No, honestly, their problem is not apps but dates. AMD has never been able to ship products promptly enough to give them a good position. For a long time, the theory was that the generation-and-a-half lag behind Intel was due to fabs. But obviously that excuse is gone. AFAIKT, AMD just has a culture of accepting bare survival as their normal mode. Occasionally one part of the company will pull ahead (say, GPUs for 6 months, or CPUs.) They never manage to build on their temporary advantages, though, and so stay permanently as a token competitor.
Kaveri looks interesting, but if they're delaying it with software as an excuse, they're fooling themselves in the usual way. Software, largely, takes care of itself, but AMD's always playing stopgap with hardware, and they just can't seem to fix that. Kaveri should be out now (Richland was the pointless stopgap that didn't stop anything.) If it were, AMD would be able to talk about the virtues of HSA, would be able to generate papers showing eg that tight integration and coherency between CPU and GPU enable something new. As it is, AMD is once again saying "trust us, what you get in 6 months will be great!".
AMD has too much belief that it's worth the wait. Intel must love this, since it means they don't have to sweat, can drive the ISA agenda and control the whole market, and yet can claim to have competition.
Grit and perserverence are wonderful attributes, but at some point AMD becomes irrelevant (perhaps already passed.)
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