(Semiwiki) Intel 14nm Delayed Again?

[Homeles]

There we go. There are some better sources.

 

[Torn Mind]

Here's the exact quote on January 16:

We also exit the year having made important strides on our 14-nanometer process technology. Yields improved significant in Q4 putting it squarely on track with the Broadwell production later this quarter.

Our customers and partners also continue to evolve the computing exercise. By the time we enter the back to school selling season we have nearly 70 unique 2-in-1 designs with outstanding battery life and performance across a range of price points in those markets

It does not follow that Broadwell will be ready for back-to-school season from those statements above. Sentence 3 marks the beginning of a whole different idea, one that is not necessarily related to anything Broadwell. If you had known how to identify the subject and object of a sentence, you wouldn't have been making such a misunderstanding of the text. AtenRa engages in tricks some of the time to propogate his agenda, but it is not him, but rather you who is trying to misread the text to propogate an agenda.

So, how exactly does having 70 unique 2-in-1 designs have anything to do with Broadwell production? It very well could be Haswell chips powering those 2-in-1 designs. That was a sentence that was to support the point that Intel's partners were doing "their thing" by creating more 2-in-1 designs to sell to the market.

 

[Homeles]

It does not follow that Broadwell will be ready for back-to-school season from those statements above

So, how exactly does having 70 unique 2-in-1 designs have anything to do with Broadwell production. It very well could be Haswell chips powering those 2-in-1 designs.

That's what I was thinking. And in light of the updated roadmap, I think the answer's pretty clear.

 

[Nothingness]

Here's the exact quote on January 16:

We also exit the year having made important strides on our 14-nanometer process technology. Yields improved significant in Q4 putting it squarely on track with the Broadwell production later this quarter. Our customers and partners also continue to evolve the computing exercise. By the time we enter the back to school selling season we have nearly 70 unique 2-in-1 designs with outstanding battery life and performance across a range of price points in those markets

I have another quote:

The Bay Trail architecture will significantly contribute expansion of the ultra-mobile segment that includes tablets, smartphones, and two-in-one tablets (such as the Ultrabook) that utilize PC function and mobile functions at the same time. Intel CEO Brian Krzanich announced that more than 20 Android and Windows* 8 tablets based on Intel's new Bay Trail processor family will be on sale by the US holiday season, with prices ranging to below $100

That was last October. No Android Bay Trail tablet can be bought more than 4 months later.
http://software.intel.com/en-us/blogs/2013/10/09/bay-trail-idf-2013-debut

Some sources are more reliable than others, but even Intel can't be blindly believed

 

[witeken]

It does not follow that Broadwell will be ready for back-to-school season from those statements above. Sentence 3 marks the beginning of a whole different idea, one that is not necessarily related to anything Broadwell. If you had known how to identify the subject and object of a sentence, you wouldn't have been making such a misunderstanding of the text. AtenRa engages in tricks some of the time to propogate his agenda, but it is not him, but rather you who is trying to misread the text to propogate an agenda.

So, how exactly does having 70 unique 2-in-1 designs have anything to do with Broadwell production? It very well could be Haswell chips powering those 2-in-1 designs. That was a sentence that was to support the point that Intel's partners were doing "their thing" by creating more 2-in-1 designs to sell to the market.

The conference transcript from Seeking Alpha isn't very good, it's easy to misunderstand such things. In fact, I've first read the conclusion that we'll see Broadwell on Computex and the first products by the back-to-school period on Xbitlabs, so I'm not the only one, apparently. I've already listened to his actual words, and I came to the same conclusion. Intel's official statement still seems to be H2 2014.

I don't like your assumptions, though. I'm not trying to propagate an agenda. I thought Intel had specified Broadwell's release date, but I'm wrong.

 

[Fjodor2001]

Intel launch plans updated after the latest 14 nm Broadwell delay:

Chinese VR-Zone:

http://chinese.vr-zone.com/101775/i...ght-effect-apple-macbook-air-timing-02172014/

Google-translated to English:

http://translate.google.com/transla...ght-effect-apple-macbook-air-timing-02172014/

So what do we make of this new roadmap? Intel intends to release a limited amount of 4200U and 4300U successors (maybe despite poor yields to be able to still claim a 2014 release?), the rest of the Broadwell CPUs in 2015Q1?

Also, is it likely that the 4200U and 4300U Broadwell successors actually will reach the end consumers in 2014Q4, or will they just be released to the "channels"? AtenRa had some theory about it being unusual to release new high end product generations at that time of year, since it's often when old generations are up for sale instead...

 

[Homeles]

I almost guarantee that Q4's Broadwell parts are for Macs. Likely the new MacBook Air with Retina... thing's due for a remodel.

 

[Fjodor2001]

I almost guarantee that Q4's Broadwell parts are for Macs. Likely the new MacBook Air with Retina... thing's due for a remodel.

But note that there will not be any models with GT3 until 2015Q1, only 4200U and 4300U replacements in 2014Q4. Aren't the Mac Book Airs expected to have GT3?

 

[bullzz]

na. intel wont miss surface pro and top lenovo models..

 

[jdubs03]

I almost guarantee that Q4's Broadwell parts are for Macs. Likely the new MacBook Air with Retina... thing's due for a remodel.

I really hope there is pull-in to Q3 for the Macbook Air. Missing the BTS season is going to hurt the PC industry and Intel. Hopefully 10nm is a piece of cake or else TSMC/Samsung will catch up.

 

[Sweepr]

But note that there will not be any models with GT3 until 2015Q1, only 4200U and 4300U replacements in 2014Q4. Aren't the Mac Book Airs expected to have GT3?

Considering Apple was the first to use ULT Haswell I bet they can launch GT3 Broadwell ULT Macbook Airs this year, even if everyone else has to wait till 2015. Also, according to VRZone Broadwell-Y (with TDPs as low as 4.5W) is coming a bit sooner, some models might still launch in Q3. Perhaps Apple wants to build an even thinner/lighter Air this time, or just save some space for a bigger battery if they intend to launch a Retina Air.

 

[pw257008]

It does not follow that Broadwell will be ready for back-to-school season from those statements above. Sentence 3 marks the beginning of a whole different idea, one that is not necessarily related to anything Broadwell. If you had known how to identify the subject and object of a sentence, you wouldn't have been making such a misunderstanding of the text. AtenRa engages in tricks some of the time to propogate his agenda, but it is not him, but rather you who is trying to misread the text to propogate an agenda.

So, how exactly does having 70 unique 2-in-1 designs have anything to do with Broadwell production? It very well could be Haswell chips powering those 2-in-1 designs. That was a sentence that was to support the point that Intel's partners were doing "their thing" by creating more 2-in-1 designs to sell to the market.

Haswell, or even Atom.

 

[Fjodor2001]

Considering Apple was the first to use ULT Haswell I bet they can launch GT3 Broadwell ULT Macbook Airs this year, even if everyone else has to wait till 2015. Also, according to VRZone Broadwell-Y (with TDPs as low as 4.5W) is coming a bit sooner, some models might still launch in Q3. Perhaps Apple wants to build an even thinner/lighter Air this time, or just save some space for a bigger battery if they intend to launch a Retina Air.

I don't think a 4.5W Mac Book Air would be a good combo together with a high res Retina display, which requires more processing power and will make use of a good iGPU.

Also, why aren't there any Broadwell CPUs with GT3 on the roadmap until 2015Q1? And you still think Mac Book Airs with GT3 will be released 3-6 months before that? :\

Previously there have not been any Apple computers released with Intel CPUs earlier than what the Intel roadmaps have indicated.

 

[AtenRa]

I almost guarantee that Q4's Broadwell parts are for Macs. Likely the new MacBook Air with Retina... thing's due for a remodel.

my thoughs as well, same happened with Haswell.

 

[Fjodor2001]

I wonder when Intel intends to make an official announcement of this latest 14 nm Broadwell delay.

At least they will have no problem explaining it, they can just re-use the statement from last time when the previous delay announcement was made back in 2013Q3:

"We have confidence the problem is fixed because we have data it is fixed," Krzanich said.

 

[witeken]

There is no new delay. Yields are improving well so volume production will start (or has started) in this quarter.

 

[Homeles]

Regardless of whether there's another yield-related delay or not, Broadwell won't be showing up a quarter later than expected.

 

[witeken]

Regardless of whether there's another yield-related delay or not, Broadwell won't be showing up a quarter later than expected.

Isn't that what Intel's been telling us since October?

 

[Homeles]

It's gotten delayed from 1H 2014, which was the projection last March. So it's slipped approximately 6 months since then.

 

[witeken]

How can you say that Intel delayed Broadwell by 6 months if you don't even know which processors were supposed to launch in Q2? If some would launch in Q2 and others in Q3 and Q4, and they will now launch in Q3, Q4 and Q1 15, then the delay is only 1Q. Because Intel delayed Broadwell volume production by only 1 quarter, it seems likely to me that your 6 month approximation is completely inaccurate.

 

[NTMBK]

Y series Broadwell should be very interesting. I have a Haswell-Y tablet, and it's a very nice device- if Broadwell would let it keep the same performance but lose the fan, I would be very impressed.

 

[Fjodor2001]

How can you say that Intel delayed Broadwell by 6 months if you don't even know which processors were supposed to launch in Q2? If some would launch in Q2 and others in Q3 and Q4, and they will now launch in Q3, Q4 and Q1 15, then the delay is only 1Q. Because Intel delayed Broadwell volume production by only 1 quarter, it seems likely to me that your 6 month approximation is completely inaccurate.

I would say the delay is 3-12 months for those products that were intended to be released 2014H1, but now will be released 2014Q4. And 6-15 months for those products that were intended to be released 2014H1, but now will be released 2015Q1.

The worst case (15 months) being products that were intended to be released January 1 2014, but will be released March 31 2015. And the best case (3 months) is products that were intended to be released June 30 2014, but will be released October 1 2014. The problem is that we don't know if any products actually were intended, or will be, released at those extremes of the ranges.

 

[witeken]

How products that were intended for a release in Q2 are now planned for a Q1 2015 release date -- meaning that Intel has completely shuffled its product planning -- goes over my head. I also don't think Intel ever intended to release Broadwell in Q1, if you look at the time between Tocks and Tick on Wikipedia.

 

[bullzz]

@NTMBK - how usable is ur haswell Y product. im planning on buying a broadwell Y pc myself but I am not sure how good the performance will be on windows

 

[NTMBK]

@NTMBK - how usable is ur haswell Y product. im planning on buying a broadwell Y pc myself but I am not sure how good the performance will be on windows

The performance is great! It runs things really well; I bought it to replace an old Bobcat netbook, and the difference is night and day (obviously).