In the second half of 2013 Intel was forced to deal with at least six different desktop processor groups. On the top of the food chain Intel has Ivy Bridge E, Sandy Bridge E followed by, Haswell LGA 1150 and Ivy Bridge 1150 processors. The end carries the remains of Sandy Bridge processors, Celeron BGA and Bay Trail Atom processors.
As you can imagine Ivy Bridge E, Sandy Bridge E both based on LGA 2011 socket occupy some two percent of total Intel socket market while Haswell LGA 1150 reaches almost 30 percent of total shipments by socket in 2H 2013.
The most dominant products were naturally Ivy Bridge LGA 1155 parts that accounted for more than sixty percent of total shipments. Sandy Bridge 32nm processors in Socket 1155 are taking three percent of total shipments in 2H 2013 while Celeron BGA / Bay Trail D and old Atom based on Clower Trail 32nm should occupy some 5 percent.
In 1H 2014 Ivy Bridge E will eat the Sandy Bridge E market taking most of the pie for itself. Haswell and Haswell refresh, both LGA 1150 parts, should occupy close to 55 percent of the market while Ivy Bridge is doomed to shrink to 40 percent. Sandy Bridge LGA 1155 will be in some one to two percent of socketed processors that will ship in 1H 2014, while Celeron BGA and Bay Trail D (same thing under different brand) will grow into the Cedar View D market and conquer the rest of the low-end.
Both Haswell refresh and Bay Trail D should continue growing in 2H 2014 according to Intel’s desktop transition guide.
Intel’s Haswell rollout went well, but it wasn’t enough to revive the slumping PC market. Now it appears Intel is prepping two new low-voltage parts for affordable ultrabooks. The high end is already getting saturated and vendors don’t appear to be shipping that many Haswell laptops.
The 15-watt Celeron 2980U is targeting cheap ultrathins and ultrabooks. It is a dual-core chip clocked at 1.6GHz, no bells and whistles, no Hypertheading or Turbo. It has 2MB of L3 cache and an unspecified GPU.
The Core i5-4300U is a much more serious part and we suspect it won’t come cheap, either. It is a dual-core clocked at 1.9GHz, but it can hit 2.9GHz on Turbo. It is hyperthreaded and it has 3MB of L3 cache. The GPU of choice is the HD 4400 clocked at 200MHz to 1000MHz. The TDP is 15W.
Many were hoping that Intel’s new Core i7 4771 would at least get a new graphics core, but it turns out that the new king of the Haswell desktop hill only gets a small frequency bump.
The graphics core remains the HD 4600, just as well as with the current king Core i7 4770 but the clock speed goes up to 3.5 GHz versus 3.4GHz with the previous version. The TDP remains at 84W, max Turbo stays at 3.9GHz so in real life there will be very little difference between the Core i7 4770 and Core i7 4771. The clock update is a matter of the multiplier getting updated to 35 from the previous 34 setting.
This 8MB cache chip is scheduled to launch in Q3 2013 and it should remain the fastest Haswell desktop part until Q2 2014, when we expect to see the Haswell refresh processors launching.
We are still not sure what the Haswell refresh brings to the game, but we hope to learn more in early September at IDF 2013, where Brian Krzanich is is set to make his IDF debut and deliver his first keynote as CEO.
The world is changing and analysts are scared that ARM and companies that make ARM based chips can challenge Intel on many fronts.
It has been proven that ARM can do well in mobile phones and tablets, and now it wants to put more pressure on Intel and AMD on the notebook and server side. But at the same time Intel wants to become a bigger deal in the phone and tablet industry.
We have mentioned these highly efficient processors a few times this year. They are derived from the Y-processor line that normally has a 13W TDP and 7W SDP (Scenario Design Power). Intel can lower some clocks and get these processors to work at 6W TDP or lower making them compatible with fanless tablets.
In the real world these chips have a solid thermal throttle balance and once the chip hits the thermal maximum, which is around 4.5W to 5W for tablets, the chip would automatically drop the clock in order to cool itself down.
There is a big chance that Intel fanless tablets could perform much better than quad-core Cortex A15 chips from the top of the line including the Qualcomm Snapdragon 800 and Nvidia Tegra 4, but this is something that we have to see.
Y-series processors with 13W TDPs based on Haswell, fourth generation of Core processors, are scheduled for Q4 2013 launch and so are the tablets based on a slower version of these processors with 4.5W max TDP.
Currently the lowest TDP for notebook processors are Core i7 3689Y and Core i5 3439Y based on Ivy Bridge with plans to get them replaced in Q4 2013 by the Core i7 Y-series based on Haswell.
It is being reported that Intel’s Haswell-X Xeon EP Processor has surfaced in Penang. The chip was seen during the company’s “Design in Asia” tour.
The processor was the Socket 2011-3 Haswell EP or Xeon E5 v3 and features 14 cores, a 35 MB cache, twin 9.6 GT/s QPI channels, and support for quad channel DDR4-2133 memory. This means that the Intel’s Haswell Xeons have already reached at least the QS phase.
The chip is still at least a year from commercial announcement, and the Ivy Bridge EP chips will only be arriving this summer. This means that selected customers may be receiving fully working ES versions by the end of the year.
Intel’s fastest desktop Celeron is G1620 and this Ivy Bridge based part rocks at 2.7GHz. it has 55W TDP, two cores and two threads as well as 2MB cache. We can remember days when Celeron had 512KB cache but these days are long gone.
The good thing about G1620 is that it offers a decent performance for $52 but this dominance in Celeron market is set to be replaced in Q4 2013 when the Haswell based version of Celeron comes to market. New Haswell Celerons need new motherboards powered by 8-series chipset and Socket 1155 and it will obviously end up at least slightly faster than G3220, the entry level Haswell Pentium part clocked at 3GHz that is set to launch in late Q3 2013 (September time).
We are not sure if this can help the desktop market that has been declining for years, but we still believe that there is a place for X86 based desktop and notebook computers in the world.
Intel has been executing its tick tock strategy flawlessly since January 2006 and now there is some indication that we might see the first slip in 8 years come 2014. Intel’s latest roadmap claims that in 12 months from now, in Q2 2014 Haswell will be replaced by a “Haswell refresh”.
Haswell is a tock, a 22nm new architecture and Broadwell is supposed to be based on Haswell fundamentals, but shrunk to 14nm like a proper “tock”. In case that the Haswell refresh is a tweaked 22nm core, this would mean that after 7 years of execution and billions of investments in cutting edge fabrication processes, Intel would have to slow things down.
It is not certain what would happen to 2015 Skylake, a new 14nm architecture, or the 10nm Skymont that is supposed to be the shrink, but in case Broadwell gets pushed back by a year there is a big possibility that the whole roadmap would slip a year.
When it gets ready the Haswell refresh (possibly a disguise name for Broadwell ed.) is replacing Core i7, Core i5, Core i3, Pentium and Celeron based Haswell chips, some sooner rather than later.
The chipset responsible for Haswell refresh is already branded as Z97 and H97 in desktop versions replacing the Z87 and H87 boards proving that the socket are likely to continue existing at least through 2014. It will be interesting to see the developments and if Broadwell is really delayed or this is just game of words on Intel’s part.
Intel has decided that will not allow non K-series Haswell CPUs to be overclocked.
According to Techreport, although Haswell offers more flexibility the form of additional base clock straps, access to those straps is disabled in non-K parts. This means that with Haswell, overclocking support is now almost entirely confined to K-series CPUs.
Intel’s argument is that non-K chips are targeted at the business and consumer market overclocking is not generally performed. Buying a K-series Haswell processor will another $20-$30 over the equivalent standard model. The Core i7-4770K is priced $30 higher than the Core i7-4770, while the Core i5-4670K is $20 more than the Core i5-4670.
Nvidia actually has a person with the catchy title of Chief Blogger and this person managed to get “an interview” with Rene Haas a VP and GM of computing products that currently takes care of Geforce mobile among other things.
Rene was asked to explain “why Gamers still need a discrete GPU with Haswell” and the answer is as logical as why do you use a seatbelt. Rene expects that Intel will continue to suck in graphics (our words not his ed.) and that that most popular games won’t play well on Haswell at standard resolution.
It seems that history really does repeat itself, as Intel had big claims for both Ivy Bridge and Sandy Bridge had been struggling to run new games of their time. Any serious gamers know that the answer is a proper discrete GPU. Haswell won’t change that, claims Rene.
It looks like Nvidia will have at least as many design wins as with Ivy Bridge, and Ivy Bridge was the record number or design wins for Nvidia. Rene claims that with this refresh Nvidia will have as much as 95 per cent of the gaming notebook which is nothing short of spectacular.
Rene also attacks Intel boldly claiming that “Their (Intel) comparison is misleading on a number of fronts.” Commenting the fact that Intel claims that GT3e will be faster than Geforce GT 650M. Intel based its claims on synthetic benchmarks, something that can be optimised, while Nvidia prefers real games, and even if GT3 wins again Geforce GT650, the new Geforce GT 750 is much faster than its predecessor and will have double the performance of GT3e in games.
Rene reminds us that GT3e is only available in top quad core mobile cores such as Core i7 4880QM that usually find their place in $3,000 notebooks. Rene tells customers that getting a Core i5 of Core i3 notebook with a better discrete GPU is the right way to get better gaming performance, although the vast majority of consumers already know that.
We remember that the last time we sat down with Rene, he said that when Intel gets faster with Integrated, Nvidia will simply gets even better with its corresponding low-end products and offers something faster. The cat and mouse game never ends.
Intel has bought ST Ericsson’s Global Navigation Satellite System (GNSS) business for an undisclosed sum.
As ST Ericsson continues to mull ways in which to split up the joint venture between chipmaker ST Microelectronics and telecoms equipment giant Ericsson, it clearly is happy to flog parts of the business to rivals. ST Ericsson said it had sold its GNSS business to another semiconductor firm but wouldn’t name which one, until Intel confirmed that it was the outfit that made the purchase.
According to ST Ericsson, the sale of its GNSS business will reduce the firm’s costs by $90m. Intel on the other hand told The INQUIRER that 130 workers, some of whom are based in Daventry, UK, will continue to work at their present location but will become part of the firm’s Wireless Platform research and development organisation that in turn is part of Intel’s Mobile and Communications Group.
Intel also shed some light on what it will do with GNSS, the unit has been working on a CG2000 chip that supports China’s Beidou satellite system. The chipmaker said that the CG2000 chip will be part of its 2015 product range for smartphones, tablets and laptops and will also be offered as a standalone chip.
ST Ericsson CEO and president Carlo Ferro said “Today’s transaction validates the leading innovation developed by ST Ericsson in mobile navigation systems and marks a further important step towards the execution of our shareholders’ decision to exit from ST Ericsson.
“I am pleased that this organization will continue to develop leading-edge technologies and delighted that the team found a new home at a leading player in the semiconductor industry.”
Intel did not disclose how much it paid ST Ericsson for GNSS, however it seems that ST Ericsson was happy to offload $90m from its books as it struggles to compete in the application processor market.
All three are 22nm parts and their product numbers are N2805, N2810 and N2910, which seems to indicate that they are Atoms, but they are listed in the ULV Celeron M section, reports CPU World. The top SKU features four cores with no hyperthreading, which means that it is probably based on the new Valley View M core.
The N2805 is a dual-core clocked at 1.46GHz, with a single megabyte of cache. The N2810 is also a dual-core, but it’s clocked at 2GHz, while the N2910 is the previously mentioned quad-core, with 2MB of cache and a clock speed of 1.6GHz. All of them are priced at $132, which sounds like way too much for Atom branded parts.
With Temash and Kabini just around the corner, Intel needs to step up its game in the low-end low-voltage market fast, but at this point it seems that AMD be the first to market and it will enjoy at least a few months on top. Even when Intel launches its first 22nm Atoms, it won’t have an easy time matching AMD’s price or performance.
Intel will offer five GPU SKUs in its upcoming Haswell based processors and a further two for its server chips.
Intel has been placing greater emphasis on its graphics performance in the last few generations of its chips, with Ivy Bridge finally bringing full profile OpenCL capability. Now the firm has released some more details on the GPUs that will be available with its Haswell processors, with five options for desktop and laptops that the firm claims are up to twice as fast on its favoured 3DMark benchmarks.
While Intel showed off performance figures using various versions of its favoured synthetic 3Dmark benchmark, the firm also said that its next generation GPU will support Microsoft’s DirectX 11.1 and OpenGL 4.0 along with OpenCL 1.2. The firm also said it will put DRAM on the same package as the GPU.
Intel also revealed what GPUs certain processors will have. The Core i7-4650U, a 15W TDP chip for ultrabooks, will have a GT3 GPU, while the Core i7-4558U, a 28W TDP mobile chip, will have a higher performance GPU aimed at larger laptops. The firm will drop its internal GTx codenames in favour of more marketable monikers.
Before Intel plasters its HD Graphics and various other stickers on the GPUs, the firm said GT1 GPUs will be destined for processors carrying the Pentium and Celeron branding, with GT2 being the most common GPU found in processors branded as Core. Intel’s GT3 and GT3e GPUs will come in three flavours for particular TDPs, with the firm using the desktop Core i7 4770K and Core i7 4770R as examples of chips with different TDPs, 84W and 65W respectively, with different GPUs and benchmark performance.
While Intel’s GPUs in Haswell processors are still unlikely to be enough for gamers, it is clear that Haswell chips will provide another significant jump over Intel’s previous generation GPUs, which is particularly important for laptop users who are starting to see higher resolution displays but are forced to run with integrated graphics.
As we draw closer to the launch of Intel’s 4th generation Core CPUs, or Haswell, it is no wonder that we are starting to see more leaks and one showing Intel’s Core i7 4770K overclocked to 5GHz at 0.9V certainly drew a lot of attention.
An impressive overclocking achievement was spotted by Ocaholic.ch and shows a CPU-Z validation of Core i7 4770K overclocked to exactly 5005.83MHz at just 0.904V. As far as we can tell, Hyper-threading was disabled and it is not clear if the CPU is actually stable enough to run anything, but in any case, it is still an impressive result, especially at such low voltage.
The rest of the specs include 4GB of DDR3 memory and ASRock’s upcoming Z87 Extreme4 motherboard.
Intel is rather slow when it comes to the adoption of new wireless standards. Most, if not all, notebooks based on Intel platforms today feature 802.11n capable wireless and with the help of a few antennas it can get you between 150 and 450Mbits.
In reality 802.11ac is usually much slower than 150 to 450Mbits but since the middle of last year 802.11ac routers started to show up all around the world. This new standard can get you to 866Mbits and even higher, but Intel has been rather slow to adopt it.
Intel has promised that both Shark Bay notebook and desktop platforms for 2013 will get support for 802.11ac. The card is based on a 2×2 dual band configuration and will support speeds up to 867Mbits per second, in addition, it will support wireless 1080p display, Intel smart connect, Intel Vpro (only with Y and U processors for notebooks) and Bluetooth.
This is the first product based on 802.11ac but we believe that with time Intel will add more choices to its wireless portfolio as 3×3 802.11ac configuration should potentially run even faster. It will be interesting to test this new card in the real world and see if 802.11ac wireless can get you any faster than 802.11n in real life applications.
A few years ago it would have been impossible for Intel to acquire AMD, simply due to regulatory constraints put in place by the FTC and the European Union. Intel had more than a 60 percent of the PC and notebook market, so picking up AMD, a company that has some 20 percent of the market, would make Intel a real monopoly.
In the last two years the iPad, smartphones and ARM based tablets have changed the landscape, eating up Intel’s revenue and market share. It is true that most people, especially professionals and the business crowd, use x86 processors, but this is rapidly changing as home users are happy with emailing, browsing and playing some games on their iPad or other tablets. This puts Intel in a world trouble, as the PC market nosedived by 14 percent last quarter, due to a lack of interest for new devices and upgrade.
Tablets are becoming couch browsing devices, people use their smartphones to read news on the go and sometimes at home. More and more users don’t even touch their notebooks or desktops at home. With ARM staying the dominant instruction set in the phone and tablet space, Intel is facing a serious issue as Apple, Samsung, Qualcomm and Nvidia are all making money on ARM chips.
With this in mind, this would be the main reason for Intel to pick up AMD. AMD would not cost them that much, as Intel still has billions in bank, but with AMD, Intel would gain great graphics, something that the company has been struggling to crack for many years. It would make Intel slightly more competitive, but it would not solve all of its problems.
ARM manufacturers also face challenges, they need to produce more powerful chips and deliver a better user experience in order to win more notebooks and detachable devices, but this is going well with non-Apple based tablets. Apple uses ARM, so in the tablet world ARM is winning this fight, but Qualcomm and Nvidia as two independent chip manufactures could do a much better job at getting popular design wins. The Snapdragon S800 and Tegra 4 will get these two companies a step closer, while Apple will continue making good chips for iPads and iPhones. Let’s not forget about Samsung, as it makes many chips for its phones and tablets.
AMD gained 14 percent on May 1st, and an additional 5.9 percent yesterday, getting its stocks up to $3.41. Back on April 30th, AMD stock was trading at $2.68. In last three days of trading AMD gained 27.24 percent or $0.73 per share, which is a huge leap for a company with a 52-week low of just $1.81