Samsung and AMD will reportedly take on Apple’s M1 SoC later this year
arstechnica.com
arstechnica.com
Of course if the past is any indication, the reality is probably going to be far from that --- it will be another locked-down mobile device, except with a large screen and a keyboard attached.
The TDP is a non-standardized marketing term. You know what is fairly standardized? Watts.
Please Read The TDP is not the wattage consumed during peak load when these chips — or the constituent cores I should say — actually hit these single or multithreaded benchmarks. It’s merely a “hey this is roughly what this chip will consume at the base clock rate or the system is capable of dissipating with said chip after turbo boosting” and even then with cTDP of recent years it’s not invariably worth that much.
It’s not even funny how far ahead Apple & ARM reference cores on high-density/low-power libraries are in this regard.
The M1 is a great chip, but it's not some impossible unicorn that no one else can ever match.
>It was always questionable that Samsung was planning to beef up its Exynos smartphone chips, since the company splits its flagship smartphone lineup between Exynos and Qualcomm, depending on the region. Exynos chips are always inferior to Qualcomm chips, but Samsung considers the two products close enough to call the Exynos- and Qualcomm-based phones the same product. If Samsung knocked it out of the park with an AMD GPU, where would that leave the Qualcomm phones? Would Samsung ditch Qualcomm? That's hard to believe, and it sounds like the easy answer is for the company to just not dramatically change the Exynos smartphone chips.
1. The history of two chip in two market is mostly due to CDMA patents licensing usage aka Qualcomm. This isn't a Samsung only problem.
2. Samsung has made it clear they want a single chip for all market. Especially after the patent dispute settlement with Qualcomm in 2019. Qualcomm also gets some better deal with Samsung Foundry.
3. Samsung Foundry, and specifically Samsung Foundry ( since Samsung is a huge conglomerate ) has a long history of over promise and under deliver. I made two bet with an industry analyst on Samsung not delivering their promise in the past 5 years. And so far my prediction have not been wrong. This has some implication in Qualcomm's deal because they could fall behind in their chip's leadership. i.e They could go back to TSMC.
That interesting thing about this Samsung AMD chip collaboration was that it was originally labelled as a good partnership by Dr Lisa Su because AMD was not competing in the Phone market. Much like their console Semi- Custom Silicon division. That make sense. But now Samsung making a chip for their laptop is basically entering AMD's Ryzen territory. If these were ChromeOS based laptop then it would be fine, but all source and direction are currently pointing to Windows - ARM solution. Dr Lisa Su dodged the question once, and no other analyst / interviewer seems to be asking the hard question.
I am wondering if AMD are turning into a Semi-IP company.
That has been true for quite a while now, but it didn't use to be.
Peak:
https://twitter.com/fronttron/status/1430192491450363913?s=2...
Sustained:
https://twitter.com/fronttron/status/1434492507283279884?s=2...
In other words: Samsung and Qualcomm are both behind Cupertino in CPU single-threaded performance but it’s worth noting why this is especially bad: ARM still optimizes for performance per area/efficiency with reference cores & furthermore the implementations of these cores by Samsung and Qualcomm do not utilize remotely as much cache that ARM recommends for the Cortex X1 nor L3 (4MB, but they could go to 16!) which is typical, and the 888 actually reduces the maximum frequency of the X1 (2.84GHz - as ppposed to topping out at 3.09/3.1 like ARM spec or as with their last SOC, the 865) presumably because they deemed the power trade-off not worthwhile for their mainstream flagship chip. Throw in Samsung fab inferiority (to TSMC) and the engine lights here just stack up.
Microsoft is reportedly using an X1 & A710 on a TSMC 5NM process, which is odd given they ought to use an X2 but whatever. Qualcomm and Samsung’s X1’s score 1000-1100 on Geekbench 5’a Single thread test, which is indeed an excellent ledger of general performance. With TSMC 5NM & more cache, this chip is going to have phenomenal performance per watt and accounting for the Windows Geekbench penalty probably have X1’s hitting 1200 in single thread tests, which is about 500 off an M1, but also at less power - ARM quotes the X1 on TSMC 5NM (which Microsoft will be using instead of Samsung 5NM) as a 3.2-3.6 watt core at peak. The A710’s? We’re talking about a 1W profile (and 800-100 GB5 performance if the A78’s are anything to go by, and an absurdly high performance to area ratio).
And really, this is just about providing a decently performant ARM option that retains the ever-obvious performance per watt advantage. The Qualcomm 8CX is just not powerful enough, because it uses old Cortex A76 cores, as does Microsoft’s dogshit SQ1/2. Battery is life is reportedly solid though.
This is one big step in actually hitting “good enough” for ARM on Windows. It’s about competing with X86 and keeping the Windows ecosystem competitive with Apple’s offerings, not necessarily beating them overnight.
This results in Samsung's SoC team having to design each Exynos like it was a la carte offering, and mobile team having to "shop" like normal client, without being able to do SoC and device design in lockstep. Which means mobile team can't specify every last bit of feature they want, and SoC team can't splurge on cache and the like because then the prices might go beyond what would make the SoC theoretically profitable on "open market".