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Mobile: Intel Will Overtake Qualcomm In Three Years

That's Two For Intel

Importantly, TSMC’s decision to go with gate-last is steeped in history, according to the company’s senior VP in charge of R&D. Part of the reason why gate-first manufacturing results in low yields is that you have to control threshold voltage carefully, since the N- and P-channels use the exact same metal. The semiconductor industry tried to carefully control the voltage this way two decades ago and found it very difficult. The gate-last approach doesn’t require the same control because the metal for the P channel is different than the metal for the N channel. You lose some density, but yields are a lot higher, and the easiest way to lose a fight is to not show up at all. It’s not trivial to switch a design from gate-first to gate-last. It requires additional redesign time. To that end, you can’t just change your order from Globalfoundries to TSMC by checking a different box on a form.

It seems that Qualcomm figured out it can’t get the yields it needs on a gate-first approach. At the 2010 International Electron Devices Meeting held in San Francisco, the company stated that it wouldn’t be using high-k/metal gate technology for the majority of its 28 nm products. This is a big disadvantage for Qualcomm.

Summary

Intel’s 32 nm high-k design (Medfield) is competing favorably against current 40/45 nm ARM-based CPUs.

In the next iteration of its product, Intel will jump from 32 nm to 22 nm FinFET, equivalent to two process jumps. Qualcomm is going from 45 nm to 28 nm (1.5 nodes). But it isn’t able to make a jump to high-K, translating to a loss of clock rate and a power consumption sacrifice. Apple and Nvidia are both expected to rely on TSMC for their next-generation chips. Apple will go from 45 nm to 28 nm high-k (1.5 nodes) and Nvidia will go from 40 nm to 28 nm high-k (1 node). With 28 nm high-k, both Apple and Nvidia should have extra performance compared to Qualcomm’s jump to 28 nm silicon.

All things equal, Intel gets the biggest boosts to power and performance from process technology advances. Qualcomm, gambling on gate-first 28 nm, would have enjoyed more chip density if yields were good enough. Now, though, it’s forced to back off and go with a silicon-dioxide 28 nm process.

But all things aren’t equal. In order to compete, Qualcomm has to roll out new tricks like out-of-order execution and an improved memory architecture. The company’s engineers are doing this for the first time with Krait. They have to be flawless in their execution. Intel, on the other hand, is already doing well with a relatively low-tech Atom that doesn’t incorporate any of the advancements seen from many, many years of designing x86 processors.

Of course, Intel’s process technology lead will continue moving forward. While everyone else tries catching up to the firm’s high-k/metal gate manufacturing, it has already publicly demoed Claremont, a Near-Threshold Voltage Processor that operates at less than 10 mW. Interestingly, this chip was built around the original Pentium core, much like the Atom.

So, Intel leads with regard to architectural challenges and on the manufacturing side. There’s just one more piece of the puzzle: graphics.

  • DjEaZy
    Intel Will Overtake Qualcomm In Three Years, If Qualcomm sits on hiz balls and do noothing.
    Reply
  • Tamz_msc
    Three years ago, Internet Explorer was the industry’s dominant Web browser. Today, Google Chrome is in the lead.
    Really?
    Putting this sentence aside, its an interesting article.
    Reply
  • kjm15213
    There seems to be a lot of speculation in the article and some assumptions that people apparently only buy what is to be considered the best technology? For one, if intel has the stigma of not having the ability to manage the power threshold, how hard are they going to have to fight to change that for consumers to buy their product? How well is windows phone doing to fight their stigmas? Secondly, the markets where the phones are sold are important and I have seen other articles break them down more regionally. I have read, and may be wrong, that the initial medfield phones are motorola and lenovo designs for Chinese consumers. If this is the limited market for adoption, they may sell volume, but it might not be a global volume. Another thing is how low is intel to go for return on their price for chips verses, will it be more cost effective for them to really ramp up on the cloud/platform support side for all of these new devices to come online. This may provide more ROI and atoms might not be worth the cost and marketing effort. I honestly think they have a problem as hardware becomes good enough for a decent experience and software needing less processing power, intels X86 processes are less useful for the everyday user and the added cost to a chip. I don't think that it is due to their inability to create a great product, but the need for them to be there if the margins are small and there is no significant performance/experience advantages (I could see them benefit in tablets, but not as much as phones...but that could be my bias...), they might not pay a premium if they expect that. I think as devices become more convergent, there is a desire for any large company to enter into that field and hope to get a piece, but it really may be an ill fit for the company at large.

    Finally, I would say I did not like these global claims that intel has never failed in fab as I think they have been delayed for a bit on their last process or always demonstrated great platforms (since the original atoms I would not consider great to use for running windows...). I like intel and own their stock so I hope they do well, but I think they face more of an uphill battle that you see. I don't think that people did not think they would come into the market at a somewhat competitive place in analysis, but I really feel they are a disconnected fit (and this could just be me...) to this market. I have read money market people say that they will have a harder time entering into the smartphone market with ARMS market share expanding greatly in the next 3 years. I like the idea of the pairing with motorola for their chips because I think that will a) tie them to android (as I think meego is dead...) b) may let them offer solution akin to what the Atrix ideal could have been. Overall, an interesting article about future challenges with FAB/Design
    Reply
  • this article suggest that intel is holding back in its mobile design, b/c it views the competition to be insignificant. Thus if intel can make a SOC designed from the simplest archeticture, in-order pentium, they can spit out yearly updates of newer pentiums up to the current sandy bridge-like mobile cpu without much worry. they basically have half a decade in design spec'ed out. and if any of the competitors happen to hit all marks and make a good chip, intel can skip a generation to leap frog them.
    Reply
  • You don't look at the economic aspect at all (Intel can't afford to sell cheap,low margins chips) and you just assume the traditional CPU core ,GPU (GPU wise,anyone can license PowerVR,Intel has no advantage and other major players can always block Intel from buying Imagination) and wireless are the parts that will matter most.
    You look at just Intel and Qualcomm,ignoring players that are more than capable to compete.
    You also assume that performance is the most important aspect when in the end the reality is that CPUs are getting cheaper,a lot cheaper and those cheap chips will keep gaining market share while Intel can't match those prices without getting crippled. Servers and a growing market will help Intel for a while but at some point the funds available for R&D and fabs will start to shrink.(BTW my post,unlike this article,is not sponsored by anyone.)
    Reply
  • What other parts of ARM ecosystem will do during those 3 years? They are already competing with Qualcomm quite heavily. And besides Qualcomm there is another ARM architecture license player: Marvell.

    Also (and more importantly) will the software help Intel in the same way as during the Wintel dominance? Microsoft itself has planned Windows 8 for less resource requirements than Windows 7 has now. Will there any need be for "above the ARM level" of performance in the coming years?

    Also (and even more importantly) how Intel will cope with the mounting pressure on its chip prices? If Intel will not be able to held those prices high enough it could fast loose the revenue it is getting now.

    In other words: during those three years Intel's ware may become a commodity where only price or Price/performance what is counting. Even now, as noted in today's news by Digitimes:
    "TSMC seeing 3G chip orders boom, sources say
    ...
    Qualcomm, MediaTek and Broadcom have all introduced their more integrated single-chip solutions targeted at the market for low-priced 3G smartphones in China. Each of the new chips - manufactured using 40nm and below node technologies - accounts for less than US$10 of total component cost a model would carry, the sources pointed out."

    How Intel will compete with that, not in 3 years, but in 2012? Than in 2013? And finally in 2014?

    So, given all that above I could subscribe to your prophecy at all!
    Reply
  • dragonsqrrl
    Has anyone taken a look at the early performance previews of Medfield? It looks very promising, and contrary to popular belief power consumption seems to be in line with modern SOC's based on dual-core Cortex A9's.

    http://www.anandtech.com/show/5365/intels-medfield-atom-z2460-arrive-for-smartphones?rel=ugc]http://www.anandtech.com/show/5365/intels-medfield-atom-z2460-arrive-for-smartphones]http://www.anandtech.com/show/5365/intels-medfield-atom-z2460-arrive-for-smartphones
    Reply
  • RazorBurn
    I am more interested with the BitBoys guys and its new start-ups with Siru and Vire Labs.. During the 90's, I was amazed of how this 4k and 64k demos do such things with such low file-size.. These guys are such Geniuses..
    Reply
  • de5_Roy
    interesting article. very enjoyable read, especially the bitboys history.
    though at the end of the article, christian bale didn't have a twin.
    Reply
  • Tomtompiper
    "To that end, the future of MSoCs will depend on, first, SoC architecture, second, fabrication skill, and third, graphics technology."

    The most important piece of the Jigsaw is missing, power consumption. But you would expect thaf from somebody fixated on performance. Intel will struggle to make X86 work in anything other than tablets and High end handsets, it will have a tiny niche in three years, if it is lucky. And with MS opening up Windows they will lose share in thin clients and laptops.
    Reply