[Manuel Calavera]

AMD 12nm mobility lineup is planned to last through 2019, 7nm to take over in late 2019 to Q1 2020

The second thing I wanted to talk about is the roadmap for 7nm. I have heard that AMD’s 7nm mobility lineup won’t hit the shelves till Q1 2020. That said, please keep in mind plans like these can change rapidly although I do not expect 12nm mobility lineup to be replaced before late 2019 at the earliest (even if we are dealing with an accelerated roadmap). Mobility lineups require a good-enough level of yield and achieved economies of scale so the later this ships, the better it is for AMD (and the partner foundry).
The good news is I am hearing very good things about the performance per $ levels of the AMD 7nm mobility lineup and it will be very competitive compared to what we have on the market right now. This means we are looking at a significant structural shift in cost structures of the laptop industry: things are about to get a lot faster – and cheaper! It is also worth mentioning that Intel plans to have its 10nm (which is ~equivalent to the pure-play foundry 7nm process) on the market before year-end as well so the race is very much back on.