot of sense for them to want to launch the 590 at the end of this year if they're having trouble supplying enough 490s. And my suspicion is that they're just really mad that the cat's starting to come out of the bag right now because

there's probably still a lot of other RTX 4000 series cards that they do want to make sure are gone by the time they launch it. But anyways, that's just me reading between the lines. I thought you guys would find all of that interesting, and that's going to do it for this video. I really hope that you enjoyed it. If you did, please make sure to hit the like button and to subscribe to the YouTube channel Mors Law is Dead. And then also, please make sure to check out the Mors Law is Dead Patreon. The best way to support Mors Law is Dead is to go on that Patreon. You can ask us questions at the lowest tier Hardware Box. Should this time be coming on for next week, actually after, I believe, reviewing some pretty interesting stuff. So we have a lot to talk about. If you want to ask Steve from Hardware Box questions, join the Patreon even at the lowest tier. You can do so, and you'll get access to the Discord, access to a catalog of hundreds of bonuses of

pieces of content called die shrink. One just came out as well. There's never any ads in it and uh yeah we just can't do this without our patrons. But uh no matter what if you made it this far in the video as always thank you for watching. [Music]

AMD R7 9800X3D Picture Leak | RDNA 4 Delay | Nvidia RTX 5000 Update

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Moore's Law Is Dead

AMD는 올해 9800 X3D를 출시할 예정이며, 전설적인 지위와 탁월한 성능을 강조하는 마케팅 자료를 선보이고 있습니다.

9000 시리즈 X3D 제품에는 새로운 박스 쉐이딩이 적용될 예정이며, 9800 X3D는 104메가바이트의 캐시와 클럭 주파수가 증가한 것으로 확인되었습니다.

마케팅 전략은 9800 X3D를 엘리트 게임을 위한 궁극의 프로세서로 강조하고 있으며, 올해 출시될 다른 X3D 모델은 없습니다.

AMD의 9800 XD는 가장 수요가 많은 제품으로, 6코어 및 8코어 모델이 시장 점유율 상승을 주도하고 있습니다.

7800 XT의 판매 감소는 가격 상승과 생산량 감소로 인한 것입니다.

RDNA4의 출시는 2025년으로 미뤄졌으며, Zen 5 X3D를 위한 공간을 확보하기 위해 Zen 4 및 X3D 제품의 생산이 줄어들고 있음니다.

AMD의 RDNA A4 지연 및 공급 과잉 문제

AMD의 RDNA A4는 특히 Navi 31 시리즈의 RDNA A3 재고 과잉으로 인해 2025년 1분기로 미뤄질 가능성이 높습니다.

AMD는 과잉 재고를 판매하기 위해 7900 XT 및 7900 XTX의 가격 인하를 고려하고 있지만, 이러한 가격 인하는 수익 마진을 유지하기에는 충분하지 않을 수 있습니다.

한 주요 소매업체는 공급 과잉 문제를 확인했으며, 중저가 RDNA A3 제품은 잘 팔리는 반면 Navi 31은 전혀 움직이지 않음을 보고했습니다.

AMD의 RDNA 4 그래픽 카드 출시 일정

AMD는 RDNA 4 그래픽 카드의 출시가 2025년 1분기까지 보장된다고 밝혔으며, 일부 파트너는 한 달 전에 이에 대한 브리핑을 받았습니다.

공급망 준비로 인해 10월 출시 가능성에 대해 회의적인 시각이 있지만, 연말까지 페이퍼 출시 또는 티저가 나올 가능성도 있습니다.

RDNA 4의 드라이버와 설계가 완료된 것으로 알려지면서 출시 일정에 대한 AMD 팀과 파트너의 혼선이 빚어지고 있습니다.

AMD 및 엔비디아에 대한 내부자 업데이트

한 소식통이 9800 x3d 문서에 대한 액세스를 제공하는 데 도움을 주었는데, 이 문서는 진짜였으며 몇 가지 주요 유출의 배후에 있었습니다.

AMD의 3분기 게임 매출은 예상보다 낮은 나비 31의 판매량으로 인해 실망스러울 것으로 예상됩니다.

엔비디아는 연말까지 RTX 5080 및 5090의 출시를 계획하고 있지만, 최근 유출된 문서로 인해 회사 고위 경영진은 긴장과 좌절감을 느끼고 있습니다.

아틱 5000 시리즈 출시에 대한 추측

Arctic 5000 시리즈에 대한 유출은 RTX 490 공급 감소로 인해 연말에 출시될 가능성이 있음을 시사합니다.

GDDR6X 공급 제약으로 인해 4070 GDDR6 비-X 변형이 존재하고 있습니다.

590 출시 시기는 RTX 4000 시리즈 카드를 정리하는 데 결정적일 수 있으며, 이는 회사의 좌절로 이어질 수 있습니다.