AMD’s Industry Problem

A significant number of small form factor and portable devices have been sold since the start of the century - this includes smartphones, tablets, laptops, mini-PCs and custom embedded designs. Each of these markets is separated by numerous facets: price, performance, mobility, industrial design, application, power consumption, battery life, style, marketing and regional influences. At the heart of all these applications is the CPU that takes input, performs logic, and provides output dependent on both the nature of the device and the interactions made. Both the markets for the devices, and the effort placed into manufacturing the processors, is large and complicated. As a result we have several multi-national and worldwide companies hiring hundreds or thousands of engineers and investing billions of dollars each year into processor development, design, fabrication and implementation. These companies, either by developing their own intellectual property (IP) or licensing then modifying other IP, aim to make their own unique products with elements that differentiate them from everyone else. The goal is to then distribute and sell, so their products end up in billions of devices worldwide.

The market for these devices is several hundreds of billions of dollars every year, and thus to say competition is fierce is somewhat of an understatement. There are several layers between designing a processor and the final product, namely marketing the processor, integrating a relationship with an original equipment manufacturer (OEM) to create a platform in which the processor is applicable, finding an entity that will sell the platform under their name, and then having the resources (distribution, marketing) to the end of the chain in order to get the devices into the hands of the end user (or enterprise client). This level of chain complexity is not unique to the technology industry and is a fairly well established route for many industries, although some take a more direct approach and keep each stage in house, designing the IP and device before distribution (Samsung smartphones) or handling distribution internally (Tesla motors).

In all the industries that use semiconductors however, the fate of the processor, especially in terms of perception and integration, is often a result of what happens at the end of the line. If a user, in this case either an end user or a corporate client investing millions into a platform, tries multiple products with the same processor but has a bad experience, they will typically relate the negativity and ultimately their purchase decision towards both the device manufacturer and the manufacturer of the processor. Thus it tends to be in the best interest of all parties concerned that they develop devices suitable for the end user in question and avoid negative feedback in order to develop market share, recoup investment in research and design, and then generate a profit for the company, the shareholders, and potential future platforms. Unfortunately, with many industries suffering a race-to-the-bottom, cheap designs often win due to budgetary constraints, which then provides a bad user experience, giving a negative feedback loop until the technology moves from ‘bearable’ to ‘suitable’.

Enter Carrizo

One such platform that was released in 2015 is that of AMDs Carrizo APU (accelerated processor unit). The Carrizo design is the fourth generation of the Bulldozer architecture, originally released in 2011. The base design of the microarchitecture is different to the classical design of a processor - at a high level, rather than one core having one logic pipeline sharing one scheduler, one integer calculation port and one floating point calculation port resulting in one thread per core, we get a compute module with two logic pipelines sharing two schedulers, two integer calculation ports and only one floating point pipeline for two threads per module (although the concept of a module has been migrated to that of a dual core segment). With the idea that the floating point pipeline is being used infrequently in modern software and compilers, sharing one between two aims to save die area, cost, and additional optimizations therein.

The deeper reasons for this design lie in typical operating system dynamics - the majority of logic operations involving non-mathematical interpretations are integer based, and thus an optimization of the classical core design can result in the resources and die area that would normally be used for a standard core design to be focused on other more critical operations. This is not new, as we have had IP blocks in both the desktop and mobile space that have shared silicon resources, such as video decode codecs sharing pipelines, or hybrid memory controllers covering two memory types, to save die area but enable both features in the market at once.

While interesting in the initial concept, the launch of Bulldozer was muted due to its single threaded performance compared to that of AMD’s previous generation product as well as AMD’s direct competitor, Intel, whose products could ultimately process a higher number of instructions per clock per thread. This was countered by AMD offering more cores for the same die area, improving multithreaded performance for high workload throughput, but other issues plagued the launch. AMD also ran at higher frequencies to narrow the performance deficit, and at higher frequencies, the voltage required to maintain those frequencies related in a higher power consumption compared to the competition. This was a problem for AMD as Intel started to pull ahead on processor manufacturing technology taking advantage of lower operating voltages, especially in mobile devices.

Also, AMD had an issue with operating system support. Due to the shared resource module design of the processor, Microsoft Windows 7 (the latest at the time) had trouble distinguishing between modules and threads, often failing to allocate resources to the most suitable module at runtime. In some situations, it would cause two threads would run on a single core, with the other cores being idle. This latter issue was fixed via an optional update and in future versions of Microsoft Windows but still resulted in multiple modules being on 'active duty', affecting power consumption.

As a result, despite the innovative design, AMDs level of success was determined by the ecosystem, which was rather unforgiving in both the short and long term. The obvious example is in platforms where power consumption is directly related to battery life, and maintaining a level of performance required for those platforms is always a balance in managing battery concerns. Ultimately the price of the platform is also a consideration, and along with historical trends from AMD, in order to function this space as a viable alternative, AMD had to use aggressive pricing and adjust the platforms focus, potentially reducing profit margins, affecting future developments and shareholder return, and subsequently investment.

The Devices: #5 The Lenovo Y700 (Carrizo, FX-8800P + R9 385MX) How to Iterate Through Design
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  • Danvelopment - Monday, February 8, 2016 - link

    Strategy AMD should adopt:

    90% of people don't notice a performance difference above 3000 Super CPU Points, Intel CPUs are usually 4000-8000 Super CPU points, our chips may only range from 3500-4500 Super CPU Points but regular users won't actually notice it, and at the same performance marks we're a hundred dollars cheaper. Make the sensible choice.

    Another way, we've done extensive testing to see what end users want and need, then we targeted those sectors, and where we matched Intel we made sure we were a hundred bucks cheaper on the same devices.

    "We don't hold the performance crown but the price/performance crown"
  • Marcelo Viana - Monday, February 8, 2016 - link

    Dammit, the solution should be simple, but must come from AMD, since can't expect it from oem's and all of them offer let's say 2011 sockets as example, why amd do not develop a socket switch, so a small board with 2011 pins on the bottom and a circuit on this boad to give a whatever socket amd choose connections on top of it, in order to accept amd chips.
    But AMD must understand that the memory on their chips must be ddr4(Carrizo do), because the lazy OEMs whon't change memory sockets, as example.
    In this case the lazy ones have only to change the chip, and even better if any consumer have a old machine can upgrade to a chip that they choose. simple as that.
    Anyone that sales more creates the standard on the market, the others is that must follow.
    So who control the user experience? I think no one. everyone in the process just looking to explore the users in order to get money nothing more, but if i have to guess, problably the users. Because they are the one that really have the power to say "i won't buy it or that' or even better "until they give to me what i want" just my 2 cents.
  • farmergann - Tuesday, February 9, 2016 - link

    Seems like you missed out on some highlights of the Y700. The memory is dual channel, the IPS screen has Freesync, and the sound is surprisingly awesome. Replaced the HDD with a Samsung 850 Pro and have thoroughly enjoyed it since.
  • bitech - Tuesday, February 9, 2016 - link

    Lol have they never seen a 17" laptop before? The HP Pavilion has a 1600x900 because it's 17". 1600x900 is the minimum resolution on all 17" laptops, not 1366x768.
  • UtilityMax - Wednesday, February 10, 2016 - link

    1600x900 is still a crappy resolution for such a large screen. I had a notebook with 15.5 inch 900p screen, and it was visibly grainy.
  • mosu - Tuesday, February 9, 2016 - link

    Just few words: Sabotage and corruption at high level OEM decision level. Simple as that.
  • Arief Sujadmika - Wednesday, February 10, 2016 - link

    AMD just need a feature to turn off the chips if its detect single channel memory for Carrizo then the OEM will make dual channel memory for it...
  • thatthing - Wednesday, February 10, 2016 - link

    the y700 r9 385x is a bonaire gpu, amd has no 512sp chips mobile r9 series, http://www.amd.com/en-us/products/graphics/noteboo...
  • silverblue - Wednesday, February 10, 2016 - link

    Articles like these make me want to see how good the unrestricted Athlon X4 845 will be, however as it's probably defective Carrizo silicon, I wouldn't expect it to be massively frugal. I do wonder if there will be any Bristol Ridge Athlons; the top models are rated with a cTDP of 25-45W which is a decent improvement and would reduce/eliminate throttling. Overclocking may not help in terms of power but performance would be more consistent. You also get DDR4 which isn't as big a help for the Athlons but it would be interesting to see the difference.

    A review of the Dell Inspiron I3656-7800BLK would be a good marker, if only to show the maximum performance of the mobile chips.
  • Masospaghetti - Wednesday, February 10, 2016 - link

    Seems like the best configuration of a Carrizo machine would be a 35w TDP A12 with dual channel memory and integrated graphics (or discrete graphics with crossfire enabled).

    It's a shame that all of the machines available are severely compromised with either single channel memory, 15w TDP, lack of crossfire, or a combination of these. Seriously. The machines tested have terrible designs. Looks like AMD made a huge mistake providing a common configuration with Carrizo-L with the single channel memory.

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