The Intel Atom Thread

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IntelUser2000

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But will the BoM cost be acceptable to the industry / tablet mfgs / etc.? Or will only a version of the MS Surface end up using these chips, because of their (traditionally high) cost?

ARM is everywhere, not because it's faster (although, it seems like it is, today, at the lower-end of consumer computing products), but because it was CHEAP, and continues to beso.

They won't say no if Lakefield allows them to take over Android, but realistically this allows them to expand the traditional Windows PC foothold. And Lakefield is clearly aimed at the performance end of the market, just like Core M was. Even if it doesn't take majority of the Tablet market, taking over the high end and also allowing ever more portable 2-in-1s and slates are worth pursuing.

Per chip price doesn't matter as much when you look at how expensive the WoA Surface Pro X is. It's more expensive in certain configurations than the Surface Pro 7. I think its also quite obvious Microsoft and Qualcomm isn't using Windows on ARM just to compete with $300 craptops sold in Walmart, because there's no money there. There's a saying that value devices are used to pay for the recurring cost, but profit is with the high end.

When you look at Smartphones, the cutting edge ARM chips are not in the $10-20 range. Some cost $70. So if Intel decided to suck it up and made competitive mobile chips for the iPhone, right now they would also be playing in the very profitable $70 Smartphone chip market. But back then they looked at the "$20" number and it didn't make financial sense. High cost is what really allows technology to advance. No one wants to make groundbreaking new designs when they are only in the business of making $1 controller chips for your hard drive or SSD.

Edit: And what about the SOHO / SMB NAS market? Will Intel create or modify designs for their needs? I think that's a growing market. A NAS-specific SoC fabbed based on their modern Atom cores, with a RAID controller / multiple SATA ports capable of RAID 0/1/5/6, and maybe a 10GbE MAC (requiring just a PHY chip), would be nice to have, at a low cost. Certainly, it should be cheaper and lower-power, than just sticking one of their mobile Core CPUs in there, with all of the associated chipset and peripheral / I/O chips too.

Who knows? They already have designs on Geminilake chips and Tremont will likely continue. IoT is a growing business for them and they'll continue to participate.
 
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VirtualLarry

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No one wants to make groundbreaking new designs when they are only in the business of making $1 controller chips for your hard drive or SSD.
RealTek does! LOL

(Compare Adata SX8200 2TB NVMe PCI-E 3.0 x4 SSD, with Silicon Motion controller for $280, versus SX8100 2TB NVMe with RealTek controller for $200.)
 

IntelUser2000

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RealTek does! LOL

Hah! That's very true.

Few years ago I read that Apple only has 25% of the volume share, but 80% of the revenue share. Out of the 20% revenue share left, 80% is taken up by Samsung. So about a dozen Smartphone guys are competing for the 4-5% left over.

If it wasn't for Apple making Smartphones wildly popular ARM may never have advanced this far. But it was inevitable, because the spirit of Moore's Law says you get the same computer in a smaller space and form factor.

I think the free licensing model for the ARM ISA is the reason they adopted it. Had Intel been open with the x86 ISA perhaps it would have been more common. Everything eventually comes back to you. Even the decisions made 20+ years ago.
 

VirtualLarry

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I think the free licensing model for the ARM ISA is the reason they adopted it. Had Intel been open with the x86 ISA perhaps it would have been more common. Everything eventually comes back to you. Even the decisions made 20+ years ago.
I'm sure that you meant "free" as in "without restriction on the particular company" rather than "fee-free", as I'm fairly sure that licensing fees are involved.

Speaking of decisions made 20 years ago... hello Meltdown/Spectre.
 

IntelUser2000

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I'm sure that you meant "free" as in "without restriction on the particular company" rather than "fee-free", as I'm fairly sure that licensing fees are involved.

Yes, thank you that's what I mean. I should have said open.

I can even talk about what-ifs with Itanium. Let's say if it took hold. Now we'd have the same problem with Intel unable to scale down, but with EPIC ISA. Maybe even worse because that team was having tremendous difficulty scaling up the performance. At its peak it performed slightly better than Conroe, maybe at Penryn levels.

A company big as Intel needs wake-up calls such as with WoA and also AMD. I'm pretty sure open x86 would have had Nvidia join in.

I do get when our former chip guy Idontcare said competition is inefficient use of resources because you are essentially duplicating effort to do the same thing. However when a company gets big enough or successful enough they get complacent or build up enough bureaucratic layers that would make governments proud.

An article about Cyrix was saying how their chip was done with 1/10th the size of the manpower it takes at Intel. Also when both Intel/AMD's mantra was to take over the world, at Cyrix it was to make chips that are just good enough and lower cost and lower power.

Cause hey, you don't have to be a 100 billion dollar company to be called successful.
 

moinmoin

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That slide pops up in another of their article about IDF but it coincidentally happened to be the one I chose. Neither AMD nor Intel is doing that. It's the ARM world that embraced it first.
The list on the right side of the slide reads like a check list for AMD's Zen:
  • CMP with 10s - 100s low power cores? Check (up to 64 cores right now, the cores are not low performance but very low power relative to the high power uncore. above 8 cores/after Zeppelin not CMP though by its strict definition of being a single die)
  • Full System-on-Chips? Check (for Intel this is still the domain of Atom whereas Core continues to require chipsets)
  • Servers, workstations, embedded...? Check
 

DrMrLordX

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GPU won't be fabbed in the same as I/O die because GPUs require high density and the benefits latest processes bring such as lower active power. I/O doesn't scale well with process shrink and doesn't need to be as fast so it uses ultra-low leakage and cheaper older processes such as 22FFL.

Yeah that's my guess for Rocket Lake-S as well.

As for saying Lakefield is the future, its because low power Laptops and Tablets are the main market now.

Similar products may find their way into the industrial Atom lineup and elsewhere . . . remember, Intel's real bread and butter is in the market they're losing to Rome. Though with the massive package sizes Intel can throw around at that level, we may not see Foveros used there. Just EMIB.

Foveros is a solution but an expensive one

Do we know anything about the cost-side of implementing Foveros for a particular product?

Intel Atom C3958 @ 2.00 GHz (68,66%)

That's . . . Denverton? Not really impressed but okay.
 

IntelUser2000

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Do we know anything about the cost-side of implementing Foveros for a particular product?

No, but engineering is always a compromise. There's no free lunch. Being able to use vertical 3D integration and connecting them all together in an ultra short and dense package is bound to be expensive.

They all serve a purpose with the slowest/highest power per bit/cheapest with organic MCM interposer, with EMIB somewhere in the middle, then Foveros.

The regular organic interposer packages are not expensive in absolute terms. For a 100mm2 class chip, I heard its something like $5 for the die and $5 for package. Of course doubling either or both will significantly cut into margins and net profits if talking about chips that are sold for $100 in Newegg. That means it might leave Intel at $60 or even lower. Those are just material costs. Don't forget there are others(R&D, maintaining facilities, paying people). Those costs take up 30% of Intel's entire revenue meaning it'll slice their 60% gross margin in half.

For Lakefield, they'll have to find two working dies, and connect them using a brand new method that uses ultra-fine connections to connect the two. It'll probably be expensive not just on a materials level, but because mass production will be limited by the difficulty of producing it.

Just as an example, the costs of using HBM are said to be expensive enough that it'll remain on low volume, high ASP datacenter products. Foveros is not going to be cheaper with even denser connections. Most industrial and SFF form factors are going to use Elkhart Lake and Jasper Lake with Tremont cores. Foveros brings no advantages in such cases.

That's . . . Denverton? Not really impressed but okay.

Brief search shows about 25% perf/clock advantage compared to Goldmont Plus for the Zhaoxin.
 

DrMrLordX

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Don't forget there are others(R&D, maintaining facilities, paying people). Those costs take up 30% of Intel's entire revenue meaning it'll slice their 60% gross margin in half.

Intel is paying those costs whether or not they use Foveros in any particular design. Well, R&D at least.

mass production will be limited by the difficulty of producing it.

Do we know anything about how many units will enter the market? I understand Lakefield is supposed to be pretty niche.

Just as an example, the costs of using HBM are said to be expensive enough that it'll remain on low volume, high ASP datacenter products.

But Raja said $200 for an Xe with HBM2!!!

(I kid, it's a joke)

Most industrial and SFF form factors are going to use Elkhart Lake and Jasper Lake with Tremont cores. Foveros brings no advantages in such cases.

I would think Foveros would be handy for SFF form factors if Intel has problems producing dice with more than 4-6c Tremont configurations with acceptable yields. SFF package sizes are small enough that using EMIB promiscuously could be problematic. If they need larger core configurations (which they may not, admittedly), Foveros to the rescue?

Brief search shows about 25% perf/clock advantage compared to Goldmont Plus for the Zhaoxin.

At least we know what is the VIA chip's real competition.
 

IntelUser2000

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Intel is paying those costs whether or not they use Foveros in any particular design. Well, R&D at least.

That's true. But they are usually evaluated in a per product basis. They abandon projects because they must have felt its not worth the R&D contribution.

Do we know anything about how many units will enter the market? I understand Lakefield is supposed to be pretty niche.

It'll be limited in volume not just because the product not fitting in all markets(performance requirements) but small numbers of devices using it initially as manufacturers will test to see how the market reacts. I also cannot imagine dual screen devices being cheap. Even the Galaxy Book S was originally supposed to be a $999 device and that's a simple clamshell.

But Raja said $200 for an Xe with HBM2!!!

(I kid, it's a joke)

Pfft. The ridiculousness of that when you consider how much Kaby-G(with single stack of HBM2) products were selling at retail.

I would think Foveros would be handy for SFF form factors if Intel has problems producing dice with more than 4-6c Tremont configurations with acceptable yields. SFF package sizes are small enough that using EMIB promiscuously could be problematic. If they need larger core configurations (which they may not, admittedly), Foveros to the rescue?

It won't be an issue. Their small cores are pretty small. The 16 core Denverton is 120-140mm2 range with 16 cores. That's because each core is about 1/7th the size of Skylake.

Tremont is a far more capable core, but again they were emphasizing on die area efficiency, and part of the reason for clustered decode approach. Remember, the Package size of Lakefield is only 144mm2.

Cherry Trail 289mm2 package for 70mm2 die
A12, ~200mm2 package for 83mm2 die
SD855 ~154mm2 package for 70mm2 die
 

ElFenix

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ments proud.

An article about Cyrix was saying how their chip was done with 1/10th the size of the manpower it takes at Intel. Also when both Intel/AMD's mantra was to take over the world, at Cyrix it was to make chips that are just good enough and lower cost and lower power.

i think that was centaur
 

IntelUser2000

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Cherry Trail 289mm2 package for 70mm2 die
A12, ~200mm2 package for 83mm2 die
SD855 ~154mm2 package for 70mm2 die

Getting some preliminary guesses in for Tremont's core size. I'm guessing its in line with Goldmont and will be in the range of 1.2-1.4mm2. Looks like you'll also be able to fit 4-5 Atom-based cores in 1 Core-based core(sigh...) in the 10nm generation.
 
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VirtualLarry

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Getting some preliminary guesses in for Tremont's core size. I'm guessing its in line with Goldmont and will be in the range of 1.2-1.4mm2. Looks like you'll be able to fit 4-5 Atom-based cores in 1 Core-based cores(sigh...) in the 10nm generation.
If Intel has 8-10 Core cores at the high-end of their consumer socket, does that mean that they could produce an 8x5 or 40-core Atom-based CPU, in the same silicon area? That would be interesting, as a competitor to AMD in the "moar cores" race. It wouldn't have the per-core grunt like Intel's full Core CPU architecture (Skylake, IceLake, etc.) does, but ... would it be marketable? 40-core CPU, for $300? Would that steal AMD's thunder, partially, for some workloads? Just think, it could be "Intel's BullDozer". You know that they're considering it, as an embedded chip for low-power servers.
 

Roland00Address

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If Intel has 8-10 Core cores at the high-end of their consumer socket, does that mean that they could produce an 8x5 or 40-core Atom-based CPU, in the same silicon area? That would be interesting, as a competitor to AMD in the "moar cores" race. It wouldn't have the per-core grunt like Intel's full Core CPU architecture (Skylake, IceLake, etc.) does, but ... would it be marketable? 40-core CPU, for $300? Would that steal AMD's thunder, partially, for some workloads? Just think, it could be "Intel's BullDozer". You know that they're considering it, as an embedded chip for low-power servers.
To my understanding that 1.2 to 1.4 mm squared is just the core before the cache and everything else. Cache is a big size thing besides the actual core.
 

IntelUser2000

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To my understanding that 1.2 to 1.4 mm squared is just the core before the cache and everything else. Cache is a big size thing besides the actual core.

I believe that size is with the L2 cache. Icelake is 6.9mm2 with the L2 and L3. Intel's 10nm cache sizes are 0.6mm2/MB. It's a bit more complicated with Lakefield since its a quad core module and it shares 1.5MB L2.

If Intel has 8-10 Core cores at the high-end of their consumer socket, does that mean that they could produce an 8x5 or 40-core Atom-based CPU, in the same silicon area?

Maybe. Perhaps there are areas where it could be useful. But its what's called a "flock of chickens" approach, and even in servers doesn't work so well.

There's also an issue of power consumption. Cores can be very small nowadays but not as power efficient. Is Tremont more efficient than Sunny Cove? Sure. Is it 4-5x more? Likely not.

We know a 6 module(24 cores) microserver successor to Denverton that uses Tremont cores exist. The whole die is probably very small as well. Denverton was in the 110-130mm2 range. So there's that.

In the case of Lakefield, its extreme size and power requirements make Tremont useful. I'll further explain why if anyone wants.
 

IntelUser2000

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The screenshot says it uses LPDDR4x, not for desktop.

Yea, Jasper Lake is the client version. Elkhart Lake is for IoT.

IoT isn't just industrial, and some industrial applications use Windows. There's no law against it or anything.
 

IntelUser2000

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Elkhart claimed to be 40% faster for CPU and 2x faster in graphics. Memory support improves from LPDDR4-2400 to LPDDR4-3200.

Can't say much about the CPU as its from an embedded roadmap and its clocks can be quite low. But the confirmation of the 32EU Gen 11 performing twice the 18EU Gen 9 is nice.

As expected the low end benefits disproportionately from architecture changes.