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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?'"

19 of 246 comments (clear)

  1. The War Between Intel Core and ARM by preaction · · Score: 5, Funny

    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.

    1. Re:The War Between Intel Core and ARM by preaction · · Score: 4, Informative

      The two factions of Total Annihilation were the Core and the Arm: http://en.wikipedia.org/wiki/Total_Annihilation

  2. x86 vs ARM, what about atom by Anonymous Coward · · Score: 5, Informative

    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.

    1. Re:x86 vs ARM, what about atom by viperidaenz · · Score: 4, Informative

      But it wouldn't look as good in the article if they compared the $17.50 ARM's to the $19 Atoms (although the only $19 atom is the E620, which is pretty shit, event for an atom, the new N2760 is supposed to be a similar price to directly compete with ARM SoC's)

  3. Well, sort of, but not really. by Elbereth · · Score: 5, Informative

    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,

    1. Re:Well, sort of, but not really. by tlhIngan · · Score: 4, Interesting

      Intel has made ARM processors in the past (xScale [wikipedia.org]), and, apparently, still retains an ARM license.

      They were crap though. I have an XScale-based PDA lying around somewhere. They were truly the Netbursts of the ARM world: high clock speed and power consumption but low performance

      Intel sold the ARM license to Marvell who owns the architectural license to it. Intel does re-license back the Xscale core for some of their networking processors though.

      As for Xscale being crap - back in the day, StrongARM and Xscale were the top of the line - the PXA255 being one of the fastest ARM chips around. The next-generation chip was supposed to be even faster, but Intel sold it to Marvell who doesn't seem to have done anything with it.

      While StrongARM was pushing 200MHz, other ARMs were barely breaking 133MHz and not very fast at it. When the PXA255 upped it to 400, it was no competition. Then ARM decided they had enough of being outclassed by Intel and designed some decent ARM11 cores and continued onward with the Cortex series.

  4. Ironic by fm6 · · Score: 5, Interesting

    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.

  5. Re:Long term by Marillion · · Score: 5, Insightful

    If you measure operations per second, the x86 chip will win. If you measure operations per second per watt, the ARM chip will win.

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  6. Inflammatory story... by ericloewe · · Score: 5, Informative

    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.

    1. Re:Inflammatory story... by rsmith-mac · · Score: 4, Interesting

      "Trying" is probably an overstatement in this case. Intel has a well-devised plan to get there, but it's a plan that involves them taking one step at a time. First they needed the Atom CPU design, then they needed to get it integrated into a true SoC, then they need to integrate their own GPU, etc.

      Intel Atom roadmap

      Silvermont is where Intel makes their architectural leap over ARMv7 (Cortex) with the new Atom architecture coupled with Intel's own, higher performance GPUs. Then in 2014 Intel does Airmont, where Atom gets promoted to first-class status in Intel's fabs, jumping to new process nodes at the same time as Core. If all goes to plan, at this point Intel will be roughly a node ahead of the competition with an architecture as good as or better than any planned ARMv7 designs. This is the tick-tock strategy in full swing, the same strategy that is currently bludgeoning AMD to death.

      So Intel may be the challenger here, but never underestimate them. Their fabs are unrivaled and they can afford to hire some of the best architects on Earth. If Intel does their homework and doesn't screw up, they're a very dangerous foe. The only place Intel can't (or won't) go is into low-margin products, and as bad as competition from Intel would be, the ARM partners don't want to sacrifice their margins too much just to scare off Intel. It would be a Pyrrhic victory.

  7. Genetic disadvantage? Hardly by scheme · · Score: 5, Informative

    '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 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.

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  8. Re:All right, let's compare more by Fishchip · · Score: 5, Interesting

    It depends. Is my carriage playing Modern Warfare 3 or Angry Birds?

  9. Re:Long term by rahvin112 · · Score: 4, Interesting

    What a bold prediction, you understand of course that Intel has buried every single competing architecture from the past? Intel has a process advantage, even if they have to spend 10% of their die on decoding/rearranging they still have a significant transistor lead by remaining a process ahead AND still use lower power. Not only that but because x86 is nothing more than an abstraction layer at this point the internal architecture of their chips is free to move with the winds of computing in the best direction for the balance of power use, processing capacity and weight. They've had almost 2 decades to improve this abstraction layer to the point of perfection.

    People like you forget how long it takes to design and build a microprocessor. From design to hard silicon is almost 5 years. So the designs Intel releases this year were planned out in 2007. Given the ARM didn't start to make an impact (on Markets Intel considers themselves part of) until 2006-7 we are JUST starting to see an Intel design philosophy that emphasizes power as a critical function. Haswell is probably the first chip that Intel hasn't tried to tack power efficiency on add-on at tape out. I fully expect Intel to demonstrate that x86 under their lead has the ability to compete directly with ARM on their best footing, power consumption.

    So watch and learn young padawan. Intel has the best process engineers in the business and if things in the foundry business keep going like they are (TSMC and Global Foundaries have both been very very late moving forward on process while Intel hasn't missed a stride) they are going to be two steps ahead on process in the next year or two and that would be an advantage not even the best ARM design could beat even if Intel bungles their design. I fully expect that if Intel wants it they could take the whole ARM chip market. The only reason they haven't up till now is it would destroy their margins. So we will watch them balance their designs to retain the high margin products and forgo the cheap. This could ultimately be their undoing but once power efficiency becomes a priority of their designs which begin with Haswell, Intel will be in a position to take the ARM chip market any time they want.

    Don't ever discount the power of the foundry.

  10. Apple doesn't want to be *more* dependent on Intel by steveha · · Score: 5, Insightful

    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

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  11. Re:that old canard about x86 complexity by Animats · · Score: 4, Interesting

    Far closer to the truth of the matter is that x86 has a much higher design cost than an orthogonal clean-sheet alternative.

    True. Years ago I went to a talk where the head of the Pentium Pro design team showed a graph of the number of engineers working on the project. It peaked around 3,000. Nobody had ever had a CPU design team that big before.

    The variable length instruction alignment problem of x86, although ugly, isn't a huge consumer of transistors. AMD dealt with it by expanding instructions to fixed length when loaded into cache. Intel dealt with it by sometimes starting ambiguous cases in parallel and discarding the bogus results later. The downside of fixed-length instructions, as in RISC machines, is code bloat - PowerPC code is about twice as big as x86 code, which impacts cache miss rate.

    While one instruction per clock RISC CPUs (low-end MIPS and DEC Alpha parts, and the Atmel AVR series are examples) are simple, superscalar machines executing more than one instruction per clock are almost as complex as x86 CPUs. That's why RISC stopped being a win.

    Harry Pyle was developing the instruction set for the Datapoint 2200 in his dorm room at Case Tech in Cleveland in the late 1960s. Same building I was in; different floor. That led to the 8008 and the 8080 and the 80286 and the 80386 and ...

  12. Re:Long term by gr8_phk · · Score: 4, Interesting

    ARM has great instruction density... But it doesn't really matter, because you can power an ARM core and an instruction decompressor with less power than you needed for a x86 core, and zipped instructions have a much bigger density than x86, whatever architecture it is.

    ...with less power... given the same process. Intel is now making 22nm tri-gate or whatever they're calling it. TSMC is not at 22nm yet and plans to use planar transistors when they do get there. So Intel probably has about a 2 year lead in power per transistor.

    Meanwhile I wonder which ARMs even have instructions like divide or reciprocal square root.

  13. Re:Complicated Story by jader3rd · · Score: 4, Insightful

    It doesn't give you a smaller desktop. You have an app for your phone, a different app for your desktop, and yet another app for your tablet. Windows Phone and Windows RT are orphans. Do you see what I'm saying now?

    Yes, I think I get what you're saying. Thank you for your clarification; perhaps I can make some of my own.
    When iOS was first released (2007) it didn't run any sort of legacy programs from existing touch screen smartphones, and yet people really seemed to enjoy using those devices. When Android was first released, and was still just a phone OS, people seemed to enjoy using those devices. When the iPad first came out it could run existing iPhone apps; but even Apple said that the experience for many apps wasn't good and that app authors needed to (and still do) optimize their apps for the larger screen. There's hardly an article on the web about Android tablets that doesn't mention how there's a pithy of tablet optimized apps, and that while the tablets can run all Android apps, most of them really suck on the tablet. So I don't think that not having the ability to run legacy programs is a nail in the coffin for any new device/platform.

    So right now a Windows RT computer does have limited appeal, due to not having much of an ecosystem. That was kind of my point by saying "3 years from now", the ecosystem may come. The ecosystem may come easily because if developers write apps for the Windows 8 Store (targeting desktop) the apps will also light up on Windows RT; and they will light up without any "tablet optimization" step that iOS and Android apps suffer from. The screen sizes are the same. So I think that there will be crossover soon, at least from the point of view of the end user; because they'll be able to find the same apps on a Windows RT computer as they do on their Win8 laptop/desktop.

    If RT could run Phone apps, I wouldn't be typing right now.

    Yes, Microsoft doesn't have a runtime that runs across Win32, .Net, WinRT, Phone and Xbox. But they do have portable assemblies which do allow for an assembly to run within .Net, WinRT, Phone and Xbox. So someone would still need a separate app/program for the different runtimes, but if the business logic is the same for all of the apps there only needs to be one portable assembly.

  14. Re:Long term by slashping · · Score: 4, Insightful

    Except that for ARM to scale up to surpass x86 performance, it would need out-of-order scheduling, multiscalar execution, instruction pre-decoding, hardware loop unrolling, speculative execution, memory/register renaming, multiprocessor cache coherency and all that fun stuff that Intel has. After that has been implemented, let's see if the design is still far more elegant. I'll bet it's going to look pretty similar, with x86 instruction decoding becoming an almost irrelevant issue compared to all the other things. And, by the way, have you taken a look at the Cortex architecture ? It's getting less and less elegant. You are right about the compatibility, though. ARM is a mess, with a dozen different, incompatible, architectures in the core alone.

  15. Re:Long term by TheRaven64 · · Score: 4, Interesting
    Intel killed Alpha and PA-RISC by promising Itanium. They won there through political tactics, not through any technical advantages. Sun and Oracle between them tried very hard to kill SPARC using their awesome mismanagement superpowers, but haven't quite failed yet. PowerPC still dominates in automotive and a few other embedded industries, MIPS is in pretty much every router and a lot of other embedded systems, and ARM basically owns the mobile markets and has a large part of the embedded market. You could possibly claim that Intel beat ARM on the desktop, but it would be more accurate to say that Microsoft beat Acorn on the desktop and Intel went along for the ride.

    That 10% becomes a lot more important going forward. The current buzzword in the semiconductor industry is dark silicon. To keep within the same thermal envelope (power dissipation per unit area), you need to have more transistors idle and in a low-power state in every subsequent generation. If you add complex vector instructions, for example, they're great because they give a big speedup when they're in use and draw almost no power when they aren't. The same with things like AES encryption. The instruction decoder, however, is something that you can't ever turn off. Xeons try to: they cache decoded micro-ops in tight loops, but this means that they have some extra SRAM for the micro-op cache and a micro-op decoder that must always be powered, and these between them take more power than an ARM decoder, and a big fat decoder that must be active all of the time.

    Intel had an advantage over other RISC architectures (and Itanium) in terms of instruction density, which meant that they needed to waste a lot more die space with instruction cache than x86 to get the same fetch performance, but ARM is already about as dense as x86 and Thumb-2 is typically 5-10% denser, so Intel is on the losing side of this comparison for the first time.

    The process advantage is something that Intel has had over AMD, but it's not something that they have to the same degree over some of the foundries that produce ARM chips. They're on 22nm, and the faster ARM SoCs are made on a 25nm process: that's nowhere near the kind of process advantage Intel is accustomed to. In terms of fab R&D, the industry is almost split into two camps, Intel on one side and everyone else pooling resources on the other side.

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