Friday, September 28th 2018
Intel At Least 5 Years Behind TSMC and May Never Catch Up: Analyst
Intel's in-house sub-10 nanometer silicon fabrication dreams seem more distant by the day. Raymond James analyst Chris Caso, in an interview with CNBC stated that Intel's 10 nm process development could set the company back by at least 5 years behind TSMC. In its most recent financial results call, Intel revised its 10 nm outlook to reflect that the first 10 nm processors could only come out by the end of 2019. "Intel's biggest strategic problem is their delay on 10nm production - we don't expect a 10nm server chip from Intel for two years," analyst Chris Caso said in a note to clients Tuesday. "10nm delays create a window for competitors, and the window may never again close."
By that time, Intel will have missed several competitive milestones behind TSMC, which is in final stages of quantitatively rolling out its 7 nm process. Caso predicts that by the time Intel goes sub-10 nm (7 nm or something in that nanoscopic ballpark), TSMC and Samsung could each be readying their 5 nm or 3 nm process roll-outs. A Rosenblatt Securities report that came out late-August was even more gloomy about the situation at Intel foundry. It predicted that foundry delays could set the company back "5, 6, or even 7" years behind rivals. Intel is already beginning offload some of its 14 nm manufacturing to TSMC. Meanwhile, AMD is reportedly planning to entirely rely on TSMC to make its future generations of "Zen" processors.
Sources:
CNBC, MyDrivers
By that time, Intel will have missed several competitive milestones behind TSMC, which is in final stages of quantitatively rolling out its 7 nm process. Caso predicts that by the time Intel goes sub-10 nm (7 nm or something in that nanoscopic ballpark), TSMC and Samsung could each be readying their 5 nm or 3 nm process roll-outs. A Rosenblatt Securities report that came out late-August was even more gloomy about the situation at Intel foundry. It predicted that foundry delays could set the company back "5, 6, or even 7" years behind rivals. Intel is already beginning offload some of its 14 nm manufacturing to TSMC. Meanwhile, AMD is reportedly planning to entirely rely on TSMC to make its future generations of "Zen" processors.
39 Comments on Intel At Least 5 Years Behind TSMC and May Never Catch Up: Analyst
That Intel is behind is quite obvious but i'd expect @ most 2 years. Unless ofc their 10nm woes continue: then it might actually be longer.
So far, we (me, @ least) haven't heard any bad things regarding the 7nm process being behind schedule so i'm assuming it's on track to it's target date.
Also, as you pointed out, they seem to think lower process nodes will be "as easy" to transition to as it is to 7nm: seriously doubt this will be the case.
The way this really works is that until you see mass produced 7nm product on the shelf and readily available, it really doesn't exist. Thus far, there is no real lead on Intel by TSMC. That only exists on powerpoint slides and early production samples.
Let's just take a look at early Intel 14nm and how that went down. It was slowly introduced to the market and delayed as well.
However: Aaannnd... feel free to disregard anything this guy says on technical side of things or predictions.
Intel is expecting to get to 7nm around the same time TSMC/Samsung get to 5nm. That has been the plan all along including before their issues with 10nm.
Edit. well of course I should have said you are right that we have nothing from the TSMC 7nm HPC process, apple's chip is from 7nm mobile process for low power applications.
With Jim Keller they could speed up their product-pipeline-plans, that could be the 2nd or 3rd attempt for 10nm and/or plan for whats coming after that.
Personally i did think that Jim Keller would never join Intel because they whould never come in a dilemma like this, in hirering Jim Keller their must have had a problem what exactly he could help to solve, and he does solve big widespanning problems with mid- to long-term strategies and from design to manufacturing and everything involved.
And the laptop using it is half the price of the iPhones.
TSMC doesn't have to be that much in front as all stock speculators might want us to think. But Intel has to polish the process until they can make a profit on large Xeons at least.
If TSMC 7nm was usable for large chips, we would have seen the shrunk Vega already.
you know that we know that you know it is out there, so lets be like Nike & "Just Do it" already...
fyi, in case you missed it, this post was created with sarcastic, jovial and unharmed 1's & 0's....
What is more correct, Intel lost 5 years of their leadership cause they had 3 years since forever!
On the other hand we all remember what a joke 20nm from TSMC was and look where TSMC is today.
even intel 10 nm is better in some aspects
maybe intel lags behind competitors
but not for 5 years.
- 14nm is fine and awesome, there are no yield issues, it works well, but they simply do not have manufacturing capacity (enough fabs). Most likely because they are moving fabs over to 10nm.
- 10nm, the problems are supposedly yields or reliability of the product.
TMSC 7nm we do not know much about.
- First, SOC and GPU/CPU processes are somewhat different.
- Apple A12 chips have been in manufacturing for over half a year, we do not know how much capacity TSMC has for 7nm nor how the yields are.
- A11 was 83 mm² and considering 7nm should give about twice the density (probably less that that is reality) A12 is more likely smaller rather than larger. This is the same size if not smaller than Intel's 10nm CPUs (that are 70-72 mm²).
You may think you only care about CPUs and GPUs, so AMD is perfectly focused and Intel just makes countless pointless products.
But AMD has a huge potential of growth in the CPU/GPU markets, which Intel lacks. So Intel has to try other things to grow.
They had some fails (GPU) and some wins (SSD, network chips, car AI). Now they're investing into drones and it looks very promising.
You know... those network chips also go into AMD-powered OEM PCs and on many AM4/TR4 motherboards. But don't worry - yours is Intel-free. I can't vouch for your car, though. ;-)
On the high performance variant, there is Vega 20 - samples of which were ready in late spring but we do not know much about - and Zen2 has to be already manufacturing if they really will release in 2019H1. I would suspect Nvidia is already manufacturing something next as well or is preparing to.
There is a lot of contention and I honestly suspect the prices might be high whether yields are OK or not.