INTEL’S MANUFACTURING IS BROKEN AND NEW ROCKET LAKE CPUS PROVE IT

The next six months are make or break as Intel hurtles towards existential crisis.

Intel’s upcoming Rocket Lake CPUs prove it is in a crisis of existential proportions. The next six months will decide both its fate and the future direction of the PC as a whole. Hyperbolic? Much? Actually, no.

It’s a somewhat speculative interpretation, to be sure. But tales of Intel’s woes have become so routine of late that the very existence of Rocket Lake and what it implies has been largely overlooked. Rocket Lake says very, very bad things about the viability of Intel’s entire business model. And that, in turn, makes it very significant for the PC as a whole.

Rocket Lake, of course, is Intel’s next desktop CPU architecture. It’s essentially a 14nm backport of Intel’s 10nm Sunny Cove CPU core architecture, as seen in 10th Gen Ice Lake notebook chips. Rocket Lake won’t be released until next year, which means Intel will be launching a new CPU design in 2021 on the ancient 14nm node. Intel’s original plan was to move to 10nm in 2016. Yes, really.

Intel has sold the whole ‘backporting’ thing as a positive, a sort of groovy and inclusive approach to CPU manufacturing. “Hey guys, relax. We’re flexible, we can port from node to node. It’s freestyle. It’s all good,” Intel seems to be saying.

The reality is that there’s really no such thing as a nodeagnostic CPU architecture. It’s going to cost a huge amount of money to port those Sunny Cove cores, PCI Express 4.0 I/O and Xe-based graphics to 14nm for Rocket Lake.

So, it’s not groovy or flexible. It’s a move made out of desperation because Intel’s 10nm production node still isn’t good enough for the prime time. Let’s repeat that. Rocket Lake will be launched in 2021 in 14nm because Intel’s 10nm still won’t be good enough for a desktop CPU launch.

That’s going to come at a cost. For Rocket Lake, Intel is regressing from 10 cores, as seen in the current Core i910900K, back to eight cores. Because those Sunny Cove cores were never intended for 14nm. And they’re big and fat and power hungry when ported to 14nm.

There are further factors that make Rocket Lake look plain odd. In September, Intel officially confirmed an eight-core ‘H’ version of its latest 10nm Tiger Lake laptop chips exists. It’s a CPU that would make Rocket Lake totally redundant. So why doesn’t Intel launch that chip on the desktop instead of Rocket Lake? The only plausible reason is that 10nm remains fundamentally broken.

As a short term stop gap, Rocket Lake probably just about makes sense, even if Intel’s marketing pitch for the step back to eight cores is almost certainly going to make your ears bleed. But further out, this ‘backporting’ shizzle surely isn’t a goer.

Currently, Intel says its first 10nm desktop CPU will be Alder Lake, due in the second half of next year. That’s the one with the new big.LITTLE hybrid architecture and up to eight performance cores and eight efficiency cores. If backporting Ice Lake to 14nm came with compromises, backporting Alder Lake to 14nm would surely be even less appealing.

In short, Alder Lake probably has to be on 10nm to be viable. But there are no signs at all that Intel’s 10nm is going to be good enough in a little over six months. It’s worth remembering that, to date, Intel is still only selling quad-core mobile CPUs on 10nm. The launch of the 10nm Ice Lake- SP server chip, once due in 2019, has been delayed once again into early 2021. And you’d be brave to assume it’ll hit that deadline.

“IT’S GOING TO COST A HUGE AMOUNT OF MONEY TO PORT THOSE SUNNY COVE CORES, PCI EXPRESS 4.0 I/O AND XE-BASED GRAPHICS TO 14NM FOR ROCKET LAKE.”