Intel's response to RyZen.

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jpiniero

Lifer
Oct 1, 2010
14,847
5,457
136
When will cannon lake desktop hit town? Coffeelake Q4 2017? So CL Q3/4 2018?

There's a chance they will do a Cannonlake-X on X299 but that would be it. No mainstream model. Icelake would be next and presumably expect that a year after Coffee Lake arrives.
 

Conroe

Senior member
Mar 12, 2006
324
32
91
Don't see why Intel couldn't just lower HEDT prices and add re-branded a Xeon for the top. I don't think ignoring Ryzen is a sound business decision. Any real response has to come with Skylake X. HT is better with Skylake so AMD's SMT advantage is going to vanish. I doubt there will be a eight core at $500 but it sure will be under $1000.
 
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scannall

Golden Member
Jan 1, 2012
1,948
1,640
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Don't see why Intel couldn't just lower HEDT prices and add re-branded a Xeon for the top. I don't think ignoring Ryzen is a sound business decision. Any real response has to come with Skylake X. HT is better with Skylake so AMD's SMT advantage is going to vanish. I doubt there will be a eight core at $500 but it sure will be under $1000.

Unlikely, as that would hurt their bread and butter server chips. Segmentation is what has made Intel a boatload of money, in a market with no competition. But, it is also an Achilles Heel now. They don't have a lot of options, aside with fiddling with SKU's for the next several years.
 

french toast

Senior member
Feb 22, 2017
988
825
136
There's a chance they will do a Cannonlake-X on X299 but that would be it. No mainstream model. Icelake would be next and presumably expect that a year after Coffee Lake arrives.
Right, so icelake Q3/4 2018? Is that a new uarch AND 10nm?
Things could get dicy for AMD.
 

Conroe

Senior member
Mar 12, 2006
324
32
91
Unlikely, as that would hurt their bread and butter server chips. Segmentation is what has made Intel a boatload of money, in a market with no competition. But, it is also an Achilles Heel now. They don't have a lot of options, aside with fiddling with SKU's for the next several years.
I disagree. If the chips stop selling prices will go down. You can get a whole eight core rig for less than a 6900K soon.
 

jpiniero

Lifer
Oct 1, 2010
14,847
5,457
136
Right, so icelake Q3/4 2018? Is that a new uarch AND 10nm?
Things could get dicy for AMD.

Don't expect much from Icelake, at least on mainstream. Maybe if they have some sort of breakthrough on voltage/clock.

One option for Intel down the line, if things get really bad on PC sales; would be to demote the mainstream to be more or less one Server core 'block'. And have that core connected via EMIB to a (RTG?) GPU and PCH.
 
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scannall

Golden Member
Jan 1, 2012
1,948
1,640
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I disagree. If the chips stop selling prices will go down. You can get a whole eight core rig for less than a 6900K soon.

That's OK. We can disagree. Doesn't hurt a thing. ;-) And only time will tell which of us is right. I'm hoping to be the wrong one here.
 

Absolute0

Senior member
Nov 9, 2005
714
21
81
They where talking about architecture its an assumption that it also means process. Just like CON cores each new chip/soc was a uarch refresh they moved form 32nm SOI to 28nm bulk in there as well.


http://www.pcworld.com/article/3155...hitecture-is-expected-to-last-four-years.html

The next Zen will i think 100% be 14nm LLP ( 18)
The Zen after that i think 40% 14 LLP , 40% 14 HP, 20% 7nm ( 19)
The 4th Zen i think will be 100% 7nm ( 2020)

I think that sums it up so we are in agreement... Zen+ and Zen++ are both on ~14nm in 2018 and 2019. (If other foundries want to call it 14nm+ node to encompass some improvements over previous 14nm, that would probably bring it to parity with Intel 14nm)

My point is that for these two years Intel will be on 10nm.

If it becomes a #cores race, the process advantage is quite an advantage IMO.
 

Eddward

Member
Apr 10, 2012
56
19
81
As I explained in my post both Cannonlake and Icelake µarch must be ready, heck they displayed a working 10nm Cannonlake so that's done and exist 100%.
It may be just 5%, but it adds to Skylake advantage, then 14nm++ and some clock gains... they won't come with Skylake-X because that already done (with its own possible gains against desktop arch.) but there's no reason to not bring all IPC gains to Coffe Lake if it comes end 2017/2018. Tick tock may be dead and 10nm late but cpu designers worked anyway these years.
I wish you are right, but I personally don't think that even Coffee Lake will bring any IPC improvements. Whatever improvement Intel guys developed until now after Skylake, it has never been designed for 14nm, but only for 10nm. Cannonlake and Ice Lake will definitely bring bigger or smaller improvements, but that's all about 10nm. I don't think Intel had to be forced to port 10nm improvements to 14nm uArch. It's much too risky in this timeframe. Maybe it was possible, but they've had to decide about that before Skylake release. I don't think this was the case. It's too late.
Coffee Lake is Kaby Lake with 6 cores in mainstream desktop, that's all. In reasonable price range it will be still extremely competitive product.
Despite that the tick-tock is dead, the machine is still running in the old ways. It takes some time to aling with a new PAO cadence. Kaby Lake and Coffe Lake are the products to plug the hole between them, nothing more, nothing less. Everything will be back on track when 10nm will be matured enough.
 

Jan Olšan

Senior member
Jan 12, 2017
318
409
136
I don't think Coffee Lake is done TBH. Cannonlake yes but of course that's DC mobile only and the fabs may not be ready yet.
I agree. Coffee Lake is probably a late addition to roadmap. Usually Intel had slack with finishing product unless process trouble, but in this case it might not be the case.
It being a stopgap solution means it can have tight schedule and can't be pulled in to launch earlier. Also nobody likes it when product's planned life is shortened by accelerated launch of next gen. (Customers do, of course, but those are not relevant to the decision).
 

Lodix

Senior member
Jun 24, 2016
340
116
116
Global Foundries starts mass production of their 7nm process node in 2018 and it will be more dense than Intel's 10nm. Enven if for some reason some people want to deny that fact.
 

Sven_eng

Member
Nov 1, 2016
110
57
61

People shouldn't be surprised.

Look at all the AMD fanboys who use Intel CPUs today because they have no other choice because of performance.

Intel fanboys can see a great CPU at a great price too, and that is what they haven't had for years from Intel.

If I am honest I think that intel fanboys who buy Ryzen are even more admirable, because they probably don't need it.
 

Rifter

Lifer
Oct 9, 1999
11,522
751
126
People shouldn't be surprised.

Look at all the AMD fanboys who use Intel CPUs today because they have no other choice because of performance.

Intel fanboys can see a great CPU at a great price too, and that is what they haven't had for years from Intel.

If I am honest I think that intel fanboys who buy Ryzen are even more admirable, because they probably don't need it.

Yeah for sure it makes sense, its just most fanboys seem to be completely senseless.

I always try to not get caught up in the whole team thing and just buy the best products in my price range at the time for what i need. Ive owned many intel and AMD CPUs over the years, and many AMD GPU's and many Nvidia GPU's, and even a matrox and a 3dfx card lol.

This time around im for sure going AMD unless intels HEDT prices get cut in half in the next month or two.
 

itsmydamnation

Platinum Member
Feb 6, 2011
2,868
3,419
136
I think that sums it up so we are in agreement... Zen+ and Zen++ are both on ~14nm in 2018 and 2019. (If other foundries want to call it 14nm+ node to encompass some improvements over previous 14nm, that would probably bring it to parity with Intel 14nm)

My point is that for these two years Intel will be on 10nm.

If it becomes a #cores race, the process advantage is quite an advantage IMO.

The big intel SOC's on 10nm aren't going to be soon, skylake E/EP isn't even out yet. So it will tkae intel time to get a cores race going if they wanted to try and do that. But AMD still have a big binning/ yeilding advantage from the multi chip path they are going.
 

Absolute0

Senior member
Nov 9, 2005
714
21
81
Global Foundries starts mass production of their 7nm process node in 2018 and it will be more dense than Intel's 10nm. Enven if for some reason some people want to deny that fact.

While I have shared my own personal skepticism regarding their launch yields/timeliness, we are in agreement on transistor density my friend... GF 7nm is predicted to be 14.5% denser than Intel 10nm.

https://www.semiwiki.com/forum/content/6498-2017-leading-edge-semiconductor-landscape.html

However as per earlier posts consensus is Zen remains on 14nm until at least 2019 making this a moot point... If GF 7nm is indeed 2018 with good yields and Zen+ happens to be both a uarchitecture upgrade and a node upgrade launching in 2018 then I'll be the first to tip my hat and open my wallet for a 7nm Ryzen next year with double-digit core count.



The big intel SOC's on 10nm aren't going to be soon, skylake E/EP isn't even out yet. So it will tkae intel time to get a cores race going if they wanted to try and do that. But AMD still have a big binning/ yeilding advantage from the multi chip path they are going.

I agree not "soon," we are talking 2018-2019.
 

itsmydamnation

Platinum Member
Feb 6, 2011
2,868
3,419
136
I agree not "soon," we are talking 2018-2019.

Amd could do a 6 ccx Zen for 12 cores with higher speed ddr4 for 210 to 220 mm on 14llp if they want to go that path. That's a 48 core chip in server space. Unless Intel moves away from monolithic soc's it's hard to do a core war with amd/Zen/infinity fabric
 

Dresdenboy

Golden Member
Jul 28, 2003
1,730
554
136
citavia.blog.de
Global Foundries starts mass production of their 7nm process node in 2018 and it will be more dense than Intel's 10nm. Enven if for some reason some people want to deny that fact.
I think, the improved transistor performance is at least, if not more important than scaling, as there are limits in dissipated heat per sqmm.
 
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imported_jjj

Senior member
Feb 14, 2009
660
430
136
Intel will ship 10nm in volume only in 2018 but that's gonna be Core M kind of thing and desktop is more likely early 2019.
What does 10nm give them in desktop though? Same core and slightly higher clocks, if 10nm clocks.

AMD in early 2019 can go 7nm and 12 cores if there are no delays for GloFo's 7nm. Feature size it would be slightly ahead of Intel, not that it matters much.
Look at Zen, they are half a node behind but pack 8MB L3$ in a smaller area.

Core wise, Intel's core is very very mature, hard to get more out of it. Zen is new, with Zen plus they can boost both IPC and clocks in a significant way and 7nm gives them more room in 2019.
We'll see soon how Zen really performs but AMD's position relative to Intel can only improve before Intel has a new core.

Ofc Intel's reaction is driven by Wall Street. How do they maximize market share, margins and ASPs? Best way is to do nothing ,just count on marketing and "complicated" deals with OEMs and large retailers.
But Intel has never been in this position before. They have 97% revenue share in PC, inflated ASPs and margins and the market is declining. If they lose 15% share and at the same time ASPs decline 10% and the market declines 5%, it's really bad.Ofc that's for the overall PC market not Summit Ridge as Raven Ridge is also Ryzen.
In desktop they might just sell 6 cores+GPU and argue that 6 cores is enough. A few months later, the CEO gets the boot and they start working on something relevant.

After 2019 it gets complicated for both AMD and Intel. Foldable displays in phones will soon hurt PC sales quite a bit and then glasses take off. The decline in PC in the last few years is nothing in comparison to what's ahead.Consumers are already very cold on PCs and once businesses start to replace PCs with AR glasses, the PC drops to 0 units in 5-7 more years.

For AMD today is about a financial boost that will allow them to find new areas of business. For Intel, it's complicated as they are stuck on x86 and areas with high ASPs.
 
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