Apple, ARM, and Intel
Hugh Pickens writes "Jean-Louis Gassée says Apple and Samsung are engaged in a knives-out smartphone war. But when it comes to chips, the two companies must pretend to be civil because Samsung is the sole supplier of ARM-based processors for the iPhone. So why hasn't Intel jumped at the chance to become Apple's ARM source? 'The first explanation is architectural disdain,' writes Gassée. 'Intel sees "no future for ARM," it's a culture of x86 true believers. And they have a right to their conviction: With each iteration of its manufacturing technology, Intel has full control over how to improve its processors.' Next is pride. Intel would have to accept Apple's design and 'pour' it into silicon — it would become a lowlymerchant foundry.' Intel knows how to design and manufacture standard parts, but it has little experience manufacturing other people's custom designs or pricing them. But the most likely answer to the Why-Not-Intel question is money. Intel meticulously tunes the price points for its processors to generate the revenue that will fund development. Intel's published prices range from a 'low' $117 for a Core i3 processor to $999 for a top-of-the-line Core i7 device. Compare this to iSuppli's estimate for the cost of the A6 processor: $17.50. Even if more A6 chips could be produced per wafer — an unproven assumption — Intel's revenue per A6 wafer start would be much lower than with their x86 microprocessors. In Intel's perception of reality, this would destroy the business model. 'For all of Intel's semiconductor design and manufacturing feats, its processors suffer from a genetic handicap: They have to support the legacy x86 instruction set, and thus they're inherently more complicated than legacy-free ARM devices, they require more transistors, more silicon. Intel will argue, rightly, that they'll always be one technological step ahead of the competition, but is one step enough for x86 chips to beat ARM microprocessors?'"
ARM will win the battle, as long as we dont see some sort of bloody patent war.
Its a better archetecture from the start.
---- Booth was a patriot ----
I can't find the angle here.
"Legacy Free" vs "Costs".
"Legacy Free" is a nice sounding term for "won't run $hit". So much for your 1,000 app and app-lets you rely on, Business.
So I give up on this story and will let the rest of y'all thrash it out.
My first Journal Entry ever, in 8 years! http://slashdot.org/journal/365947/aphelion-scifi-fantasy-horror-poetry-webzine
Wow, that last article looks like a really good Makov Chain generator (or whatever the kids these days are using).
The war between CORE and ARM raged across thousands of worlds, ravaging the galaxy. Neither would waver in their belief in their own supremacy. For each side, the only acceptable outcome is the complete elimination of the other.
how about Texas Instruments?
"For all of Intel's semiconductor design and manufacturing feats, its processors suffer from a genetic handicap: They have to support the legacy x86 instruction set, and thus they're inherently more complicated than legacy-free ARM devices"
Oh shut up. This argument comes up every time there's an ARM vs Intel debate. And you know what? Intel is pushing hard and successfully into ARM's territory and ARM has yet to hit back with any chip that can compete with Intel in servers or high end laptops or etc. And that's WITH Intel's huge profit margins. ARM certainly doesn't have the profit margin's to spare in any price war. Intel is a huge monster to defeat, and its supposed handicap means far less worry for programmers, unlike trying to support the million and growing ARM SOCs out there and the nightmare that is.
Intel's published prices range from a 'low' $117 for a Core i3 processor.
What about atom? You know, the processor produced by Intel, specifically for the same markets that ARM are dominating now.
Intel has made ARM processors in the past (xScale), and, apparently, still retains an ARM license. Intel has manufactured RISC chips, as well (i960, for example). There is absolutely no reason why Intel wouldn't/couldn't produce an ARM chip, if they wanted to. There's just no reason to do so.
Also, using the Core i3 as an example of Intel's "low-end" is not very fair. Intel's low-end chips are the Pentium and Celeron, not the i3. The Atom is the closest thing to a competitor to the ARM chips. Pricing for Atom chips varies extensively, from $20 to $100, depending on features,
For the time being, they have a big advantage in that they not only are producing working 22nm designs, but are using 3D gate transistors.
Most other fabs are going to stick with planar transistors until they move to a smaller process node. Intel has already proven that they can do finfets, whereas no other fab has had a serious production run of finfet parts. If they run into problems transistioning to finfets, Intel will likely end up another 6 months further ahead of them than they already were.
If Gassée is right about "architectural disdain" then it's kind of ironic. Intel itself exhibited the same disdain for x86 architecture when they initially refused to make their first 64-bit chip, the Itanium, backward compatible with it. It was only after AMD demonstrated that the architecture still had legs that they brought it to the 64-bit world — after wasting billions on Itanium development.
Those that forget history, yada yada.
Apple's the one currently manufacturing their A6 chips for $17, while the comparable Intel chip retails for much more?
Isn't this more a statement of how well Apple's vertical integration of chip manufacturing went?
PS: I don't reply to ACs.
Given that Qualcomm, Samsung, TI for now (Apple could buy TI's mobile chip business they are divesting themselves from), and pretty much anyone who wants to can be an ARM vendor, I don't see a lot of particular interest in going Intel for this sort of business.
I'll say also that it's disingenuous to compare i3 pricing to snapdragon part, intel also sells Atom processors which would be a bit more comparable.
They have to support the legacy x86 instruction set, and thus they're inherently more complicated than legacy-free ARM devices, they require more transistors, more silicon.
I've been told and am very willing to believe this has always been a somewhat dubious argument and what realities that feed into that belief diminish with every generation of processor.
Intel and MS are currently in the same codependent boat. They also have similar behavior, where both make moves ostensibly to compete with prominent Tablet and Phone components, but putting premium pricing on such efforts that make them non-starters because they only want the business if the revenue model is *exactly* what they have grown accustomed to.
Wow, ARM people are just like Java cultists... calling everything else legacy.
There are no cat pictures here
There are no rage comics here
There are no advice animals here
All of our memes have been beaten down and we don't care for new ones.
We don't have English majors writing fake stories to have slashdotters ask them anything, except for our submitters.
There is no slashdot gone wild, thankfully.
So what are you doing here?
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It's been pretty much proven that the "x86 legacy baggage" or however you want to put it does not seriously affect Intel's Atom for phones.
http://www.anandtech.com/show/6330/the-iphone-5-review/10
Razer i, which has an Atom processor, beats A6, the best performer in the ARM field, most of the time in non-GPU tasks (one area it is lacking is GPU power), while power consumption is average for a phone. Android adds additional overhead not present in iOS, too.
If anyone can work miracles and cram x86 into a phone, it's Intel. As ARM designs have to start dealing with greater complexity, Intel can apply their immense experience with x86 and improve performance without dramatically increasing power consumption.
With some more work, I can see Atom beating the hell out of any ARM design in the same power envelope. I'll give it one or two generations.
Intel and AMD x86 processors moved on to using micro-ops and risc like operations internally years ago. The only disadvantage nowadays is a small translator that converts x86 machine code into micro-ops. Compared to the actual logic or cache on the cpu the number of transistors that the translation takes is minimal and not a big deal especially when you consider the size of cpus nowadays.
"When you sit with a nice girl for two hours, it seems like two minutes. When you sit on a hot stove for two minutes, it
ARM processors are significantly smaller than Core processors, so they take less space on each wafer. So there's no question that there will be far more processors per wafer.
In addition, since they are smaller, a flaw in the wafer will damage a smaller amount of the wafer than with a larger processor.
So the percentage of processors that are good from a given wafer will be larger as well.
Now, there's still the question of if they could make as much money from the larger number of ARM chips as they do for the smaller number of Core chips, but remember that he's also quoting the retail price of the Core chips vs the wholesale price of the ARM chips.
I skimmed the source articles and I'm confused as to the premise of this discussion that it makes any sense to move from Samsung to Intel for ARM fabrication. Intel may have some foundry business but I would think if Apple were looking at an alternate foundry they would be considering options like TSMC or UMC, not Intel. Although doing some Googling to check my facts on this comment since I've been out of the semiconductor world for a long time does reveal that apparently Apple did consider TSMC. But that still leaves plenty of third party foundries.
Why isn't Apple constructing their own chip fab?
They have phenomenal cash reserves & the claim has been made they designed their own chip. So they have the market, the cash & the know-how to design what they need. Why not leverage it?
Is chip fabrication really so far outside the core competency of Apple? Is the investment really that risky? Or is the service of chip fabrication that competitive that there's really no advantage to investing in a plant when the roadmap for Apple's chips requires flexibility that would be impinged upon by an allegiance to specific hardware?
My guess is that there's no security in the chip market for the short term, unless you are Intel... but with AMD laying off 15% of its workforce, who knows what's in the future for Apple chips.
And after centuries of devastating battles, both went extinct. However, amidst the ashes, some of the little AVR cores survived and replaced both. ...
New for 3012, the ATmega81928 running at 30MHz! The speed will blow you away!
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If you measure miles per hour, the horse will win. If you measure miles per hour per calorie, the snail will win. Now, which one would you like to pull your next carriage?
Here is a 50$ ARM general purpose multicore-CPU example for matching 999$ performance of fastests Intel Core i7 (e.g. i7-3770K 3.9GHz (peak), 4 CPU, 8 threads, 2 SIMD ALU/CPU = 8 SIMD ALUs = 64 FLOPs/clock -> 3.9*10^9Hz * 64 FLOP/s = 249.6 GFLOPS:
For increasing integer and load/store performance, it could be achieved with pipeline and issue/execution modifications, using more functional units. The limit is to keep the OooE simple enough for avoiding wasting transistor in executing tons of instructions unnecesarily.
Long-Term Survival Depends On Intel Embracing ARM
There have multiple organizations that had the capability of competing in the next market place and chose to ignore it because there was more profit in the last market place. The organizations lost market share and shrank as the old market place shrunk and the new market place expanded.
The following examples come to mind:
The Swiss started electronic watches but mechanical watches were more profitable
Kodak started designing digital cameras but film made more money.
Remington made computers but their consumer division was their main business.
Someone will make the next generation of processer chips. Intel will make less money in the short term if they decide to join the club but will eventually shrink if they don’t.
Embrace the future.
Intel has some of the best (the best?) fabs in the world, and has chips that use a smaller process than what other companies are pushing out, right? So why can't they make a small, power-efficient chip that can at least meet (if not beat) the offerings from ARM and the licenses?
To put it another way, Wikipedia tells me that ARM Holdings has 2,000 employees and a revenue of about 490 million pounds (in 2011). Intel has 100,000 employees and a 2011 revenue of 54 billion dollars (about 34 billion pounds). How hard is Intel really trying to get a foothold in this market?
Easy question: How many smartphones are shipping right now with an Intel chip in them? Or to make it easier for you, can you name a currently-shipping smartphone that *doesn't* run on an ARM chip, without googling it?
Another metric: Can you think of any form factor of computer (laptop, netbook, desktop, server, game console, smartphone, dumbphone, tv, settop box, etc...) in which x86 marketshare has increased in the last 5 years? (I think apple's ppc -> intel move was 2006, so no dice there :P )
coding is life
The old 80386 based on the "complex" x86 instruction set had 275,000 transistors. Intel is now making chips with 2.6 billion transistors and somehow what they once implemented as one functional unit within a budget of 0.000275 billion transistors is holding them back?
Certainly they would rather do a few things differently had they been worried about 2013 back in 1978. Transistor count is the least of the matter. What buggers up x86 is the number of active transistors handling the instruction stream at each instruction cycle. There's no way to align variable-length instructions without active transistors (regardless of whether the transistors involved amount to a wart on a small toe of a juvenile mosquito).
The x86 story bugs the hell out of me. Considered how well it actually held up for 45 years (and counting) it's one of the ugly duckling success stories of all time (hint: it wasn't so ugly after all).
It was also a founding member of the Steve Jobs reality distortion field. I'm concerned his posthumous aura will continue to glow with the uplift of falsehood. He should be credited more for what he accomplished than the lies he polished to get there.
It wasn't just Steve, it was the entire RISC consortium manufacturing an Achilles heel out of whole cloth. Far closer to the truth of the matter is that x86 has a much higher design cost than an orthogonal clean-sheet alternative. The design cost was a small multiple. Intel's resources were a large multiple. It didn't go well for RISC. The much vaunted DEC Alpha had a metal connect layer for single-cycle carry-add propagation that forever segregated it from the mass-consumer price point. It was the instruction set. No, it was the instruction set aided by a titanium stent.
Also, the RISC design advantage does not extend to the memory cache and system bus design. These are a bear to design well for any instruction set. The RISC people moaned about the exceptional Pentium Pro performance level on server workloads (it was the first memory bus from Intel that didn't totally suck). Well, Intel broke into the server market with their crappy old x86 instruction set by grafting it onto a titanium alloy cache hierarchy and bus controller (with multiple dies grafted into the same chip package at enormous expense). Cache latency and branch prediction absolutely dwarf instruction set as the big thing to worry about since around this time. If Steve hadn't grabbed onto the inferiority of CISC around this time, it might have died a timely death.
In low power applications, ARM has a real advantage, enough to win a huge market share at race-to-the-bottom price points. How much does the cost of a CPU influence a handset? How much everything else? I've put $300 Intel CPUs in $2000 boxes. I've put $250 Intel CPUs in $1000 boxes. I've put $60 CPUs in $500 boxes. A $16 CPU in a phone that retails for $600 for just a few months, before landing in the discount bin? I'm sure Intel wants a huge slice of that.
One reason Intel has held their ground is that the Cortex-A15 (out-of-order superscalar multiprocessor) is starting to look a lot like the old Pentium Pro. Sure the instruction set is modern and clean (though it took ARM surprisingly long to come up with the mixed 16/32 bit instruction encoding format due to misguided ideological purity; how many active transistors does it take to determine whether the next 32 bit chunk from the instruction stream is one lump or two? More or less than the number of active transistors in the icache devoted to storing common instructions bloated to 32 bits just because?). But all the rest of the issues are pretty much the same: branch prediction stalls, cache snooping, and memory path latency.
From Intel's perspective, an ugly instruction set is good for business. (Then they went on a jag thinking that if ugly is good, atrocious is better, and the Itanium was hatched with a jackhammer from a mastodon egg.)
After another three die shrinks, when half the processor implements on-demand power management, and most of the other half provides task-specialized execution units, is the instruction set going to matter a hill of beans for anything other than legacy lock-in?
For a long time, single-core applications were the rule so the CPU Mhz race was on. Once that ended around 3Ghz, the pressure was on for programmers to make computer code better at dividing the load between multiple cores.
It turns out that ARM does well with lower frequencies, and delivers the best performance per watt ratio. Also, it turns out that once all your code is written for 2, 4 or 8+ cores, it doesn't matter much if your cpus are clocked at 1.3Ghz (A6/Snapdragon) instead of 2.6Ghz (i7 in macbook pro 2012).
And if you're doing mobile, where battery life is a big factor, you need the ppw ratio more than anything, so you go ARM.
On mobile, Intel is in a similar situation now that they were against AMD back in the AMD64 days. Their current models (atom) are inferior but competitive. They are dominating servers and desktops which gives them a secure base to experiment from and I expect their mobile offerings in the next 5 years to bridge the gap with ARM.
Will they win? I have no clue. They might crush ARM or become the premier ARM licensee with the best ARM chips. Either way, Intel is going to lead.
Intel wants to be the only company that can meet your needs. That way, they can make you pay premium prices for their chips. This is perfectly understandable; that is what is best for Intel.
Apple wants to be vertically integrated. They want full control over everything they do. Partly this is so they can keep as much as possible of the money they collect; partly this is so that they can guarantee excellent quality and excellent availability. This is what is best for Apple, and it isn't bad for their customers either.
Intel does not want to become just another ARM source, competing on price with all the others. But Apple will never lock themselves in to depending on Intel for mobile chips, when ARM chips have been shown to be more than adequate. And Apple would not be investing in custom ARM chips if it was planning to adopt Intel mobile chips.
People keep pointing out that Intel's mobile x86 chips are competitive with ARM. That won't cut it. Intel's chips would have to be better, and so much better that the risk of depending on Intel is worth it.
That was the case for the PowerPC to x86 transition! Intel's chips were so much better than PowerPC for laptops that it was worth getting into an entangling relationship with Intel. AMD was not able to guarantee delivery of the massive quantities of chips Apple was planning to sell, and Intel was, so AMD wasn't really an option... but at least they served to keep Intel from trying to charge totally outrageous prices for their chips; there was always a credible threat of going to AMD.
Hmm. It's looking like AMD is going to crater in spectacular fashion soon. I wonder if Apple will make a serious attempt to buy what's left of the company. That would enable Apple to make its own x86 chips! Eh, probably not. AMD is behind Intel on process, so switching to AMD chips would mean taking a hit on performance, power use, or both.
The "SemiAccurate" web site thinks that Apple will transition to using ARM chips for laptops, not just for mobile devices, once ARM chips are good enough (which they will be soon). So, transitioning away from x86 and to, say, multi-core 64-bit ARM chips is another way Apple can untangle from Intel.
Apple may not be in a big hurry to actually complete the transition away from Intel chips; just a credible threat of switching to ARM chips might be enough to negotiate good prices on x86 chips. That would leave lower power consumption as the main reason to go to ARM, but a laptop's display is probably the worst power drain, especially with a Retina display.
steveha
lf(1): it's like ls(1) but sorts filenames by extension, tersely
Mine flops and flips so much it burns out the battery in one minute.
Petaflop score: 1 Trillion
usefulness score: Zero.
Look, we buy these things to do stuff for us. A dead phone or tablet is pretty useless, no matter what it scores.
-- Tigger warning: This post may contain tiggers! --
Tis a fool who looks for logic in the chambers of the human heart. Or from Cupertino. And that's not a dig, Apple fans, that's just the truth. Apple will dump Intel when they feel like it, for reasons that they alone decide.
Apple is a bit like the interrogator in 1984. They believe that can levitate off the ground and float around the room should they choose to, and what the outside world thinks makes no difference at all.
There are some people that if they don't know, you can't tell 'em.
Also note that Apple has people paying $2500 and up for the Mac Pro, and $1000 and up for laptops. But mobile devices are closer to $500, and the Android competition is hitting the $200 price point.
There just isn't as much room to pay top dollar prices for Intel parts in the mobile space.
So even if Intel mobile x86 parts are slightly faster than the ARM chips, will Intel be happy selling at prices competitive with ARM prices? History suggests "no". The cheapest Atom chips are around $20 but Intel makes those suck, just as much as Intel can get away with.
Intel is the master of segmenting markets. Different chips at different price points have different features enabled. Cheaper chips are as crippled as possible, to encourage you to buy a more expensive chip. For example, Intel doesn't support virtualization features on their less-expensive chips; and Intel mostly reserves support for ECC RAM to only the Xeon processors.
(In contrast, AMD puts full functionality in all their parts; they are #2 and they are trying harder to please the customer. That is how you can get an HP Proliant MicroServer with a 1.5 GHz dual-core AMD Turion processor for $320 at Newegg, with full support for virtualization and ECC RAM. I cannot imagine a MicroServer with equal or better Intel parts hitting that price point.)
Intel will try to balance the functionality it allows into the mobile chips against the price it can get. Apple just wants the best chips for the cheapest price. These two goals are not in alignment.
lf(1): it's like ls(1) but sorts filenames by extension, tersely
That's rather dumb considering AMD doesn't actually manufacture chips any more.
If AMD did make chips, Apple could get nice GPUs and license ARM cores. But then if AMD hadn't dropped the ball on manufacturing they might still be a viable company.
Intel is the master of segmenting markets. Different chips at different price points have different features enabled. Cheaper chips are as crippled as possible, to encourage you to buy a more expensive chip.
This is enough for them to fail. It is a gross waste of resources to make crippled hardware. I think they have enjoyed a monopoly position and they are finally facing a disruptive technology.
Intel is not playing the same game. With everyone else (except AMD) making ARM devices on older process nodes, Intel should not make ARM chips because that would create the perception of competition and force TSMC and GF to advance their process. So long as all the foundry customers appear to be competing with each other it looks like a close race and there may be less pressure to advance. The further Intel stays away from their products, the less those guys will feel like they are competing with Intel and they will not worry about the process gap so much - they're still close to their "competitors" capability after all.
Everyone seems to have forgotten what business they're in. Those who can design have gone fabless while those who can fab now have more than enough customers to not care about process advancement so long as they can keep up with their perceived competition. In fact, all those customers probably slow them down with countless designs that each need scheduling and a design tweak or two. Meanwhile Intel turns that crank every 2 years. The longer people forget that they're all in the same business, the wider the gap is going to get.
There is so much sub rosa crap (not all of it ethical or legal) going on between the players we may never know the truth.
Have gnu, will travel.
Don't know what Jean-Louis is talking about, as there were press releases and everything not long ago about Apple ramping up production at TSMC foundries. Don't think they feel they need Samsung or Intel for their ARM production.
And the i7 will last all of 30 seconds.
a lot of cruft has cumulated into the current arm instruction set.
Two reasons Apple doesn't give a shit about Intel for their embedded products.
Intel may go the Nokia way as falling dino
Intel's 22nm and 14nm finfet processes will be the lowest power in the industry for years. Intel could charge Apple $50 per chip and they'd pay for it.
Intel would have to accept Apple's design and 'pour' it into silicon — it would become a lowlymerchant foundry.'
if they did research, they would know intel already took steps to becoming a merchant foundry around 3 years ago
why?
intel knows the more they shrink the process the more chips they can make
unfortunately there's a ceiling to how much you can actually sell to a market
couple that with a move to 450mm wafers and intel will have a lot of spare capacity
becoming a 'part' merchant foundry will ensure they make use of their assets
95% of the intel cpus are not even made for IA64, its all RISC style microcode.
And only a small front end decodes IA64/32 into microcode, kind of like a JIT bytecode engine, so in theory, intel could make a small frontend for ARM, and thus make all intel cpus naturally ARM compatible, or PPC if they wanted to be the next supplier of CPUs to XBOX and PS4 , they could make a special i7 with a PPC IS decoder to internal microcode. And if it could swap between two sets in runtime even better.
Liberty freedom are no1, not dicks in suits.
This could be a replay of the old days of mainframes. At more than one company, the engineers came up with mainframes on a desk, but the marketers could not see selling a desktop mainframe at the old 7-digit prices. So they just making the big boxes, til their eventual death. This happened to CDC, Data General, Digital, and Perkin-Elmer to name a few. Intel will undoubtedly survive, but it could be a long painful decline or change of direction. The "new architecture" fanatics there probably don't have much traction after the Itanium disaster.
market.
When I rode the train back home every second fuck had a an ARM based device. So RISC won, CISC is the hot legacy shit that burns my hand at work.
Intel will go the way of IBM.
..only makes power consumption worse for Intel.
..Intel is scared of a low-end, much cheaper upstart (ARM) and they want to artificially protect their fat margins. Look how it worked out for IBM and their mainframe business. All they protected is a tiny market by now.
That's when they Big Tablet Keyboard Boom has reached your ears. Large Tablets+USB Keyboard can already perform all of the tasks of 90% of office workers. Without burning their hands and frying their balls
..you have a wall power socket. Intel-based computers are more heating machines than computers. That does not work at all with mobile devices and the crappy performance of laptops proves it.
Then they were the Undisputed King Of Computing. They had everything from semiconductors, multi-chip-modules, nobel prizes, sql databases to efficient machine code translators and still got crushed by the sleazy little Bill Gates and his horizontal and "little" model of computer making.
Compared to ARM, Intel is a vertical company, doing all sorts of expensive crapola (compilers, supercomputers, virus scanners) while ARM just designs efficient CPUS. Unlike Intel, they don't have the millstone of fab process development around their necks. Instead they use TSMC and Samsung fabs which they share with 1001 other companies. Great economics I would say.
Also, Intel is stuck in the "high performance monopolist" mindset, as much as IBM was stuck in the "high performance, expensive mainframe" mindset then.
"a laptop's display is probably the worst power drain, especially with a Retina display."
The majority of power used in a modern display is consumed in lighting the thing, not switching pixels.
Once you get below a certain point, it doesn't matter anymore. The rest of the system still needs power. If the rest of the system uses 1000 units of power, we don't care greatly if the CPU uses 2 or 10.
ARM doesn't actually produce chips. Either add in the chip companies for ARM, or subtract the manufacturing costs from Intel. Also note that none of the chip companies, Intel included, is just about CPUs. ARM is just CPUs.
Check out this link: http://www.informationweek.com/byte/personal-tech/tablets/why-the-ipad-3-regressed-in-battery-life/232602960
This means we are both correct. The majority of power use is just to light the display, and with a Retina, more power is needed.
But technology is on the horizon that should someday permit a Retina display that doesn't need as much brightness and thus saves power.
lf(1): it's like ls(1) but sorts filenames by extension, tersely