Semiconductor Trends 2005
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Semiconductor Trends 2005 180 160 s t 140 120 Uni 100 of 80 ons i 60 l l i 40 M 20 0 Windows Servers SuperCs Nick Tredennick, Editor Gilder Technology Report [email protected] 21 September 2005 Nick Tredennick 1 Overview • Major trends affecting the microprocessor market – Value PC – Value transistor – Emerging economies • Microprocessors – Computer microprocessors – Embedded microprocessors – Configurable microprocessors – PLD microprocessors 21 September 2005 Nick Tredennick 2 Moore’s Law 21 September 2005 Nick Tredennick 3 Moore’s Law: Wafer Yield • 37 die/wafer • 177 die/wafer • 28 good die • 167 good die • Yield: 75% • Yield: 94% Halving dimensions yields 6x good die! 21 September 2005 Nick Tredennick 4 Top View: Field-Effect Transistor 21 September 2005 Nick Tredennick 5 The Microprocessor • 10 years of Moore’s-law progress led to the microprocessor • The second generic component • Raised engineers’ productivity • Problem-solving became programming • Grew to billions of units/year • Stalled progress in design methods for thirty years 21 September 2005 Nick Tredennick 6 The Personal Computer • 10 years of microprocessor progress led to the PC • Dominated the industry for 20 years • Supply of performance grows with Moore’s law • Demand grows more slowly • Diverging growth in supply and demand leads to the value PC 21 September 2005 Nick Tredennick 7 The PC Is Good Enough 21 September 2005 Nick Tredennick 8 The Path To The Value Transistor 21 September 2005 Nick Tredennick 9 Electronic Systems Market Segments 21 September 2005 Nick Tredennick 10 Computer Markets 180 160 s t 140 120 Uni 100 of 80 ons i 60 l l 40 Mi 20 0 Windows Servers SuperCs 21 September 2005 Nick Tredennick 11 Microprocessor Markets 8000 7000 s t i n 6000 U 5000 f o 4000 s n o 3000 i l l 2000 Mi 1000 0 Embedded PCs Servers 21 September 2005 Nick Tredennick 12 The Cost-Performance Segment 21 September 2005 Nick Tredennick 13 Cost-Performance-Per-Watt 21 September 2005 Nick Tredennick 14 Microprocessors Are Unsuitable 21 September 2005 Nick Tredennick 15 Programmers And Logic Designers • Programmers optimize software – Languages – OS – Compilers The Users Manual – Applications is the Programmers (problematic) bridge • Logic designers optimize hardware – Microprocessors – Memory Logic designers 21 September 2005 Nick Tredennick 16 Scenic View 21 September 2005 Nick Tredennick 17 Scenic View in Fog 21 September 2005 Nick Tredennick 18 Scenic View with Lens 21 September 2005 Nick Tredennick 19 Scenic View and Photoshop 21 September 2005 Nick Tredennick 20 Microprocessors and ASICs Microprocessor • For the ultimate in flexibility, programmers map the application onto a general-purpose microprocessor. Programmers • For the ultimate in performance, logic Application designers map the application into a custom circuit. ASIC Logic designers 21 September 2005 Nick Tredennick 21 ASICs & Microprocessors 21 September 2005 Nick Tredennick 22 Microprocessor Evolution Dynamically reconfigurable microprocessor Run-time reconfigurable microprocessor Microprocessor Stretch Design-time Programmers configurable microprocessor ARC MIPS Tensilica ASIC FPGA Logic designers 21 September 2005 Nick Tredennick 23 Design-Time Configurable Microprocessor Most of the application runs as execution of general-purpose Profile the instructions application Programmers Create custom Design-time hardware and configurable Application instructions to microprocessor accelerate critical application sections Logic designers 21 September 2005 Nick Tredennick 24 Design-Time Configurable Microprocessor • Profile the application • Create custom instructions for critical code sections • Build specialized execution units • Can be 10 to100 times faster than a general-purpose microprocessor on the target algorithm • Examples: ARC and Tensilica • Customized microprocessor limitations – Requires logic designers – Creates an application-specific, limited-function microprocessor – Accelerates only critical sections 21 September 2005 Nick Tredennick 25 Run-Time Reconfigurable Microprocessor Most of the application runs as execution of Profile the general-purpose application instructions Run-time Create custom reconfigurable instructions in an microprocessor FPGA fabric to accelerate critical application sections Programmers Application Logic designers 21 September 2005 Nick Tredennick 26 Run-Time Reconfigurable Microprocessor • Build a general-purpose microprocessor with integrated FPGA fabric • Profile the application • Create custom instructions for critical code sections • Build custom execution units in FPGA fabric • Can be 10 to 100 times faster than a general-purpose microprocessor on the target application • Example: Stretch • Run-time reconfigurable microprocessor limitations – Accelerates only statically identifiable critical sections – Limited to problems for which profiling works – Profiling is difficult 21 September 2005 Nick Tredennick 27 ASICs & Microprocessors 21 September 2005 Nick Tredennick 28 Dynamically Reconfigurable Microprocessor Dynamically Create custom reconfigurable instructions in a microprocessor custom fabric to accelerate the entire application Programmers Application Logic designers 21 September 2005 Nick Tredennick 29 Dynamically Reconfigurable Microprocessor • Each cycle creates a new microprocessor implementation – Each cycle creates a custom circuit (Ascenium instruction) representing hundreds to thousands of conventional instructions • Programmed using ANSI-standard programming languages (e.g., C/C++) • Tens to 100s of times faster than a general-purpose microprocessor • Dynamically reconfigurable microprocessor limitations – There are none on the market today • Until Ascenium, no one has figured out how to “program” a dynamically reconfigurable circuit – VCs don’t understand it 21 September 2005 Nick Tredennick 30 Reconfigurable Systems Emerge 21 September 2005 Nick Tredennick 31 Situation What Value Who • PLDs $3B logic designers • ASICs $30B logic designers • Microprocessors $40B programmers PLDs and microprocessors are usurping a declining ASIC market. Microprocessors (and their derivatives) will win. 21 September 2005 Nick Tredennick 32 Supply and Demand: ASICs & PLDs 21 September 2005 Nick Tredennick 33 Battles are fought at the leading edge; the war goes to what is good enough. • RISC vs. CISC – Proving you can build a career on smoke and mirrors • Assembler vs. High-level language • Workstations vs. PCs – Build for volume and performance follows; build for performance and languish • ASICs vs. PLDs 21 September 2005 Nick Tredennick 34 Fixed ResourcesSemiconductor Development Fixed Algorithms Fixed Resourcesand The Value PC Variable Algorithms Instruction-based Implementation Circuit-based Implementation Problem solving: becomes programming Solutions: affordable, adequate, inefficient Entrenched: chips, tools, manufacturers Value PC Computer Design Methods: 30-year stall Microprocessor 2003 194x 1971 21 September 2005 Nick Tredennick Tethered systems dominate volumes PCs dominate chip development Cost PerformanceProgress depends on Moore’s law 35 Fixed Resources The End of Design’s Fixed Algorithms Fixed Resources 30-Year Stall Variable Algorithms iency Instruction-based Implementation Effic wer Circuit-based Po Implementation Problem solving: becomes programming Solutions: affordable, adequate, inefficient s facturers tem Entrenched: chips, tools, manu sys s ile hip Value PC ob c Computer Design Methods: 30-year stall M ed edd mb Microprocessor E 2003 194x Variable Resources 1971 Tethered systems dominate volumes 21 September 2005 Nick Tredennick Variable Algorithms PCs dominate chip development Generic chips Cost PerformanceProgress depends on Moore’s law New non-volatile memory, new PLDs Instruction-based processing is inadequate Cost Performance Per Watt 36 Consequences • Rise of mobile applications – New non-volatile memories • Rise of foundries – Rise of soft (IP) cores – Horizontal fragmentation of integrated device manufacturers • Rise of non-volatile PLDs • Rise of reconfigurable systems • Growing market for embedded microprocessors – Tethered: traditional role – Mobile: supervisory role 21 September 2005 Nick Tredennick 37 21 September 2005 Nick Tredennick 38 Microprocessors • x86 AMD, Intel, Via •ARC ARC •ARM ARM • MicroBlaze Xilinx • MIPS MIPS • Nios Altera • PowerPC IBM, Freescale • SPARC Sun • Tensilica Stretch, Tensilica • Old stuff Everyone 21 September 2005 Nick Tredennick 39 Microprocessor Applications • Supercomputers • Workstations and servers •PCs • Embedded systems – Automobiles – Cameras – Cell phones – Game players – MP3 players – Set-top boxes 21 September 2005 Nick Tredennick 40 Computer Microprocessors •x86 – AMD – Intel – Via • Proprietary – IBM – Freescale – Sun 21 September 2005 Nick Tredennick 41 Embedded Microprocessors • Microprocessor advantages – Flexibility – High-volume production – Usable by programmers • Microprocessor limitations – Too slow – Too much power 21 September 2005 Nick Tredennick 42 Embedded Microprocessors • x86 AMD, Intel, Via •ARM ARM • PowerPC IBM, Freescale • Old stuff Everyone – Triscend (Xilinx) 21 September 2005 Nick Tredennick 43 Configurable Microprocessors •ARC ARC • Ascenium Ascenium • MIPS MIPS • Nios Altera • Tensilica Stretch, Tensilica 21 September 2005 Nick Tredennick 44 PLD Microprocessors •Altera – Nios (soft) • Xilinx – MicroBlaze (soft) – PicoBlaze (soft) – PowerPC (hard) 21 September 2005 Nick Tredennick 45.