Intel Investor Meeting 2015: November 19

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NTMBK

Lifer
Nov 14, 2011
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I find it worrying that they are still talking about 14nm ramp up difficulties. Broadwell has been on the market for a year now.
 
Aug 11, 2008
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Yes, but Intel problems are not the same of the other foundries.

14nm was supposed to enable two things, first a cost advantage enough to tilt the balance on mobile market towards Intel product, and a cost advantage enough to give Intel foundry business a good value proposition so it could begin to be noticed on the market. It failed miserably on these two counts, and it seems that it is also being detrimental to Intel other businesses as well.

And with 10nm being a straight shrink of this mess, that basically kills whatever chances Intel had of being a dominant mobile player, and that postpones the foundry movement towards the end of the decade, when TSMC will be even bigger than today.

I may be well be wrong and 10nm turns out to be the node that will deliver these things, but I'm not optimistic here, really. 10nm is already delayed and we are hearing about 14nm issues by the time we were supposed to be discussing its phase out. 10nm is high risk as well.

Yea, I agree. I am far from an expert on this, but IMO, intel needed 14nm to be a compelling product in mobile, cheap and efficient enough to overcome their lack of integration. Instead they got delay after delay, poor yields, and mediocre performance. Their is a lot of criticism of Sklylake for lack of performance gains, but to me, nothing is more disappointing than 14nm atom.
 

mrmt

Diamond Member
Aug 18, 2012
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Yea, I agree. I am far from an expert on this, but IMO, intel needed 14nm to be a compelling product in mobile, cheap and efficient enough to overcome their lack of integration. Instead they got delay after delay, poor yields, and mediocre performance. Their is a lot of criticism of Sklylake for lack of performance gains, but to me, nothing is more disappointing than 14nm atom.

The entire premise behind the contra-revenue program is that they would subsidize 22nm mobile products because once 14nm products arrived these costs issues would not exist anymore, and 10nm would be even better. Today Intel isn't confident enough on what (and when) 10nm will deliver to the point they are scaling back their mobile efforts, and not a single word about their foundry efforts. It's a real mess.
 

mrmt

Diamond Member
Aug 18, 2012
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I find it worrying that they are still talking about 14nm ramp up difficulties. Broadwell has been on the market for a year now.

I think they are past the worry phase. More at the damage control phase now.
 
Mar 10, 2006
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The entire premise behind the contra-revenue program is that they would subsidize 22nm mobile products because once 14nm products arrived these costs issues would not exist anymore, and 10nm would be even better. Today Intel isn't confident enough on what (and when) 10nm will deliver to the point they are scaling back their mobile efforts, and not a single word about their foundry efforts. It's a real mess.

Speaking of Intel's mobile efforts...

 

Burpo

Diamond Member
Sep 10, 2013
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Hardly.. Just getting started.. Now that they're in bed with China, we'll see lots happening over the next few yrs.
 
Mar 10, 2006
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So they're giving up?

Basically they're going to keep investing in modems and core IP, but I think they're going to farm out SoC integration/derivatives to Spreadtrum/Rockchip. They're probably going to scale back the work they do in trying to build "turnkey" reference design solutions which I am sure ate up quite a bit of R&D dollars.
 

Khato

Golden Member
Jul 15, 2001
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That density normalization argument really backfires. It essentially shows that despite having inherently higher density at process level, that the actual product having less density due to sub-optimal architecture. I bet these slides are provided by process technology to prove "Hey, it is not our fault".

No, it actually doesn't. Do you know what designing a CPU architecture to run at twice the frequency does to density? Or how about using a larger percentage of the die area (relative to CPU) on nice compact mobile graphics? Then of course there's all of the assorted SoC modules, which are also excellent for density but relegated to the chipset on Intel. (Which makes perfect sense for an IDM in their market as the minimal power consumption of that logic results in reduced die size being the only real benefit of using the leading process node.)
 

Thala

Golden Member
Nov 12, 2014
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No, it actually doesn't. Do you know what designing a CPU architecture to run at twice the frequency does to density?

Yes i do know. First of all move A9X to low vt high performance process, up Vcc and there you are. A frequency difference of about factor 2 can be achieved by the measures i mentioned above without changing uarch. And A9 seems to have enough thermal headroom to do so.
 

kimmel

Senior member
Mar 28, 2013
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Yes i do know. First of all move A9X to low vt high performance process, up Vcc and there you are. A frequency difference of about factor 2 can be achieved by the measures i mentioned above without changing uarch. And A9 seems to have enough thermal headroom to do so.

"Just up Vcc and there you are." If it only was that easy.
 

jpiniero

Lifer
Oct 1, 2010
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I think part of Intel's problem is that they are trying to do mobile on a process that spans to 4 Ghz+. So for Cannonlake SoCs to really work they are going to need to get aggressive on density and voltage. Perhaps they are unwilling?
 

Hugo Drax

Diamond Member
Nov 20, 2011
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Intel needs to lift the foot off the pedal a bit. And go on a 3 year product cycle.
I.e. 2016,17,18 skylake 14nm and those 3 years work on getting 10nm right. Then 2019 starts the year of the new CPU.

Releasing new CPUs that only offer 5 percent gains is just going to lead to product glut,customer confusion and shortages as the process changes end up being harder than expected.

People don't upgrade on a yearly cycle anyways.
And the people buying new computers hold off because of lack of new CPUs but won't buy last years CPU because they see the new one just came out.
 

Fjodor2001

Diamond Member
Feb 6, 2010
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I think part of Intel's problem is that they are trying to do mobile on a process that spans to 4 Ghz+. So for Cannonlake SoCs to really work they are going to need to get aggressive on density and voltage. Perhaps they are unwilling?

Yeah, I think you're right. But remember that they still have prioritized mobile over desktop on 14 nm.

Having two different process techs on the same node, but optimized for low power vs high performance would probably be good. The foundries have that. And I actually though Intel used to have it too, but I'm not certain.
 

VirtualLarry

No Lifer
Aug 25, 2001
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Intel needs to lift the foot off the pedal a bit. And go on a 3 year product cycle.
I.e. 2016,17,18 skylake 14nm and those 3 years work on getting 10nm right. Then 2019 starts the year of the new CPU.

Releasing new CPUs that only offer 5 percent gains is just going to lead to product glut,customer confusion and shortages as the process changes end up being harder than expected.

People don't upgrade on a yearly cycle anyways.
And the people buying new computers hold off because of lack of new CPUs but won't buy last years CPU because they see the new one just came out.

Part of that is the OEMs, they want a "new" (or refresh) lineup of CPUs and APUs, so that their pretty computer boxes at Walmart and BestBuy can have a bigger number next to them. Hence Intel on a cycle to release "new" product, every year, just in time for Holiday buying season.
 

jpiniero

Lifer
Oct 1, 2010
14,835
5,454
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The entire premise behind the contra-revenue program is that they would subsidize 22nm mobile products because once 14nm products arrived these costs issues would not exist anymore, and 10nm would be even better. Today Intel isn't confident enough on what (and when) 10nm will deliver to the point they are scaling back their mobile efforts, and not a single word about their foundry efforts. It's a real mess.

One problem is that the high end mobile market is basically owned by Apple and a bit by Samsung. Windows is a big problem since it's so terrible as a tablet OS it's probably not very compelling as a phone. MS doesn't seem to care because of all the money they are making on Office 365, but it hurts Intel.
 
Mar 10, 2006
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Yeah, I think you're right. But remember that they still have prioritized mobile over desktop on 14 nm.

Having two different process techs on the same node, but optimized for low power vs high performance would probably be good. The foundries have that. And I actually though Intel used to have it too, but I'm not certain.

They do. The high performance CPU 14nm process is known as P1272, and the SoC process (which offers transistor/interconnect options that span low power to high performance and very dense to not-so-dense) is known as P1273.
 

Khato

Golden Member
Jul 15, 2001
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"Just up Vcc and there you are." If it only was that easy.
The notions that one comes across on this forum certainly are amusing at times, aren't they?

Yeah, I think you're right. But remember that they still have prioritized mobile over desktop on 14 nm.

Having two different process techs on the same node, but optimized for low power vs high performance would probably be good. The foundries have that. And I actually though Intel used to have it too, but I'm not certain.
So here's an interesting point that most don't realize - per-core power allowance is actually quite comparable between mobile and many-core server SKUs for Intel. It's actually desktop which is outlying at ~20W+ per core versus 5-8W for mobile and server.
 

Thala

Golden Member
Nov 12, 2014
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"Just up Vcc and there you are." If it only was that easy.

Could you please stop quoting me out of context? I was stating that you up Vcc in addition to moving to low Vt process. I was never claiming you are getting +100% performance with Vcc alone.
If you are at nominal voltage at C28LP and moving to C28HPM and overdrive to 1.1V you are ending up at double performance.....just for example.
 
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kimmel

Senior member
Mar 28, 2013
248
0
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Could you please stop quoting me out of context? I was stating that you up Vcc in addition to moving to low Vt process. I was never claiming you are getting +100% performance with Vcc alone.
Doing both are not going to get you the gains you dream.
 

Thala

Golden Member
Nov 12, 2014
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Doing both are not going to get you the gains you dream.

I am not telling you what we are going to get, i am just stating that we are getting precisely the gains i claimed. And that is not even considering binning from the fast process corner. So stop telling me that's not possible.
 

videogames101

Diamond Member
Aug 24, 2005
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I am not telling you what we are going to get, i am just stating that we are getting precisely the gains i claimed. And that is not even considering binning from the fast process corner. So stop telling me that's not possible.

Apple will probably do those things for A9X, but it's not as simple as swapping vt's and upping voltage.

Maybe for a chip that was designed using min VCC, max length transistors, and ultra high vt cells you could double your frequency by adjusting those variables, however - You're assuming Apple is using all high-vt cells for their A9, I highly doubt that is the case. Any company worth it's salt is using multi-vt flows these days. Critical paths will almost certainly already be using ultra low vt cells. "Just" changing VTs and voltages doesn't mean your density won't take a hit. As you say you can use overdrive voltages, but chip size is still going to increase when you have to widen your clock nets and power grid for reliability at higher voltages and when your route dominated paths don't scale anywhere close to 2x from voltage and you have to start widening or adding drive cells. Also OCV will brutalize you, again leading to increasing area which can only be partly mitigated by design choices.

Nobody bins for FF in mobile either, at least that I'm aware of. Maybe Apple has cash to burn on low yields though
 
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