The AMD Ryzen 7 3000 family has fallen earlier this week, carrying a heavy blow to the entire stack of high-end products from Intel. The Ryzen 9 3900X destroys the performance of the Core i9-9900K at 500 USD, while the Ryzen 7 3200 USD at 329 USD is slightly faster than the 9900K in most tasks, at 66% of the price. This is not an excellent position for Intel, and the company is definitely considering its own competitive response.
A recently disclosed roadmap claims to show what this response will be. As always, these leaks must be taken with a grain of salt, especially given the unusual nature of some of the predictions made by the slide. There is a new socket that we have never heard of before (LGA 1159), Hyper-Threading is back in the high end (after being removed from all the chips of the 9th generation, except the most high-end ), and supposedly, the new processors are built on "14nm +++", even though Intel has already indicated that it was abandoning this nomenclature. High-end cores also lack IGP, which is not a step that Intel was previously willing to take, except in case of severe need, to improve its performance.
It's not clear if the supposed 10-core chips would have a disabled but present GPU core, or if Intel actually built a totally different die without any processor. The leak also implies that Intel will add Hyper-Threading to the entire stack of products, which the company did not want to do. Finally, this leak discloses the maximum all-in-one increase frequency, the information generally stopped by Intel.
Season this dish well, in other words.
The use of five-digit model numbers is one of the cases of rumors in previous reports, but as the previous one was concerned with moving parts, it was not possible to compare the lists disclosed to check whether they were 'agreement. The TDPs are believable, mainly because the Intel TDPs are derived from the base clock, and the base base clocks here could allow a 10-core chip. The Core i7-9700, for example, is an 8C / 8T CPU with a base clock at 3 GHz in a TDP of 65W. A 2.7GHz 10C / 20T processor in a 65W TDP does not seem impossible based on Intel's already existing product lines.
Intel has never publicly explained why it removed the hyper-threading of its 9th generation processors, Although some speculation was made, this decision was linked to the security flaws reported by Specter and Meltdown that were reported in January 2018. Whatever its reasoning, adding functionality to its 10th generation processors would allow Chipzilla to recover additional performance for a relatively long time. trouble of small power. Hyper-threading is generally supposed to offer additional performance between 1.1x and 1.2x, although some games and other applications actually see a very small penalty when the feature is enabled.
If these leaks are accurate, it would mean a realignment of the entire stack of Intel's competitive products. The addition of Hyper-Threading would give the Core i3 and i5 chips a more powerful jog for attacking the Ryzen 3 and Ryzen 5 families of AMD. Chips such as the Core i3-10350K offer 4C / 8T and a boost of 4.6 GHz for $ 179. The Core i5-10500 (6C / 12T, 3.1GHz base, 4.4GHz all-core boosted) at $ 199 would address the Ryzen 5 3600 (6C / 12T, 3.6GHz base, 4.2GHz boost), also at $ 199.
If this graphic is genuine, it would mean that Intel is taking the fight against AMD seriously for its entire product line. Putting HT back on the Core i7 and adding it for the first time to the Core i3 and Core i5 of the desktop would bring them extra performance at low and midrange speeds. Adding two more cores to the top of the desktop market would give the Core i9-9900K substitute enough power to beat the Ryzen 7 3700X and 3800X. We do not know if such a chip could beat the 12-core Ryzen 9 3900X, not to mention the Ryzen 9 3950X that will arrive in September, but this stack of products – so true – would improve Intel's global competitiveness across the entire product line, not just the high end.
According to rumors, Intel could prepare to significantly reduce the price of its processors, with the upcoming launch of the AMD Ryzen 3000 family. What is less clear is if it represents a real potential outcome or simply wishful thinking.
According to DigiTimes (subscription necessary), Intel could reduce processor prices by up to 15 percent in response to AMD's upcoming Ryzen parts and has already informed motherboard manufacturers of this change. It is possible that Intel will take this step, but judging by the company's actions since AMD introduced Ryzen in 2017, it is rather unlikely.
Intel has taken several important steps to improve its products in the months leading up to the launch of Ryzen. He added hyper-threading to some processors in the Pentium class, and then, with the 8th generation family, increased the number of cores on his various processors. Similarly, the HEDT Skylake family of pieces has increased the number of base pieces at the same price. Intel's six-core and eight-core processors are about half the price they were four to six years ago.
What Intel has not done all this time is actually a reduction of its CPU. the prices as such. Instead, the company simply waited until the time came to introduce a new generation of parts and position the new processors more favorably than the old ones. This allowed Chipzilla to adjust its prices to take into account AMD 's competitiveness without launching into titles such as "Intel could reduce the price of its processor before the launch of Ryzen 3000 by AMD".
Intel does not want to see prices directly because it means you have competition in the first place. Not only that, but the fact that Intel's HEDT components are priced, even in the face of AMD's high performance Threadripper competition, means that the company has not faced much of the current threat of these chips. If users aggressively transferred their workstation purchases from Xeon to TR, Intel would have been forced to react. The fact that he did not suggest that they had not done it.
Intel chief executive Bob Swan has previously admitted that his company expects increased AMD competition in the server market and that gross margins could suffer, which would imply that some price cuts could take place, but not where society would prevail. Currently, the high-end parts of Intel are those where are virtually the essential price differences. An eight-core Intel processor can cost around $ 500 versus $ 300 for an AMD equivalent, but a 16-core AMD processor costs $ 829 on Newegg, while a 16-core Intel Core i9 Skylake X processor costs 1,700. USD. It would take more than 15% of the price to bring the two chips to parity.
Based on Intel's actions to date and its competitive response to Ryzen, we believe the company will reduce its prices as much as necessary. It may not be ready to happen before the launch of the Ryzen 3000 family and may choose to focus on lowering prices on specific SKUs for which it needs to improve its competitiveness rather than significantly reducing costs. At the same time, the room for maneuvering Intel to achieve certain price cuts, at least on some parts, is unclear. We will have to see how Ryzen 7nm parts stand out before saying more.
New rumors are running that Intel may seek Samsung's assistance at 14 nm, although there are also reasons to doubt it. If this is true, it suggests that Santa Clara will remain stuck at 14 nm for a significant amount of time for at least a few games, notwithstanding recent discussions on Ice Lake.
according to SE daily (via Google Translate), Intel and Samsung are in the final stages of trading for additional capacity. Intel would have chosen to work with Samsung rather than TSMC because of concerns regarding the improved competitive performance of Huawei and AMD. TSMC stated that it thought it could continue to manufacture chips for Huawei, and that it allegedly prompted Intel to prefer Samsung as a partner, due to the possibility that new business decisions regarding retaliation would be taken against companies that do business with Huawei.
I do not want to go so far as to say that it's wrong, but the chronology seems extremely compressed. Negotiations on smelting capacity between two large companies will not be negotiated in a weekend, and the US government total blockade Huawei is still quite new. In addition, taking action against TSMC for believing that it could continue to manufacture systems on a chip for Huawei would, in some respects, be excessive. Huawei is facing enormous problems in bringing its products to market for reasons that have nothing to do with its ability to supply SoC. Even with perfect support for the smelter, its manufacturing supply chain is threatened in an existential way, not to mention its access to software and support tools.
The idea that Intel would choose to use a smelter other than its main competitor, AMD, possible Intel could be sensitive to the idea that it was passed, hat in hand, to the same company that supplies its competitors. The partnership with Samsung – whose 14nm node is generally in excellent condition and has been used for AMD hardware at GlobalFoundries after GF fired it many years ago – is a little less direct.
The biggest reason to look down on this rumor is that it suggests that Intel would launch at 14 nm the competitor "Rocket Lake" on silicon Samsung. In the past, Intel had signed agreements with TSMC for the production of Atom processors or chipsets (as is often said). Building "big hearts" in a rival foundry would be a major change. That's one of the reasons I do not want to weigh heavily in this rumor, but there's a way to make sense of this rumor.
One of the difficulties associated with setting up a new process in an existing plant is the disruption of ongoing production. If you want to replace a capacity of 14 nm by 7 nm, you may have to disable the lines to perform the upgrades. To do this, Intel has always operated its production lines in tight rates, but we know that the demand for 14 nm has been extremely high. Just last year, Intel announced the allocation of additional funds to boost production of 14 nm. At the same time, the long 10-nm delay has plagued Intel's installations. The company expects a relatively fast switchover to 7nm (production being scheduled by 2021), which means that it needs a fairly fast volume rollout at a time when demand for 14 nm can already be very busy.
If this rumor is true, it may be true to the extent that Intel has reached an agreement with Samsung to operate certain products from its own factories while aggressively upgrading its own factories. The company undoubtedly wants to restore the story of the supremacy of the process that it had 20 years before its 10 nm slide and it might prefer to run at 7 nm by taking advantage of the production of a competitor rather than conducting it alone.
The Daily SE suggests another reason why Intel and Samsung could conclude this type of agreement: prices. From the story:
The Samsung smelter recently announced that it had submitted to TSMC an unexpected unit price of 60% for some companies. Samsung has offered TSMC a complete set of less expensive masks than the "multi-layer mask" (MLM) set up to reduce low-volume production costs. A mask is a kind of film used to draw a circuit on a wafer.
While the dramatic cost reductions we've heard about were 7nm, it's quite possible that Samsung and Intel will also reach a 14nm agreement. Samsung Foundry will probably be hungry for customers and build for Intel would be a prestigious victory. Intel (again, assuming this rumor is accurate) would obviously want a good deal for the products and could find Samsung more acceptable than TSMC – or simply worry about more prosaic issues regarding parts availability.
At the present time, Intel has given limited windows to its 10-nm and 7-nm roadmaps. The company said that 10nm ++ and 7nm would overlap in 2021 and that it would result in a 7nm GPU. Deliveries of Ice Lake in notebooks are expected to begin in June, and volume shipments by the end of the year. No timeline has been provided for office rooms and roadmaps that have leaked (which may not be accurate) indicate that 14 nm hang on the desk until 2020. With the launch of 7 nm by AMD in a few weeks, the hike risks Intel.
Updated (18/06/2019): There is reason to believe that if such an agreement is concluded – and nothing has yet been publicly announced – it could be the same type of contiguity products that Intel has sometimes put to the point with partners before. This type of allocation is the kind of maneuver we expect from Intel while trying to maximize the in-house manufacturing of the highest margin parts with limited foundry space.
As the launch date of AMD's next Zen 2 architecture is fast approaching, the company has raised the curtain and provided insight into the capabilities and improvements of its new model. These new chips include a number of enhancements and benefits to generate both higher cycle instructions (CPIs) and better overall power.
Let's start with some basics. The Ryzen 3000 family is powered by AMD's Zen 2 architecture except for its APU. APUs actually have a generation behind them – the 2000 Series APUs were actually built on the first generation of Ryzen, and the APUs of the 3000 series are based on the second generation Ryzen. The architectural improvements and other features we are going to talk about today do not apply to the Ryzen 3 3200G or the Ryzen 3 3400G.
During his Zen 2 presentation, AMD Corporate Fellow Mike Clark said his 7nm transition was in fact more successful than originally planned.
Some of you may remember rumors that AMD would use Ryzen 3000 processors with clocks much higher than the previous ones. According to AMD engineers, the company did not necessarily expect Zen 2 to reach higher frequencies. at all. This is the intrinsic problem of shrinkage of modern UC nodes. Smaller process requirements mean lower voltages, and lower voltages can negatively impact the absolute operating frequency. In this case, however, the 7 nm TSMC node and AMD's own engineering were able to create components that could reach slightly higher frequencies than the 12/14 nm chips.
It should be kept in mind that AMD did not expect improvements in the clock frequency of 7 nm, which should be taken into account when doing the same. Evaluation of the accuracy of rumors about massive clock jumps in the future.
An important change coming with Zen 2 has nothing to do with the current processor. AMD informed us during the event that new scheduler changes were being incorporated into Windows 10 Scheduler from Windows 10 1903 (May 2019 update). There are two new features: topology recognition and faster clocking of the clock. A faster acceleration of the clock reduces the time required by the processor to change state, thus improving performance and theoretically, inactive power by allowing the processor to move more quickly to different states. lower clock. Knowledge of the topology should help to keep local CCX data relevant and complete a CCX before loading another one.
These gains – a performance of + 15% in 1080p in Rocket League and a 6% improvement in the launch of PCMark 10 applications – are only result from the update of the Windows 10 scheduler and are separate from any additional gain resulting from improvements to the Zen 2 architecture. Taking advantage of these enhancements requires both an updated chipset driver and the upgrade. day Windows 10 1903.
This slide represents the microarchitectural synthesis of AMD. The chip integrates with the new TAGE branch predictor in addition to the BP perceptron it used in the past. The micro-op cache has been increased to 4K instructions, with double the total of L3 on board. (AMD is now referring to its L2 and L3 combinations as "AMD GameCache".) A new Address Generating Unit (AGU) is now associated with the entire side of the core, with full support of the comma floating 256-bit via AVX2.
The slideshow below presents our in-depth analysis of the specific architectural improvements of the third-generation Ryzen processor. Each slide can be clicked to open it in a new window.
According to AMD, these improvements give them an edge over Intel, both in terms of performance per watt and absolute wall power.
Cinebench is not the ideal solution for measuring energy consumption, but it is not a bad test either. The 3700X – which, in all fairness, is probably closer to the ideal position for architecture – is assumed to be 56% more efficient than the Core i7-9700K, while it only consumes 86 % of the power in absolute value.
Energy efficiency gains over the 2700X are even greater. AMD claims that the 3700X is 1.75 times more efficient in performance / watts than the 2700X, while consuming 70% power.
Although we obviously can not decide to launch before having material to test, AMD offers an aggressive and exciting product family. The TDPs have dropped dramatically. The CPI would have risen 1.15 times. Clock speeds have been increased. Planner improvements and doubled floating point capacity should provide their own robust improvements beyond this figure of 1.15. The width of the Infinity Fabric bus has been doubled to allow the use of PCIe Gen 4 bandwidth and a new memory divider at the DDR4-3733 level can reduce IF clocks without compromising the time of day. DRAM scale.
If you're a fan of AMD APUs, 7 nm also has exciting long-term implications for them. Although we do not know when we will see these parts, the company has clearly aggressively targeted a decline in power in all areas. This will clearly pay off when refreshing the APU family at 7 nm. According to one of our 7nm launch theories, AMD would focus on energy efficiency at least on some parts, and we see it perfectly, with a higher-performance 8-core processor in a 65W TDP and a 16-core processor in at 105W TDP.
When AMD announced that 7 nm Ryzen would show up at CES 2019, sharp-eyed readers immediately noticed that there was room for the two Chiplets 7nm, not one. The possibility of a 7-core 7 to 7-core Ryzen built on 7 nm instantly became the least well-kept secret of the product family. When AMD provided additional details on the Computex processor, however, the product stack appeared to exceed only 12 cores – less than the 16 theoretically possible.
AMD proved that the latest product of the new Ryzen 3000 family at 7 nm was already delayed to be a little fine tuned for E3. Although this processor will not launch in July, it will bring 16 full cores to the Ryzen family of workstations. Meet the Ryzen 9 3950X.
In May, when the speed of a 16-core Ryzen engineering sample has passed, we have note that the relatively low clocks of the chip (base of 3.3 GHz, amplification of 4.2 GHz) could result from the maintenance of lower ES clocks than those of the shipping parts (common practice in l & # 39; 39; industry) or the fact that AMD wanted to limit the TDP of the coin to keep it within the limits of its AM4 capabilities. We can see both objectives reflected in the final specifications of the product.
Remember that TDP is usually calculated based on clock, not clock amplification, while AMD processors have been better at staying at their TDP state, this is not an absolute requirement since boost clocks are frequencies of the company do not promise will be available in all situations.
If you look at the magnitude of the gap between AMD's base and boost clocks across its entire product portfolio, you'll notice that low-end chips with a smaller number of cores maintain a gap of 1.16 times between the base and the boost clock. The Ryzen 3600, 3600X and 3800X all have a gap corresponding to this size. The Ryzen 7 3700X has a slightly larger gap to differentiate itself from the Ryzen 7 3800X, giving a gap of 1.22x. The 12-core Ryzen 9 3900X has a similar specification. The Ryzen 9 3950X, on the other hand, has the biggest difference between the base clock and the clock boost, with a difference of 1.34 x between the two parts.
The implication is that the Ryzen 9 3950X probably stands at a lower frequency than a higher core load compared to the other components, in order to stay within the limits of its TDP of 105 W. This, at in turn, could indicate that AMD will retain a 16-core Threadripper processor in the stack of products when it will launch these parts later. The Threadripper TDPs have always been much larger than Ryzen (the existing 2950X is at 180W), which could give AMD more leeway to raise the base clock by a few hundred MHz.
There may also be sizing differences in the applications due to the limited amount of memory bandwidth available for the 16 processor cores. The L3 cache doubled with Ryzen 3000 will help highlight the bandwidth pressure, but we will have to test it to assess its impact on performance. All we can say at the moment is that it would be surprising if 8C – 16C scaling is less efficient on a Ryzen 7 platform than on a Threadripper platform, at least in some cases. applications.
AMD announced at E3 that the 3950X would be available in September for $ 749.
Since Intel announced that its 10-nm process node would have been delayed once, questions arose as to exactly when the process would be introduced. Chipzilla is publicly committed to having 10nm hardware on the shelves by the 2019 holiday season. A new roadmap would unveil the earlier date, with limited quantities of 10nm chips available in the second quarter of this year, but it also suggests that 14 nm will be a big part of Intel's product roadmap until 2020 and 2021.
These new leaks are courtesy of Tweakers.net and are supposed to come from an internal Dell presentation. As always, rumors are rumors and must be taken with a grain of salt. One point in favor of these specific rumors, however, is that they correspond to the rumors we have heard on both sides of the 10 nm issue. Intel has repeatedly confirmed that it would introduce 10 nm in 2019. We have heard that these chips could appear as early as the second quarter in limited quantities, and that's what the roadmap also says. The age of these documents not being clearly defined, the projects of Intel could have been modified in the meantime. Both commercial and customer roadmaps are included, with a primary focus on notebook processors (desktop chips are also referenced as it is entry-level Xeons and D & # 39; 39, an Atom refresh).
We will first address the customer's roadmap:
Another point in favor of the accuracy of these roadmaps is that the referenced update of the 9th generation of Lake Coffee, as planned, has already taken place, with up to eight processor cores. This will be followed by a Lake Comet at the end of the year, with a maximum of 10 processor cores, still built in 14nm. Ice Lake will begin in Q2 in limited quantities, but will only support 2C and 4C configurations. Ice Lake also sees an action in the ultra-low power 5W segment, with a dual-core part. A 10nm quad-core chip in the 5W slot will not occur until the second quarter of 2020, with the launch of Tiger Lake. Tiger Lake is supposed to be based on Intel's Willow Cove processors (the sequel to Sunny Cove, which debuts with Ice Lake), but these chips do not arrive before a year and are limited to lower power bands.
Chips such as Intel's Lakefield – that is, the processor combined with a "big heart" and four Atom cores combined via Foveros – are expected to tilt in the second quarter of 2019. The products in which we will see Lakefield are unclear; Intel has previously reported having built this chip for a specific customer.
The business customer roadmap specifically refers to the Intel SIPP program, or Stable Image Platform. As a result, it is possible that this slide does not show every introduction or schedule for standard consumer parts.
Regarding the SIPP roadmap, no central unit in the field of workstations will be launched at 10 nm by 2021. There is no office processor at 10 nm on this roadmap. And if it's possible that this is due to the fact that this slide only refers to Intel's SIPP, there is another explanation: Intel's 10nm node is a limited product , with limited marketing. This conclusion is corroborated by the slides released by Intel from its original 10-nm data dump in 2017.
The slide show above is taken from our original cover of Intel's 10 nm disclosure and it's the last slide that's the most important. As we wrote at the time, this slide shows that Intel's core 10 nm process node does not offer better performance than the Intel 14 nm product family. +. It was not specified if this would still be the case when Intel finally launched the 10 nm. The company had enough time to refine its projections and design of original nodes so that its fundamental characteristics may be different from those originally projected.
These leaks in the roadmap suggest that, regardless of the differences between Intel's original plans for the 10-nm node and its current iteration, they do not translate into better high-power performance. Rumors have also circulated that Intel would pass the 10 nm and quickly target the 7 nm, which would allow the release of EUV as quickly as possible. Although we do not see 7 nm chips on these roadmaps, it is possible that Intel retains 14 nm up to 2021 to accelerate the transition from 14 nm to 7 nm without pause for 10 nm in most of its foundries.
Again, take the rumors with a grain of salt. But if these rumors are accurate and if AMD makes its own 7nm transition from this summer, Team Green could benefit from a much longer advantage in terms of process nodes compared to Intel, over more product families than planned.