Intel Links Up With Rockchip
Intel has joined forces with Chinese chip design firm Rockchip to develop next generation processors for the tablet market based on Intel Atom core technology and integrating 3G broadband communications.
Under the terms of the agreement, Intel and Fuzhou Rockchip Electronics (Rockchip) will work together on an Intel branded mobile system on chip (SoC) processor with the intention of enabling a range of entry-level Android tablets.
The chip is expected to ship in the first half of 2015, according to Intel, and will be based on a quad-core Atom processor design integrated with Intel’s 3G modem technology, which the firm gained through its acquisition of Infineon Technologies in 2010.
Rockchip, which is expected to contribute to the integrated graphics technology, will also help Intel bring the product to market faster than might otherwise be the case. The firm is a leading fabless semiconductor design company and already develops mobile SoCs, although its present designs are largely focused around the ARM architecture.
The agreement builds on announcements Intel made at an investor relations day last year, where chief executive Brian Krzanich disclosed the Intel Sofia family, of which the latest chip will form part, and conceded that the chipmaker needed to become more agile in order to gain traction in entry-level markets.
“The strategic agreement with Rockchip is an example of Intel’s commitment to take pragmatic and different approaches to grow our presence in the global mobile market by more quickly delivering a broader portfolio of Intel architecture and communications technology solutions,” Krzanich said.
With this announcement, the Intel Sofia family comprises three products, which are not shipping yet.
A dual-core 3G version is slated for the fourth quarter this year, the quad-core 3G version is due in the first half of 2015, and a version with 4G/LTE communication is also due in the first half of next year.
GPUs Down In Q1
June 5, 2014 by admin
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According to Jon Peddie Research (JPR), shipments of discrete graphics cards were down in the first quarter of the year. This is in line with seasonal trends, as the market cools down after the holiday season.
The sequential drop was 6.7 percent, which was still better than the overall desktop PC market, which slumped 9 percent. However, on a year-to-year basis add-in-board (AIB) shipments were down 0.8 percent. PC sales were down 1.1 percent.
Nvidia still controls two thirds of the market
Total AIB shipments in Q1 were just 14 million units. AMD and Nvidia both saw their shipments decrease 6.6 percent, so their market share did not change much.
Nvidia controls an estimated 65 percent of the market, up from 64.2 percent last year. AMD’s market share in Q1 was 35 percent, down from 35.6 percent a year ago.
The overall volume remains weak and in the long run things could get even worse, as on-die integrated graphics have already taken a big toll on sales of entry level discrete cards. As integrated GPUs become even faster, they are likely to cannibalize the low end market even further.
JPR points out that the AIB market peaked in 1999, with 114 million units shipped. Last year saw only 65 million units and the stagnant trend is likely to continue this year.
It’s not all bad news for AIBs
Although the slump in discrete GPU shipments is hurting AMD and NV hardware partners, JPR offers a rather encouraging outlook.
It points out that graphics cards are one of the most powerful, essential and exciting components in the PC market today. PC gaming is hardly dead, in fact it is going through what can only be described as a small renaissance. PCs will offer 4K/UHD gaming years ahead of consoles and the Steam Machine concept is looking good, too.
The compute market is another driver, as JPR points out:
“The technology is entering into major new markets like supercomputers, remote workstations, and simulators almost on a daily basis. It would be little exaggeration to say that the AIB resembles the 800-pound gorilla in the room.”
The AIB market is quite a bit less colourful and eventful than it was back in the day, but at least AIBs still have a lot on their hands and they are trying to tap new markets.
Can MediTek Win With Amazon?
According to the Taiwan Economic Daily, the chipmaker will supply SoCs for upcoming Amazon tablets. Details are sketchy and it is unclear whether MediaTek has landed an order for all Kindle Fire SKUs or just one of them. The paper claims MediaTek will start shipping the chips later this year, but we have no way of confirming or denying the report.
The chip in question appears to be the MT8135. It is a mid-range big.LITTLE part announced last year and it features two Cortex A15 and two Cortex A7 CPU cores. The GPU comes from Imagination and it’s the relatively fresh PowerVR G6200. The GPU is capable of churning out 83.2 GFLOPS at 650MHz, depending on the configuration of course.
It sounds like a decent all-round SoC, with a substantially faster GPU than previous MediaTek offerings in the same segment, which were powered by venerable SGX 54x and Mali 400/450 GPUs.
Information is limited and we can’t say for sure whether or not MediaTek actually landed the deal, or whether the deal includes more than a single Kindle Fire SKU. If true, it is a big coup for the Taiwan-based chipmaker, as Amazon ships up to two million Kindle tablets each quarter.
It would also help MediaTek’s ambitious tablet plans. The company hopes to double shipments of tablet-centric SoC products this year.
Can Qualcomm Move Forward?
Qualcomm has posted its smallest quarterly revenue increase since 2010, which saw its share price plummeting five percent in after hours trading.
Qualcomm reported its second quarter earnings on Wednesday for the three months to 30 March, and its revenue rose to $6.37bn during the period, up four percent from a year ago, with net profit up five percent to $1.97bn.
However, that was the smallest year over year percentage increase since the June quarter of 2010, when revenue declined by two percent, and was far lower than the quarterly growth rates of over 20 percent that Qualcomm investors have seen previously.
“We delivered another solid quarter, driven by demand for our leading multimode 3G/LTE chipset solutions and record licensing revenues,” said Qualcomm CEO Steve Mollenkopf in the earnings report, not mentioning that earnings reflected a much lower increase than seen in recent quarters.
“Looking forward, we are pleased to be raising our earnings per share guidance for the fiscal year. We continue to see increasing demand for our industry-leading chipsets and strong growth in calendar year 2014 of 3G/4G smartphones around the world.”
Qualcomm also forecast sales of between $6.2bn and $6.8bn for the April to June quarter, with the low end of that estimate representing a decline of one percent from a year ago.
It’s probable that while growing smartphone penetration in emerging markets is helping to keep the firm’s unit sales high, it’s also having an negative effect on Qualcomm’s average selling price (ASP) levels of mobile chipsets and devices.
Following Qualcomm’s earnings report, analysts said that the dip in revenue was attributable to a decline in sales in China as the country’s biggest network, China Mobile, prepares to launch a faster network with 4G, or LTE, technology, and customers are anticipating the launch before buying new smartphones.
Qualcomm now expects to make a profit of between $5 and $5.25 per share, five cents above its earlier projection, the firm said.
Can AMD Grow
AMD posted some rather encouraging Q1 numbers last night, but slow PC sales are still hurting the company, along with the rest of the sector.
When asked about the PC market slump, AMD CEO Rory Read confirmed that the PC market was down sequentially 7 percent. This was a bit better than the company predicted, as the original forecast was that the PC market would decline 7 to 10 percent.
Rory pointed out that AMD can grow in the PC market as there is a lot of ground that can be taken from the competition. The commercial market did better than expected and Rory claims that AMD’s diversification strategy is taking off. AMD is trying to win market share in desktop and commercial segments, hence AMD sees an opportunity to grown PC revenue in the coming quarters. Rory also expects that tablets will continue to cannibalize the PC market. This is not going to change soon.
Kaveri and Kabini will definitely help this effort as both are solid parts priced quite aggressively. Kabini is also available in AMD’s new AM1 platform and we believe it is an interesting concept with plenty of mass market potential. Desktop and Notebook ASPs are flat which is something that the financial community really appreciated. It would not be so unusual that average selling prices were down since the global PC market was down.
Kaveri did well in the desktop high-end market in Q1 2014 and there will be some interesting announcements in the mobile market in Q2 2014 and beyond.
Can DirectX-12 Give Mobile A Boot?
Microsoft announced DirectX 12 just a few days ago and for the first time Redmond’s API is relevant beyond the PC space. Some DirectX 12 tech will end up in phones and of course Windows tablets.
Qualcomm likes the idea, along with Nvidia. Qualcomm published an blog post on the potential impact of DirectX 12 on the mobile industry and the takeaway is very positive indeed.
DirectX 12 equals less overhead, more battery life
Qualcomm says it has worked closely with Microsoft to optimise “Windows mobile operating systems” and make the most of Adreno graphics. The chipmaker points out that current Snapdragon chipsets already support DirectX 9.3 and DirectX 11. However, the transition to DirectX 12 will make a huge difference.
“DirectX 12 will turbocharge gaming on Snapdragon enabled devices in many ways. Just a few years ago, our Snapdragon processors featured one CPU core, now most Snapdragon processors offer four. The new libraries and API’s in DirectX 12 make more efficient use of these multiple cores to deliver better performance,” Qualcomm said.
DirectX 12 will also allow the GPU to be used more efficiently, delivering superior performance per watt.
“That means games will look better and deliver longer gameplay longer on a single charge,” Qualcomm’s gaming and graphics director Jim Merrick added.
What about eye candy?
Any improvement in efficiency also tends to have a positive effect on overall quality. Developers can get more out of existing hardware, they will have more resources at their disposal, simple as that.
Qualcomm also points out that DirectX 12 is also the first version to launch on Microsoft’s mobile operating systems at the same time as its desktop and console counterparts.
The company believes this emphasizes the growing shift and consumer demand for mobile gaming. However, it will also make it easier to port desktop and console games to mobile platforms.
Of course, this does not mean that we’ll be able to play Titanfall on a Nokia Lumia, or that similarly demanding titles can be ported. However, it will speed up development and allow developers and publishers to recycle resources used in console and PC games. Since Windows Phone isn’t exactly the biggest mobile platform out there, this might be very helpful and it might attract more developers.
Intel Buys Into Altera
Technology gossip columns are full of news that Intel and Altera have expanded their relationship. Apparently, Altera has been Intel’s shoulder to cry on as the chip giant seeks to move beyond the declining PC market and the breakup of the Wintel alliance. Intel took the break up very hard and there was talk that Alteria might be just a rebound thing.
Last year Intel announced that it would manufacture Altera’s ARM-based quad-core Stratix 10 processors, as part of its efforts to grow its foundry business to make silicon products for third parties. Now the two vendors are expanding the relationship to include multi-die devices integrating Altera’s field-programmable gate arrays (FPGAs) and systems-on-a-chip (SoCs) with a range of other components, from memory to ASICs to processors.
Multi-die devices can drive down production costs and improve performance and energy efficiency of chips for everything from high-performance servers to communications systems. The multi-die devices will take advantage of the Stratix 10 programmable chips that Intel is manufacturing for Altera with its 14-nanometer Tri-Gate process. Intel’s three-dimensional transistor architecture combined with Altera’s FPGA redundancy technology leads to Altera being able to create a highly dense and energy efficient programmable chip die that can offer better integration of components.
At the same time, Intel officials are looking for ways to make more cash from its manufacturing capabilities, including growing its foundry business by making chips for other vendors. CEO Brian Krzanich and other Intel executives have said they will manufacture third-party chips even if they are based on competing infrastructure, which is the case with Altera and its ARM-based chips.
AMD, Intel & nVidia Go OpenGL
AMD, Intel and Nvidia teamed up to tout the advantages of the OpenGL multi-platform application programming interface (API) at this year’s Game Developers Conference (GDC).
Sharing a stage at the event in San Francisco, the three major chip designers explained how, with a little tuning, OpenGL can offer developers between seven and 15 times better performance as opposed to the more widely recognised increases of 1.3 times.
AMD manager of software development Graham Sellers, Intel graphics software engineer Tim Foley and Nvidia OpenGL engineer Cass Everitt and senior software engineer John McDonald presented their OpenGL techniques on real-world devices to demonstrate how these techniques are suitable for use across multiple platforms.
During the presentation, Intel’s Foley talked up three techniques that can help OpenGL increase performance and reduce driver overhead: persistent-mapped buffers for faster streaming of dynamic geometry, integrating Multidrawindirect (MDI) for faster submission of many draw calls, and packing 2D textures into arrays, so texture changes no longer break batches.
They also mentioned during their presentation that with proper implementations of these high-level OpenGL techniques, driver overhead could be reduced to almost zero. This is something that Nvidia’s software engineers have already claimed is impossible with Direct3D and only possible with OpenGL (see video below).
Nvidia’s VP of game content and technology, Ashu Rege, blogged his account of the GDC joint session on the Nvidia blog.
“The techniques presented apply to all major vendors and are suitable for use across multiple platforms,” Rege wrote.
“OpenGL can cut through the driver overhead that has been a frustrating reality for game developers since the beginning of the PC game industry. On desktop systems, driver overhead can decrease frame rate. On mobile devices, however, driver overhead is even more insidious, robbing both battery life and frame rate.”
The slides from the talk, entitled Approaching Zero Driver Overhead, are embedded below.
At the Game Developers Conference (GDC), Microsoft also unveiled the latest version of its graphics API, Directx 12, with Direct3D 12 for more efficient gaming.
Showing off the new Directx 12 API during a demo of Xbox One racing game Forza 5 running on a PC with an Nvidia Geforce Titan Black graphics card, Microsoft said Directx 12 gives applications the ability to directly manage resources to perform synchronisation. As a result, developers of advanced applications can control the GPU to develop games that run more efficiently.
Do Chip Makers Have Cold Feet?
It is starting to look like chip makers are having cold feet about moving to the next technology for chipmaking. Fabricating chips on larger silicon wafers is the latest cycle in a transition, but according to the Wall Street Journal chipmakers are mothballing their plans.
Companies have to make massive upfront outlays for plants and equipment and they are refusing, because the latest change could boost the cost of a single high-volume factory to as much as $10 billion from around $4 billion. Some companies have been reining in their investments, raising fears the equipment needed to produce the new chips might be delayed for a year or more.
ASML, a maker of key machines used to define features on chips, recently said it had “paused” development of gear designed to work with the larger wafers. Intel said it has slowed some payments to the Netherlands-based company under a deal to help develop the technology.
Gary Dickerson, chief executive of Applied Materials said that the move to larger wafers “has definitely been pushed out from a timing standpoint”
Is AMD Worried?
AMD’s Mantle has been a hot topic for quite some time and despite its delayed birth, it has finally came delivered performance in Battlefield 4. Microsoft is not sleeping it has its own answer to Mantle that we mentioned here.
Oddly enough we heard some industry people calling it DirectX 12 or DirectX Next but it looks like Microsoft is getting ready to finally update the next generation DirectX. From what we heard the next generation DirectX will fix some of the driver overhead problems that were addressed by Mantle, which is a good thing for the whole industry and of course gamers.
AMD got back to us officially stating that “AMD would like you to know that it supports and celebrates a direction for game development that is aligned with AMD’s vision of lower-level, ‘closer to the metal’ graphics APIs for PC gaming. While industry experts expect this to take some time, developers can immediately leverage efficient API design using Mantle. “
AMD also told us that we can expect some information about this at the Game Developers Conference that starts on March 17th, or in less than two weeks from now.
We have a feeling that Microsoft is finally ready to talk about DirectX Next, DirectX 11.X, DirectX 12 or whatever they end up calling it, and we would not be surprised to see Nvidia 20nm Maxwell chips to support this API, as well as future GPUs from AMD, possibly again 20nm parts.