10nm Takes a Different Tack: Cannon Lake to Ice Lake

In Intel’s own words, it shipped its first 10nm products for revenue by the end of 2017. These first processors, known as Cannon Lake, were shipped to a number of OEMs and stealthily hidden from the public, being pushed into commercial and educational products in China and others.

The processor had only two cores active, and the integrated graphics was broken, giving an indication of how well the first generation of 10nm was progressing. Intel had already committed to shipping 10nm for revenue by the end of 2017 to its investors, and the small side announcement at CES 2018 (it wasn’t mentioned in the keynote) followed by the small trickle of almost non-existent Cannon Lake product over 2018 technically fulfilled Intel’s obligation.

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This version of 10nm didn’t get off the ground. Intel eventually put it into the Crimson Canyon NUC family in late 2018, but it was slower than the 14+++ processors it was meant to replace, and used more power.

At the time when Intel announced 10nm was shipping for revenue, it had already announced that the next generation product was going to be called Ice Lake, built on ‘10nm+’. By Intel’s Architecture Day in December 2018, the company tried to quietly rebadge Ice Lake as 10nm – when asked about the change and if this version of 10nm was any different to Cannon Lake, Intel’s Raja Koduri, partnered with Murthy Renduchintala, stated that ‘[10nm] is changing, but it hasn’t changed’. If ever there was a cryptic answer, this was it.

Ice Lake Rebadged to 10nm: Why?

So now we have Cannon Lake on ‘10nm’, and Ice Lake originally on 10+ but now rebadged to 10nm, but a different 10nm, with no real explanation as to why. In discussing with a number of peers and analysts in private conversations, the apparent conclusion they have come to is that Intel did not want to admit that its first generation of 10nm product had failed. Ever since then, Intel has attempted to quietly and discreetly shift Cannon Lake under the rug, as if it didn’t exist (it does exist, we did a big review on it, and Crimson Canyon is still for sale today at some of Intel’s biggest partners and major retailers).

Without Intel needing to admit that the first generation had failed, Ice Lake was the true ‘native’ 10nm product that was destined for life in the fast lane for consumers. If that was the case, then the low key presentation at CES 2018 stating it was shipping in 2017 was simply to meet investor targets. Intel never promoted Ice Lake as its first 10nm product, but the fact that the Cannon Lake product wasn't great meant that the company had to try and remove it from people's minds.

On Ice Lake, we studied the Ice Lake design, and we’ve seen lots of notebooks built on it. The fact that Intel called it ‘10th Gen’, and then also released the Comet Lake 14++++ product also called ‘10th Gen’, really ended up confusing the company even more, even in presentations to the press. It was the first time Intel had two products within the same generation of marketing name under different process nodes. It even confused OEM partner marketing teams as well as sales staff.

The problem with calling Ice Lake the new 10nm, is that internally the engineers still called it 10+. As Intel also announced other new products, such as Snow Ridge, or Lakefield, despite these meant to be called under the new 10nm, they would often be cited as ‘10+’ depending on which department of Intel you spoke to.

10nm Takes a Different Tack: Sapphire Rapids and Tiger Lake

In later 2019, during Intel’s HPC DevCon event focusing on supercomputers, the company discussed its post-Ice Lake server processor, Sapphire Rapids. It had already been announced that Sapphire Rapids was to power the Aurora supercomputer (which was originally supposed to have a 10nm Xeon Phi processor), however as part of the DevCon event we were discussion Sapphire Rapids in the context of a 10+++ process node. This event was mostly under the auspices of engineers, and those engineers were using 10+++ under the oldest naming scheme to identify Sapphire Rapids, or in other conversations, 10++. We were subsequently corrected by marketing in confirming that the official process node name was 10++; the engineers somewhat scoffed at this as a knock on effect to the Ice Lake name changing.

With the confusion on what to call these products between marketing and engineering, the discussions between the two (at least, from my perspective) didn’t really have any teeth at the time. Engineers didn’t either know about the new naming scheme, or didn’t understand why marketing had changed the names. Marketing wasn’t always there to correct engineering when speaking externally, and even if they were, sometimes the engineers wouldn’t understand the reasons why the names had changed. It starting to come to a head when Intel was discussing the product after Ice Lake, called Tiger Lake.

At CES 2020, the company announced Tiger Lake to the world in its Keynote address. As part of that keynote, as well as the press briefings, there was a lot of discussion as to whether this was a 10++ or 10+ product. People were getting confused between the old naming schemes and the new naming scheme, and whichever one was being used at the time.

I have continually had the conversation, especially at technical events, where I need to ask someone from Intel to clarify which scheme they were working under for any given product. For anyone outside of this bubble trying to keep track of it all, I can’t imagine what headaches you might have had – I was talking directly to Intel a lot of the time and it was giving me plenty of headaches! As Intel started announcing more 10nm-class products from different portfolio lines, each business unit had its own engineers in its own state of confusion. This came to a head when Intel changed the naming a second time.

No More Pluses, It’s All About SuperFin

As part of Intel’s Architecture Day 2020, the company did three things:

  1. Go into detail about Tiger Lake
  2. Go into detail about DG1 Xe Graphics, and new products in the portfolio
  3. Rename the different 10nm process node using SuperFin

As part of that event, Intel went into some detail about its new ‘SuperFin’ technology. Using an updated metal stack and new capacitor technology, Intel had designated its latest BKM update for Tiger Lake and DG1 graphics as ‘10nm SuperFin’.

This is very much a marketing name, but the idea from the point of view of Intel’s communications team was to rebadge every 10nm product from Intel with some new variation of SuperFin as needed. This pushed Intel away from the ++++ nomenclature (something I’d advocated for anyway), and gave an opportunity for the company to realign all of its manufacturing branding with this new scheme.

While an interesting direction, Intel’s communications team has had two problems with this.

  1. Most/Some engineers were still working on the original naming scheme
  2. Some engineers/marketing were working on the first updated naming scheme and didn’t get the memo

Since changing from + and ++ to SuperFin, I have had a number of confusing calls with Intel’s engineers.

At Hot Chips in August, I was told by the presenter of the Ice Lake Xeon processors that the technology was an ‘enhanced 10nm’, which could have been meant as 10+, under the original naming scheme.

Even this week, for the launch of Intel’s new embedded Atom CPUs, I was told these CPUs were ‘10++’, without any indication of which naming scheme they were using. I was then told it was SuperFin. After the press release was changed for SuperFin, and we published our article, it was noticed that Intel's own product database had it listed as regular 10nm, no SuperFin. It turns out that it was regular 10nm, no SuperFin, the same as Ice Lake.

Even when directly discussing with Intel’s communication teams, they would start referring to the original naming scheme, or the first updated scheme. I've had to request double confirmation on multiple occasions. While Intel has a main HQ communications team, each business unit inside Intel has its own PR people. Each business unit may also be working with a PR agency (sometimes different to each other), and then beyond that, there may be different PR connections for each region, and then each with its own localized PR company. Renaming a product or a process is thus a very hard thing to force down every channel, compared to a new product which should have the right name on the initial documents.

When speaking with Intel’s lead Tiger Lake engineers in a 1-on-1 interview, I asked them outright if the new SuperFin naming scheme was being used by the engineering teams. I was told that for the most part, it was. I followed up asking if mistakes and slip ups were made, and the answer came back in the affirmative. It’s somewhat clear that the Engineering teams don’t like being pushed around by the marketing/communications teams in this way, having to change internal documents and naming processes in order to internalize what stuff is being called when it can’t be called what it originally was almost a decade ago. We see the same thing when engineers are rolled out to present about new products – they will call the processors by the internal code names, not ‘Core 10th Gen’ or similar, and often have to stop themselves by continually saying the code name.

Why Do We Have Multiple Versions of a Process? The AnandTech Decoder Ring for Intel 10nm
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  • Spunjji - Monday, September 28, 2020 - link

    Holy crap, is AMDSuperFan TheJian's sockpuppet? They both make almost exactly as little sense as each other, and I can't imagine why anyone else would bother replying seriously 😂
  • TheJian - Tuesday, September 29, 2020 - link

    So you just don't understand stocks or how to run a business...No comments on my data then..OK. Thanks for confirming my point, since you clearly can't debate it.
    As for commenting on his post. He likes to play consoles. So what does that do for AMD income? You two both don't get it.

    https://www.macrotrends.net/stocks/charts/AMD/amd/...
    https://www.macrotrends.net/stocks/charts/AMD/amd/...
    16 years of data, pull those up and have a stock chart of the last decade up on another monitor and you should get the point...If you don't get what I said, you're not too bright. It was simple talk. Easy math. Learn to debate:
    https://islamreigns.files.wordpress.com/2019/01/pa...
    It's comic where the link leads...But some can't use svg's which are everywhere else it seems. They're talking about YOU being at the bottom. Name calling. L1. Nice work. I'd block you, but anandtech is not smart enough to allow a checkbox for it ;)
  • Teckk - Sunday, September 27, 2020 - link

    So you're not a console fan companies are supposed to stop making them? Ok.
    You're a proud Intel shareholder hmmm how much has the stock grown in the last 8 years?
    If you're buying Intel stocks just because you support or like Intel, I hope you don't give or no one follows your stock advice.
  • Qasar - Sunday, September 27, 2020 - link

    na, that's just the Jian's usual pro intel, rant.
  • TheJian - Wednesday, September 30, 2020 - link

    What is pro Intel about telling AMD to start making money by raising prices? I spent most of the post explaining why they should stop making crap that has no profits and move to stuff that will make them rich. What part of that do you not get? I am practically begging them to make money so they and have more R&D, win, etc. The fact that I own Intel is just simple math. You are DUMB if you own AMD at this price, or just simply haven't even done some quick math.

    https://islamreigns.files.wordpress.com/2019/01/pa...
    Learn to debate. You said nothing and worse, failed to understand the content of my post. Comic where that jpg is...SVG's of it are everywhere, but jpg a little tougher to find. You failed.
  • TheJian - Wednesday, September 30, 2020 - link

    AMD isn't making enough on them, that is the point. If short on silicon make the highest margin stuff right? It's that simple. Ask Intel.

    Don't care what they made in 8yrs. I've only owned then since the drop to 43 while still making the same income as a few weeks before at 70. I don't like ANY company; I like the money they make me though. Does that count? I BUY hardware from the winner, period, for what I need done most. I have all 3 in my PC's (Intel, AMD, and Nvidia...ROFL). I was an AMD reseller for 8yrs. I like the company, just hate the management. Lisa Su made 59mil last year, most of any CEO in S&P500 on earth. Her company made 660m, less than all others on the top ten list who make BILLIONS of NET INCOME. Intel made 23.6B NET INCOME, but last year Intel CEO made 66mil (on 23.6B!).

    My points are about money here, which you don't seem to have a concept of, so I don't expect you to get the message. Move along. I've never been proud to own a stock (name means nothing). They're just things to make profit on. I didn't own Intel since $26 or so ages ago (~2006-2007, sold never came back until now). That said, if you're talking last 8yrs. Ok.
    Sept 2012 $22, today, $50. Not bad money, but if you sold recently you could have had $70. Very good money now for most. But with a price of ~45, I like my chances of $100 by Q1 2022 or before. I'll leave early of course. I was explaining why to buy or not buy stuff you just weren't listening. I gave links to 16 years of data. You can't read? It had nothing to do with being a FAN of company X, it was all about WHY AMD isn't (or IS in NV/Intel cases) making money that they should be based on the price of the stock, share of the market etc. This is stock advice. I don't see you debating any of it either. I see you making a fool of yourself.

    But yeah, not a fan of what consoles are doing to AMD's NET INCOME and R&D, they should have passed like NV for the same reason as NV (robs from core R&D and no margin). Any silicon spent on a single digit to mid teens margin product (AMD said it) is WASTED and should be spent on higher end stuff for NET INCOME and REAL margins! See what Intel did. Short on silicon, they moved production to servers and HEDT. Screw celeron/poor people, not the rich. Without the rich to pay the bills you can't afford to support the poor ;) See 1/2 the country that doesn't pay a dime in taxes (is that a fair share?? LOL). I buy stocks so I don't have to care who makes my chip or what price it is, because it is FREE to me via the stock income. NV/AMD bought all my chips for years to come, though Intel will be buying next years probably (or MU as DDR5 etc kicks off and buy cycle with it, many others just do the homework)...ROFL
  • Teckk - Wednesday, September 30, 2020 - link

    If you'r as objective as you claim to be, why do you care about the management of AMD? Why does it matter what the CEO's pay is to you?
    You buy hardware from a winner? Why not buy the best performant hardware that you need? Again, why does it matter what brand it is then?
    You're telling AMD might hit $30 soon or 100? Or is $100 the target for Intel in 2022?
    Console margins are 15+% from 2015 onwards. You seem to be pretty good with the links, surprised you missed this one. Definitely not the same as Ryzen, but you don't abandon a market overnight. And if you're the ONLY player you can charge more for it. Zen2 in PS5 and Xbox will not be sold at cost or at a minimal margin too, I'm sure you know.
    Intel still makes Celereons and dual core stuff and Wi-Fi cards and more, maybe you should tell them to move that onto higher margin stuff like server processors.
  • Everett F Sargent - Sunday, September 27, 2020 - link

    That was much worse than the Unabomber's manifesto! You need to move out of that yurt way up there in Mongolia.
  • Spunjji - Monday, September 28, 2020 - link

    I love the idea that Nvidia isn't in consoles because they said "ROFL. Whatever dude", even though, you know, Nvidia is in the Switch - that most premium of consoles... and they tried selling their own console (the Shield) several times over... and the only reason they aren't doing business with Sony since the PS3 is because AMD could offer the full CPU/GPU package... and the only reason they aren't in the Xbox is because they tried to rip Microsoft off back with the OG Xbox.

    But sure, it's because they're too cool for consoles (that they're still involved with). Seems legit. 😏
  • Beaver M. - Tuesday, September 29, 2020 - link

    What do you mean *tried* to sell their own console?
    The Shield is very successful.

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