AMD’s Industry Problem

A significant number of small form factor and portable devices have been sold since the start of the century - this includes smartphones, tablets, laptops, mini-PCs and custom embedded designs. Each of these markets is separated by numerous facets: price, performance, mobility, industrial design, application, power consumption, battery life, style, marketing and regional influences. At the heart of all these applications is the CPU that takes input, performs logic, and provides output dependent on both the nature of the device and the interactions made. Both the markets for the devices, and the effort placed into manufacturing the processors, is large and complicated. As a result we have several multi-national and worldwide companies hiring hundreds or thousands of engineers and investing billions of dollars each year into processor development, design, fabrication and implementation. These companies, either by developing their own intellectual property (IP) or licensing then modifying other IP, aim to make their own unique products with elements that differentiate them from everyone else. The goal is to then distribute and sell, so their products end up in billions of devices worldwide.

The market for these devices is several hundreds of billions of dollars every year, and thus to say competition is fierce is somewhat of an understatement. There are several layers between designing a processor and the final product, namely marketing the processor, integrating a relationship with an original equipment manufacturer (OEM) to create a platform in which the processor is applicable, finding an entity that will sell the platform under their name, and then having the resources (distribution, marketing) to the end of the chain in order to get the devices into the hands of the end user (or enterprise client). This level of chain complexity is not unique to the technology industry and is a fairly well established route for many industries, although some take a more direct approach and keep each stage in house, designing the IP and device before distribution (Samsung smartphones) or handling distribution internally (Tesla motors).

In all the industries that use semiconductors however, the fate of the processor, especially in terms of perception and integration, is often a result of what happens at the end of the line. If a user, in this case either an end user or a corporate client investing millions into a platform, tries multiple products with the same processor but has a bad experience, they will typically relate the negativity and ultimately their purchase decision towards both the device manufacturer and the manufacturer of the processor. Thus it tends to be in the best interest of all parties concerned that they develop devices suitable for the end user in question and avoid negative feedback in order to develop market share, recoup investment in research and design, and then generate a profit for the company, the shareholders, and potential future platforms. Unfortunately, with many industries suffering a race-to-the-bottom, cheap designs often win due to budgetary constraints, which then provides a bad user experience, giving a negative feedback loop until the technology moves from ‘bearable’ to ‘suitable’.

Enter Carrizo

One such platform that was released in 2015 is that of AMDs Carrizo APU (accelerated processor unit). The Carrizo design is the fourth generation of the Bulldozer architecture, originally released in 2011. The base design of the microarchitecture is different to the classical design of a processor - at a high level, rather than one core having one logic pipeline sharing one scheduler, one integer calculation port and one floating point calculation port resulting in one thread per core, we get a compute module with two logic pipelines sharing two schedulers, two integer calculation ports and only one floating point pipeline for two threads per module (although the concept of a module has been migrated to that of a dual core segment). With the idea that the floating point pipeline is being used infrequently in modern software and compilers, sharing one between two aims to save die area, cost, and additional optimizations therein.

The deeper reasons for this design lie in typical operating system dynamics - the majority of logic operations involving non-mathematical interpretations are integer based, and thus an optimization of the classical core design can result in the resources and die area that would normally be used for a standard core design to be focused on other more critical operations. This is not new, as we have had IP blocks in both the desktop and mobile space that have shared silicon resources, such as video decode codecs sharing pipelines, or hybrid memory controllers covering two memory types, to save die area but enable both features in the market at once.

While interesting in the initial concept, the launch of Bulldozer was muted due to its single threaded performance compared to that of AMD’s previous generation product as well as AMD’s direct competitor, Intel, whose products could ultimately process a higher number of instructions per clock per thread. This was countered by AMD offering more cores for the same die area, improving multithreaded performance for high workload throughput, but other issues plagued the launch. AMD also ran at higher frequencies to narrow the performance deficit, and at higher frequencies, the voltage required to maintain those frequencies related in a higher power consumption compared to the competition. This was a problem for AMD as Intel started to pull ahead on processor manufacturing technology taking advantage of lower operating voltages, especially in mobile devices.

Also, AMD had an issue with operating system support. Due to the shared resource module design of the processor, Microsoft Windows 7 (the latest at the time) had trouble distinguishing between modules and threads, often failing to allocate resources to the most suitable module at runtime. In some situations, it would cause two threads would run on a single core, with the other cores being idle. This latter issue was fixed via an optional update and in future versions of Microsoft Windows but still resulted in multiple modules being on 'active duty', affecting power consumption.

As a result, despite the innovative design, AMDs level of success was determined by the ecosystem, which was rather unforgiving in both the short and long term. The obvious example is in platforms where power consumption is directly related to battery life, and maintaining a level of performance required for those platforms is always a balance in managing battery concerns. Ultimately the price of the platform is also a consideration, and along with historical trends from AMD, in order to function this space as a viable alternative, AMD had to use aggressive pricing and adjust the platforms focus, potentially reducing profit margins, affecting future developments and shareholder return, and subsequently investment.

The Devices: #5 The Lenovo Y700 (Carrizo, FX-8800P + R9 385MX) How to Iterate Through Design
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  • Ian Cutress - Friday, February 5, 2016 - link

    It is. It was correct in the table :P fixed!
  • Intel999 - Friday, February 5, 2016 - link

    So what I had originally thought would be an advantage for Carrizo, the same motherboard for both Carizzo and Carizzo-L, turned out to screw AMD since OEMs refuse to provide any semblance of sufficient memory on the Carizzo non L chipsets.

    As for Zen, I can promise you that it will be a failure in laptop configurations if OEMs continue to reign it in with poor configurations such as single channel memory, HDDs and low quality screens.

    The only way to get a quality AMD system in this day and age is to go to a custom PC builder and give him the specs you require. Unfortunately, 90% of PC consumers wouldn't know what specs to give the builder and I'm sure Intel has coerced a lot of custom builders to push their CPUs through kickbacks.
  • reepca - Saturday, February 13, 2016 - link

    Could you name a custom PC builder that can build a laptop with Carrizo for me...? Or when you say "PC" do you mean "Desktop" (already gottaone)?
  • junky77 - Friday, February 5, 2016 - link

    My Y700 has 4GB of vRAM and GPU-Z show M385X

    Also, no talk about DX12?
  • Bateluer - Friday, February 5, 2016 - link

    Any idea when we'll see the X4 845 arrive for desktops?
  • mrdude - Friday, February 5, 2016 - link

    Amazing article, Ian! Took the better part of an hour to read it between chores and emails, but it was time well spent :)

    That said, I feel like one aspect regarding AMD's race-to-the-bottom has been ignored: AMD's own role in it. For decades, and with only a couple of notable exceptions, AMD has marketed itself as the cheaper alternative with 'good enough' performance. Well, unfortunately they've succeeded and this is the result. Carrizo processors on lagging nodes being sold, if only to decrease OEM investments, for dirt cheap and can only just compete with Intel's low end/mid-tier chips. If their engineers are proud of their efforts, then perhaps they need a reality check and take a look at those benchmarks. The APU is so lopsided and bandwidth starved that it should have never made it past the initial stages of design. (Why on earth are they selling 512SPs if they can't feed them? Is the company more worried about chewing up GloFo wafer commitments than designing a balanced design?)

    For AMD to command more volume, higher profit margins, and dictate minimum design/spec requirements, AMD also has to start making class-leading products. 'Good enough' should never be uttered within corporate offices else risk being fired. Unfortunately, mediocrity has been the staple of AMD's CPU side for as long as I can remember. CEOs and chief architects have come and gone, and things still haven't changed. After the X2 derivatives of the A64/K8 the company admitted defeat, if not outwardly than certainly tacitly.

    I'm not hopeful. Those days are long gone. It's been far too long since AMD has made something that has piqued my, or consumers', interest. They've got nothing but recent failures to point to. Unless Zen comes out and actually beats out Intel's comparable chips in cost, single-threaded, multi-threaded, and power consumption, every person within AMD should admit defeat. The goal is perfection, and personally it seems they still don't understand that.
  • wow&wow - Monday, February 8, 2016 - link

    "they still don't understand that."

    Because the paychecks are automatically deposited, no feeling about whether having paychecks or not since having them is a given : )
  • Lolimaster - Friday, February 5, 2016 - link

    AMD PLEASE, start selling mobiles devices under your brand.

    4 of 5 "design wins" shown here are complete sh*t, the Lenovo supposed to be at least decent got serious problems of throttling because they designed the cooling for a 15w TDP.

    You're screwing yourself AMD letting OEM's troll you time and time again.
  • wow&wow - Friday, February 5, 2016 - link

    A must read for AMD employees, particularly those who define, approve, or market products, tests needed for those : )
  • thatthing - Friday, February 5, 2016 - link

    my Lenovo y700 came with 8gb ram in two 4gb sticks. Sandra and cou z show duel channel. memory test is very similar to my desktop kaveri system with ddr1600. also my r9m385x has 4gb memory. amd's specs list it as 896 shader, which I would agree with as it performs like my 7790 in firestrike

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