Steam Deck

Uses AMD Van Gogh APU, official name: “AMD Custom APU 0405”

• TSMC 7nm
• 2.4B Transistor
• 163mm2 die
• 4 x Zen2 core
• 8 x RDNA 2.0 CU
• 16GB LPDDR5 128-bit quad channel - 88GB/s theoretical (25GB/s actual per C&C testing)

Reference:

• https://chipsandcheese.com/2023/03/05/van-gogh-amds-steam-deck-apu/
• https://www.techpowerup.com/gpu-specs/steam-deck-gpu.c3897#:~:text=Built%20on%20the%207%20nm,mm%C2%B2%20and%202%2C400%20million%20transistors.

BOM:

• https://www.installbaseforum.com/forums/threads/steam-deck-has-crossed-shipments-of-1-million-globally-per-new-report.1093/page-2#:~:text=Internal%20discussions%20within%20the%20semiconductor,the%20Steam%20Deck%20at%20%24450.
• https://youtu.be/3gSL89u19w4?t=242
• https://www.reddit.com/r/SteamDeck/comments/vbkjcw/steam_deck_manufacturing_cost/
• https://www.reddit.com/r/Amd/comments/t1tut0/steam_deck_doesnt_make_sense_component_wise/

Inherited from Microsoft, didn’t have to pay for APU design…

https://www.ifixit.com/News/57101/steam-deck-teardown Motherbord cost: $250APUCost:$200?

https://isine.com/resources/die-yield-calculator/ 14 x 11.7 0.09 defect density https://www.anandtech.com/show/16028/better-yield-on-5nm-than-7nm-tsmc-update-on-defect-rates-for-n5

https://www.silicon-edge.co.uk/j/index.php/resources/die-per-wafer https://anysilicon.com/die-per-wafer-formula-free-calculators/

https://anysilicon.com/die-per-wafer-formula-free-calculators/ 299 DPW

https://www.phonearena.com/news/tsmc-hikes-wafer-prices-for-3nm_id143854 https://www.siliconexpert.com/blog/tsmc-3nm-wafer/ $10K

Estimations https://www.youtube.com/watch?v=oMcsW-myRCU https://www.reddit.com/r/Amd/comments/9qqpgd/estimating_sufficiency_of_amd_capacity_at_tsmc/

= $33/die+$7 packaging = ~$40

AMD Margin: https://www.reddit.com/r/AMD_Stock/comments/uj6b14/max_a_cherney_on_twitter_estimate_of_amd/ 25-33% on consoles

$200APUprice$130-150 APU AMD cost

5M Units total lifetime?

• 1.6M in 2022
• 3.5M by 2023
• https://www.gamedeveloper.com/business/analyst-steam-deck-will-sell-3-million-units-by-2023-s-end
• https://www.gamingonlinux.com/2023/04/report-steam-deck-to-pass-3-million-sales-during-2023/

5M*$100+inNRE=$500M

How much does it cost to tape out Semi-Custom design?

https://www.semianalysis.com/p/the-dark-side-of-the-semiconductor

• mask set 7nm = $10M
• $50-75Mon7nm(muchlowerthanIDCandMcKinsey-$300M, Gartner says $271M lol https://semiengineering.com/racing-to-107nm/)
• Take existing CCD, GPU
• $30M?