How Apple Built a Chip Powerhouse to Threaten Qualcomm and Intel
bloomberg.com
bloomberg.com
> Recently the company got a fresh incentive to go all-in on silicon: revelations that microprocessors with components designed by Intel Corp., Arm Holdings Plc and Advanced Micro Devices, Inc. are vulnerable to hacking.
Apple isn't immune: https://support.apple.com/en-us/HT208394 (indeed seems iOS devices suffer from Meltdown where AMD devices do not).
> The result: a chip powerhouse that could one day threaten the dominance of Qualcomm Inc. and even, eventually, Intel.
Surely to threaten dominance Apple needs to start selling it's chips to other people? Whilst it's possible it would run counter to the way Apple likes to do things, namely get as much in house a possible to get maximum control and seamless vertical integration, they've never shown any interest in selling bits of their technology to others (well recently anyway).
So what you're asking is not only for them to sell their IP to 3rd parties (a business model of partners they've repeatedly crushed) but also to build out an entirely separate chip design team focused on a new market.
That’d also be consistent with their past history of trying to pick some edge for a particular market: optimized for media processing, ML, VR/AR, etc. rather than just competing with x86 for the generic workloads. I still don’t see it as a high probability but I’d expect a niche if it happens at all.
Right now Apple is several years ahead of other high end phone manufacturers in CPUs. If they cripple Qualcomm's high end modem business by taking most of it away from them, they could extend the same lead to modems.
I hear this statement a lot... how is this determined?
Snark aside, Apple's CPUs are pretty(really pretty) far ahead of Qualcomm's in single-threaded performance.
But it doesn't matter because if you're building an Android device you can't buy an A chip for it.
Any proper iOS application with be doing lots of GCD dispatchs, for starters.
Likewise on Android, Google had to change the OS behavior to just kill apps that insist in misusing the UI thread for long running tasks.
I don't remember when it was the last time any of my applications only had a single thread of execution on them, beyond shell and Python scripts.
Maybe around 2000.
And even then, the OS is juggling processes across all cores every few ms, so outside any benchmark winning game, there isn't much real world value in single thread performance.
The counter argument is that the other systems make up for this by having more cores, which is really a cop out. Single threaded execution has a far more direct effect on user experience, gaming performance, etc. They can't compete in core engineering so make it up by slapping on more fairly generic cores. It does appear that Samsung is responding to this and investing in more advanced core designs.
The final area is custom features like the neural engine behind real-time face recognition, real time 3D face lighting effects and such. The competition don't really have these at all, so we don't know how far behind they are.
There's a pretty good article on this linked below.
https://seekingalpha.com/article/4138071-apple-cpu-advantage...
Looking back, it makes sense that Qualcomm discarded their underperforming custom design efforts (at least for the mobile market). If ARM can deliver a competitive design, why not fully commit to their roadmap and save significant amounts on R&D costs?
I sometimes wonder how much of It Just Works was influenced by having slower machines. When doing everything takes longer, if you do it right the first time then it’s still faster than doing it twice.
https://en.m.wikipedia.org/wiki/Advanced_Microcontroller_Bus...
Secondly theres a large ecosystem of add on components designed work with ARM and be dropped into ARM SOCS, such as GPUs, Wifi modules, Gyroscopes, wireless modems, GPS, etc.
Thirdly there are a lot of SOC engineers very familiar with ARM. You can hire them streight from competitors, or college, including PHDs that have done research on it. Youd need to train up any new hirs from scratch on your architecture.
Finally theres a huge software development tool chain built around the established processor architectures. To support a new architecture youd also need to build a set of compiler back ends, bearing in mind the existing ones benefit from many years of tweaking and optimization.
The other license is getting ARM's implementation of a CPU (ie A57, A72 etc). Customers can parametize # cores, cache size, memory width etc, but the basic architecture is fixed.
I think both these metrics are now adequate, battery life is the single metric I am interested in now.
Here's the Anandtech article on the "few" tweaks Samsung has made to its 6 wide decode custom M3 cores in the upcoming Exynos 9810.
https://www.anandtech.com/show/12361/samsung-exynos-m3-archi...
Qualcomm probably could make better CPUs...but it needs to sell them for a profit, and they might not fit into all phone's physical size or power budget.
So, Qualcomm ends up making somewhat lowest-common-denominator chips. Economies of scale make it difficult to make a run of super good chips when Samsung uses its own in many markets, Apple uses its own--the world of high-end smartphones outside of Samsung and Apple is just too small.
They're taking their CPUs and clocking them at speeds the device can't support, except when brand new, then letting the device slow down over the corse of its usable lifespan.
It would be interested to compare an Apple and Qualcomm CPU after a year and a half, to see how the benchmarks have changed.
Really, because I have not heard of any other manufacturer with this problem?
https://mashable.com/2018/01/04/apple-slowing-down-iphones-w...
https://www.theverge.com/circuitbreaker/2017/12/29/16829512/...
https://www.engadget.com/2017/12/29/samsung-lg-claim-older-p...
https://forums.androidcentral.com/samsung-galaxy-note-8/8589...
This isn’t considered controversial
Err, certainly this would just result in vertical integration (IE one of these companies buying Qualcomm), or any other situations, rather than "everyone sucks except for Apple" as you posit
Or, it could result in vertical integration and "everyone sucks except for Apple."
Does Apple even integrate a modem into their SoC's? I find it hard to believe that they can be years ahead of other high end phone SoC's manufactures when they haven't even accomplished that. Additionally, Samsung claims a 2x increase in their new Exynos 9810 SoC [1] which means that it should have single thread performance that is in the ballpark of Apple SoC's.
With a clock speed of up to 2.9GHz, a 3rd generation custom CPU offers higher computing power so that its single-core and multi-core performances are improved around two-fold and 40 percent respectively when compared to its predecessor.
[1]http://www.samsung.com/semiconductor/minisite/exynos/product...
If by dominance being the largest Semiconductor company then yes, possibly. But not because Apple continue to grow infinitely, but both competitor are shrinking.
Apple is already close to Intel in terms of processor shipped, and is certainly larger then Intel in terms of CPU. And when Apple decide to have its own modem, Intel will ship another ~150M less unit.
Apple has roughly 20% of world wide market share. Qualcomm, with the shrinking % of 300M unit modem to Apple, may one day lost all of that when Apple decide to make it themselves. For the other 80%, there is roughly 20% at the bottom that Qualcomm will not compete in. With less then 60% of market, 40% of those are from Samsung, Huawei, BBK, and Xiaomi. Both Samsung and Huawei are planning to use their own SoC in the high end flagship phone, BBK are thinking of making their own as well. And you have Mediatek making gains at the bottom to mid end of the market. All of a sudden Qualcomm has less then 50% of Smartphone market to work with.
If Apple do actually have an team working on Modem, I wonder when will Apple becomes the largest purchaser in Semiconductor.
But they can't overlook the Nth American market where Snapdragon dominates the US with CDMA2000 support.
This brings me to my main problem with Apple; as a consumer of technology in a the developing world. For Apple, I don’t exist, or at least the vast majority of my us don’t. The technology is always priced beyond our reach. Some individuals can afford them, but the vast majority have to use alternatives. Any success in slowing down Android would have meant no smart phones for us. Most people I know can’t afford an iPhone. This is what I consider the other side of the Apple story.
Respectfully, Apple is/was/tries to be a luxury and aspirational brand. They're expensive, everyone knows it. It's like saying that BMWs fault is that their cars aren't cheap.
Totally unrelated; car manufacturers share technology quite a bit.
These are the events which genuinely placed Apple on a serious footing as a chip designer, the A4 was Apple-branded but only a preparatory step.
The essay also lacks other silicon acquisition of Apple, like Intrinsity, whose work actually showed up as early as the A4 (before it was acquired).
It's also oddly padding the timeline with X-variants.
It's also stating that Apple could topple Qualcomm… despite Apple not selling to third parties, the only way that'd happen is if they obtained a complete monopoly on the smartphone market. I don't see either happen.
Parent is wrong though, the A7 has 3-wide cores (and dual-core like previous chips)
[1] https://www.anandtech.com/show/7910/apples-cyclone-microarch...
Nobody could pretend that Apple was not way ahead of everyone else in terms of chip design capability and design sophistication. Right up to that point Samsung and Qualcom had been telling everyone they had all the experience and Apple was a newbie at this chip design stuff that didn't know what it was doing.
All of a sudden they were faced with the reality. If they could do 64 bit a year before anyone else, they could do anything a year before anyone else. They could ship working products that other teams barely had on the drawing board, which means nobody could reasonably predict anything they could do next. How can you design a flagship phone for next year to compete with them, when you have no clue what features are even possible for them to have? That's what it brought to the table.
IIRC, it was Apple who asked Samsung to collaborate with Intrinsity, most known for their FAST tech, to develop the Hummingbird core which was used in both Samsung and Apple's AP's. Only after having tested Intrinsity's tech, Apple acquired it -- so it's a bit stretch to agree with your narrative Samsung didn't see what was coming. Apple also took their time developing and releasing their own first AP about 4 years later. It also seems like while Apple is focusing on the single-core performance as their marketing point, Qualcomm and others are focusing on power-saving, having first implemented multi-core, then octo-cores on their chips. I'm not sure if that's a surprise or unexpected, since Apple's AP remained a single-core AP for a while.
As for the 64bit, was there any compelling reason to go 64bit mobile? I remember when I used to work for wall street banks in the 1990's, the shortcomings of the 32bit arch limited our ability to scale and SUN's UltraSPARC which was widely used by in the industry came to relieve that problem.
64-bit enables a number of other things. It has a better ABI for argument passing. It allows more extensive use of tagged pointers (the ObjC runtime can fit many common 11-char or shorter strings in a single tagged pointer). It's also a chance to make any other ABI-breaking changes you want to make in the runtime.
If you're forward looking you might say that mobile devices will exceed the 2GB/4GB limit soon enough so why not make the change now rather than waiting for it to become a problem? You'd get all the performance benefits listed above and a future-proof foundation on which to build.
The main attraction for 64-bit ARM is, apart from the obvious future proofing, it has a redesigned and much more efficient ISA. It also has the optional secure enclave feature which Apple used for TouchID and now FaceID. That feature doesn't actually require 64-bit per se, but it is only a feature of the 64-bit ARM architecture. As an aside, is anyone else using it for anything? I'm only aware of Apple using it, but technically it's not an Apple exclusive feature.
Your 'focused on power saving' point is correct as far as it goes, that was their intent, but unfortunately the power saving benefits of BIGLittle turned out to be much more modest and full of caveats than hoped. It turns out that a fast efficient single core that can complete an instruction in less time, then quickly shut down into a power saving mode, is more efficient in power terms for most cases than a slower lower powered core taking longer. As a result Apple's fewer faster cores approach turned out to actually offer better power efficiency as well. Since then Apple has also adopted BIGLittle, it's not a failed technology, it's just that the inflection point when it becomes worth doing was at a very different point than previously realised. Whether thats down to luck or judgement on Apple's part is moot.
> The main attraction for 64-bit ARM is, apart from the obvious future proofing ...
ok
> unfortunately the power saving benefits of BIGLittle turned out to be much more modest and full of caveats than hoped ... As a result Apple's fewer faster cores approach turned out to actually offer better power efficiency as well.
Sure, I'm guessing you are comparing some very early implementation of bigLITTLE by Samsung in 2012 versus Apple's single core. Or are you denying the power efficiency benefit of multi-core architecture in mobile processors (or non-mobile processor for that matter)? It's one thing to criticize Samsung's very early, first and second iterations of big.LITTLE chips in 2012, which was highly workload dependent, but it's completely another to claim Apple's single-core superiority over multi-core power-efficiency, including those non-octo core Samsung AP's. Perhaps you can substantiate this with some references?
You are off by a decade[0] on the date of the acquisition.
I use my phone relatively heavily, and I still get better battery life with an iPhone because the passive energy usage is just so damn low.
Bloomberg also seems to think that the A4 was Apple's first processor designed in-house, when Intrinsity was not part of Apple. So I'd like to know how much of Apple's own engineering went into the design of the A4, that wasn't Samsung or Intrinsity.
I think there is a (small) market for Apple, but it is also a way bring new users into the Mac ecosystem (although the iPhone/iPad do this).
I want a small, but affordable Mac to have as a backup and toy around... and as a Mac user, the Mac Mini was perfect. I'll cross my fingers.
> I'm glad you love the Mac mini. We love it too. Our customers have found so many creative and interesting uses for the Mac mini. While it is not time to share any details, we do plan for Mac mini to be an important part of our product line going forward.
https://arstechnica.com/gadgets/2017/10/the-mac-mini-isnt-de...
It hasn't been updated in 3 years and the phrasing he used didn't mention "future" just "an important part of our product line going forward." which is pretty non-committal IMHO
I would bet that he was force to say something to assuage concerned Apple users.
Does Apple want new users in the Mac ecosystem? I thought Tim Cook's future was "Post-PC"
But those NAND prices per GB aren't coming down. I think might be one of the most important reason why Apple hasn't has new Mac mini.
This is especially true when Apple said APFS is specially designed for NAND, and not HDD.
You can get consumer grade 500GB-class SATA 2.5" SSDs for $130 (or less!) now from multiple vendors. This time last year these were up around $200 (EDIT: this may not be accurate!). Consumer SATA SSDs were some of the first to transition to 3D NAND.
For example: https://camelcamelcamel.com/SanDisk-Ultra-2-5-Inch-Height-SD...
The 27" models all have Fusion Drives, but I'm not familiar with them, so don't know their performance level.
I was under the impression that the current A cores are not reference designs from ARM... That it was a purely Apple-designed core implementing the ARM ISA. Am I mistaken or is the article mistaken?
Digital was afaik the first ISA licensee, which allowed them to design the StrongARM. https://en.wikipedia.org/wiki/StrongARM
StrongARM ended up at Intel when they bought Digital. The design team for StrongARM split up into two companies: SiByte and Alchemy. The design work i in SV on StrongARM was lead by Daniel W. Dobberpuhl. Daniel was cofounder of SiByte and (more relevant) founder of PA-Semi.
https://en.wikipedia.org/wiki/Daniel_W._Dobberpuhl https://en.wikipedia.org/wiki/P.A._Semi
PA-Semi was a fabless company that designed really powerful and power efficient CPU cores based on the Power (PA) architecture. PA-Semi was really good at both architecture, but also physical design for low power. PA-Semi was acquired by Apple in 2008 (as mentioned in the article. Boutique chip maker is an interesting phrase btw). PA-Semi basically became the processor design team at Apple.
Looking at the timeline, the first A-series CPU (A4) was released in 2010 which would be possible for the PA-Semi team to have developed.
(If my understanding of the history is correct.)
Also of note is that Success of HTC is to some extent also coming from DEC and it's StrongARM reference platforms (mainly Itsy) which Compaq then commercialized as iPaq which was manufactured by HTC (with pressumably HTC-designed "HTC ASIC" which contained most of the various PDA-specific glue required for StrongARM).
Compaq did. Rose to glory as an IBM PC clone maker, had enough cash to buy busted out DEC, dwindled away in turn to be purchased by HP, if memory serves.
Sic transit.
"Google officially closed its $1.1 billion deal with HTC Corp., adding more than 2,000 smartphone specialists in Taiwan to help the search giant chase Apple Inc. in the cut-throat premium handset market. The deal will help Google design more of its own consumer hardware and could set it up to wade deeper into special-purpose chips -- like Apple. Google’s most recent Pixel model came with a new image processor to improve the device’s camera. More of this "custom silicon" will come in the future, Google’s hardware chief Rick Osterloh said in an interview."
https://en.m.wikipedia.org/wiki/PWRficient
I rarely see that company mentioned when people talk about Apple getting into hardware. What I dont know if it's because they were uninvolved in ARM-related stuff done later or just not well known.
I do seriously doubt they will move away from an Intel compatible platform, at most if they did then perhaps AMD chips. If Apple took their Macs away from Intel compatibility I doubt I would buy a new one and it would put into question the ability to maintain what software library that exists for the platform.
The main reason I was convinced to get a Mac was the move to Intel CPUs. I figured if there was a problem, I'd just install Windows, and I even bought a license for Parallels.
Since then I've occasionally spun up some Linux VMs in VirtualBox, I even installed Windows using Boot Camp on my first Mac for a while before deleting it to get the space back, but I've never made serious use of Intel compatibility. It's just never really been necessary, just occasionally useful but not enough to mean losing the option would be in any way a deal breaker.
I'm not sure there's much reason to be that tied to the chip anymore... When you load up MariaDB on your Fedora box the commands to install it and run your software are identical whether it's Intel or ARM. Apple of all people just like (for example) the Linux community are perfectly capable of writing device drivers for each processor architecture and once that work is done really what else makes a MacOS machine on ARM vs Intel any different than a Linux distribution found on multiple architectures?
Particularly since Apple focus so heavily on positive customer experience I can't help but feel they'll make it as painless as possible. Most likely it's not a concern at all.
How about virtualization? Desktop virtual machine software seems to be a pretty healthy industry on Mac.