[Core Vision] Urwego rwa sisitemu OEM: Intel ihinduka

Isoko rya OEM, rikiri mu mazi maremare, ryagize ibibazo cyane vuba aha.Samsung imaze kuvuga ko izatanga umusaruro wa 1.4nm muri 2027 kandi TSMC ishobora gusubira ku ntebe ya semiconductor, Intel nayo yatangije "urwego rwa sisitemu OEM" kugirango ifashe cyane IDM2.0.

Mu nama ya Intel On Technology Innovation Inama iherutse kuba, Umuyobozi mukuru Pat Kissinger yatangaje ko Serivisi ya Intel OEM (IFS) izatangiza igihe cy '“urwego rwa OEM”.Bitandukanye nuburyo busanzwe bwa OEM butanga abakiriya gusa ubushobozi bwo gukora wafer, Intel izatanga igisubizo cyuzuye gikubiyemo wafer, paki, software na chip.Kissinger yashimangiye ko "ibi birerekana paradigima ihinduka kuva kuri sisitemu kuri chip kuri sisitemu muri paki."

Nyuma yuko Intel yihutishije urugendo yerekeza kuri IDM2.0, yakoze ibikorwa bihoraho vuba aha: yaba ifungura x86, kwinjira mu nkambi ya RISC-V, kubona umunara, kwagura ubumwe bwa UCIe, itangaza miliyari icumi z'amadolari ya gahunda yo kwagura umurongo wa OEM, n'ibindi. ., byerekana ko bizagira ibyiringiro byo mwisoko rya OEM.

Ubu, Intel, yatanze "intambwe nini" yo gukora amasezerano yo murwego rwa sisitemu, izongera izindi chip mu ntambara ya "Abami batatu"?

"Gusohoka" murwego rwa sisitemu OEM igitekerezo kimaze gukurikiranwa.

Nyuma yo gutinda kw'amategeko ya Moore, kugera ku buringanire hagati yubucucike bwa transistor, gukoresha ingufu nubunini birahura n’ibibazo byinshi.Nyamara, porogaramu zigaragara zirasaba cyane imikorere-ikomeye, imbaraga zo kubara hamwe na chip-heterogeneous chips, bigatuma inganda zishakisha ibisubizo bishya.

Hifashishijwe igishushanyo mbonera, gukora, gupakira neza hamwe no kuzamuka kwa Chiplet iherutse, bisa nkaho byabaye ubwumvikane bwo kumenya "kubaho" kw'Amategeko ya Moore no guhora kwimura imikorere ya chip.Cyane cyane kubijyanye no kugabanya uburyo buke mugihe kiri imbere, guhuza chiplet hamwe nububiko buhanitse bizaba igisubizo kinyuranyije n amategeko ya Moore.

Uruganda rusimburwa, arirwo "mbaraga nyamukuru" rwo guhuza ibishushanyo, gukora no gupakira neza, biragaragara ko bifite inyungu numutungo ushobora kubyutsa imbaraga.Kumenya iyi nzira, abakinnyi bakomeye, nka TSMC, Samsung na Intel, bibanda kumiterere.

Mubitekerezo byumuntu mukuru mubikorwa bya semiconductor OEM, urwego rwa sisitemu OEM ni inzira byanze bikunze mugihe kizaza, ibyo bikaba bihwanye no kwagura uburyo bwa IDM pan, bisa na CIDM, ariko itandukaniro nuko CIDM ari umurimo uhuriweho na ibigo bitandukanye guhuza, mugihe pan IDM nuguhuza imirimo itandukanye yo guha abakiriya TurnkeySolution.

Mu kiganiro na Micronet, Intel yavuze ko guhera muri sisitemu enye zunganira urwego rwa sisitemu OEM, Intel ifite ikusanyamakuru ry’ikoranabuhanga ryiza.

Ku rwego rwo gukora wafer, Intel yateje imbere ikoranabuhanga rishya nka RibbonFET transistor yubatswe hamwe n’amashanyarazi ya PowerVia, kandi irashyira mu bikorwa gahunda yo guteza imbere inzira eshanu mu myaka ine.Intel irashobora kandi gutanga tekinoroji igezweho yo gupakira nka EMIB na Foveros kugirango ifashe imishinga ishushanya imashini ihuza moteri zitandukanye zo kubara hamwe nikoranabuhanga ritunganya.Ibice byingenzi bigize modular bitanga uburyo bworoshye bwo gushushanya no gutwara inganda zose guhanga udushya mubiciro, imikorere no gukoresha ingufu.Intel yiyemeje kubaka ubumwe bwa UCIe kugirango ifashe ingirakamaro kubatanga ibintu bitandukanye cyangwa inzira zitandukanye zikorana neza.Kubijyanye na software, ibikoresho bya software bya Intel bifungura isoko ya OpenVINO na oneAPI birashobora kwihutisha itangwa ryibicuruzwa kandi bigafasha abakiriya kugerageza ibisubizo mbere yumusaruro.

 
Hamwe na “bane” barinda urwego rwa sisitemu OEM, Intel iteganya ko tristoriste ihuriweho kuri chip imwe izaguka cyane kuva miriyari 100 iriho kugeza kuri tiriyari, ibyo bikaba ahanini ari umwanzuro wabanjirije.

Ati: "Birashobora kugaragara ko intego ya Intel ya OEM intego ya OEM ihuye n'ingamba za IDM2.0, kandi ifite imbaraga nyinshi, zizatanga umusingi w'iterambere rya ejo hazaza."Abantu bavuzwe haruguru bakomeje kwerekana ko bizeye Intel.

Lenovo, izwi cyane kubera “igisubizo kimwe cya chip igisubizo”, hamwe na sisitemu yo muri iki gihe “urwego rumwe rukora” urwego rwa OEM paradigmme nshya, irashobora kuzana impinduka nshya ku isoko rya OEM.

Gutsindira

Mubyukuri, Intel yakoze imyiteguro myinshi kurwego rwa sisitemu OEM.Usibye ibihembo bitandukanye byo guhanga udushya twavuze haruguru, dukwiye no kubona imbaraga nimbaraga zo kwishyira hamwe zakozwe kuri paradigmme nshya yo kurwego rwa sisitemu.

Chen Qi, umuntu mu nganda za semiconductor, yasesenguye ko uhereye ku mutungo uriho, Intel ifite IP yuzuye ya x86 yubatswe, akaba ari yo shingiro ryayo.Muri icyo gihe, Intel ifite umuvuduko mwinshi SerDes urwego rwimbere IP nka PCIe na UCle, zishobora gukoreshwa muguhuza neza no guhuza chiplet hamwe na Intel yibanze ya CPU.Byongeye kandi, Intel igenzura ishyirwaho ryibipimo byubufatanye bwa PCIe Technology, kandi CXL Alliance hamwe na UCle ibipimo byakozwe hashingiwe kuri PCIe nabyo biyobowe na Intel, ibyo bikaba bihwanye na Intel kumenya IP yibanze ndetse nurufunguzo rwo hejuru cyane -Umuvuduko wihuse SerDes ikorana buhanga.

“Intel ya tekinoroji yo gupakira hamwe nubushobozi buhanitse bwo gukora ntabwo ari intege nke.Niba ishobora guhuzwa na x86IP yibanze hamwe na UCIe, mu byukuri izaba ifite amikoro menshi nijwi murwego rwa sisitemu ya OEM, kandi ikore Intel nshya, izakomeza gukomera. ”Chen Qi yabwiye Jiwei.com.

Ugomba kumenya ko ubwo ari ubuhanga bwa Intel, butazerekanwa byoroshye mbere.

"Bitewe n'umwanya ukomeye ufite mu murima wa CPU mu bihe byashize, Intel yagenzuye byimazeyo umutungo w'ingenzi muri sisitemu - ibikoresho byo kwibuka.Niba izindi chip muri sisitemu zishaka gukoresha ibikoresho byo kwibuka, zigomba kuzibona binyuze muri CPU.Kubwibyo, Intel irashobora kugabanya chipi yandi masosiyete binyuze muri uku kwimuka.Mu bihe byashize, inganda zinubira iyi monopole 'indirect'. ”Chen Qi yabisobanuye agira ati: “Ariko hamwe n'iterambere ry'ibihe, Intel yumvise igitutu cy'amarushanwa aturutse impande zose, bityo ifata iyambere yo guhindura, gufungura ikoranabuhanga rya PCIe, ishyiraho CXL Alliance na UCle Alliance ikurikiranye, ibyo bikaba bihwanye no gukora shyira agatsima ku meza. ”

Urebye mu nganda, tekinoroji ya Intel n'imiterere ya IC igishushanyo mbonera ndetse no gupakira neza biracyakomeye.Ubushakashatsi bwa Yesaya bwizera ko intambwe ya Intel igana kurwego rwa sisitemu OEM uburyo bwo guhuza ibyiza nubutunzi bwibi bintu byombi no gutandukanya urundi ruganda rwa wafer binyuze mubitekerezo byinzira imwe iva mubishushanyo kugeza kubipakira, kugirango tubone amabwiriza menshi muri ahazaza isoko rya OEM.

Ati: “Muri ubu buryo, igisubizo cya Turnkey kirashimishije cyane ku masosiyete mato afite iterambere ry'ibanze kandi adafite ibikoresho bya R&D bidahagije.”Yesaya Ubushakashatsi nabwo bufite icyizere cyo gukurura Intel kwimuka kubakiriya bato n'abaciriritse.

Ku bakiriya benshi, inzobere mu nganda zavuze zeruye ko inyungu zifatika zo mu rwego rwa sisitemu ya Intel OEM ari uko ishobora kwagura ubufatanye-bwunguka hamwe n’abakiriya ba centre yamakuru, nka Google, Amazon, nibindi.

"Ubwa mbere, Intel irashobora kubaha uburenganzira bwo gukoresha CPU IP yububiko bwa Intel X86 mu bikoresho byabo bwite bya HPC, ibyo bikaba bifasha mu gukomeza imigabane ya Intel ku isoko rya CPU.Icya kabiri, Intel irashobora gutanga interineti yihuta ya protocole IP nka UCle, ikaba yoroshye kubakiriya guhuza IP ikora.Icya gatatu, Intel itanga urubuga rwuzuye kugirango rukemure ibibazo byo gutembera no gupakira, gukora verisiyo ya Amazone ya chiplet solution chip Intel amaherezo izayitabira Byakagombye kuba gahunda nziza yubucuruzi.”Abahanga bavuzwe haruguru barongeye.

Turacyakeneye gukora amasomo

Ariko, OEM ikeneye gutanga pake yibikoresho biteza imbere urubuga no gushyiraho igitekerezo cya serivisi ya "umukiriya ubanza".Duhereye ku mateka ya kera ya Intel, yagerageje na OEM, ariko ibisubizo ntabwo bishimishije.Nubwo urwego rwa sisitemu OEM rushobora kubafasha kumenya ibyifuzo bya IDM2.0, ibibazo byihishe biracyakenewe gutsinda.

Ati: "Nkuko Roma itubatswe mumunsi, OEM no gupakira ntibisobanura ko byose ari byiza niba ikoranabuhanga rikomeye.Kuri Intel, ikibazo gikomeye ni umuco wa OEM. ”Chen Qi yabwiye Jiwei.com.

Chen Qijin yakomeje agaragaza ko niba Intel y’ibidukikije, nko gukora na software, na byo bishobora gukemurwa no gukoresha amafaranga, guhererekanya ikoranabuhanga cyangwa uburyo bwa porogaramu ifunguye, ikibazo gikomeye cya Intel ni ukubaka umuco wa OEM muri sisitemu, wige kuvugana n’abakiriya , guha abakiriya serivisi bakeneye, no guhuza ibyo bakeneye bitandukanye bya OEM.

Nk’ubushakashatsi bwa Yesaya, ikintu Intel ikeneye kongeramo ni ubushobozi bwa wafer.Ugereranije na TSMC, ifite abakiriya n’ibicuruzwa bikomeza kandi bihamye bifasha kuzamura umusaruro wa buri gikorwa, Intel ahanini itanga ibicuruzwa byayo.Kubijyanye nibicuruzwa bigarukira hamwe nubushobozi, ubushobozi bwa Intel bwo gukora chip ni buke.Binyuze mu rwego rwa sisitemu ya OEM, Intel ifite amahirwe yo gukurura abakiriya bamwe binyuze mubishushanyo mbonera, gupakira neza, ingano yibanze nubundi buryo bwikoranabuhanga, no kunoza ubushobozi bwo gukora wafer intambwe ku yindi uhereye ku mubare muto wibicuruzwa bitandukanye.

 
Mubyongeyeho, nka "ijambo ryibanga ryumuhanda" ryurwego rwa sisitemu OEM, Gupakira neza hamwe na Chiplet nabyo bihura nibibazo byabo.

Gufata sisitemu yo gupakira nkurugero, uhereye kubisobanuro byayo, bihwanye no guhuza Urupfu rutandukanye nyuma yumusaruro wafer, ariko ntibyoroshye.Dufashe urugero rwa TSMC, uhereye kubisubizo byambere bya Apple kugeza OEM nyuma ya AMD, TSMC yamaze imyaka myinshi mubuhanga buhanitse bwo gupakira kandi itangiza urubuga rwinshi, nka CoWoS, SoIC, nibindi, ariko amaherezo, benshi muribo uracyatanga ibice bimwe na bimwe bya serivisi zipakirwa mubigo, ntabwo aricyo gisubizo cyiza cyo gupakira ibihuha bivuga guha abakiriya "chip nkibice byubaka".

Hanyuma, TSMC yatangije porogaramu ya 3D Fabric OEM nyuma yo guhuza tekinoroji zitandukanye.Muri icyo gihe, TSMC yaboneyeho umwanya wo kugira uruhare mu ishingwa rya UCle Alliance, kandi igerageza guhuza ibipimo byayo n’ibipimo bya UCIe, biteganijwe ko izateza imbere “inyubako zubaka” mu gihe kiri imbere.

Urufunguzo rwibice byingenzi bihuza ni uguhuza "ururimi", ni ukuvuga guhuza ibipimo bya chiplet.Kubera iyo mpamvu, Intel yongeye gukoresha ibendera ryingirakamaro kugirango ishyireho UCIE igipimo cya chip kugirango chip ihuza imiyoboro ishingiye kuri PCIe.

Biragaragara, iracyakeneye igihe kugirango "gasutamo yemewe".Linley Gwennap, perezida akaba n’isesengura rikuru ry’itsinda rya Linley, yashyize ahagaragara mu kiganiro na Micronet ko icyo inganda zikeneye ari inzira isanzwe yo guhuza ingirangingo, ariko ibigo bikenera igihe cyo gutegura ibice bishya kugira ngo byuzuze ibipimo bigaragara.Nubwo hari intambwe imaze guterwa, biracyatwara imyaka 2-3.

Umuntu mukuru wa semiconductor umuntu wagaragaje gushidikanya muburyo butandukanye.Bizatwara igihe cyo kureba niba Intel izongera kwemerwa nisoko nyuma yo kuva muri serivisi ya OEM muri 2019 no kugaruka kwayo mugihe kitarenze imyaka itatu.Kubijyanye n'ikoranabuhanga, ibisekuru bizaza CPU biteganijwe ko bizashyirwa ahagaragara na Intel mu 2023 biracyagoye kwerekana ibyiza mubijyanye nibikorwa, ubushobozi bwo kubika, imikorere ya I / O, nibindi. Byongeye kandi, igishushanyo mbonera cya Intel cyatinze inshuro nyinshi muri byashize, ariko ubu bigomba gukora ivugurura ryumuteguro, kunoza ikoranabuhanga, guhatanira isoko, kubaka uruganda nindi mirimo itoroshye icyarimwe, bisa nkaho byongera ingaruka zitamenyekana kuruta ibibazo bya tekiniki byashize.By'umwihariko, niba Intel ishobora gushyiraho urwego rushya rwa sisitemu ya OEM itanga mugihe gito nabyo ni ikizamini kinini.