In the past couple of weeks, we have been re-testing and re-analysing our second generation Ryzen 2000-series review. The extra time and writing, looking at the results and the state of the market, led me down some interesting thoughts, ideas, and concepts, about how the competitive landscape is set to look over the next 12-18 months.

Based on our Ryzen 2000-series review, it was clear that Intel’s 8-core Skylake-X product is not up to task. The Core i7-7820X wins in memory bandwidth limited tests because of the fact that it is quad channel over the dual channel competition, but it falls behind in almost every other test and it costs almost double compared to the other chips in benchmarks where the results are equal. It also only has 28 PCIe lanes, rather than the 40 that this chip used to have two generations ago, or 60 that AMD puts on its HEDT Threadripper processors.

Intel uses its monolithic low-core-count (LCC) Xeon design for the 6-8-10 Skylake-X processors, as it has 10 cores in the silicon floor plan. AMD is currently highly competitive at 8 cores, with a much lower price point in the consumer space, making it hard for Intel to justify its 8-core Skylake-X design. Intel is also set to launch 8-core mainstream processors later this year, and is expected to extend its consumer ring-bus design from six-cores to eight-cores to do so, rather than transpose the 8-core LCC design using the latest Coffee Lake microarchitecture updates.

Because of all this, I am starting to be of the opinion that we will not see Intel release another LCC Xeon in the high-end desktop space in the future. AMD’s Threadripper HEDT processors run mainly at 12 and 16 cores, and we saw Intel ‘had to’* release its mid-range core count (called high core count, HCC) silicon design to compete.

*Officially Intel doesn’t consider its launch of 12-18 core Core i7/Core i9 processors a ‘response’ to AMD launching 16-core Threadripper processors. Many in the industry, due to the way the information came to light in spots and without a unified message, disagree.  

In this high-end desktop space, looking to the future, AMD is only ever going to push higher and harder, and AMD has room to grow. The Infinity Fabric, between different dies on the same package, is now a tried and tested technology, allowing AMD to scale out its designs in future products. The next product on the block is Threadripper 2, a minor update over Threadripper but based on 12nm and presumably with higher frequencies and better latencies as well. We expect to see similar 3-10% uplift over the last generation, and it is likely to be up to 16 cores in a single package coming out later this year.

A der8auer delid photo

With AMD turning the screw, especially with rumors of more high performance cores in the future, several things are going to have to happen from Intel to compete:

1. We will only see HCC processors for HEDT to begin
2. The base LCC design is relegated to low-end Xeons, and
3. Intel will design its next big microarchitecture update with EMIB* in mind
4. To compete, Intel will have to put at least two dies on a single package.

*EMIB: Embedded Multi-Die Interconnect Bridge, basically an intra-package interposer to connect two chips at high bidirectional speed without a bulky interposer by inserting a micro-interposer in the package PCB/substrate. We currently see this technology on Intel’s Core with Radeon RX Vega (‘Kaby Lake-G’) processors in the latest Intel NUC.

For the next generation of server-class Xeon processors, called Cascade Lake-SP and which are expected to be coming either this year or early next (Intel hasn’t stated), we believe it to be a minor update over the current Skylake-SP. Thus for CL-SP, option (1)+(2) could happen then. If Intel wants to make the mainstream platform on Coffee Lake go up to 8 cores, the high-end desktop is likely to only see 10 cores and up. The simple way to do this is to put the HCC core design (could be up to 18 cores) and cut it as necessary for each processor. Unless Intel are updating the LCC design to 12 cores (not really feasible given the way the new inter-core mesh interconnect works, image below), Intel should leave the LCC for the low count Xeons and only put the HCC chips in the high-end desktop space.

Representation of Intel's Mesh topology for its SP-class processors

Beyond CL-SP, for future generations, options (3)+(4) are the smarter paths to take. EMIB adds additional expense for packaging, but using two smaller dies should have a knock-on effect with better yields and a more cost effective implementation. Intel could also leave out EMIB and do an intra-package connection like AMD.

But one question is if Intel’s current library of interconnects, i.e. the ones that are competitors or analogues to AMD’s Infinity Fabric, are up to the task. Intel currently uses its UPI technology to connect between 2 socket, 4 socket and 8 socket platforms. Intel also uses it in the upcoming Xeon+FPGA products to combine two chips in a single package using an intra-package connection, but it comes at the expense of limiting those Xeon Gold processors down to two sockets rather than four (this is more a design thing of how the Xeon Gold has only 3 UPI connectors). But we will have to see if Intel can appropriately migrate UPI (or other technologies) across EMIB and over multiple dies in the same package. With the side of Intel, those dies might not need to be identical, like AMD, but as mentioned, AMD already has its Infinity Fabric in the market and selling today.

The question will be if Intel has had this in mind. We have seen ‘leaks’ in the past of Intel combining two reasonably high-core count chips into a single package, however we have never seen products like it in the market. If these designs are flying around Intel, which I’m sure they are, are they only for 10nm? Based on delays of 10nm, are Intel still waiting it out, or will they back-port the design as 14nm delays grow?

Intel’s Dr. Murthy Renduchintala, in a recent JP Morgan investment call, was clear that 10nm high volume manufacturing is set for 2019 (didn’t say when), but Intel is learning how to get more design wins within a node rather than waiting for new ones. I would not be surprised if this is one project that gets brought into 14nm in order to be competitive.

If Intel hasn’t done it by the time AMD launch Zen 2 on 7nm, the 10-15 year one-sided seesaw will tip the other way in the HEDT market.

Based on previous discussions from one member of the industry, I do not doubt that Intel might still win in the absolute raw money-is-no-object performance with its best high-end $10k+ parts. They are very good at that, and they have the money and expertise for these super halo, super high-bin monolithic parts. But if AMD makes the jump to Zen 2 and 7 nm before Intel comes to market with a post-Cascade Lake product on 10nm, then AMD is likely have the better, more aggressive, and more investment friendly product portfolio.

Competition is good.