Intel Announces Q3 2014: Mucho Dinero

Subject: Editorial | October 15, 2014 - 12:39 PM |
Tagged: revenue, Results, quarterly, Q3, Intel, haswell, Broadwell, arm, amd, 22nm, 2014, 14nm

Yesterday Intel released their latest quarterly numbers, and they were pretty spectacular.  Some serious milestones were reached last quarter, much to the dismay of Intel’s competitors.  Not everything is good with the results, but the overall quarter was a record one for Intel.  The company reported revenues of $14.55 billion dollars with a net income of $3.31 billion.  This is the highest revenue for a quarter in the history of Intel.  This also is the first quarter in which Intel has shipped 100 million processors.

The death of the PC has obviously been overstated as the PC group had revenue of around $9 billion.  The Data Center group also had a very strong quarter with revenues in the $3.7 billion range.  These two groups lean heavily on Intel’s 22 nm TriGate process, which is still industry leading.  The latest Haswell based processors are around 10% of shipping units so far.  The ramp up for these products has been pretty impressive.  Intel’s newest group, the Internet of Things, has revenues that shrank by around 2% quarter over quarter, but it has grown by around 14% year over year.

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Not all news is good news though.  Intel is trying desperately to get into the tablet and handheld markets, and so far has had little traction.  The group reported revenues in the $1 million range.  Unfortunately, that $1 million is offset by about $1 billion in losses.  This year has seen an overall loss for mobile in the $3 billion range.  While Intel arguably has the best and most efficient process for mobile processors, it is having a hard time breaking into this ARM dominated area.  There are many factors involved here.  First off there are more than a handful of strong competitors working directly against Intel to keep them out of the market.  Secondly x86 processors do not have the software library or support that ARM has in this very dynamic and fast growing section.  We also must consider that while Intel has the best overall process, x86 processors are really only now achieving parity in power/performance ratios.  Intel still is considered a newcomer in this market with their 3D graphics support.

Intel is quite happy to take this loss as long as they can achieve some kind of foothold in this market.  Mobile is the future, and while there will always be the need for a PC (who does heavy duty photo editing, video editing, and immersive gaming on a mobile platform?) the mobile market will be driving revenues from here on out.  Intel absolutely needs to have a presence here if they wish to be a leader at driving technologies in this very important market.  Intel is essentially giving away their chips to get into phones and tablets, and eventually this will pave the way towards a greater adoption.  There are still hurdles involved, especially on the software side, but Intel is working hard with developers and Google to make sure support is there.  Intel is likely bracing themselves for a new generation of 20 nm and 16 nm FinFET ARM based products that will start showing up in the next nine months.  The past several years has seen Intel push mobile up to high priority in terms of process technology.  Previously these low power, low cost parts were relegated to an N+1 process technology from Intel, but with the strong competition from ARM licensees and pure-play foundries Intel can no longer afford that.  We will likely see 14 nm mobile parts from Intel sooner as opposed to later.

Intel has certainly shored up a lot of their weaknesses over the past few years.  Their integrated 3D/GPU support has improved in leaps and bounds over the years, their IPC and power consumption with CPUs is certainly industry leading, and they continue to pound out impressive quarterly reports.  Intel is certainly firing on all cylinders at this time and the rest of the industry is struggling to keep up.  It will be interesting to see if Intel will keep up with this pace, and it will be imperative for the company to continue to push into mobile markets.  I have never counted Intel out as they have a strong workforce, a solid engineering culture, and some really amazingly smart people (except Francois… he is just slightly above average- he is a GT-R aficionado after all).

Next quarter appears to be more of the same.  Intel is expecting revenue in the $14.7 billion, plus or minus $500 million.  This continues along with the strong sales of PC and server parts for Intel that helps buoy them to these impressive results.  Net income and margins again look to appear similar to what this past quarter brought to the table.  We will see the introduction of the latest 14 nm Broadwell processors, which is an important step for Intel.  14 nm development and production has taken longer than people expected, and Intel has had to lean on their very mature 22 nm process longer than they wanted to.  This has allowed a few extra quarters for the pure-play foundries to try to catch up.  Samsung, TSMC, and GLOBALFOUNDRIES are all producing 20 nm products with a fast transition to 16/14 nm FinFET by early next year.  This is not to say that these 16/14nm FinFET products will be on par with Intel’s 14 nm process, but it at least gets them closer.  In the near term though, these changes will have very little effect on Intel and their product offerings over the next nine months.

Source: Intel

AMD Demonstrates ARM-Based NFV Solution Using Hierofalcon SoC

Subject: General Tech, Networking | October 11, 2014 - 01:42 AM |
Tagged: sdn, nfv, networking, Hierofalcon, arm, amd

AMD, in cooperation with Aricent and Mentor Graphics, recently demonstrated the first ARM-based Network Functions Virtualization (NFV) solution at ARM TechCon. The demonstration employed AMD's Embedded R-Series "Hierofalcon" SoC virtualizing a Mobile Packet Core running subscriber calls. The 64-bit ARM chip is now sampling to customers and will be generally available in the first half of next year (1H 2015). The AMD NFV Reference Solution is aimed at telecoms for use in communications network backbones where AMD believes an ARM solution will offer reduced costs (both initial and operational) and increased network bandwidth.

AMD ARM-Based Hierofalcon 64-bit SOC.jpg

The NFV demonstration of the Mobile Packet Core entailed virtualizing a Packet Data Network Gateway, Serving Gateway, Mobility Management Entity, and virtualized Wireless Evolved Packet Core (vEPC) applications. AMD further demonstrated live traffic migration between ARM-based Embedded-R and x86-based second generation R-Series APU solutions. NFV is related to, but independent of, software defined networking (SDN). Network Functions Virtualization is essentially the virtualizing of network appliances with specific functions and performing those functions virtually using generic servers. For example, NFV can virtualize firewalls, gateways, load balancers, intrusion detection, DNS, NAT, and caching functions. NFV virtualizes the upper networking layers (layers 4-7) and can allow virtual tunnels through a network that can then be assigned functions (such as those listed above) on a per-VM or per flow basis. NFV eliminates the need for specialized hardware appliances by virtualizing these functions on generic servers which have traditionally been exclusively x86 based. AMD is hoping to push ARM (and it's own ARM-based SoCs) into this market by touting even further capital expenditure and operational costs versus x86 (and, in turn, versus specialized hardware that serves the entire network whereas NFV can be more exactly provisioned).

It is an interesting take on a lucrative networking market which is dealing with 1.4 Zetabytes of global IP traffic per year. I'm interested to see if the telecoms and other enterprise network customers will bite and give AMD a slice of this pie on the low end and low power fronts.

AMD "Hierofalcon" Embedded R Series SoC

Hierofalcon is the code name for AMD's 64-bit SoC with ARM CPU cores intended for the embedded market. The SoC is a 15W to 30W chip featuring up to eight ARM Cortex-A57 CPU cores capable of hitting 2GHz, two 64-bit ECC capable DDR3 or DDR4 memory channels, 10Gb Ethernet, PCI-E 3.0, ARM TrustZone, and a cryptographic security co-processor.The TechCon demonstration was also used to launch the AMD NFV Reference Solution which is compliant with OpenDataPlane platform. The reference platform includes a networking software stack from Aricent and an Embedded Linux OS and software tools (Sourcery CodeBench) from Mentor Graphics. The OpenDataPlane demonstration featured the above mentioned Evolved Packet Core application on the Hierofalcon 64-bit ARM SoC. Additionally, the x86-based R-Series APU, OpenStack, and Data Plane Development Kit all make up the company's NFV reference solution. 

Source: AMD

Podcast #321 - EVGA GTX 980 Water Block, AMD's New CEO, R9 290 Price Drops and more!

Subject: General Tech | October 9, 2014 - 03:09 PM |
Tagged: podcast, video, evga, hydrocopper 980, GTX 980, water block, amd, lisa su, nvidia, GTX 980M, Lenovo Y50 Touch, directx12, windows 10, arm

PC Perspective Podcast #321 - 10/09/2014

Join us this week as we discuss the EVGA GTX 980 Water Block, AMD's New CEO, R9 290 Price Drops and more!

You can subscribe to us through iTunes and you can still access it directly through the RSS page HERE.

The URL for the podcast is: http://pcper.com/podcast - Share with your friends!

  • iTunes - Subscribe to the podcast directly through the iTunes Store
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  • MP3 - Direct download link to the MP3 file

Hosts: Ryan Shrout, Jeremy Hellstrom, Josh Walrath, and Allyn Malventano

Subscribe to the PC Perspective YouTube Channel for more videos, reviews and podcasts!!

 

Dr. Lisa Su Is AMD's New President and CEO

Subject: Graphics Cards, Processors | October 8, 2014 - 05:54 PM |
Tagged: amd

In an abrupt announcement, Rory Read has stepped down from his positions at AMD, leaving them to Dr. Lisa Su. Until today, Mr. Read served as president and Chief Executive Officer (CEO) of the x86 chip designer and Dr. Su as Chief Operating Officer (COO). Today however, Dr. Su has become president and CEO, and Mr. Read will stay on for a couple of months as an adviser during the transition.

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Josh Walrath, editor here at PC Perspective, tweeted that he was "Curious as to why Rory didn't stay on longer? He did some good things there [at AMD], but [it's] very much an unfinished job." I would have to agree. It feels like an odd time, hence the earlier use of the word "abrupt", to have a change in management. AMD restructured just four months ago, which was the occasion for Dr. Su to be promoted to COO. In fact, at least as far as I know, no-one is planned to fill her former position as COO.

These points suggest that she was planned to take over the company for at least several months.

 

Josh's Thoughts

I have been told that timing is everything.  I guess this rings true, but only if you truly know the circumstances around any action.  Today’s announcement by AMD was odd in its timing, but it was not exactly unexpected.  As Scott mentioned above, I was confused by this happening now.  I had expected Rory to be in charge for at least another year, if not two.  Rory had hinted that he was not planning on being at AMD forever, but was aiming at creating a solid foundation for the company and to help shore up its finances and instill a new culture.  While the culture is turning due to pressure from up top as well as a pretty significant personnel cuts, AMD is not quite as nimble yet as they want to be.

Rory’s term has seen the return of seasoned veterans like Jim Keller and Raja Koduri.  These guys are helping to turn the ship around after some fairly mediocre architecturse on the CPU and GPU sides.  While Raja had little to do with GCN, we are seeing some aggressive moves there in terms of features that are making their products much more competitive with NVIDIA.  Keller has made some very significant changes to the overall roadmap on the CPU side and I think we will see some very solid improvements in design and execution over the next two years.

Lisa Su was brought in by Rory shortly after he was named CEO.  Lisa has a pretty significant background in semiconductors and has made a name for herself in her work with IBM and Freescale.  Lisa attained all three of her degrees from MIT.  This is not unheard of, but it is uncommon to stay in one academic setting when gaining advanced degrees.  Having said that, MIT certainly is the top engineering and science school in the nation (if not the world).  I’m sure people from RPI, GT, and CalTech might argue that, but it certainly is an impressive school to have on your resume.

Dr. Su has seemingly been groomed for this transition for quite some time now.  She went from a VP to COO rather quickly, and is now shouldering the burden of being CEO.  Lisa has been on quite a few of the quarterly conference calls and taking questions.  She also serves on the Board of Directors at Analog Devices.

I think that Lisa will continue along the same path that Rory set out, but she will likely bring a few new wrinkles due to her experience with semiconductor design and R&D at IBM.  We can only hope that this won’t become a Dirk Meyer 2.0 type situation where a successful engineer and CPU architect could not change the course of the company after the disastrous reign of Hector Ruiz.  I do not think that this will be the case, as Rory did not leave the mess that Hector did.  I also believe that Lisa has more business sense and acumen than Dirk did.

This change, at this time, has provided some instability in the markets when regarding AMD.  Some weeks ago AMD was at a near high for the year at around $4.66 per share.  Right now it is hovering at $3.28.  I was questioning why the stock price was going down, and it seems that my question was answered.  One way or the other, rumors of Rory taking off reached investors’ ears and we saw a rapid decline in share price.  We have yet to see what Q3 earnings look like now that Rory has rather abruptly left his position, but people are pessimistic as to what will be announced with such a sudden departure.

AMD will be cracking the Linux Catalyst wide open over the next year

Subject: General Tech | October 8, 2014 - 12:28 PM |
Tagged: amd, linux, unified driver, pirate islands

AMD had some news at the 2014 X.Org Developer's Conference that concerns their strategy when it comes to providing open source drivers for Linux.  To start off with the bad news, the new unified driver was prototyped on a not yet released Linux kernel and Sea Islands GPUs and will only work on the next generation of graphics cards, the Pirate Islands.  That is not a terrible thing as backwards compatibility can be a Kong sized monkey on the back of a driver and a fresh start allows the incorporation of features that might be skipped if legacy support is a main focus.  Only a small portion of the driver blob will be proprietary, the majority will be based on Catalyst but will be fully open source and editable.  This means users of the X.Org Server or even just those playing with new versions of the Linux kernel will no longer have to wait for a new Catalyst to be released nor will those playing with OpenGL.  Dive in deeper at Phoronix.

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"Alex Deucher of AMD has taken the floor at XDC2014, which got underway today in France to provide an update on the company's new unified open-source driver strategy. Compared to what I originally reported earlier in the year when breaking the news, there's some notable changes but overall this is an exciting endeavor for AMD Linux customers with the open and closed source AMD GPU drivers going to share the same (open-source) Linux kernel driver."

Here is some more Tech News from around the web:

Tech Talk

Source: Phoronix
Author:
Manufacturer: Rebellion

Quick Performance Comparison

Earlier this week, we posted a brief story that looked at the performance of Middle-earth: Shadow of Mordor on the latest GPUs from both NVIDIA and AMD. Last week also marked the release of the v1.11 patch for Sniper Elite 3 that introduced an integrated benchmark mode as well as support for AMD Mantle.

I decided that this was worth a quick look with the same line up of graphics cards that we used to test Shadow of Mordor. Let's see how the NVIDIA and AMD battle stacks up here.

For those unfamiliar with the Sniper Elite series, the focuses on the impact of an individual sniper on a particular conflict and Sniper Elite 3 doesn't change up that formula much. If you have ever seen video of a bullet slowly going through a body, allowing you to see the bones/muscle of the particular enemy being killed...you've probably been watching the Sniper Elite games.

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Gore and such aside, the game is fun and combines sniper action with stealth and puzzles. It's worth a shot if you are the kind of gamer that likes to use the sniper rifles in other FPS titles.

But let's jump straight to performance. You'll notice that in this story we are not using our Frame Rating capture performance metrics. That is a direct result of wanting to compare Mantle to DX11 rendering paths - since we have no way to create an overlay for Mantle, we have resorted to using FRAPs and the integrated benchmark mode in Sniper Elite 3.

Our standard GPU test bed was used with a Core i7-3960X processor, an X79 motherboard, 16GB of DDR3 memory, and the latest drivers for both parties involved. That means we installed Catalyst 14.9 for AMD and 344.16 for NVIDIA. We'll be comparing the GeForce GTX 980 to the Radeon R9 290X, and the GTX 970 to the R9 290. We will also look at SLI/CrossFire scaling at the high end.

Continue reading our performance results in Sniper Elite 3!!

AMD's mobile APU update, Carrizo-L for Christmas, full Carrizo for the new year

Subject: General Tech | October 7, 2014 - 12:57 PM |
Tagged: mobile apu, Excavator, Carrizo-L, carrizo, amd, 28nm

Kaveri, Beema and Mullins are on their way out to be replaced by the Excavator based Carrizo family towards the end of the year.  We can hope they will appear in products in time for Christmas as the low power Carrizo-L, rumoured to be around 12-35W TDP, will arrive.  In the new year the more powerful Carrizo, speculated at 45-65W TDP, will be available.  It is unclear how long the delay will be between availability to system builders and the products appearing on the market.  The chips will support DDR3, contain a GPU based on GCN 3.0 and stacked on-package memory which will be accessible by Through Silicon Via to act as a sort of L3 cache for HSA applications.  DigiTimes also mentions it will run Win8 and Win10 as well as SLED.

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"AMD is planning to announce next-generation Carrizo APUs in March 2015 to replace its existing Kaveri APUs for the mainstream performance notebook segment and will release Carrizo-L APUs for the entry-level notebook segment in December 2014 at the earliest to challenge Intel's Pentium and Celeron processors, according to sources from notebook players."

Here is some more Tech News from around the web:

Tech Talk

Source: DigiTimes

AMD Dropping R9 290X to $399, R9 290 to $299

Subject: Graphics Cards | October 6, 2014 - 03:21 PM |
Tagged: radeon, R9 290X, r9 290, hawaii, GTX 980, GTX 970, geforce, amd

On Saturday while finishing up the writing on our Shadow of Mordor performance story, I noticed something quite interesting. The prices of AMD's flagship Radeon products had all come down quite a bit. In an obvious response to the release of NVIDIA's new GeForce GTX 980 and GTX 970, the Radeon R9 290X and the Radeon R9 290 have lowered prices in a very aggressive fashion.

UPDATE: A couple of individual cards appear to be showing up as $360 and $369 on Newegg!

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Amazon.com is showing some R9 290X cards at $399

For now, Amazon.com is only listing the triple-fan Gigabyte R9 290X Windforce card at $399, though Newegg.com has a couple as well.

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Amazon.com also has several R9 290 cards for $299

And again, Newegg.com has some other options for R9 290 cards at these lower prices.

Let's assume that these price drops are going to be permanent which seems likely based on the history of AMD and market adjustments. That shifts the high end GPU market considerably.

     
GeForce GTX 980 4GB $549  
  $399 Radeon R9 290X 4GB
GeForce GTX 970 4GB $329  
  $299 Radeon R9 290 4GB

The battle for that lower end spot between the GTX 970 and R9 290 is now quite a bit tighter though NVIDIA's Maxwell architecture still has a positive outlook against the slightly older Hawaii GPU. Our review of the GTX 970 shows that it is indeed faster than the R9 290 though it no longer has the significant cost advantage it did upon release. The GTX 980, however, is much tougher sell over the Radeon R9 290X for PC gamers that are concerned with price per dollar over all else. I would still consider the GTX 980 faster than the R9 290X...but is it $150 faster? That's a 35% price difference NVIDIA now has to contend with.

NVIDIA has proven that is it comfortable staying in this position against AMD as it maintained it during essentially the entire life of the GTX 680 and GTX 780 product lines. AMD is more willing to make price cuts to pull the Radeon lineup back into the spotlight. Though the market share between the competitors didn't change much over the previous 6 months, I'll be very curious to see how these two strategies continue to play out.

Author:
Manufacturer: WB Games

Testing Notes

In what can most definitely be called the best surprise of the fall game release schedule, the open-world action game set in the Lord of the Rings world, Middle-earth: Shadow of Mordor has been receiving impressive reviews from gamers and the media. (GiantBomb.com has a great look at it if you are new to the title.) What also might be a surprise to some is that the PC version of the game can be quite demanding on even the latest PC hardware, pulling in frame rates only in the low-60s at 2560x1440 with its top quality presets.

ShadowOfMordor-2014-10-03-14-12-17-99_0.jpg

Late last week I spent a couple of days playing around with Shadow of Mordor as well as the integrated benchmark found inside the Options menu. I wanted to get an idea of the performance characteristics of the game to determine if we might include this in our full-time game testing suite update we are planning later in the fall. To get some sample information I decided to run through a couple of quality presets with the top two cards from NVIDIA and AMD and compare them.

Testing Notes

Without a doubt, the visual style of Shadow of Mordor is stunning – with the game settings cranked up high the world, characters and fighting scenes look and feel amazing. To be clear, in the build up to this release we had really not heard anything from the developer or NVIDIA (there is an NVIDIA splash screen at the beginning) about the title which is out of the ordinary. If you are looking for a game that is both fun to play (I am 4+ hours in myself) and can provide a “wow” factor to show off your PC rig then this is definitely worth picking up.

Continue reading our performance overview of Middle-earth: Shadow of Mordor!!

Cherry Trail, Nolan and Amur coming soon

Subject: General Tech | October 3, 2014 - 03:04 PM |
Tagged: amd, Intel, Cherry Trail, Nolan, Amur

As usual neither AMD nor Intel had any comments to pass onto DigiTimes about processors they have yet to release but the chances are that this story is fairly accurate.  In March we should start hearing more about Cherry Trail, Intel's 64-bit ultramobile CPU designed for the next generation of tablets.  AMD will be working on two chips, Nolan which we know very little about apart from the fact that it will be used in tablets and a new chip called Amur.  Amur is an HSA chip designed specifically for use in devices running Android and Linux and incorporates ARM architecture, specifically the Cortex A57.  That puts it in the Seattle family which Josh went into detail about in his article here which will make it a rather interesting product.

cherry-trail_large_large.png

"Intel's Cherry Trail CPUs will enter mass production in March 2015. Intel is also preparing the Atom Z3000 processor for the 64-bit tablet market. As for 4G chips, Intel is set to use SoFIA-series processors for the tablet market, the sources said."

Here is some more Tech News from around the web:

Tech Talk

Source: DigiTimes