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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.
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.
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.
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.
AMD’s 8350 Clocked At 4.0GHz
We have got some information about AMD’s upcoming FX 8350.
However, today we learned that AMD will push this CPU from Q3 to early Q4 2012 as now it claims that it can launch this processor in late October. AMD FX 8350 is an eight-core with 16MB cache, Vishera based 32nm core with 4.0GHz default clock and ability to jump to 4.2GHz with turbo core automatic overclocking.
This is an impressive frequency jump as the AMD FX 8150 works at 3.6GHz default and with turbo gets to 4.2GHz. The FX 8350 is supposed to replace the 8150 as AMD’s flagship processor.
According to current schedule production ready samples are expected in roughly a month (early August). Mass production starts in early August, probably days after they finalize the clocks and give it a green light for mass production but the launch is pushed for late October 2012.
Intel Increasing Supplier Audits
Intel has audited almost five times as many of its suppliers in 2011 than it did the previous year.
Chipzilla set itself a target of visiting 50 on-site, third-party audits of its suppliers during the last year. It had that target last year as well, but missed it by only carrying out 49 audits, while one had to be rescheduled.
In comparison Intel only carried out eight visits in 2010. The company also conducted 249 in-depth assessments and 289 self-assessments by suppliers.
But the findings were not that great. Intel found 426 priority and major findings, the highest class of non-compliance as defined by the company.
Most of the non-compliance related to management systems such as a lack of documentation and systems for CSR, inadequate communication with workers or suppliers and a lack of audits. But there were also 112 instances of labour abuse, which included working hours of more than 60 hours per week, and workers not being given at least one day off a week. There were also 28 issues relating to ethics, such as not having an anonymous reporting line for employees to raise issues or concerns through.
The report was interesting because it must have covered Foxconn, which has been the subject of criticism over its treatment of workers. During 2011, Intel carried out audits at three Foxconn facilities and found them about as bad as others in the region. Most of the breaches of rules were in the areas of labour conditions, safety systems, and management systems.
AMD Officially Launches Trinity Mobile
AMD has finally and officially lifted an NDA veil off its mobile Trinity A-series APU lineup based on the 2nd-gen Bulldozer CPU core, aka Piledriver, and VLIW4 Northern Islands GPU squeezed together on a 32nm SOI die.
Architecture-wise, AMD’s Trinity combines two to four Piledriver x86 cores combined with up to 384 VLIW4 Radeon cores on a 32nm die which ends up as a 246mm2 chip with 1.303B transistors, slightly more than Llano’s 228mm2/1.178B. Since it is made in the same 32nm manufacturing process as Llano, the greatest win for Trinity are actual CPU and GPU performance improvements as well as impressive power consumption improvements when compared to Llano APUs.
Same as the FX-series desktop parts based on the Bulldozer architecture, AMD’s Trinity CPU part has a 2+1 integer/floating point design where you get two integer cores that share a single floating point scheduler. Although it appears to the OS as two cores, each Piledriver module actually has less resources than traditional core design. But with Piledriver, those Bulldozer kinks got ironed out as much as possible, improving IPC (instruction per cycle), reducing leakage, reducing CAC and giving it a slight frequency uplift.
As far as the GPU is concerned, we are looking at quite familiar Northern Islands VLIW4 part, a same one that was behind Cayman Radeon HD 6970 graphics card. Of course, the GPU has been cut down to up to 384 stream processors (organized in 6 SIMDs) with 24 texture units and 8 ROPs. The clocks have also gone down to 497MHz base clock that can “turbo” up to 686MHz.