Intel's 14 nm Broadwell Chips are Bumped a Quarter Due to Defects
October 16, 2013 4:01 PM
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CEO says next generation 14 nm "tock" architecture refresh (Skylake) will not be delayed
Intel Corp. (
), which reported its earnings yesterday, gave investors an unwelcome surprise as well when it announced
its first 14 nm chip
, is being delayed by a quarter.
I. A Minor Slip
supposed to start shipping
chips to OEMs in Q4 2013 (this quarter) giving them time to integrate the chip into their new notebooks, laptops, desktops, and tablets. Instead the new chips will start shipping in Q1 2014.
Currently, Intel's premium
are produced on a 22 nm process. But moving from 22 nm node to 14 nm has proved trickier than Intel expected.
[Image Source: Jason Mick/DailyTech LLC]
Normally a die shrink involves years of prototyping technologies. When a production process is mature enough to come out the laboratory,
it's installed at the fab
. Equipment must often be updated or replaced to handle the new process once it's moved to a full-scale fab on its final path towards production. At that point tests runs are executed to study the efficacy of the fab hardware and methodology for the node, typically at lower volumes that the final production runs.
It is typical to find problems with the process at that stage, and it is up to the engineers to institute a set of process method and hardware changes to minimize those defects. When the fixes are in place, a semiconductor manufacturer crosses its fingers, metaphorically speaking and moves to volume production.
Intel currently owns 95 percent of the server market (
This approach typically works out for Intel, but this time something went wrong. The fix failed to minimize the number of wafer defects to the extent expect, and as a result a relatively high percentage of Intel's CPU were turning out dead on arrival.
Intel's new CEO Brian Krzanich
insists this is not uncommon stating, "We have confidence the problem is fixed because we have data it is fixed. This happens sometimes in development phases like this. That's why we moved it a quarter. We have a strong desire to get Broadwell to market. If I could, there'd be nothing slowing me down. This is a small blip in the schedule, and we'll continue on from here."
In Intel's internal jargon,
is a so-called "tick" release, which involves simply shrinking the previous processor architecture (
, in this case), while possibly adopting some minor tweaks/improvements based on lessons learned. By contrast, the next generation after
will be a new architecture, called a "tock". That "tock" release --
– will not be delayed, Mr. Krzanich stated, from its prospective 2015 ship date.
II. Intel Enjoys Healthy Process Lead, but Its Chips are Slower than Samsung's
The delay of
is a bit of bad news, but it could be much worse; the earnings report for Intel was otherwise better than expected. And while Intel has yet to establish a strong presence in the smartphone and tablet markets (unlike the server and traditional PC markets that it dominates), it is starting to attract interest in the mobile space, thanks in part to its process lead and the intrinsic power savings that lead provides.
Intel is producing 14 nm chips at three key fab facilities. [Image Source: Intel]
Despite the setback, that lead remains relatively large. International Business Machines, Inc. (
) in August soft
launched 22 nm Power8
architecture high-end server chips and licensable architecture. However, it's still working with partners to try to bring that chip to the market in physical form. Taiwan Semiconductor Manufacturing Comp., Ltd. (
28 nm process
-- a top third party manufacturer for ARM chips (the mobile industry's dominant architecture), has taped out 16 nm chips. It's attempting to jump directly from 28 nm to 16 nm.
16 nm is still a larger node than 14 nm, but TSMC didn't seem to have the same problems with its die shrink, opening the floodgates to production with
the release of design flows
for common chip types (including various ARM CPUs) last month.
On the other hand,
Atom Z3770 chip
faces stiff competition from
a 28 nm Samsung Electronics Comp.
, Ltd. (
) produced chip --
the A7 processor
Apple, Inc. (
) uses in its new iPhone 5S. The performance of the A7 shows that while process provides some advantages power and processing wise, those advantages may increasingly be unable to overcome the inherent architectural baggage that x86 brings to the table.
Apple's A7 managed to beat
chips, despite a slower clock and larger node size.
Samsung's process is 28nm LP (Gate-First high-κ metal gate (HKMG))
, while Intel's 22 nm process is Gate-Last HMKG. This is a huge win for Samsung as it means that it's producing a better chip on a cheaper mature process -- the best possible scenario. By contrast, Intel's still fresh 22 nm is not only slower -- it also costs Intel more to produce.
In other words, don't bet against Intel's ARM rivals, even if they're a bit behind on process technology.
CNET via Intel
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RE: Intel is now the underdog
10/16/2013 11:20:40 PM
They are larger than Samsung and TSMC combined.
Revenue: US$ 268.8 billion (FY 2012)
Net income: US$ 26.2 billion(FY 2012)
Total assets: US$ 470.2 billion (FY 2012)
Total equity: US$ 209.5 billion (FY 2012)
Employees: 425,000 (FY 2012)
Revenue: US$ 53.34 billion (2012)
Operating income: US$ 14.63 billion (2012)
Net income: US$ 11.00 billion (2012)
Total assets: US$ 84.35 billion (2012)
Total equity: US$ 51.20 billion (2012)
Employees: 104,700 (2012)
Samsung is a LOT bigger than Intel, they just happen to be spread out over a vast array of topics.
RE: Intel is now the underdog
10/17/2013 9:59:50 AM
I think he meant their fabs and production capabilities...?
It's obvious that Samsung is "bigger" as they are a consumer company (making TVs, notebooks, phones, tablets, kitchen equipment etc etc etc.)
RE: Intel is now the underdog
10/17/2013 5:35:25 PM
I'm not sure that comparing Samsung to Intel was really on target to begin with. Samsung is a huge conglomerate. They are competing with LG not just in things like phones, but also washing machines and televisions. They're competing with Apple in phones and tablets. They're sort of competing with Intel on processors, yet some of their tablets use Intel processors (and going forward more probably will).
Samsung is a completely different beast than Intel. But when it comes to straight up processors and fabs, I'd say Intel has the advantage. Samsung has a lot of different product lines to support. That's why their net income is only about twice Intel's even though their revenue is five times as high.
Still, it's technically true that Samsung is larger than Intel.
RE: Intel is now the underdog
10/17/2013 8:41:22 PM
Intel doesn't make TVs, white goods i.e. "smart" fridges, and computers, so it isn't even a valid comparison to Samsung.
You can have Samsung buyout both TSMC and Global Foundries, and still have less total fab capacity combined than Intel all by itself.
"When an individual makes a copy of a song for himself, I suppose we can say he stole a song." -- Sony BMG attorney Jennifer Pariser
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