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Is The x86 Falling
According to Mercury Research, worldwide shipments of x86 parts saw a sharp decline in Q3. Researchers claim the drop was the biggest seen in more than a decade, 9 percent year-over-year.
Despite the drop, Intel still has something to brag about. Intel’s share hit 83.3 percent, up from 80.6 percent sequentially. AMD’s share dropped to 16.1, down from 18.8 percent, while VIA garnered a 0.6 percent share.
Mercury Research analyst Dean McCarron told PC World that both AMD and Intel experienced declines, but AMD took more of the hit than Intel.
“AMD was simply hit by what OEMs saw in the markets… and hitting the brakes,” he said.
What’s more, the third quarter is supposed to be traditionally strong for x86 chipmakers, thanks to the back-to-school shopping frenzy. However, x86 CPU shipments dropped 4 percent in Q2, followed by 9 percent in Q3. Things aren’t looking good for Q4, either.
“The key is how the macroeconomic situation is, which is not looking good for the next couple of quarters,” McCarron said. “Hopefully things will improve next year.”
AMD Goes Piledriver
AMD has released its Piledriver desktop
processors codenamed Vishera.
AMD showed off Vishera at IDF last month, an overclocked chip running at 5GHz. Now the company has taken the wraps off its eight-core Vishera chip, a processor that it hopes will finally bury memories of its disappointing Bulldozer Zambezi chip.
AMD’s Vishera processors will continue to use Socket AM3+, meaning it is a drop-in upgrade for those customers lumbered with Zambezi processors.
The firm announcing four models all branded with the FX moniker. The low-end Vishera chip is the quad-core FX-4300 clocked at 3.8GHz boosted up to 4.0GHz, with 4MB of Level 3 cache.
The firm has kept feature parity throughout its Vishera FX range aside from core count and total Level 3 cache. Therefore AMD’s six-core FX-6300 still sports the same 1MB of Level 2 cache per core but has a total Level 3 cache of 8MB and is clocked at 3.5GHz that can be boosted up to 4.1GHz.
AMD’s top two Vishera parts, the FX-8320 and FX-8350 sport eight cores and have 8MB of Level 3 cache. The difference between the two chips is their clock frequencies, with the FX-8320 running at 3.5GHz and boosted to 4.0GHz while the FX-8350 is clocked at 4.0GHz and is boosted to 4.2GHz.
The firm’s decision to clock its FX-8320 and FX-8350 so closely is largely academic, as all Vishera chips feature an unlocked multiplier. AMD even plays up the overclockability of Vishera and touts 5GHz as being reachable with water cooling. Insiders have even said it can reach 5GHz with strong air cooling.
As for AMD’s Piledriver architecture, the firm claims it offers improved branch prediction and improvements to Level 2 cache efficiency and scheduling. Overall the company is sticking to its longstanding line that Vishera is a 15 percent performance increase over Bulldozer, and while that might well be true, Bulldozer was so far behind its competition in single-threaded performance that a 15 percent gain is needed simply to achieve parity, let alone a lead.
Will ST Micro Break-up?
ST Microelectronics reportedly is considering breaking itself up in order to offload its system-on-chip (SoC) business.
ST Microelectronics has been losing sales as its traditional customers such as Nokia and Research in Motion struggle in the smartphone market, which has tended to favour chip vendors such as Qualcomm, Texas Instruments and Nvidia in recent years. Now Bloomberg is reporting that ST Microelectronics is considering breaking up to allow it to offload its SoC business and concentrate on the profitable analog business.
According to Bloomberg’s report the firm is mulling the division of the company into two distinct parts, the analog business and the digital business that designs chips for use in set-top boxes, televisions and smartphone handsets. ST Microelectronics’ analog business includes chips that end up in cars and white goods, areas where there is expected to be significant growth in the coming years.
ST Microelectronics moved quickly to try to put a lid on the report by denying “the existence of initiatives which can compromise the unity of the company”. Nevertheless, the firm’s stock price rose sharply on the rumour, suggesting that the market would welcome such a move and perhaps giving the firm’s board the incentive it needs to put through such a plan.
AMD Makes Cuts
AMD has cut its third quarter revenue and gross margin forecasts citing weak demand.
AMD’s lacklustre Bulldozer processor line has left the firm desperately trying to compete with Intel in the desktop market while its more impressive accelerated processor unit (APU) range has been rebuffed by Intel’s multi-million dollar ultrabook marketing push. Now AMD has revised down its estimate of third quarter revenues, which it says will be around 10 percent lower than the previous quarter.
Even more worrying for AMD is its lower forecast for gross margin, the difference between selling an item and the cost to make it, down from 44 percent to 31 percent. Effectively AMD said its cost of doing business has risen considerably higher, although it laid most of the blame on an $100m inventory writedown.
AMD couldn’t avoid admitting the blindingly obvious and said that its writedown of inventory was due to “lower anticipated future demand for certain products”. The firm has suffered through a disappointing 2012, and earlier this year it announced a $580m loss back in April.
Intel’s Core i7 2700K Discontinued
The Core i7 2700K, an unlocked 3.5GHz Sandy Bridge part, will meet its marker even sooner than many expected. Intel has decided that this processor launched in Q4 2011 and currently priced at $342 for boxed version is ready for processor discontinuance notice as soon as Q4 2012.
This means that in this quarter Intel plans to take last orders for the processor and will continue to ship them to customers until the EOL or end of lifecycle for this product that is planned in Q2 2013, or two quarters later.
If Intel ends up with some extra stock, it will surely ship it to customers but these are the official rules.
Core i7 2700K is not alone in PDN and EOL plans. Core i7 2600 and 2500K will also get product discontinuance notice in Q4 2012 and will reach the end of its professional career in Q2 2013 and it’s no coincidence that this happens days before scheduled Haswell launch.
AMD Confirms Trinity’s New Specs
AMD has confirmed the specifications of its Trinity accelerated processor units (APUs), with the majority being quad-core units with 4MB cache.
AMD launched its mobile Trinity APUs earlier this year in a bid to cash in on “back to school” sales and now it has detailed the specification of Trinity processors that will slot into desktop systems. The firm confirmed that Trinity has moved from Socket FM1 to Socket FM2 and save for two A4 and A6 SKUs the chips will all be quad-core parts with base frequencies over 3GHz.
AMD stuck with its A4, A6, A8 and A10 branding with the dual-core A4-5300, base clocked at 3.4GHz with turbo mode pushing that up to 3.6GHz and 128 graphics cores clocked at 723MHz at the foot of AMD’s APU line-up. Next up the firm has the unlocked dual-core A6-5400K, which not only bumps the CPU clock speed by 200MHz to 3.6GHz and 3.8GHz for base and turbo modes, respectively, but increases the number of graphics cores to 192 and their frequency to 760GHz.
While AMD’s A4 and A6 Trinity processors are dual-core, the four other chips in the range are all quad-core parts, with the A8-5500 and A8-5600K sporting base clock speeds of 3.2GHz and 3.6GHz, respectively, with turbo mode boosting those to 3.7GHz and 3.9GHz, respectively. The firm has kept the number of graphics cores on both chips the same at 356 and clocked them at 760MHz, however the higher frequency on the A8-5600K means that the firm bumped up the TDP to 100W, though given it is unlocked, the factory TDP is largely academic.
AMD’s A10 chips follow in the same vein as the A8 parts, with the 65W A10-5700 part clocked at 3.4GHz, boosted to 4GHz while the 100W A10-5800K part has its clocks set at 3.8GHz and boosted to 4.2GHz. AMD has given both processors 384 graphics cores clocked at 800MHz.
Intel Changes Course
Intel has changed its strategy when it comes to talking about its next generation technology. Back at IDF 2012, the company mentioned Haswell second generation 22nm CPUs and even explained some of its core technology, although it didn’t actually show any demos.
People got excited about Core i5 and Core i7 next generation Haswell parts that can ship with 10W TDP, but Intel hasn’t actually shown anything. When we asked a few people inside the company, they said that Intel isn’t planning on revealing too much, as they want to surprise the competition a bit more than they used to.
It’s quite clear that Haswell has every chance to beat AMD’s including 2013 Vishera successors. Intel obviously wants to see the market’s reaction to many ARM competitors, since some of them run Windows 8 RT just fine.
Intel Going High-Performance
Intel has been hinting that it is developing high-performance lower power server chips to speed up cloud services or data-intensive applications like analytic.
Apparently this will involve the integration of a converged fabric controller inside future server chips. This will make server communication faster while helping data centers operate at peak efficiency.
Raj Hazra, vice president of the Intel Architecture Group said that Fabric virtualises I/O and ties together storage and networking in data centres. If you add in an integrated controller you get a wider pipe to scale performance on cloud platforms. He said that the integrated fabric controller will appear in the company’s Xeon server chips in a few years as part of Intel’s cunning plan to bring the controller to the transistor layer.
AMD Cuts Radeon Prices
After the recent price cut back in July, that included a $50 price cut for HD 7970, HD 7950 and HD 7870 graphics cards, AMD has apparently decided to cut some of these prices even further taking the HD 7950 3GB graphics card down to $320, or just in line with Nvidia’s recently release GTX 660 Ti graphics card.
AMD has already dropped the HD 7970 from $479 to $429, HD 7950 from $399 to US $349 and the HD 7870 down from $349 to $299. The new price cut skips the HD 7970 graphics card but includes the HD 7950, HD 7870 as well as the 1 and 2GB versions of the HD 7850.
The most important is probably the price cut for the 3GB HD 7950 which battles it out with Nvidia’s recently released GTX 660 Ti. The HD 7950 3GB is, according to the report, will receive a $30 price cut placing it at $320. The HD 7870 2GB graphics card got another $50 price cut pushing it down to $250 which probably makes it one of the most interesting mid-range graphics cards on the market.
AMD also decided to drop price on 1 and 2GB version of the HD 7850 graphics card taking them down by $40 to $190 and $210, respectively.
Intel Goes Wireless
Maho Bay is a desktop platform wrapped around the recently launched Ivy Bridge desktop processor and Intel plans to enrich this platform with a Wireless mini card offer of its own.
The plan is to make new SKUs based on half Minicard (mPCIe) standard and offer it with its boards that have support for PCIe 1X or faster. Maho Bay also allows some combinations with Sandy Bridge processors and will allow the use of these mini Wireless cards on older processors with new boards. It looks like the Panther Point chipset is necessary even for older Sandy Bridge processors on Maho Bay platform.
The top range card with premium performance is Intel Centrino Ultimate N 6300, and the card has virtually the same specification like its mobile brother. It supports Intel Wireless Display as well as Intel My Wifi technology and quick driver connect.
Since it is using 3×3 antennas and MIMO standard it us capable of achieving speeds of 450Mbits per second and it does support multiple streams. It supports dual band 2.4 + 5 GHz and Intel Vpro. This is still a 802.11n based product as Intel hasn’t really jumped the gun to support 802.11ac in 2012.
It looks like it is too early for Intel to embrace this new standard due to its very limited market penetration.