[SeekingAlpha] Cherry Trail not ramping until March 2015

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Qwertilot

Golden Member
Nov 28, 2013
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Oh, macs only small compared to the astonishing numbers of iPhones they sell each year

There isn't that much danger of being stuck with a monopoly x86 market - whether they change or not, they'll definitely keep the capability of doing so. A lot of leverage that.

Moving does have a definite cost so they won't be super keen to so long as Intel play nicely. Intel really won't to lose them for the publicity if nothing else so might well. Suppose they might fall out at some point.
 

Ajay

Lifer
Jan 8, 2001
16,094
8,106
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does it matter if it crushes it or that apple have more margin on a good enough performing product?

Think battery life - think lots of battery life!

They switched previously because the previous uarch was far behind/obsolete.

Exactly! Performance wise: PPC > 68K, Intel x86 > PPC, ARM < Intel SoC. The overhead of binary translation or LLVM would result in the last transition being competitively too slow.

Except that in 2016 Apple will have 14nm ARM products not 20nm and Intel will still be at 14nm.

We were talking about 10nm x86, which is due sometime in 2016 (barring any problems). There will be an overlap period where both are at 14nm (at least for Apple).
 

Enigmoid

Platinum Member
Sep 27, 2012
2,907
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We were talking about 10nm x86, which is due sometime in 2016 (barring any problems). There will be an overlap period where both are at 14nm (at least for Apple).

Intel is on a roll with the delays.

I doubt we will see 10 nm before mid 2017.
 

Idontcare

Elite Member
Oct 10, 1999
21,118
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Intel is on a roll with the delays.

I doubt we will see 10 nm before mid 2017.

Given that 14nm is a 2015 event for all intents and purposes, yeah there is practically no way 10nm is going to be relevant in 2016. Definitely a 2017 deal, if that.
 

Ajay

Lifer
Jan 8, 2001
16,094
8,106
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Intel is on a roll with the delays.

I doubt we will see 10 nm before mid 2017.

I don't know how the quote was screwed up, so anyways...

We've only seen one recent significant node delay @ 14nm. This is hardly a trend line. If you have some facts to support your doubts - then please share them. I'd be interested.
 

Homeles

Platinum Member
Dec 9, 2011
2,580
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I don't know how the quote was screwed up, so anyways...

We've only seen one recent significant node delay @ 14nm. This is hardly a trend line. If you have some facts to support your doubts - then please share them. I'd be interested.
I'd imagine delays have a bit of a domino effect.
 

Ajay

Lifer
Jan 8, 2001
16,094
8,106
136
Given that 14nm is a 2015 event for all intents and purposes, yeah there is practically no way 10nm is going to be relevant in 2016. Definitely a 2017 deal, if that.

Doesn't Intel have multiple teams working on different nodes - or is it all lockstep? I'm curious as to why you think that, practically speaking, even 2017 is iffy.

Revenue wise, I agree 14nm is really a 2015 event. However, Intel is delivering on 14nm this year. I guess with the delay of Cherrytrail, Intel's x86 phone/tablet SoC, whatever follows Broxton has an indeterminate timeline right now.

It does appear that Intel is still having a problem with yields on larger dice and/or at higher frequencies needed for desktop grade CPUs.
 

AtenRa

Lifer
Feb 2, 2009
14,003
3,361
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Doesn't Intel have multiple teams working on different nodes - or is it all lockstep? I'm curious as to why you think that, practically speaking, even 2017 is iffy.

They have multiple teams, but you have to depreciate 14nm first and then start 10nm production. So far Intels 14nm is low volume Low Power for 2014, high performance process will only be ready in 2015 onwards. So, they will have to start 10nm later in to 2017 or even 2018.
 

Khato

Golden Member
Jul 15, 2001
1,225
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If ARM CPUs were competitive at 28nm planar against 22nm FF, then you can imagine how much better they will compete using 14nm FF against Intels 14nm FF.

But which 28nm ARM CPU was actually competitive against 22nm FF? In terms of both performance and efficiency.
 

witeken

Diamond Member
Dec 25, 2013
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If ARM CPUs were competitive at 28nm planar against 22nm FF, then you can imagine how much better they will compete using 14nm FF against Intels 14nm FF.

They have multiple teams, but you have to depreciate 14nm first and then start 10nm production. So far Intels 14nm is low volume Low Power for 2014, high performance process will only be ready in 2015 onwards. So, they will have to start 10nm later in to 2017 or even 2018.

This is simply a lot of FUD.
 

Homeles

Platinum Member
Dec 9, 2011
2,580
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They have multiple teams, but you have to depreciate 14nm first and then start 10nm production. So far Intels 14nm is low volume Low Power for 2014, high performance process will only be ready in 2015 onwards. So, they will have to start 10nm later in to 2017 or even 2018.
This is ridiculous. The primary factor in holding back the introduction of a new process is its yields, not the idea that you have to please the accounting department.
So you say Intel didn't learn from 14nm and will have yield issues again?
It's not really a question of learning from mistakes, although there were certainly mistakes to be learned from. The problem is that resources that could have gone towards accelerating the development of 10nm have been tied up with the delay of 14nm.
 
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krumme

Diamond Member
Oct 9, 2009
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Intels portfolio in windows market dont need new nodes to dominate. Its just an expense if its forced.
And looking at the arm war i dont see new nodes as the most important.
Why do Intel then have to get 10nm full steam 2017?
 

Homeles

Platinum Member
Dec 9, 2011
2,580
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Intels portfolio in windows market dont need new nodes to dominate. Its just an expense if its forced.
And looking at the arm war i dont see new nodes as the most important.
Why do Intel then have to get 10nm full steam 2017?
Why does Intel need to have a lower cost structure and increased performance compared to its competitors? Gee, I wonder.

It's this agressiveness that made Intel the top player in the first place. Intel failing to keep on top of its nodes would eventually render them as irrelevant as AMD and VIA.
 
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krumme

Diamond Member
Oct 9, 2009
5,956
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Intel is in a very unlucky position in the mobile market that was difficult to see 5 years ago when bt and 14/22mm was planned:

Apple is hellbend on own arch that is performing extremely impressive
Samsung have grown to be a dominating player and they happen not only to make their own design but also newest processes on top of it
That means most of the market is closed. And to make it worse qq have executed perfectly with soc that is a perfect match for the needs
As icing on the sour cake chinese manufacturers dump all kind on the market for next to nothing

That is just a crazy market to enter. And imo 4-5 years ago it didnt look anything remotely like that.
 

Ajay

Lifer
Jan 8, 2001
16,094
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It's not really a question of learning from mistakes, although there were certainly mistakes to be learned from. The problem is that resources that could have gone towards accelerating the development of 10nm have been tied up with the delay of 14nm.

This makes sense to me. I've seen it happen and it's a classic engineering problem.

In the last con call, Krzanich says "We have done no changes or shift to our 10-nanometer schedule but we won&#8217;t really talk about 10-nanometer schedules until next year.

So I suppose we won't have a real answer till (sometime) next year. I imagine Intel needs a better sense of where yields and gate performance are at before giving more details.

Are the rumors still trending around GAA/Omega and possible use of an SiGe gate?
 
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Homeles

Platinum Member
Dec 9, 2011
2,580
0
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Intel is in a very unlucky position in the mobile market that was difficult to see 5 years ago when bt and 14/22mm was planned:

Apple is hellbend on own arch that is performing extremely impressive
Samsung have grown to be a dominating player and they happen not only to make their own design but also newest processes on top of it
That means most of the market is closed. And to make it worse qq have executed perfectly with soc that is a perfect match for the needs
As icing on the sour cake chinese manufacturers dump all kind on the market for next to nothing

That is just a crazy market to enter.

Intel easily has the resources, the talent, the execution, and the expertise to break into and dominate that tough market.
This makes sense to me. I've seen it happen and it's a classic engineering problem.

In the last con call, Krzanich says "We have done no changes or shift to our 10-nanometer schedule but we won&#8217;t really talk about 10-nanometer schedules until next year.

So I suppose we won't have a real answer till (sometime) next year. I imagine Intel needs a better sense of where yields and gate performance are at before giving more details.

Are the rumors still trending around GAA and possible use of SiGe?
It's still up in the air. Intel's made good progress on "post-silicon" channel materials. Not sure if they will be ready in time for 10nm though. It's all about money at this point. The concept is sound, the method is solid... It just needs refinement, so that it can be integrated in a cost effective manner.

As far as GAA goes, I have no idea. Most of the developments I've seen from research are focused on FinFETs. Perhaps they will do an intermediate step like moving to Pi or Omega FETs, but I have higher doubts when it comes to them moving past FinFETs at 10nm.
 
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witeken

Diamond Member
Dec 25, 2013
3,899
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Intels portfolio in windows market dont need new nodes to dominate. Its just an expense if its forced.
And looking at the arm war i dont see new nodes as the most important.
Why do Intel then have to get 10nm full steam 2017?

Because new nodes are important. They're by far the most important aspect of an IC.

If you say that it isn't important, than why don't we all have 10µm chips in our phones and tablets and laptops and desktops?
 

cbn

Lifer
Mar 27, 2009
12,968
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I don't think changing ISAs is something Apple would be afraid to do.

Prior to 2006, All macs were using Power PC after all.

So I think the question is not will Apple change ISAs, but when will they change ISAs?

Refining their ARM processor to be both high frequency and high IPC while maintaining good performance per watt will take time. But I would assume Apple is viewing the work as worth the effort since they would have full control of all the hardware features on their most high end products (MacIntosh).

Okay, now with that out of the way.....What does Intel do to counter this eventuality?

Does Intel begin to promote big core in ways they never did in the past? Maybe instead of four small cores in some SOCs we begin to see a single big core (with hyperthreading enabled)? (ie, a smaller version of Core M with all (or most) of the big core features enabled (AVX feature sets, etc))

Don't forget Intel's growing process advantage.

Intel's process advantage is true advantage, but I feel they are squandering too much of that advantage at the low end via disabling so many xtors on the entry level chips.

Take for example the Celeron dual cores. They are 130mm2 dies on 22nm with half the cache and iGPU disabled, hyperthreading disabled, AVX disabled. On top of that the clocks are much lower than other chips in their TDP class. That seems awful wasteful to me and I am not sure how long that kind of strategy will last when the competition with ARM really begins to heat up.

With that mentioned, I don't deny that Intel has a right to have product segmentation. I just hope they would look for different ways of doing it than they have in the past. (Personally I would take a fast clocked single core SOC with HT and AVX and AVX II enabled over a slow clocked two thread dual core with AVX/AVX II disabled. It should also cost Intel less money to make while enhancing the access of AVX and AVX II to software developers)
 

witeken

Diamond Member
Dec 25, 2013
3,899
193
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Are the rumors still trending around GAA and possible use of SiGe?
FinFET has just been implemented 1 node ago, I don't think GAA is necessary yet. However, the last big update on electron mobility was back at 90nm with strained silicon.
 

Homeles

Platinum Member
Dec 9, 2011
2,580
0
0
Intel's process advantage is true advantage, but I feel they are squandering too much of that advantage at the low end via disabling so many xtors on the entry level chips.

Take for example the Celeron dual cores. They are 130mm2 dies on 22nm with half the cache and iGPU disabled, hyperthreading disabled, AVX disabled. On top of that the clocks are much lower than other chips in their TDP class. That seems awful wasteful to me and I am not sure how long that kind of strategy will last when the competition with ARM really begins to heat up.
The obvious answer: it won't last. There's no doubt the situation is the result of a lack of competition, and enabling such features is a good means of keeping its competition at bay. For the meantime, there is no need for them to do so, and they are profiting from that, however they have those cards in their hand to play whenever they need to.
With that mentioned, I don't deny that Intel has a right to have product segmentation. I just hope they would look for different ways of doing it than they have in the past. (Personally I would take a fast clocked single core SOC with HT and AVX and AVX II enabled over a slow clocked two thread dual core with AVX/AVX II disabled. It should also cost Intel less money to make while enhancing the access of AVX and AVX II to software developers)
While I understand what you're saying, your really don't want a single core. There are significant performance degradations involved in regressing from dual to single, even if you're not running multithreaded software.

The problem with these budget cores is that they just don't bring in enough revenue to justify making a "built from the ground up" Celeron. The circuitry dedicated to things like AVX and HT are really rather minimal in the grand scheme of things, and it's simply not worth the engineering expense to bifurcate your core design like that. The only thing that's really viable would be to fab dies without LLC, but with mask costs as high as they are, that hasn't been an option for a while. That used to be the way things were done, though.
FinFET has just been implemented 1 node ago, I don't think GAA is necessary yet. However, the last big update on electron mobility was back at 90nm with strained silicon.
Well, do keep in mind that silicon straining is still improving over time. Today, PMOS performance is nearly caught up to NMOS performance, with each successive node upping the ratio of Germanium to Silicon in the SiGe S/D, whereas PMOS used to be significantly behind NMOS. Replacement HKMG actually synergized very well with strained silicon as well.

When we do move to the "post-silicon" era, straining will still very much be a part of the "recipe," and advancements to it will continue to be made.

Also, with GAA and other emerging technologies, it's less of a question of "is it necessary," and more of a question of "is it better, both physically and economically?" Or, if it is not necessarily better on the cost front, is the cost penalty outweighed by the performance improvement? Right now, the performance is very sound, but it's just uneconomical at this point in time to implement either GAA or SiGe/Ge/III-V.
 
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