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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  • chris471 - Friday, February 5, 2016 - link

    What do you do with all those split hares? Are they any good barbecued?
    ("Octane splits hares between the Kaveri ...")
  • Ian Cutress - Friday, February 5, 2016 - link

    Lightly roasted for me :) Edited, thanks!
  • maglito - Friday, February 5, 2016 - link

    Were you able to test 18Gbps HDMI? The ability to drive an external display with 2160p 4:2:2 @ 60Hz? I guess the lack of a 10bit accelerated video decoder almost makes the point moot for future 2160p content though....

    Otherwise, fantastic article!
  • MonkeyPaw - Friday, February 5, 2016 - link

    Last time I shopped for a laptop (which was recently), I was considering an A10-based HP with a 1080p screen. The problem I saw was in reviews the battery life was really poor. It looked like HP put a small battery in it, making the thing only worthy as a DTR. I ended up going with a Lenovo with an i3. I guess part of the problem is that there are so many variants of laptops that finding a review of a specific model is impossible, and all you have to go on are things like Amazon or Best Buy ussr reviews, which can be extremely painful to read.
  • Lolimaster - Friday, February 5, 2016 - link

    HP sometimes release near "nice" AMD laptops but always cripples it with laughable battery capacities, same models intel inside dont get the nerfs.
  • euskalzabe - Friday, February 5, 2016 - link

    That was a wonderful article that I thoroughly enjoyed reading to start my Friday. Long story short, you perfectly define my laptop buying rationale with "SSD, dual channel memory, 8 hours+ light battery, under 2kg, Full HD IPS panel".

    That's why I bought an i5 UX305. I wanted an AMD machine because I plain like the company and would like them to succeed to bring more competition to Intel, but I found NOTHING even close to the specs you mentioned. The UX305 fit the description perfectly and cost me $750. It was an immediate purchase for me. If AMD managed the OEM relationship to create such a machine, it would be an insta-buy for me. Also, Zenbooks with Zen APUs oculd be a great marketing strategy :)
  • Shadowmaster625 - Friday, February 5, 2016 - link

    AMD is a company that shoots itself in the foot at every opportunity. I am truly perplexed. Their cat cores shouldnt even exist. But not only do those crippled parts exist, they crippled their premium parts by combining the two platforms! WHY? How could they not see that every notebook would be single channel? They wasted the entirety of their ATI purchase, as you can see with the Rocket League results vs Intel. This is a disgrace.

    AMD needs to realize that it IS AMD who controls the User experience. Look at the Mackbook Air. Look at the Surface Pro. Look at the Playstation 4 and Xbox One. All of these platforms have a set minimum level of performance. Sure they might be more expensive than a $300 atom clunker, but at least the user will not throw the thing out the window after pulling their hair out.

    AMD needs to put a floor under their products. 4 cores. 8GB of unified HBM. 512 cores GPU. This is the SoC that they need. Sure they can fuse off a core or whatever to harvest bad dies, but this is the minimum die they should be making. Ideally within 2 years they will move to a 4 core, 16GB HBM, and they will replace one stack of HBM with 128GB of HBF. They need to control the memory bandwidth of their SoC. Take away the ability of the OEMs to cripple performance. Use HBF to take away the ability for OEMs to cripple storage performance also. Do this, and every AMD system will be fast. And it will get design wins.
  • t.s - Friday, February 5, 2016 - link

    If you read the article: AMD not crippled their premium parts. It was OEM. If only OEM create mobos that have dual channel mems.
  • xthetenth - Friday, February 5, 2016 - link

    OEMs shaving pennies is as universal a phenomenon as gravity, and designs should be made as such.
  • t.s - Thursday, February 11, 2016 - link

    hence the title, "who controls user experience" :)

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