Platform Retargeting

Since the introduction of Conroe/Merom back in 2006 Intel has been prioritizing notebooks for the majority of its processor designs. The TDP target for these architectures was set around 35 - 45W. Higher and lower TDPs were hit by binning and scaling voltage. The rule of thumb is a single architecture can efficiently cover an order of magnitude of TDPs. In the case of these architectures we saw them scale all the way up to 130W and all the way down to 17W.

In the middle of 2011 Intel announced its Ultrabook initiative, and at the same time mentioned that Haswell would shift Intel's notebook design target from 35 - 45W down to 10 - 20W.

At the time I didn't think too much about the new design target, but everything makes a lot more sense now. This isn't a "simple" architectural shift, it's a complete rethinking of how Intel approaches platform design. More importantly than Haswell's 10 - 20W design point, is the new expanded SoC design target. I'll get to the second part shortly.

Platform Power

There will be four client focused categories of Haswell, and I can only talk about three of them now. There are the standard voltage desktop parts, the mobile parts and the ultra-mobile parts: Haswell, Haswell M and Haswell U. There's a fourth category of Haswell that may happen but a lot is still up in the air on that line.

Of the three that Intel is talking about now, the first two (Haswell/Haswell M) don't do anything revolutionary on the platform power side. Intel is promising around a 20% reduction in platform power compared to Sandy Bridge, but not the order of magnitude improvement it promised at IDF. These platforms are still two-chip solutions with the SoC and a secondary IO chip similar to what we have today with Ivy Bridge + PCH.

It's the Haswell U/ULT parts that brings about the dramatic change. These will be a single chip solution, with part of the voltage regulation typically found on motherboards moved onto the chip's package instead. There will still be some VR components on the motherboard as far as I can tell, it's the specifics that are lacking at this point (which seems to be much of the theme of this year's IDF).

Seven years ago Intel first demonstrated working silicon with an on-chip North Bridge (now commonplace) and on-package CMOS voltage regulation:

The benefits were two-fold: 1) Intel could manage fine grained voltage regulation with very fast transition times and 2) a tangible reduction in board component count.


2005 - A prototype motherboard using the technology. Note the lack of voltage regulators on the motherboard and the missing GMCH (North Bridge) chip.

The second benefit is very easy to understand from a mobile perspective. Fewer components on a motherboard means smaller form factors and/or more room for other things (e.g. larger battery volume via a reduction in PCB size).

The first benefit made a lot of sense at the time when Intel introduced it, but it makes even more sense when you consider the most dramatic change to Haswell: support for S0ix active idle.

Introduction: Stating the Problem The New Sleep States: S0ix
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  • Anand Lal Shimpi - Friday, October 5, 2012 - link

    It's the other way around: not talking about Apple using Intel in iPads, but rather Apple ditching Intel in the MacBook Air.

    I do agree with Charlie in that there's a lot of pressure within Apple to move more designs away from Intel and to something home grown. I suspect what we'll see is the introduction of new ARM based form factors that might slowly shift revenue away from the traditional Macs rather than something as simple as dropping an Ax SoC in a MacBook Air.

    Take care,
    Anand
  • A5 - Friday, October 5, 2012 - link

    Yeah. I knew what you were getting at, but I guess it wasn't that obvious for some people :-p.

    Something like an iPad 3 with an Apple-made keyboard case + some changes in iOS would make Intel and notebook OEMs really scared.
  • tipoo - Friday, October 5, 2012 - link

    So pretty much the Surface tablet. The keyboard case looks amazing, can't wait to try one.
  • Kevin G - Friday, October 5, 2012 - link

    Apple is in the unique position that they could go with either platform way. They are capable of moving iOS to x86 or OS X to ARM on seemingly a whim. Their decision would be dictated not by current and chips arriving in the short term (Haswell and the Cortex A15) but rather long term road maps. Apple would be willing ditch their own CPU design if it brought a clear power, performance and process advantage from what they could do themselves. The reason why Apple manufactured an ARM chip themselves is that they couldn't get the power and performance out of SoC's from other companies.

    The message Intel wants to send to Apple is that Haswell (and then Broadwell) can compete in the ultra mobile market. Intel also knows the risk to them if Apple sticks to ARM: Apple is the dominate player in the tablet market and one of the major players in the cell phone market and pretty much the only success in the utlrabook segment. Apple's success is eating away the PC market which is Intel's bread and butter in x86 chip sales. So for the moment Intel is actively promoting Apple's competitors in the ultrabook segment and assist in 10W Ivy Bridge and 10W Haswell tablet designs.

    If Intel can't get anyone to beat Apple, they might as well join them over the long run. This would also explain Intel toying with the idea of becoming a foundry. If Intel doesn't get their x86 chips into the iPad/iPhone, they might as well manufacture the ARM chips that do. Apple is also one of the few companies who would be willing to pay a premium for Intel foundry access (and the extra ARM not x86 premium).

    So there are four scenarios that could play out in the long term: the status quo of x86 for OS X + ARM for iOS, x86 for both OS X + iOS, ARM for both OS X + iOS and ARM built by Intel for OS X + iOS.
  • Peanutsrevenge - Friday, October 5, 2012 - link

    I will LMAO if Apple switch macs back to RISC in the next few years.
    Will be RISC, x86, RISC in the space of a decade.

    Poor Crapple users having to keep swapping their software.

    I laughed 6 ago, and I'll laugh again :D
  • Kevin G - Saturday, October 6, 2012 - link

    But it wouldn't be the same RISC. ARM isn't PowerPC.

    And hey, Apple did go from CISC to RISC to back to CISC again for their Macs.
  • Penti - Saturday, October 6, 2012 - link

    They hardly would want to be in the situation where they have to compete with Intel and Intel's performance again. Also their PC/Mac lineup is just so much smaller then the mobile market they have, why would they create teams of thousands of engineers (which they don't have) to create workstation processors for their mobile workstations and mac pro's? They couldn't really do that with PowerPC design despite having influence on chip architecture, they lost out in the race and just grows more dependent on other external suppliers and those Macs would loose the ability to run Boot camp'd or virtualized Windows. It's not the same x86 as it was in 2006 either.

    A switch would turn Macs into toys rather then creative and engineering tools. It would create an disadvantage with all the tools developed for x86 and if they drop high-end they might as well turn themselves into an mobile computing company and port their development tools to Windows. As it's not like they will replace all the client and server systems in the world or even aspire to.

    I don't have anything against ARM creping into desktops. But they really has no reason to segment their system into ARM or x86. It's much easier to keep the iOS vs OS X divide.

    Haswell will give you ARM or Atom (Z2760) battery life for just some hundred dollars more or so. If they can support the software better those machine will be loaded with software worth thousands of dollar per machine/user any way. Were the weaker machines simply can't run most of that. Casual users can still go with Atom if they want something weaker/cheaper or another ecosystem altogether.
  • Kevin G - Monday, October 8, 2012 - link

    The market is less about performance now as even taking a few steps backward a user has a 'good enough' performance. It is about gaining mobility which is driven by reduction in power consumption.

    Would Apple want to compete with Intel's Xeon's line up? No and well, Apple isn't even trying to stay on the cutting edge there (their Mac Pro's are essentially a 3 year old design with moderate processor speed bumps in 2010 and 2012). If Apple was serious about performance here, they'd have a dual LGA 2011 Xeon as their flagship system. The creative and engineering types have been eager for such a system which Apple has effectively told them to look elsewhere for such a workstation.

    With regards to virtualization, yes it would be a step backward not to be able to run x86 based VM's but ARM has defined their own VM extensions. So while OS X would lose the ability to host x86 based Windows VM's, their ARM hardware could native run OS X with an iOS guest, an Android guest or a Windows RT guest. There is also brute force emulation to get the job done if need be.

    Moving to pure ARM is a valid path for iOS and OS X is a valid path for Apple though it is not their only long term option.
  • Penti - Tuesday, October 9, 2012 - link

    You will not be able to license Windows RT at all as an end-user. Apple has no interest what so ever to support GNU/Linux based ARM-VMs.

    I'm sure they will update the Mac Pro the reason behind it is largely thanks to Intel themselves. That's not their only workstation though, and yes performance is important in the mobile (notebook space), performance per watt is really important too. If they want mobile workstations and engineering type machines they won't go with ARM. As it does mean they would have to compete with Intel. They could buy a firm with an x86 license and outdo Intel if they were really capable of that. ISA doesn't really matter here expect when it comes to tools.
  • baba264 - Friday, October 5, 2012 - link

    "Within 8 years many expect all mainstream computing to move to smartphones, or whatever other ultra portable form factor computing device we're carrying around at that point."

    I don't know if I am in a minority or what, but I really don't see myself giving up my desktop anytime soon. I love my mechanical keyboard my large screen and my computing power. So I have to wander if I'm just an edge case or if analyst are reading too much in the rise of the smartphone.

    Great article otherwise :).

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