Intel's Silvermont: A New Atom Architectureby Anand Lal Shimpi on May 12, 2011 6:18 PM EST
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Brooke Crothers broke a very important story today - he published the name Silvermont. Atom's first incarnation came to us in 2008 as a Pentium-like dual-issue in-order microprocessor. The CPU core was named Bonnell, after the tallest point in Austin at around 750 feet. Small mountain, small core. Get it?
Bonnell and the original Atom were developed on a 5-year cadence, similar to how Intel ran things prior to the Core 2 revolution (the P6 to Netburst/Pentium 4 move took 5 years). With the original chip out in 2008, five more years would put the next major architecture shift at 2013, which happens to be exactly when the Cnet report mentions Silvermont will be introduced.
When I first met with the Atom design team they mentioned that given the power budget and manufacturing process, the Bonnell design would be in-order. You get a huge performance boost from going to an out-of-order architecture, but with it comes a pretty significant die area and power penalty. I argued that eventually Intel would have to consider taking Atom out of order, but the architects responded that Atom was married to its in-order design for 5 years.
Intel's Moorestown - same Atom core, just more integrated
Since 2008, Atom hasn't had any core architecture changes. Sure Intel integrated the GPU and memory controller, however the CPU still communicates with both of them over an aging FSB. The CPU itself remains mostly unchanged from what we first saw in 2008. Even Intel's 32nm Atom due out by the end of this year doesn't change its architecture, this is the same dual-issue in-order core that we've been covering since day 1. The 32nm version just runs a bit quicker and is paired with a beefier GPU.
Intel Atom "Diamondville" Platform 2008
Intel Atom "Pine Trail" Platform 2009-2010
Silvermont however changes everything. It is the first new redesign of the Atom architecture and it marks the beginning of Atom being on a tick-tock cadence. Say goodbye to 5 year updates, say hello to a new architecture every 2 years.
Given what Intel said about Atom being in-order for 5 years, I think it's safe to say that Silvermont is an out-of-order microprocessor architecture. The other big news is that Silvermont will be built using Intel's 22nm transistors. What may not have been possible at 45nm gets a lot easier at 22nm. Assuming perfect scaling, a chip built on Intel's 22nm process would be a quarter the size of the same chip built at 45nm. With Apple paving the way for 120mm2+ SoCs, Silvermont can be much more complex than any Atom we've seen thus far.
Intel's 22nm transistors offer huge gains at low voltages, perfect for Silvermont
By 2013 Intel's 22nm process should be very mature, which maintains Intel's sensible design policy of only moving to a new architecture or a new process, but not both at the same time in order to minimize risk. With 22nm debuting in Ivy Bridge at the end of this year (with availability sometime in 1H 2012), this puts Silvermont at a full year behind
Intel isn't talking core counts at this point, but for 2013 I'd expect both monolithic dual and quad-core variants. If we use history as any indicator, Intel will likely drop the FSB in favor of a point-to-point bus interface between Silvermont and its cohorts.
The big question is about GPU technology. Intel has historically used GPUs licensed from Imagination Technologies in its smartphone/tablet/MID line, while opting for its own in-house GPU solutions for nettops/netbook versions of Atom. At 32nm the rumor is that may change to an all Imagination lineup, but at 22nm I do wonder if Intel will keep licensing 3rd party IP or switch to its own.
Intel is expected to announce more details about its Atom roadmap at an analyst event next week. While the expectation is that we'll see Atom based Android smartphones this year, I'm personally quite interested in Silvermont.
Single and dual-core 32nm Atom designs should be able to hold their own in a world dominated by dual-core ARM Cortex A9s, but an out-of-order Atom on an aggressive roadmap is something to be excited about.
By 2013 we should be seeing smartphones based on Tegra 3 and 4 (codename Wayne and Logan) and ARM's Cortex A15. GPU performance by then should be higher than both the PS3 and Xbox 360 (also implying that Silvermont needs Sandy Bridge level graphics performance to be competitive, which is insane to think about).
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KMJ1111 - Monday, May 16, 2011 - linkYou probably know more about markets than I do, but I see many of the old name tech players now on par with utilities in certain aspects. I see their dividend increases more similar to Microsoft than a utility per se, but think the dividend increase is only to retain investment despite their good performance otherwise. They have grown to a point where stock growth is no longer going to be able to provide the investor the returns which one would look for, so they use dividends to retain investment. That was where I thinking the correlation to utilities came from as they have generally higher dividend rates in a trade off for lower stock growth (it seems to me). That was why I mentioned their pretty stagnant stock trading range for the course of 5 and 10 years. It might be a very poor comparison to someone with more technical knowledge :-)
Anyway, I do think they think they have good technology, but I think they also have to worry about the level of performance in the chip they put out, as low end chips that perform good enough will cut into other areas of their margins IMO. Their competitors don't have the same worry as they are only increasing to reach more of where Intel is at and seem to be making some big strides at the moment. I own Intel stock and no ARM stocks (though I am looking at them), but don't expect to see much growth from Intel ever; at the same time I doubt they will disappear.
skyline100 - Monday, May 16, 2011 - link"By 2013 we should be seeing smartphones based on Tegra 3 and 4 (codename Wayne and Logan) and ARM's Cortex A15."
AFAIK, the Tegra 2 is based on ARM's Cortex A9. And i thought the Tegra 3 and 4 are both based on ARM's CPU architecture too?
L. - Monday, May 16, 2011 - linkTegra 3 and 4 = ARM stuff + (this one is important) nVidia stuff
ARM Cortex A15 implies anything else based on that from random people, including qualcomm and stuff.