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Will Intel’s Kaby Lake Outshine AMD’s ZEN?
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A Wall Street analyst, with no thought to his personal safety, has dared to question what AMD fans have been telling us for ages – Zen will bring about peace on earth, cure cancer and above all give Intel a good kicking.
However, Christopher Danely with Citigroup has bravely claimed that with its “Kaby Lake” family of processors, Intel remains a “step-function ahead of AMD Zen when Zen chips are released in Q416.”
He also doubts the benchmark stats that AMD presented to promote Zen’s capabilities relative to Intel’s microprocessors claiming that the AMD controlled benchmark compared an engineering sample of a Zen processor that has not been released yet against a three-month old Intel processor, with both chips clocked at 3.0 Ghz.
“We note the maximum speed for the Intel chip is 3.2 GHz. The result showed AMD completing the benchmark 2 per cent faster than Intel, implying higher CPU efficiency on a “clock for clock” basis. AMD kept both 8 core chips at the same clock speed of 3.0 Ghz, below the native clock speed of the Intel chip. The benchmark result showed the Zen Summit Ridge processor completing the Blender rendering benchmark in 48.07 seconds, 2 per cent ahead of Intel Broadwell-E chip’s time of 49.06 seconds. We note this is only one benchmark using a custom workload performed at an AMD event under controlled conditions, and therefore cannot be verified by third parties and does not represent expected results under all workloads, Danely said.
Instead he thinks that Chipzilla will benefit from its process technology lead while AMD’s manufacturing partner, Global Foundries, which has a “spotty track record.”
“After several of delays and eventually failing to develop 20nm and 14nm on its own, GlobalFoundries entered into a partnership agreement with Samsung in April 2014 to adopt Samsung’s 14nm FinFET process. Despite using the same tools, recipes, and materials as Samsung’s 14nm process, products built on GlobalFoundries’ 14nm did not appear until earlier this year, roughly a year after Samsung released its Exynos 7420 SoC built on its 14nm process,” Danely pointed out.
Since the partnership agreement with Samsung does not include 10nm or lower nodes, we think the technology gap between AMD and Intel will widen again once Intel migrates to 10nm next year.
Meanwhile Intel released its new Kaby Lake chips on an improved 14+nm process this month, featuring a 15 per cent performance improvement over its Skylake chips. Kaby Lake chips deliver up to 12 per cent faster productivity performance and 19 per cent faster web performance over comparable Skylake chips
“We expect independent benchmarks to show Intel’ performance is a step function ahead of AMD Zen when Zen chips are released in 4Q16,” he said.
Below you will find lots of rantings from Intel and AMD fanboys and we expect the language to be colourful. Those of a sensitive disposition might want to look away now.
Courtesy-Fud
Will Intel Buy AMD?
A few years ago it would have been impossible for Intel to acquire AMD, simply due to regulatory constraints put in place by the FTC and the European Union. Intel had more than a 60 percent of the PC and notebook market, so picking up AMD, a company that has some 20 percent of the market, would make Intel a real monopoly.
In the last two years the iPad, smartphones and ARM based tablets have changed the landscape, eating up Intel’s revenue and market share. It is true that most people, especially professionals and the business crowd, use x86 processors, but this is rapidly changing as home users are happy with emailing, browsing and playing some games on their iPad or other tablets. This puts Intel in a world trouble, as the PC market nosedived by 14 percent last quarter, due to a lack of interest for new devices and upgrade.
Tablets are becoming couch browsing devices, people use their smartphones to read news on the go and sometimes at home. More and more users don’t even touch their notebooks or desktops at home. With ARM staying the dominant instruction set in the phone and tablet space, Intel is facing a serious issue as Apple, Samsung, Qualcomm and Nvidia are all making money on ARM chips.
With this in mind, this would be the main reason for Intel to pick up AMD. AMD would not cost them that much, as Intel still has billions in bank, but with AMD, Intel would gain great graphics, something that the company has been struggling to crack for many years. It would make Intel slightly more competitive, but it would not solve all of its problems.
ARM manufacturers also face challenges, they need to produce more powerful chips and deliver a better user experience in order to win more notebooks and detachable devices, but this is going well with non-Apple based tablets. Apple uses ARM, so in the tablet world ARM is winning this fight, but Qualcomm and Nvidia as two independent chip manufactures could do a much better job at getting popular design wins. The Snapdragon S800 and Tegra 4 will get these two companies a step closer, while Apple will continue making good chips for iPads and iPhones. Let’s not forget about Samsung, as it makes many chips for its phones and tablets.
AMD gained 14 percent on May 1st, and an additional 5.9 percent yesterday, getting its stocks up to $3.41. Back on April 30th, AMD stock was trading at $2.68. In last three days of trading AMD gained 27.24 percent or $0.73 per share, which is a huge leap for a company with a 52-week low of just $1.81.
Dual Core 35w Haswell Coming In Q3
We found out peculiar fact that some members of Intel’s M Processor line, 35W dual-core products, won’t get the Haswell upgrade until Q4 2013. Haswell starts in very late Q2 2013 and is still scheduled to launch in late May or early June, but most of the parts are aimed at the very expensive quad core MX line and MQ line edition parts.
When it comes to dual-core 35W Core i7 and Core i5 Haswell parts they won’t come at least until Q4 2013, at least this is the current part. Core i7 3540 launched in this quarter, Q1 2013, and it is a 3GHz dual-core with four threads and a top turbo frequency set at 3.7 GHz. It is a 35W, 22nm Ivy Bridge part with 4MB of cache memory. A replacement part might be on the way with a slightly higher clock in Q3 2013, but the Haswell based replacement is set for Q4 2013. With an official price of $348 it is not really the cheapest kid on the block.
Core i5 3380 remains the fastest dual-core 35W Pentium part until Q4 2013 Haswell reinforcement. The 2.7GHz / 3.4GHz turbo clocked dual-core will remain the fastest in this league at least until Q3 2013, when it might get slightly faster version of the Ivy Bridge based core, but it won’t be replaced by Haswell 35W dual-cores before Q4 2013.
Intel definitely wants to prioritize the quad-core 55W i7-3940XM $1096.00 replacement called Core i7 4930MX and Core i7-3840QM replacement in $568 market segment, branded as Core i7 4800 MQ, as it can simply make more money on these pricey these parts. These quad-core Haswell parts start selling in Q2 2013, followed by 17W Ultra low voltage dual-cores in Q3 2013 and only after these two lines rolls out, Intel will introduce the rest of the Haswell line-up.
Will Intel’s Haswell Debut With Bugs?
According to a report over at Hardware.info that managed to get their hands on an internal Intel document, it appears that Intel’s Haswell platform might have a problem with its USB 3.0 host controller.
Although it is not as serious as the Cougar Point SATA 3Gbps bug, the USB 3.0 controller on Haswell platform will have issues with the S3 sleep mode and devices that are connected via USB 3.0 port. Apparently, when waking from S3 sleep, applications that are accessing the data from, for example, USB 3.0 storage device might freeze and force the user to reopen them manually.
Thankfully, the bug will be more of a nuisance rather than a problem as any loss of data is excluded. Intel does not plan to delay the launch and it is still scheduled for mid-2013, according to an Intel representative comment for Hardware.info. Intel is apparently still researching what other consequences this issue could possibly have and plans to resolve the problem in a future CPU stepping.