For almost as long as this website has been existence, there has been ample speculation and concern over the future of Moore’s Law. The observation, penned by Intel’s co-founded Gordon Moore, has to date correctly predicted the driving force behind the rapid growth of the electronics industry, with massive increases in transistor counts enabling faster and faster processors over the generations.

The heart of Moore’s Law, that transistor counts will continue to increase, is for the foreseeable future still alive and well, with plans for transistors reaching out to 7nm and beyond. However in the interim there is greater concern over whether the pace of Moore’s Law is sustainable and whether fabs can continue to develop smaller processes every two years as they have for so many years in the past.

The challenge facing semiconductor fabs is that the complexity of the task – consistently etching into silicon at smaller and smaller scales – increases with every new node, and trivial physics issues at larger nodes have become serious issues at smaller nodes. This in turn continues to drive up the costs of developing the next generation of semiconductor fabs, and even that is predicated on the physics issues being resolved in a timely manner. No other industry is tasked with breaking the laws of physics every two years, and over the years the semiconductor industry has been increasingly whittled down as firms have been pushed out by the technical and financial hurdles in keeping up with the traditional front-runners.

The biggest front runner in turn is of course Intel, who has for many years now been at the forefront of semiconductor development, and by-and-large the bellwether for the semiconductor fabrication industry as a whole. So when Intel speaks up on the challenges they face, others listen, and this was definitely the case for yesterday’s Intel earnings announcement.

As part of their call, Intel has announced that they have pushed back their schedule for the deployment of their 10nm process, and in turn it has affected their product development roadmap. Acknowledging that the traditional two year cadence has become (at best) a two and a half year cadence for Intel, the company’s 10nm process, originally scheduled to go into volume production in late 2016, is now scheduled to reach volume production in the second half of 2017, a delay of near a year. This delay means that Intel’s current 14nm node will in effect become a three year node for the company, with 10nm not entering volume production until almost three years after 14nm hit the same point in 2014.

Intel’s initial struggles with 14nm have been well publicized, with the company having launched their 14nm process later than they would have liked. With their 22nm process having launched in Q2 of 2012, 14nm didn’t reach the same point until Q4 of 2014, and by traditional desktop standards the delay has been even longer. Ultimately Intel was hoping that the delays they experienced with 14nm would be an aberration, but that has not been the case.

Intel’s latest delay ends up being part of a larger trend in semiconductor manufacturing, which has seen the most recent nodes stick around much longer than before. Intel’s leading node for desktop processors in particular has been 22nm for close to three years. Meanwhile competitors TSMC and Samsung have made much greater use of their 28nm nodes than expected, as their planar 20nm nodes have seen relatively little usage due to leakage, causing some customers to wait for their respective 16nm/14nm FinFET nodes, which offer better electrical characteristics at these small geometries than planar transistors. Observationally then there’s nothing new from Intel’s announcement that we haven’t already seen, but it confirms the expected and all too unfortunate news that even the industry’s current bellwether isn’t going to be able to keep up with a traditional two year cadence.

Intel Historical Development Cadence

Meanwhile the fact that 14nm is going to be around for another year at Intel presents its own challenges for Intel’s product groups as well as their fabrication groups, which brings us to the second part of Intel’s announcement. Intel’s traditional development model for processors over the last decade has been the company’s famous tick-tock model – releasing processors built on an existing architecture and a new manufacturing node (tick), and then following that up with a new architecture built on the then-mature manufacturing node (tock), and repeating the cycle all over again – which in turn is built on the two year development cadence. Intel wants to have new products every year, and alternating architectures and manufacturing nodes was the sanest, safest way to achieve that. However with the delay of 10nm, it means that Intel now has an additional year to fill in their product lineup, and that means tick-tock is on the rocks.

Previously rumored and now confirmed by Intel, the company will be developing a 3rd generation 14nm Core product, to fit in between the company’s forthcoming 14nm Skylake (2015) and 10nm Cannonlake (2017) processor families.

Intel Core Family Roadmap
  Previous Roadmap New Roadmap
2014 Broadwell Broadwell
2015 Skylake Skylake
2016 Cannonlake Kaby Lake (New)
2017 (10nm New Architecture) Cannonlake
2018 N/A (10nm New Architecture)

The new processor family is being dubbed Kaby Lake. It will be based on the preceding Skylake micro-architecture but with key performance enhancements to differentiate it from Skylake and to offer a further generation of performance improvements in light of the delay of Intel’s 10nm process. Intel hasn’t gone into detail at this time over just what those enhancements will be for Kaby Lake, though we are curious over just how far in advance Intel has been planning for the new family. Intel has several options here, including back-porting some of their planned Cannonlake enhancements, or looking at smaller-scale alternatives, depending on just how long Kaby Lake has been under development.

Kaby Lake in turn comes from Intel’s desire to have yearly product updates, but also to meet customer demands for predictable product updates. The PC industry as a whole is still strongly tethered to yearly hardware cycles, which puts OEMs in a tight spot if they don’t have anything new to sell. Intel has already partially gone down this route once with the Haswell Refresh processors for 2014, which served to cover the 14nm delay, and Kaby Lake in turn is a more thorough take on the process.

Finally, looking at a longer term perspective, while Intel won’t be able to maintain their two year development cadence for 10nm, the company hasn’t given up on it entirely. The company is still hoping for a two year cadence for the shift from 10nm to 7nm, which ideally would see 7nm hit volume production in 2019. Given the longer timeframes Intel has required for both 14nm and 10nm, a two year cadence for 7nm is definitely questionable at this time, though not impossible.

For the moment at least this means tick-tock isn’t quite dead at Intel – it’s merely on the rocks. What happens from here may more than anything else depend on the state of the long in development Extreme Ultra-Violet (EUV) technology, which Intel isn’t implementing for 10nm, but if it’s ready for 7nm would speed up the development process. Ultimately with any luck we should hear about the final fate of tick-tock as early as the end of 2016, when Intel has a better idea of when their 7nm process will be ready.

Source: Intel Earnings Call via Seeking Alpha (Transcript)

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  • Spoelie - Thursday, July 16, 2015 - link

    Will intel actually flesh out the broadwell desktop lineup anytime soon? Two SKUs is not really an earthshattering line-up

    On a somewhat related note, when will Carrizo move from vaporware to something you can actually buy?
  • A5 - Thursday, July 16, 2015 - link

    Probably never, especially if Skylake is actually coming in August/September like rumors say.
  • nevcairiel - Thursday, July 16, 2015 - link

    I think Intel never really planned to have Broadwell offer full coverage of the Desktop segment, only a few intermediate models until Skylake offers the full range again.
  • retrospooty - Friday, July 17, 2015 - link

    Intel can afford to milk it. They are so far ahead of AMD they can release nothing at all for 2 years and still be ahead.
  • Samus - Saturday, July 18, 2015 - link

    While we know AMD won't have a manufacturing AND architecture breakthrough at the same time like they did with the gold interconnects and "K8" offering 64-bit x86 and an on-die memory controller, they can still beat Intel at the architecture game.

    There is nothing earth shattering about the IPC improvements since Nehalem/Westmere. Intel, over the last 7 years, has only improved IPC 27%. In fact, clock for clock, Haswell and Broadwell are virtually identical. Almost nobody with a decent Sandy Bridge/Ivy Bridge PC has any reason to upgrade unless they are looking for a slightly lower power bill.

    AMD obviously won't beat Intel at the manufacturing end, but Intel's recent architectures wreak of laziness. It's as if they are so busy focusing on minor IGP improvements that they are making IPC an after thought. And sure, you can use the counter-argument that there is no "need" for IPC improvements since CPU's are "so fast" but that's a ridiculous concept to intentionally hold back innovation because there is no need for it.

    Someone will always find a need for more processing power. Many AAA games are actually CPU limited now.
  • LordanSS - Sunday, July 19, 2015 - link

    You are correct.

    I am an owner of a 3770k, and it still performs brilliantly for the tasks I use it for (mostly gaming, and some image treatment and 3D modelling).

    The only one thing that a Haswell/Broadwell would improve would be video encoding for me, as the AVX2 extensions actually give a reasonable boost to the current build of x264 (don't use x265 yet, for many reasons).

    I'm waiting for the "nominal" IPC increase over my current build to reach 20% so I can jump to a new machine. Not sure if Sky Lake would make it that far yet, perhaps Kaby Lake. Time will tell.
  • JonnyDough - Friday, July 24, 2015 - link

    No, they're just poorly coded. Code isn't very optimized these days.
  • troubleshootertony - Monday, July 27, 2015 - link

    100% percent agree! Since hardware started really ramping up, (dual-core, etc..) software went on the "oh well, that runs good enough ship it!" then customer was like why does this run so crappy, and software company goes, "oh you need to upgrade your hardware" ... and the cycle continues... and continues and continues...
  • troubleshootertony - Monday, July 27, 2015 - link

    Moores law is stuck in a triagle of hell...

    one point of triangle =HARDWARE
    2nd point of triangle == SOFTWARE
    3rd point of triangle = complacent, ignorant consumer
  • easp - Tuesday, August 18, 2015 - link

    Um, that didn't start with dual-core. In fact, dual-core really marks the beginning of the decline for hardware. Not that dual and quad core chips aren't useful, but they started throwing transistors at extra cores, even extra cores that only saw partial utilization, because single-core performance had reached a point of steeply diminishing returns.

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