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Torvalds on the Microkernel Debate

diegocgteleline.es writes "Linus Torvalds has chimed in on the recently flamed-up (again) micro vs monolithic kernel, but this time with an interesting and unexpected point of view. From the article: 'The real issue, and it's really fundamental, is the issue of sharing address spaces. Nothing else really matters. Everything else ends up flowing from that fundamental question: do you share the address space with the caller or put in slightly different terms: can the callee look at and change the callers state as if it were its own (and the other way around)?'"

14 of 607 comments (clear)

  1. Linus Quote by AnalystX · · Score: 5, Informative

    This my favorite Linus quote from that whole thread:

    "In the UNIX world, we're very used to the notion of having
    many small programs that do one thing, and do it well. And
    then connecting those programs with pipes, and solving
    often quite complicated problems with simple and independent
    building blocks. And this is considered good programming.

    That's the microkernel approach. It's undeniably a really
    good approach, and it makes it easy to do some complex
    things using a few basic building blocks. I'm not arguing
    against it at all."

  2. Re:Linus Quote - "not arguing against it at all" by j-stroy · · Score: 5, Informative

    Linus FTFA:

    "The fundamental result of access space separation is that you can't share data structures. That means that you can't share locking, it means that you must copy any shared data, and that in turn means that you have a much harder time handling coherency. All your algorithms basically end up being distributed algorithms.

    And anybody who tells you that distributed algorithms are "simpler" is just so full of sh*t that it's not even funny.

    Microkernels are much harder to write and maintain exactly because of this issue. You can do simple things easily - and in particular, you can do things where the information only passes in one direction quite easily, but anythign else is much much harder, because there is no "shared state" (by design). And in the absense of shared state, you have a hell of a lot of problems trying to make any decision that spans more than one entity in the system.

    And I'm not just saying that. This is a fact. It's a fact that has been shown in practice over and over again, not just in kernels. But it's been shown in operating systems too - and not just once. The whole "microkernels are simpler" argument is just bull, and it is clearly shown to be bull by the fact that whenever you compare the speed of development of a microkernel and a traditional kernel, the traditional kernel wins. By a huge amount, too.

    The whole argument that microkernels are somehow "more secure" or "more stable" is also total crap. The fact that each individual piece is simple and secure does not make the aggregate either simple or secure."

  3. Code talks by microbee · · Score: 5, Insightful

    The whole discussion of micro-kernel vs monolithic kernel is totally pointless. All popular OS kernels are monolithic. We can get back to the debate when we have a working fast microkernel in the market that is actually competitive.

    Linus is a pragmatist. He didn't write Linux for academic purpose. He wanted it to work.

    But you can always prove him wrong by showing him the code, and I bet he'd be glad to accept he was wrong.

    1. Re:Code talks by Anonymous Coward · · Score: 5, Insightful

      Three letters: Q N X.

      Small, fast, real-time. http://en.wikipedia.org/wiki/QNX

    2. Re:Code talks by microbee · · Score: 5, Interesting

      "Hybrid" kernel? Sorry, I just don't buy this terminology (as Linus put it, it's purely marketing).

      Windows NT is monolithic. So is OS X. Anyone claims it to be microkernel please show me the proof other than "it is based on Mach".

    3. Re:Code talks by Stephen+Williams · · Score: 5, Interesting

      That said, perhaps a monolithic kernel is better suited to the open-source development process, which would seem counterintuitive at first because it discourages modularization

      Not necessarily. Despite being a monolithic design, Linux is pretty modular. Device drivers, filesystems, network add-ons etc. are separate enough from the core of the kernel that they don't even need to be statically linked into it, but can be loaded as modules into a running kernel, as I'm sure you know.

      It's not a microkernel approach because all the modules are loaded into the kernel's address space. They're bits of extra functionality that are dynamically grafted to the monolithic kernel image, so to speak. Nevertheless, it's still a modular approach to kernel design.

      -Stephen

    4. Re:Code talks by Bacon+Bits · · Score: 5, Insightful
      "Hybrid" kernel? Sorry, I just don't buy this terminology (as Linus put it, it's purely marketing).
      It is pointless to argue semantics. You can say a hybrid kernel is a monolothic kernel trying to be a microkernel, or you can say it is a microkernel trying to be monolithic. As long as you understand what is meant by the term, your agreement about the precise semantics of it is largely irrelevant. Particularly with it's relevance to this debate.

      One of the biggest problems I continually have with technical people (whether that's computer techs or engineers) is that they tend to overemphasize the syntax and semantics of what people say. They tend to latch on to a specific phrase and then rip it apart rather than taking the meaning of the whole (which is the important part) and finding problems in the whole. Most particularly, they tend to find it incomprehensible that a single phrase might have multiple meanings.

      Part if this is doubtlessly due to exposure to highly precise technical jargon, but it is inappropriate to apply strictness of meaning inherent to, say, Python, to everyday language. Even in a technical debate.

      A hybrid kernel in simplest terms is a kernel is a combination of two discrete other types of kernels. Plain English tells you that. It makes no sense to try to wrestle with whether WinNT is a monolithic or microkernel. It's a semantic debate that serves only to label the object, and it doesn't describe it or aid in understanding it. If you say WinNT is a microkernel, you then have to ignore the non-essential code objviously running in kernel mode and that doesn't help understanding. If you say WinNT is a monolithic kernel, you have to ignore the userland processes that are really system services. Again, that's no aid to understanding.

      Stop complaining about the language and forcing labels on things. Labeling is not understanding.

      --
      The road to tyranny has always been paved with claims of necessity.
  4. slashdotted, pastebin copy of interview by gigel · · Score: 5, Informative
  5. Re:Obvious by ichin4 · · Score: 5, Insightful

    You are forgiven for being wrong, but not for spouting off nonsense despite knowing that you don't know what you're talking about, apparently applying the principal "if my argument involves M$ doing the wrong thing, it must be right".

    While neither NT nor Mac OS X are true microkernels, the architecture of both is strongly inspired by microkernel ideas. Like Linus, the developers of these kernels recognized the practical difficulties involved in making full-on microkernels work, but unlike Linus, instead of throwing in the towel completely and doing full-on monolithic kernels, they created cleanly seperated layers interacting via well-defined interfaces whenever they practically could.

    If you talk to kernel programmers, most will express a high degree of respect for the NT kernel, which is based on the DEC VMS kernel. It mostly the poor design of systems that sit on top of the kernel that has earned Windows its reputation.

  6. Entire comment by Futurepower(R) · · Score: 5, Insightful



    Name: Linus Torvalds (torvalds AT osdl.org) 5/9/06

    ___________________

    _Arthur (Arthur_ AT sympatico.ca) on 5/9/06 wrote:

    I found that distinction between microkernels and "monolithic" kernels useful: With microkernels, when you call a system service, a "message" is generated to be handled by the kernel *task*, to be dispatched to the proper handler (task). There is likely to be at least 2 levels of task-switching (and ring-level switching) in a microkernel call.

    ___________________


    I don't think you should focus on implementation details.

    For example, the task-switching could be basically hidden by hardware, and a "ukernel task switch" is not necessarily the same as a traditional task switch, because you may have things - hardware or software conventions - that basically might turn it into something that acts more like a normal subroutine call.

    To make a stupid analogy: a function call is certainly "more expensive" than a straight jump (because the function call implies the setup for returning, and the return itself). But you can optimize certain function calls into plain jumps - and it's such a common optimization that it has a name of its own ("tailcall conversion").

    In a similar manner, those task switches for the system call have very specific semantics, so it's possible to do them as less than "real" task-switches.

    So I wouldn't focus on them, since they aren't necessarily even the biggest performance problem of an ukernel.

    The real issue, and it's really fundamental, is the issue of sharing address spaces. Nothing else really matters. Everything else ends up flowing from that fundamental question: do you share the address space with the caller, or put in slightly different terms: can the callee look at and change the callers state as if it were its own (and the other way around)?

    Even for a monolithic kernel, the answer is a very emphatic no when you cross from user space into kernel space. Obviously the user space program cannot change kernel state, but it is equally true that the kernel cannot just consider user space to be equivalent to its own data structures (it might use the exact same physical instructions, but it cannot trust the user pointers, which means that in practice, they are totally different things from kernel pointers).

    That's another example of where "implementation" doesn't much matter, this time in the reverse sense. When a kernel accesses user space, the actual implementation of that - depending on hw concepts and implementation - may be exactly the same as when it accesses its own data structures: a normal "load" or "store". But despite that identical low-level implementation, there are high-level issues that radically differ.

    And that separation of "access space" is a really big deal. I say "access space", because it really is something conceptually different from "address space". The two parts may even "share" the address space (in a monolithic kernel they normally do), and that has huge advantages (no TLB issues etc), but there are issues that means that you end up having protection differences or simply semantic differences between the accesses.

    (Where one common example of "semantic" difference might be that one "access space" might take a page fault, while another one is guaranteed to be pinned down - this has some really huge issues for locking around the access, and for dead-lock avoidance etc etc).

    So in a traditional kernel, you usually would share the address space, but you'd have protection issues and some semantic differences that mean that the kernel and user space can't access each other freely. And that makes for some really big issues, but a traditional kernel very much tries to minimize them. And most importantly, a traditional kernel shares the access space across all the basic system calls, so that user/kernel difference is the only access space boundary.

    Now, the real problem with split acce

  7. Re:Hybrid kernels??? by jackjeff · · Score: 5, Interesting

    Depends on what you mean by Micro Kernel and Monolithic.

    True, the kernel of MacOS/X - Darwin, aka XNU, for performance reasons run the Mach and BSD layer both in superuser space to minimize the lattency.

    Maybe this is what you call a hybrid kernel: http://en.wikipedia.org/wiki/Hybrid_kernel

    You may call XNU whatever you wish but the fact remains:
    - it's not a monolithic kernel by design
    - it has Mach in it and Mach is some sort of microkernel. Maybe it does not reach "today's" standards of being called a microkernel but it was a very popular microkernel before.

    So maybe the things running on top of Mach ( http://developer.apple.com/documentation/Darwin/Co nceptual/KernelProgramming/index.html ) are conceptually "different" from what the services of microkernel should be, and they do share indeed the address space, but this is very very very different from the architecture of a traditional monolithic kernel such as Linux

    This guy ( http://sekhon.berkeley.edu/macosx/intel.html ) recently tested some stats software on his Mac running OS X and Linux, and found out that indeed MacOS X had performance issues, very likely due to the architecture of the kernel.

    There's even a rumor that says that since Avie Tevanian left Apple ( http://www.neoseeker.com/news/story/5553/ ), some guys are now working for removing the Mach microkernel and migrate to a full BSD kernel in the next release of the operating system.

    And now my personal touch. I agree with Linus when he says that having small components doing simple parts on their sides and putting them together with pipes and so on, is somehow the UNIX way and is attracting (too lazy to find the quote). However as he demonstrates later, distributed computing is not easy, and there's also the boundray crossing issue. I guess he has a point when he says this is a problem for performance and the difficulty on designing the system... So if performance is what you indeed expect from a kernel, then you must stop dreaming of a clean-centralized good software architecture like those we have for our high oo-oriented software.

    But the truth is that, although developing a monolithic kernel is an easier task to do from scratch than a microkernel, I guess the entry ticket (learning curve) for a monolithic kernel developes is more expensive. The main reason being, "things ARE NOT separated". Anyone, anywhere in the kernel could be modifying the state of that thing, for non obvious reason, even if there's a comment that says "please don't do that" or it shoulld not be the case etc.... Microkernel can obviouisly provide some kind of protection and introspections to these things, but have always hurt performances to do so.

    Now it has everything to do on what you expect. Linux has many many many developpers and obviously can afford having a monolithic design that changes every now and then and you may prefer a kernel that goes fast than one whose code is clearn, well organized and easy to read. But the corrolary of that observation is that for the same reasons, grep, cat, cut, find, sort, or whatever unix tools you use with pipes and redirection are similarly a cleaner but YET INEFFICIANT design. However, it's been proven (with time) to be a good idea..

    I think things that are "low level" will be bound to have a poor spagehtti software architecture because performance matters and the code is smaller.. but the higher level you go, the less performance matters, and the more code maintenance and evolutivity matters... Everything is a tradeof: good design practice depends on the type of problems your software tackles.

    That said, it does not mean no progress can be made in kernel developments. Linux already uses a somewhat different C lang

  8. The real point: keep OS designers honest by jackjansen · · Score: 5, Insightful
    I think the real point here, which both Andy and Linus hint on but don't state explicitly (as far as I'm aware) is about keeping the OS designers and implementers honest. If you need an interface between two parts of the system you should design that interface, define it rigidly, then implement it.

    Andy likes microkernels because they force you to do that. Time spent on design leads to insight, which may well point to better and cleaner ways to do the task you originally set out to acomplish.

    Linus hates microkernels because they force you to do that. Time spent on design is time lost getting working code out the door, and working code will give you experience that will point to better and cleaner ways to do the task you originally set out to acomplish.

  9. Re:Distributed not that hard. by TobascoKid · · Score: 5, Insightful

    But in practice Linux 2.6 is 6 million lines of code and a typical microkernel is less than 10k.

    Umm, doesn't that mean while you've prooved that the 10k microkernel lines correct, you'd still have ~6 million lines of code sitting outside the microkernal waiting to be prooved? I can't see how a microkernel can magically do with 10k everything Linux is doing with 6 million lines (especially as by the definition of microkernel, than there's no way it could).

    --
    At some point, somewhere, the entire internet will be found to be illegal.
  10. Re:Multiple-processes: micro vs monolithic by Intron · · Score: 5, Funny

    I see you are also a fan of monolithic posts.

    This micro-post shows a division into seperable units.

    Using message passing, I can efficiently communicate this to you.

    Note that other readers may be reading different sections of my post while you read this one.

    This section of my post never has to access internal structures of the other sections. In fact, I could have written each section in any order. Feel free to reorder them yourself.

    --
    Intron: the portion of DNA which expresses nothing useful.