I don't believe Mark Cerny would have been careless in his assertion that PS4 graphics at native 4K would require an 8TF GPU. He had to know that delivering the same visual quality as this generation, but at 4K would be considered a disappointment for the PS5. This would set 8TF as a rock bottom for performance going forward. With all the talk in the Wired article about a true next generation jump I can't see that fitting together at all as a PR strategy. I'd have to go back and dig up my original forward-looking estimates, but I believe they were for an 8-9TF console in 2019 or 9-12TF in 2020. The latter still feels realistic, if conservative on the low end.
This... this is where I am.
Well put, Lady Gaia.
Right on the mark. Our only real example of gaming raytracing "specific" hardware are the RT cores on the Geforce RTX cards. Even those aren't truly "fixed function", at least in the sense that we might consider ROPs or TMUs, geometry draw, or transform and lighting hardware in old pre-programmable shader GPU designs as fixed function. Raytracing is just a function of compute power, and having hardware that's just optimized to do the primary SIMD calculations needed for RT technically is hardware support, even if you've not cordoned off a chunk of silicon to do RT and nothing else.
RTX cores provide major benefits in accelerating BVH intersection tests, i.e. a part of the RT algorithm that the rest of the GPU isn't well suited to do.
So on that basis, while I agree with your general point that RT on the whole is primarily a general compute function, there may yet be other interesting areas that can be accelerated with fixed function hardware.
The 60 CUs Vega VII is 331mm2.
That 331mm² is for the whole GPU, including caches, i/o, FP64 gubbinz and HBM memory interfaces.
Tbf, however, if we compare PS4 to Pitcairn (HD 8870 with 20CUs), you're looking at a die size of 348mm² vs. 212mm² -- both on 28nm. I think Sony's 8 Jaguar cores at 28nm was around < 70mm², so that still leaves around 66mm² for all the uncore IO and interconnect gubbinz.
As such, I'd be surprised to see as much as 64CUs in PS5 or Anaconda's APUs, provided they stick with a max die area of < 360mm².
If they go with a chiplet design, however, it's a totally different story. Die-size limits on the more complex 7nm process may mean that both PS5 and Anaconda are going with a chiplet design.
Either Sony is betting a lot on TLoU 2 and Death Stranding to push PS4s next FY or they are planning for deep price cuts for the PS4, which means a super slim is in the works? Have there been any rumors about 7nm PS4 revisions? I think there was.
The reddit rumour that talked about HBM for PS5 mentioned a 7nm PS4 made by Samsung.