AMD - The Road Ahead

by Anand Lal Shimpi on May 11, 2007 5:00 AM EST
AMD in Consumer Electronics

The potential of Fusion extends far beyond the PC space and into the embedded space. If you can imagine a very low power, low profile Fusion CPU, you can easily see it being used in not only PCs but consumer electronics devices as well. The benefit is that your CE devices could run the same applications as your PC devices, truly encouraging and enabling convergence and cohabitation between CE and PC devices.

Despite both sides attempting to point out how they are different, AMD and Intel actually have very similar views on where the microprocessor industry is headed. Both companies have stated to us that they have no desire to engage in the "core wars", as in we won't see a race to keep adding cores. The explanation for why not is the same one that applied to the GHz race: if you scale exclusively in one direction (clock speed or number of cores), you will eventually run into the same power wall. The true path to performance is a combination of increasing instruction level parallelism, clock speed, and number of cores in line with the demands of the software you're trying to run.

AMD has been a bit more forthcoming than Intel in this respect by indicating that it doesn't believe that there's a clear sweet spot, at least for desktop CPUs. AMD doesn't believe there's enough data to conclude whether 3, 4, 6 or 8 cores is the ideal number for desktop processors. From our testing with Intel's V8 platform, an 8-core platform targeted at the high end desktop, it is extremely difficult finding high end desktop applications that can even benefit from 8 cores over 4. Our instincts tell us that for mainstream desktops, 3 - 4 general purpose x86 cores appears to be the near term target that makes sense. You could potentially lower the number of cores needed if you combine other specialized hardware (e.g. an H.264 encode/decode core).

What's particularly interesting is that many of the same goals Intel has for the future of its x86 processors are in line with what AMD has planned. For the past couple of IDFs Intel has been talking about bringing to market a < 0.5W x86 core that can be used for devices that are somewhere in size and complexity between a cell phone and an UMPC (e.g. iPhone). Intel has committed to delivering such a core in 2008 called Silverthorne, based around a new micro-architecture designed for these ultra low power environments.

AMD confirmed that it too envisions ultra low power x86 cores for use in consumer electronics devices, areas where ARM or other specialized cores are commonly used. AMD also recognizes that it can't address this market by simply reducing clock speed of its current processors, and thus AMD mentioned that it is working on a separate micro-architecture to address these ultra low power markets. AMD didn't attribute any timeframe or roadmap to its plans, but knowing what we know about Fusion's debut we'd expect a lower power version targeted at UMPC and CE markets to follow.

Why even think about bringing x86 cores to CE devices like digital TVs or smartphones? AMD offered one clear motivation: the software stack that will run on these devices is going to get more complex. Applications on TVs, cell phones and other CE devices will get more complex to the point where they will require faster processors. Combine that with the fact that software developers don't want to target multiple processor architectures when they deliver software for these CE devices, and by using x86 as the common platform between CE and PC software you end up creating an entire environment where the same applications and content can be available across any device. The goal of PC/CE convergence is to allow users to have access to any content, on any device, anywhere - if all the devices you're trying to gain access to content/programs on happen to all be x86, it makes the process much easier.

Why is a new core necessary? Although x86 can be applied to virtually any market segment, the range of usefulness of a particular core can extend throughout an order of magnitude of power. For example, AMD's current desktop cores can easily be scaled up or down to hit TDPs in the 10W - 100W range, but they would not be good for hitting something in the sub-1W range. AMD can easily address the sub-1W market, but it will require a different core from what it addresses the rest of the market with. This philosophy is akin to what Intel discovered with Centrino; in order to succeed in the mobile market, you need a mobile specific design. To succeed in the ultra mobile and handtop markets, you need an ultra mobile/handtop specific processor design as well. Both AMD and Intel realize this, and now both companies have publicly stated that they are doing something about it.

Merging CPUs and GPUs Why is Barcelona late?
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  • tygrus - Saturday, May 12, 2007 - link

    See latest low-power Athlon64 <10w idle. Can further reduce max power consumption (from 30-60w) if you limit the clock speed to about 1GHz and drop the voltage (<15w).
  • TA152H - Sunday, May 13, 2007 - link

    Tygrus,

    Idle isn't so important to me, getting to less than 1 watt idle isn't particularly hard if you go into sleep mode. You can't build a fanless, noiseless system based on idle performance. I was looking at Intel's ULV stuff too, but it's just not there either. It's kind of disappointing, because most people would be perfectly happy with a 1 GHz K6-III using 8 watts or less as it would on modern processes, and nothing like it is available. VIA's stuff sucks and I don't think is very efficient, even though they are targetting this market. My main machine I just upgraded to a Coppermine 600 on a weird Intel VC820 board. It's perfectly capable of doing just about everything I do, except for compiles (even a Core 2 is too slow for that, Microsoft seriously needs to work on parallelizing their compilers, or if they have recently, I need to buy it :P).

    It's an enormous waste of electricity to sell these processors when the vast majority of people don't need them. To Microsoft's credit, they are always up to the challenge of releasing bloated software that requires more memory and processing power but is functionally the same, but at some point even their talent for this might run out.

    While I was writing the first reply, I was lamenting about how lousy the current processors are in this respect, but then I read that at least AMD had a clue and said the Athlon design could not address this space and they had to go with something different. Maybe they'll bring the K6-III back, fix it's decoding/memory problems, and have a real winner. In terms of power/performance, there is just no beating it, these superpipelined processors are inherently poor at power use, and clearly have a performance bias. Why VIA went this way is a big mystery to me.
  • chucky2 - Friday, May 11, 2007 - link

    If this article has accomplished one thing, it would be that we finally have confirmation that AM2+ CPU's will work in AM2 motherboards. Up to this point it's been people reporting on "sources" and stuff like that, nothing direct from AMD.

    Anand's report is more than good enough for me, I can finally rest easy that the PC I just built my cousin will have an upgrade path for at least another year down the road (if not two).

    Thanks Anand and AMD! (and screw you Intel for you rediculously short upgrade paths!)

    Chuck
  • AdamK47 - Friday, May 11, 2007 - link

    Well played, Anand. Well played.
  • Kiijibari - Friday, May 11, 2007 - link

    I would have looked at my watch, while cinebench was running on the 4x4 system to get a rough estimate :)
    Not a correct result, but better than nothing.

    Or was the system so fast, that cinebench was done after a few ns ^^ ? :)

    Apart from that, nice article, thanks :)

    cheers

    Kiijibari
  • Anand Lal Shimpi - Friday, May 11, 2007 - link

    I counted seconds in my head, out of fairness to AMD I didn't report the number I calculated :)

    Take care,
    Anand
  • Sunrise089 - Friday, May 11, 2007 - link

    Didn't you guys notice the huge disconnect between the excitement evident in Anand's text and the fairly small ammount of new info? I think it should be obvious that AMD revlealed a lot more, but they have put various NDA dates on when the info can be released. So I would say they did open up a lot, but that we will only see the new info become available as we get closer to Barcelona.
  • Anand Lal Shimpi - Friday, May 11, 2007 - link

    I think you have to shift your expectations a bit; going into this thing I wanted to see Barcelona performance, I wanted the equivalent of what Intel did with Penryn and Nehalem. I didn't get that, but what I did get was a much clearer understanding of AMD's direction for the future. The section on Fusion is of particular importance to the future of the company, it just so happens that AMD's strategy is in line with Intel's, lending credibility to what it is doing.

    Then there were a handful of Barcelona tidbits that I needed to stick in some sort of an article, so this one just seemed the best venue to do so. More information is coming though, stay tuned for next week. No benchmarks yet unfortunately :(

    Take care,
    Anand
  • Stablecannon - Friday, May 11, 2007 - link

    quote:

    Didn't you guys notice the huge disconnect between the excitement evident in Anand's text and the fairly small amount of new info?

    Wonderful. So basically this article was an AMD morale booster.


    "Hey this Phil Hester, just wanted to say don't lose faith in us, even though we don;t have anything to show you really...that's because it's a secret. Yeah, that's it. We actually have a 16 core chip running at 3.8 that'll cream Intel. What's that? You want to see it? LOL."
  • TA152H - Friday, May 11, 2007 - link

    First of all, I read the part about AMD becoming much more forthcoming with information, and then saw essentially nothing new in the article. Pretty much all of this stuff is known, and the important stuff you still don't know. So, how are they so much more open again? I didn't see it.

    Actually, I would have been disappointed if they were. I mean, you can scream about how they're not giving you what YOU want, but it's all about what they want. I don't buy them giving information out too early for Intel, you can be pretty sure there are plenty of companies designing products around AMD's new chip and you can be pretty sure at least one person has "slipped" and told Intel something. It's more likely it's not to AMD's benefit to have people knowing it's so much better than what's out now. How do they move product they are making today when people are waiting for their next great product? It's just common sense, they don't care if people whine about lack of visibility, too much is worse than too little. They have given out some numbers, and they are very high, so I doubt they're too concerned about performance. I think they're more concerned about selling stuff they have out today, which they aren't doing a great job of. What would happen if they showed a great product right around the corner? Q1 would look like a success compared to what they'd endure.

    When you talk about Phil Hester you have to realize this guy referred the 8088 an eight-bit architecture (so he was not referring to the data bus). After that, I don't know what to think about what he says.

    Next, the reason the 287 didn't sell was because it seriously sucked! It was worse than the 8087 because it didn't even run synchronously with the processor. Considering the 286 was way more powerful than the 8086/8088, there was a perfectly good reason why no one wanted a math coprocessor that was expensive, generally ran at 2/3 CPU speed (unless a seperate crystal was put in for it, which was done with later 286 machines), and actually had less performance than the 8087. The 387 was much more powerful and totally redesigned.

    Also keep in mind the 486 was later made in an incarnation called the 486SX, that had either a disabled or no math coprocessor on it.

    Saying the Cell is before it's time is implying it's fundamentally a useful product, but other things around it have to catch up. That's wrong and misleading. It's a niche product and it's a bear to program and is terrible in most things besides what it was designed for. Time won't change it, unless they change the Cell. The way it is now, it'll never be anything more than a niche product, nor was it designed to be more than that.

    For their < 1 watt processors, it might be interesting to see if they bother with a decoupled architecture. My guess is they'll just run x86 instructions natively, without wasting so much silicon on the decoders.

    With regards to AMD's next processor taking so long, I think it's even worse when one considers the K8 isn't really a K8 at all, it's more like a K7+. It's very similar to the K7, and is far less of a jump than the Prescott was from the Northwood. It's more like the Pentium MMX was to the Pentium (I'm not talking about the MMX instructions, there was a lot more changes than that).

    The remarks about AMD coming back from this stronger than ever are absurd and ridiculous. They can come back, and they certainly have a good product in the wings, but it's got nothing to do with losing $611 million. It weakened the company, plain and simple, although not irrevocably. They had to slow down their investment and conversion, which isn't good. They had to sell $2 Billion in debts at very disadvantageous terms. Both of these are injuries that will have longer term ramifications for the company. So, yes, they aren't dead, but saying this will make them stronger in the long run is plain wrong and equally weird.

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