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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  • alexruiz - Friday, February 5, 2016 - link

    Ian,
    What specific model of the Elitebook 745 G3 did you test?
    You listed the QHD screen (2560 x 1440 IPS) but you also wrote that it came in at just under $700. Is this correct? The one that you received for $700 included the QHD screen?
    Thanks
  • Anonymous Blowhard - Friday, February 5, 2016 - link

    The link on the page goes to the T3L35UT#ABA, which is a 1080p screen. I'm guessing the spreadsheet and/or pricing is incorrect somehow.
  • Ian Cutress - Friday, February 5, 2016 - link

    I remember being told it was 700, though I may have misheard and perhaps they were speaking GBP. But AB is right, the larger screen is 1080p and more expensive.

    The HP website is surprising though - the UX on the website is crazy to find a product that isn't the latest and greatest. It is very difficult to find anything and you seem to pay a premium for speccing out a custom Elitebook. Trying to spec out the one I was given came to $1900 from a $1620 base, which clearly isn't right because the high end 'buy now' model was about $1120 with similar specifications.

    http://goo.gl/5spQls
  • Anonymous Blowhard - Friday, February 5, 2016 - link

    GBP certainly makes a lot more sense. The base USD$750 model on HP's site has an A8-8600B, 4GB of RAM, and a 500GB HDD. If you want to find a Carrizo system with an "awful user experience" there it is.

    Custom-building an HP business system from their site is also expensive for no reason other than "because we said so." They really want you to buy the mass-manufactured SmartBuy models, although you may have better luck with a custom unit (read: "reasonable pricing") if you buy from a 3rd-party reseller.

    I would like to see some GPU benchmarks with a second stick of RAM added to the 745 G3 though. Single-channel memory gives integrated graphics the Tonya Harding treatment.
  • Intel999 - Sunday, February 7, 2016 - link

    Another review of Carrizo in the HP 745 G3 showed a 30% improvement in gaming when the second stick of RAM was installed. It went from woefully behind Intel to just ahead of them after sufficient RAM was provided.

    It is remarkable that any OEM would damage their own reputation by putting out crap that is obviously intended to funnel sales to Intel.

    Imagine an OEM putting out a model, let's call it HP100, and offering it with identical specs with the only difference being a Carrizo CPU vs. an I5 from Intel. Few if any, would notice a difference in performance in the real world, not talking benchmarks.

    The OEM would have a $100 savings on the Carrizo version if not more. If they were to sell it for $50 less than the Intel version they would sell more and that extra $50 profit on the AMD machine would more than offset the "rebates" they are getting from Intel. So they could have a higher profit margin at a lower price point. Afterall, with all the Intel marketing you'd still have plenty of people opting for the Intel version with it's lower profit margin. Just not as many and overtime you could approach Intel and point out that you make more money off AMD machines and who knows, maybe for the first time in recent history the OEM would control how their company is run and Intel would say "I guess we can cut our price by $25" and then you would be making the same profit on both Intel and AMD machines since, of course, the OEM wouldn't pass that $25 to the customer.

    They could still offer junk machines at lower price points. Fill em up with Celerons or whatever they wanted attached to HDDs, 4GB of RAM, and crap screens.

    Surely, no OEM is still following the old Intel rebate plan that allowed Intel to determine the market share that the OEM is allowed to give AMD. Or, are they?

  • Lolimaster - Friday, February 5, 2016 - link

    I hate HP store with all my might, back in the day I got better experience donwloading from japanese p2p's not knowing japanese and just using a simple guide.
  • keeepcool - Friday, February 5, 2016 - link

    Please, just dont let Toshiba make laptops, just DON'T.
    Sorry for the word, but Toshiba is a shit brand that deserves to die. All their laptops have cooling solutions that are badly designed from the start, and the they cut all the corners and go for paper thin 4mm heatpipes on top of deformed and pitted 1.5mm cooper plates that make poor contact with the dies, the fans are thin, the thermal paste is worse than toothpaste, just stop allowing them to disgrace AMD name.
    HP is also guilty of this, after the disgrace that where the dv6 models almost no one in Portugal and a lot other countries ever want a laptop with AMD cpu or gpu, because DV6's are just know for being litteral toasters that crash and burned, yes part of that was due to lack of maintenance, but still, it left a very sour taste regard AMD/ATI equiped laptops.

    Today only people with low monetary margins will go for an AMD laptop, because they are the cheapest ones, and even then HP and Toshibas just manage to make toasters out of 7 and 15Watts TDP, its like they actually spend time engineering them to became so hot with so little TDP's...
  • tipoo - Friday, February 5, 2016 - link

    50.27 Wh, 3 cell Li-Po design, rated to 10.25 hours. Out of a 3.3GHz AMD APU.

    You know, HP, somehow, I don't believe you.
  • bluevaping - Friday, February 5, 2016 - link

    Nice article. And I get the point of the article about OEM's and AMD. I mostly agree with Shadowmaster 625. But it would have been nice to see a dual channel memory test. The Elitebook supports it. Slap in the extra ram and test it. And try dual channel 1866 Ram too.
  • tipoo - Friday, February 5, 2016 - link

    Shame the Lenovo doesn't support dual graphics - any reason why, or will this be updated in drivers? Especially as the integrated one has the same number of SPs as the dedicated, it could add a lot to the power equation.

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