As reported at The Motley Fool, Intel’s latest 10-K / annual report filing would seem to suggest that the ‘Tick-Tock’ strategy of introducing a new lithographic process note in one product cycle (a ‘tick’) and then an upgraded microarchitecture the next product cycle (a ‘tock’) is going to fall by the wayside for the next two lithographic nodes at a minimum, to be replaced with a three element cycle known as ‘Process-Architecture-Optimization’.

Intel’s Tick-Tock strategy has been the bedrock of their microprocessor dominance of the last decade. Throughout the tenure, every other year Intel would upgrade their fabrication plants to be able to produce processors with a smaller feature set, improving die area, power consumption, and slight optimizations of the microarchitecture, and in the years between the upgrades would launch a new set of processors based on a wholly new (sometimes paradigm shifting) microarchitecture for large performance upgrades. However, due to the difficulty of implementing a ‘tick’, the ever decreasing process node size and complexity therein, as reported previously with 14nm and the introduction of Kaby Lake, Intel’s latest filing would suggest that 10nm will follow a similar pattern as 14nm by introducing a third stage to the cadence.

From Intel's report: As part of our R&D efforts, we plan to introduce a new Intel Core microarchitecture for desktops, notebooks (including Ultrabook devices and 2 in 1 systems), and Intel Xeon processors on a regular cadence. We expect to lengthen the amount of time we will utilize our 14nm and our next generation 10nm process technologies, further optimizing our products and process technologies while meeting the yearly market cadence for product introductions.

While the new PAO or ‘Process-Architecture-Optimization’ model is a direct result of the complexity of developing and implementing new lithographic nodes (Intel has even entered into a new five-year agreement with ASML to develop new extreme-ultra-violet lithographic techniques), but also with new process nodes typically comes a time where yields have to become high enough to remain financially viable in the long term. It has been well documented that the complexity of Intel’s 14nm node using the latest generation FinFET technology took longer than expected to reach maturation point compared to 22nm. As a result, product launches were stretched out and within a three-year cycle Intel was starting to produce only two new generations of products.

Intel’s current fabs in Ireland, Arizona, and Oregon are currently producing wafers on the 14nm node, with Israel joining Arizona and Oregon on the 22nm node. Intel also has agreements in place for third-party companies (such as Rockchip) to manufacture Intel’s parts for certain regional activity. As well as looking forward to 10nm, Intel’s filing also states projects in the work to move from 300mm wafers to 450mm wafers, reducing cost, although does not put a time frame on it.

The manufacturing lead Intel has had over the past few years over rivals such as Samsung, TSMC and Global Foundries, has put them in a commanding position in both home computing and enterprise. One could argue that by elongating the next two process nodes, Intel might lose ground on their advantage, especially as other companies start hitting their stride. However, the research gap is still there - Intel introduced 14nm back in August 2014, and has since released parts upwards of 400mm2, whereas Samsung 14nm / TSMC 16nm had to wait until the launch of the iPhone to see 100mm2 parts on the shelves, with Global Foundries still to launch their 14nm parts into products. While this relates to density, both power and performance are still considered to be on Intel’s side, especially for larger dies.

Intel's Current Process Over Time

On the product side of things, Intel’s strategy of keeping the same microarchitecture for two generations allows its business customers to guarantee the lifetime of the halo platform, and maintain consistency with CPU sockets in both consumer and enterprise. Moving to a three stage cycle has thrown some uncertainty on this, depending on how much ‘optimization’ will go into the PAO stage: whether it will be microarchitectural, better voltage and thermal qualities, or if it will be graphics focused, or even if it will keep the same socket/chipset. This has a knock on effect with Intel’s motherboard partners, who have used the updated socket and chipset strategy every two generations as a spike in revenue.

Suggested Reading:

EUV Lithography Makes Good Progress, Still Not Ready for Prime Time
Tick Tock on the Rocks: Intel Delays 10nm, adds 3rd Gen 14nm
The Intel Skylake Mobile and Desktop Launch with Microarchitecture Analysis

Source: Intel 10-K (via The Motley Fool)

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  • damianrobertjones - Wednesday, March 23, 2016 - link

    In other words: There is no high end competition so we're going to work against the low end. Reply
  • Shadowmaster625 - Wednesday, March 23, 2016 - link

    Its more like Tick+Tock+NoCompetitionSoWhyBotherAMIRITE? Reply
  • Senti - Wednesday, March 23, 2016 - link

    Typical Ian's article: can't even properly copy what PAO is from the slide above. Performance? You wish. Reply
  • jasonelmore - Wednesday, March 23, 2016 - link

    They dont wanna increase the price of the chips, so they are stretching out the lithography 3 years to pay for R&D and the equipment. Meanwhile, all of the competitors are gonna catch up, with Global Foundries Partnered with IBM, already working on scaling up 7nm.

    Intel better get their ducks in a row or they will lose their ace of spades.
    Reply
  • extide - Thursday, March 24, 2016 - link

    Intel is still quite a bit ahead in terms of actual transistor density. Remember TSMS's 16nm is still based on the 20nm BEOL and is not really a shrink from 20nm. TSMC claims that 20nm is 1.9x more dense as 28nm, and 16nm is 2.0x more dense than 28nm, so pretty much the same as 20nm. Intel's 14nm was a true shrink from their 22nm process. TSMC's 10nm process will finally again be a real shrink and THAT process will be comparable or maybe a bit better than Intel's current 14nm. Reply
  • lord_anselhelm - Thursday, March 24, 2016 - link

    PAO or ‘Process-Architecture-Optimization'?

    NO! They've completely missed the obvious successor here: 'Tic-Tac-Toe'!

    Wasted opportunity.
    Reply
  • elabdump - Thursday, March 24, 2016 - link

    > Media professionals i suppose would want the best IPC so they can finish their
    > current project and move on.

    They should blame the software vendors for not going multi- or many-core.
    Reply
  • Wolfpup - Tuesday, April 5, 2016 - link

    This actually died almost immediately after it started. There was no real tick (or tock, whichever) for Nehalam. There was another CPU, but it was dual core only, and moved the memory controller off die again (I'm not even sure if it launched on desktops, and not sure why you'd want it on desktops).

    Then of course the whole thing has been slowing down for years.

    Sandy Bridge should have launched in 2010, and last year we should have gotten the successor to Skylake.

    AND of course the amount of performance difference between these architectures is slowing down too...although Intel probably could make bigger chips if they needed to.

    But really this whole thing has been dead or dying since 2 years after it began.
    Reply

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