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[Seeking Alpha] Haswell Refresh may indeed be Broadwell but it may be released only on laptops

post #1 of 6
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http://seekingalpha.com/article/1503982-intel-s-14-nanometer-setting-the-record-straight

Sorry that for the second half of the article (free) registration is needed but the author is trusted by many investors in the technology business.

He claims that Intel may indeed release 14nm Broadwell early 2014 but they may leave Desktops out of the loop completely because they are not easily amused with small iterations like that anymore. thumb.gif

I personally think he's wrong and while I agree that Haswell refresh = Broadwell (and 14nm) and it may be released in early 2014, I also think that it makes little sense to leave Desktops out since they will be 'printing' it for laptops anyway. thumb.gif

But anyway, I think his theory is interestingly put anyway. And the article has a few informed comments.

edit: PS. "Broadwell" or "14nm" matters little in my opinion, though he appears to mainly talk in reference to 14nm alone, since there were reports that Intel will be having 14nm products shipping as early as late 2013.
Edited by fateswarm - 7/6/13 at 7:53pm
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post #2 of 6
There is a very high chance Intel might just do this to save some RD but then again what will they do with all the chips that don't bin too well? In mobile they will need low leakage chips and since broadwell being 14nm its likely the yields are not going to be generous.
post #3 of 6
1. I'm pretty sure Broadwell never went away, it was only for desktops where it was noted that "Broadwell" no longer had a presence in roadmaps (and instead we saw "Haswell refresh"), and thus its pretty easy to put the pieces together in that Broadwell would be BGA only with a focus on mobile solutions like ultrabooks and tablets, and that we'd see some "2700K"s for our 1150 motherboards.

2. intel has done this before, so we shouldn't be surprised to see it again, most recently we never saw Nehalem's 32nm Tick, Westmere, in a quadcore form for consumers. We only got dualcore 32nm on 1156 and sixcore 32nm on 1366. And its not like that hurt Sandy's image or success, and its also not like Intel was hurting during the time when they might have released a 32nm quadcore Westmere part

3. how much differently would we view Haswell if Ivy never existed? Instead of a marginal increase and evidence towards what appears to be a trend in unfavorable temps, we'd have a 10-20% increase in IPC over Sandy and our first encounter with the now all-too-familiar TIM problem.

So yeah, I really wouldn't be surprised at all if Intel forgoes Broadwell for desktop. Not that I'll care at all even if they do, as by then I'll be looking ahead to Haswell E anyway.
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post #4 of 6
^Correct. Broadwell isn't coming to desktop, initially, intel's roadmaps explicitly spell this out. Broadwell for mobile is still due in 2014, while it is anyone's guess what "Haswell refresh" means. My guess is that it means just that - intel has already informed various motherboard makers that broadwell will only be available in BGA format for ultra portable devices and AIOs.
post #5 of 6
Thread Starter 
I still don't get how it would seem viable to them to be cutting quad cores for laptops and never just package them for Desktops. It's a manufacturing low cost opportunity lost right there. Of course it's not just chips, it should mobilize the rest of the industry to provide motherboards as well and it is the marketing factor of "wow, it was so slow for so long until Skywell" you all mention, but I still see it slightly far fetched, though not impossible.

edit: Actually, not even new motherboards might be needed.

Quote:
Originally Posted by L36 View Post

There is a very high chance Intel might just do this to save some RD but then again what will they do with all the chips that don't bin too well? In mobile they will need low leakage chips and since broadwell being 14nm its likely the yields are not going to be generous.
Low leakage chips on mobiles? Isn't that the opposite? As far as I know laptop chips are just desktop chips clocked lower due to less cooling (or vice versa, whichever way you choose to look at it).
Edited by fateswarm - 7/7/13 at 8:55am
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post #6 of 6
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Quote:
Originally Posted by xoleras View Post

Intel has already informed various motherboard makers that broadwell will only be available in BGA format for ultra portable devices and AIOs.
Do you have a source for that or just assume it?

I found: Intel denies BGA-only processor plan rumours

http://www.bit-tech.net/news/hardware/2012/12/06/intel-denies-bga/1
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