Showing posts with label Allwinner. Show all posts
Showing posts with label Allwinner. Show all posts

Thursday, May 7, 2015

Smartphone and tablet processor market share in 2014

Strategy Analytics has published its yearly report detailing global smartphone application processor market share in 2014. The total market had sales of about $21 billion with robust growth of 21%. The report shows that Qualcomm continued to lead the market in terms of revenue share with 52%, followed by Apple with 18% and MediaTek with 14%. The Apple number most likely reflects an estimate because Apple does not sell its chips to third parties. In fourth and fifth place were Speadtrum and Samsung LSI. The report mentions that HiSilicon, Intel and MediaTek had bigger growth than Qualcomm in 2014.

Qualcomm's strength based on Snapdragon 800 series wins in higher-tier phones


According to the report, Qualcomm's leadership was largely based on design wins for its Snapdragon 801 and Snapdragon 805 SoCs in the higher-tier market. Examples of this include the Samsung Galaxy S5 and LG G3. However, as I have previously reported Samsung has increased its use of in-house application processors starting from the second half of 2014, culminating in the exclusive use of Exynos 7420 in the Galaxy S6 in 2015, putting pressure on Qualcomm.

Baseband share in 2014


Strategy Analytics has also published a report with details about baseband (modem) market share in smartphones. According to the report, LTE (4G) basebands accounted for 50% of cellular baseband share in 2014, and the figure is likely to increase significantly in 2015. Qualcomm led in LTE basebands, but HiSilicon, Intel, Marvell, MediaTek and Samsung also increased LTE baseband shipments.

In terms of revenues in the overall baseband market, Qualcomm, MediaTek, Speadtrum, Marvell and Intel had the top positions in 2104. Qualcomm had 66% revenue share, followed by MediaTek with 17% and Speadtrum with 5% sare. Given the product lines of the respective companies in 2014, Qualcomm's revenues are based on both integrated SoC and separate modems, while Intel's sales were mostly separate modem chips, while the other players mostly shipped a mix of integrated SoCs and modem chips.

Comparison with 2013


Comparing with the reports that Strategy Analytics issued for 2013, Qualcomm saws it baseband revenue share remain relatively stable at 66% compared to 64% in 2013. MediaTek saw its AP market share increase from 10% in 2013 to 14% in 2014, and its baseband share increased.

Tablet processor market in 2014


According to another report issued by Strategy Analytics, the market for tablet processors grew 18% in 2014 to $4.2 billion. The top-five revenue share positions were occupied by Apple, Intel, Qualcomm, MediaTek and Samsung LSI. Apple led with 27% share (which must be an estimate), followed by Intel with 17% and Qualcomm with 16% share.

Notable is the absence among the top five of traditional leaders in the Chinese white-box market such as Rockchip and Allwinner. This most likely reflects in increase in brand name tablet shipments at the expense of the white-box tablet market, the low selling prices of white-box tablet processor and the encroachment of MediaTek and Intel into that segment.

Source: Strategy Analytics (Smartphone AP market share), Strategy Analytics (cellular baseband market share), Strategy Analytics (Tablet processor market share)

Friday, March 6, 2015

China tablet processor market declines in Q1

According to a recent article published by DigiTimes Research, tablet applications processor unit shipments to Chinese manufacturers grew by 4.7% in Q4 2014 to reach 34.7 million units. However, shipments are estimated to decline by 24% in Q1 2015 when compared to Q4 2104. Year-over-year, shipments are expected to drop by about 8%, which marks the first time quarterly tablet processor shipments in China experience a year-over-year decline. Excess inventory from Q4 2014 is given as a cause for the decline in shipments.

MediaTek leads Chinese tablet market in Q1 2015


Based on information published by DigiTimes Research, MediaTek, Rockchip, Allwinner and Intel were the top four providers of tablet processors in China, in that order, in Q4 2014. For Q1 2015, MediaTek is estimated to expand it market share by about 1% to reach 28.5%, although absolute shipments will decline significantly due to the overall market decline.

Rockchip, who was the market share leader for most of 2014, is estimated to see its market share remain stable in Q1 2015, registering a 0.6% increase according to DigiTimes Research, who did not supply a market share figure for Rockchip, although it is probably in the region of 25%. DigiTimes mentioned that Rockchip's new chips launched at the end of 2014 (which includes the Cortex-A7-based RK3126 and RK3128) have not yet reached strong shipments.

Meanwhile, Allwinner continues the trend of a steady decline a market share, being expected to have a share of 15.6% compared to 17.6% in Q4 2014. This allows it to be passed by Intel in terms of market share, with Intel's market share estimated to rise from 15% to 16.3% in Q1 2015.

Intel's global market share has increased and is significant, especially revenue share


It should be noted that in terms of global market share, Intel has a stronger position than what would be inferred just from the Chinese market due to a strong position at brand-name tablet manufacturers outside of China, such as Asus and Acer. The other chip players in the Chinese tablet processor market, especially Rockchip and Allwinner, have a weak position outside of China. Due to the higher-end nature of Intel's product mix, Intel also has a higher revenue share, whereas the sales of companies such as Allwinner are mostly concentrated in low-end processors. It has been reported that Intel is abandoning its "contra-revenue" strategy of subsidizing tablet processor sales, which it probably can afford to do because its chip solutions are fairly competitive on their own.

Global brand names gain share, use different chip suppliers


In the global tablet marker, brand name manufacturers are gaining share and dominate the dollar value of the market, also for semiconductor content. Apple and Samsung, who lead the global tablet market, use a lot of in-house chip solutions (100% in the case of Apple). Samsung also uses suppliers like Qualcomm and Marvell, who otherwise do not have a strong position in the Chinese tablet market.

MediaTek used to have strong market share among Taiwanese tablet manufacturers such as Asus and Acer. However, its market share their seems to have been eroded significantly by strong adoption of Intel's Atom SoCs at these manufacturers (who have strong ties with Intel through PC manufacturing).

Popular tablet SoCs as of Q1 2015


By analyzing the tablet models offered on Chinese e-commerce portals, one can get some idea of what SoCs are currently used the most in tablets from China. I took a look at the tablet offerings on Banggood.com.

Rockchip's RK3188 (which probably means the RK3188T variant in most cases) is still widely used. Originally a mid-range performance segment SoC, there are indications that Rockchip built a significant inventory of this SoC (which is not particularly cheap in terms of manufactuing cost) last year, and the chip has been used in cheaper models as well. Rockchip's RK3126, which is more cost-effective than RK3188, is slowly starting to appear in new tablet models.

Meanwhile, Rockchip's high-end RK3288 is used in several models from Pipo, Teclast and FNF, and these seem to be reasonably popular for a high-end product. I have some concerns about power consumption and battery life regarding these products due to the processor cores used in the SoC.

The most popular MediaTek chips used in tablets are SoCs with 3G connectivity such as the low-end dual-core MT8312 and quad-core MT8382 (the equivalent of the MT6572 and MT6582 smartphone SoCs), as well as the more performance oriented octa-core MT6592/MT8392, which provides good performance and battery-life and has moved down to lower-priced tablet models. Additionally, the new 64-bit MT8752 with 4G (equivalent to the MT6752 smartphone SoC) is starting to appear in new models (Cube, Teclast). For WiFi-only tablets, the MT8127 (which has a relatively powerful GPU for a cheap SoC) is used in some low-to-mid-range tablets.

Allwinner's A31s, which was released in 2013 but perhaps its last successful product introduction, appears to be still used for production. Low-end tablets are available with the A23 and A33 SoCs, although the A33 does not seem to have been very successful and has been affected by weakness in the low-end segment of the tablet market.

Allwinner's new octa-core A83T has started to appear in a few new models, and is probably replacing the high-end A80 Octa which is likely to have had low profit margins.

Finally, Intel's Z3735F, Z3735G and Z3736F Atom SoCs are widely used in tablets, although most prominently in higher-prices models that come equipped with Microsoft Windows.

Update (15 March): 3G smartphone chip inventory unloaded onto Chinese tablet market


In an article published on 13 March 2015, DigiTimes Research reported that due to a high inventory level of 3G smartphone solutions in China, such chips will be unloaded onto the Chinese tablet market by players such as MediaTek, Qualcomm and Spreadtrum.

3G-enabled chip solutions for tablets are usually very similar to similar solutions for smartphones. For example, MediaTek's smartphone solutions have commonly been used in tablets, while MediaTek's official 3G-enabled tablet solutions most likely consist of a chip virtually identical to the smartphone version, with the main difference being a different model number (e.g. MT6582 vs MT8382). That MediaTek would target any excess inventory of 3G smartphone chipsets at the tablet market is not surprising.

However, I am little sceptical about the volume that may be involved. The Chinese tablet market is clearly contracting in the near term, and the volumes in the tablet market are considerably smaller than the smartphone market, even the declining 3G part of the smartphone SoC market. To put things into perspective, MediaTek's quarterly 3G smartphone chip shipments were on the order of 70 million in Q4 2014, while its 3G tablet chip shipments were probably in the range of 5 to 10 million.

The article also mentions Qualcomm, which in the past has not been a major player in the Chinese white-box tablet market. It mentions rumours that Qualcomm may form a partnership with Allwinner (which has been consistently losing market share) to penetrate the tablet market in China. The article also states that while Intel has introduced 3G tablet solutions, Intel's solutions are unlikely to be widely adopted until Intel introduces the 4G version of its Atom x3 (formerly SoFIA) platform.

Sources: DigiTimes (Q1 2015 China tablet AP market article)DigiTimes Research (smartphone chips inventory unloaded to tablet market)

Updated 15 March 2015.

Tuesday, February 17, 2015

Qualcomm and MediaTek see challenges in smartphone SoC market

Both Qualcomm and MediaTek recently reported financial results for the fourth quarter of Q4 2014 and made projections for future periods. Both companies are seeing challenges that are already affecting their revenues and market share now or later in 2015.

Qualcomm lowers forecast for 2015 due to weakness at major customer


In their financial report for Q4 2014, Qualcomm lowered their outlook for 2015, citing as one of the reasons reduced demand from a major customer as that customer has not selected the Snapdragon 810 processor for an upcoming flagship product. This is widely believed to refer to Samsung's upcoming Galaxy S6. In fact the trend of increasing use of in-house Exynos processors already started last year, as models such as Galaxy Alpha, Galaxy S5 Mini and Galaxy Note 4 already saw increasing use of Samsung's own Exynos processors, including modem technology in some cases.

Qualcomm also mentions a share shift among major OEMs that will result in relatively more modem chips as opposed to SoCs (clearly referring to Apple, which only uses Qualcom's modem chips), as well as heightened competition in China. Recently, Qualcomm also recently announced a resolution of the anti-trust investigation by authorities in China, which amounts to a reduction in the patent royalty rate it charges to customers in China.

Qualcomm's total market share currently still strong


At the moment, Qualcomm's market share for smartphone SoCs is still strong as shown by unit shipments and revenues for Q4 2014 and Qualcomm's estimates for Q1 2015, although its product mix has shifted to lower-end products. In comparison to competitor MediaTek, Qualcomm is doing much better in terms of maintaining or growing unit shipments (with Qualcomm in fact seeing a 14% increase in unit shipments in Q4 2014), suggesting that Qualcomm is taking market share from MediaTek as products such as Snapdragon 410 and the new Snapdragon 210 take over large parts of the low-end cost-sensitive market (especially in China) where MediaTek's 3G solutions where previously dominant.

MediaTek losing market share despite successful new products


Meanwhile, although MediaTek has seen widespread adoption of its new MT6752 and MT6732 SoCs with integrated LTE modem for the cost-sensitive mid-range market, the company saw lower unit shipments in Q4 2014 and predicts a 10 to 18% revenue decline for Q1 2015, suggesting its smartphone SoC shipments are under pressure. Given the fact that the new 4G chips have higher selling prices than existing 3G chips, the revenue decline probably reflects a relatively dramatic decline in shipments of existing 3G solutions, with resulting loss of total market share, although price reductions may also play a role. MediaTek has been affected especially by the late introduction of integrated 4G solutions and the lack of a low-end 4G solution and to a lesser extend the delayed introduction of the high-end MT6795.

Captive mobile SoC use becoming more important


Within the total smartphone SoC market (and also in the tablet maket), captive supply (whereby a smartphone manufacturer uses its own SoCs in its smartphone models) is becoming more important, which affects the market opportunity for companies such as Qualcomm and MediaTek. I already mentioned Samsung's increasing use of Exynos processors, which has a significant impact as Samsung is one of the two largest smartphone manufacturers. A major Chinese manufacturr, Huawei, is also increasingly using SoCs from its own HiSilicon division, also extending to lower end models. Apple's gains in market share also has an effect (especially on the high-end market) since it uses proprietary SoCs.

In the tablet market, the low-end and Chinese white-box market is seeing a sharp reduction in shipments in Q1 2015, with market share shifting to brand names (where captive solutions are more important, such as at Samsung) as total shipments are estimated to decline dramatically. This greatly affects traditional players in the tablet SoC market such as Rockchip, Allwinner and MediaTek. Intel's strategy of subsidizing tablet SoCs has also had an impact. According to DigiTimes, the total tablet market will decline 30% sequentially in Q1 2015, with estimates of a decline of 12% for the whole year 2015.


Sources: DigiTimes (tablet market article), DigiTimes (MediaTek results), Qualcomm, MediaTek

Thursday, January 8, 2015

New mobile SoCs announced at CES

At the Consumer Electronics Show in Las Vegas, USA this week, a large number of new devices as well as chips for various kinds of multimedia devices is being announced, including mobile SoCs for smartphones and tablets. Several of the newly announced SoCs use Cortex-A53 CPU cores.

Rockchip announces octa-core Cortex-A53 tablet SoC


Rockchip announced the RK3368 at the show, which is a tablet processor with eight Cortex-A53 cores clocked up to 1.5 GHz and an unnamed GPU supported OpenGL 3.1. Rockchip also claims 4Kx2K H.264/H.265 video playback capability and HDMI 2.0 display output supporting 4Kx2K resolution. Early information about this chip became available a few months ago, when it was codenamed "MayBach". Rockchip mentions support for Android Lollipop in its materials.

The quoted maximum clock speed of 1.5 GHz is not very high, but an up-to-date revision of the Cortex-A53 core should provide good CPU performance at that speed even for single-core, and the octa-core configuration will provide very good multi-core performance. At which foundry it is being produced in unclear; in the past Rockchip has been using the 28 nm SLP process at GlobalFoundries for its high-performance chips, although plans for chips produced at TSMC have been reported.

Most of the specifications suggest that the chip is targeted at the performance segment, more or less as a replacement for the RK3288 that is more suitable for tablets due to lower power consumption. Based on the fact that DirectX support up to 9.3 is claimed as well as OpenGL 3.1, the GPU is most likely a Mali-T760 GPU. The RK3288 already contains a performance-oriented Mali GPU, of which the exact nature is unclear. The memory interface is likely to be 32-bit dual-channel with support for LPDDR3, similar to the RK3288 and suitable for performance-oriented devices.

Allwinner announces low-cost quad-core Cortex-A53 tablet SoC


Meanwhile, Allwinner, Rockchip's archrival in the Chinese tablet processor market, announced the A64, a new low-cost tablet processor with four Cortex-A53 CPU cores. Allwinner quotes a price of $5 for the chip. The SoC appears to be the logical successor to the recently introduced A33 with Cortex-A7 cores, which is also a low-cost quad-core tablet processor that appears to have been less successful than anticipated. Allwinner also recently introduced an octa-core Cortex-A7-based SoC, the A83T.

The new SoC supports H.265/H.264 decoding in hardware, and is compatible with various types of DDR memory (presumably in a single channel 32-bit configuration). 4K HDMI output is also listed.

MediaTek announces Android TV and wearable device SoC platforms


Outside of the mobile space, MediaTek (which has long being prominent in the digital television SoC space, both through its internal division and through MStar, which it acquired not too long ago), announced a new digital television SoC, MT5595, with support for Android TV.  Sony will be using the chip in new LCD TV models. The chip has a big.LITTLE-type CPU configuration with two Cortex-A17 cores and two Cortex-A7 cores, and has hardware support for HVEC (H.265) and VP9 for 4K2K content streaming at 60 frames per second. As shown by the MT6595 smartphone SoC, MediaTek's Cortex-A17 implementation can provide very high single-core CPU performance, which is probably helpful in providing good performance and response times on the Android TV platform.

MediaTek has also announced an optimized solution for wearable devices based on Google’s Android Wear software. The MT2601 is equipped with a dual-core Cortex-A7 CPU up to 1.2 GHz and a single-core Mali-400 MP GPU, with support for display resolutions up to qHD (960x540). In several respects, these specifications match those of MediaTek's existing low-cost MT6572 smartphone SoC. MediaTek is touting the small die size and power efficiency of the new chip. It can be paired with various external wireless connectivity chips including the recently introduced MT6630 for Bluetooth (MT6630 also integrates advanced WiFi, GPS and FM radio functionality).

Sources: CNX Software (Rockchip RK3368), CNX Software (Allwinner A64), MediaTek (MT5595 announcement), MediaTek (MT2601 announcement)

Thursday, December 4, 2014

Another symmetric octa-core CPU-based SoC announced (HiSilicon Kirin 620)

Huawei has just announced a new SoC, Kirin 620, with an octa-core Cortex-A53 CPU. The chip is the latest in a series of newly introduced octa-core Cortex-A53-based SoCs from companies such as MediaTek and Qualcomm as well as other players.

New Kirin 620 chip appears to target cost-sensitive segment


HiSilicon shows some smart design choices with this chip. It is clearly designed to be relatively cheap to manufacture (with a relatively limited chip die area) while still providing good performance for low/mid-range devices.

In the past, HiSilicon has been using CPU cores with a relatively large die area such Cortex-A9 and Cortex-A15, which do not result in a particularly cheap or power-efficient chip. However, the Cortex-A53 is the direct successor to the very power-efficient and extremely small Cortex-A7 core, which means even with eight cores the chip will still be relatively small as well as power-efficient.

The maximum CPU clock speed of 1.2 GHz is significantly lower than most other announced Cortex-A53-based SoCs, illustrating that the chip is intended for the cost-sensitive segment. Possibly, it is manufactured on TSMC's relatively economical 28LP process technology, which limits maximum performance.

Compared to MediaTek’s and Qualcomm’s new octa-core Cortex-A53-based chips, the Mali-450 MP4 GPU is notable because it does not support the OpenGL ES 3.0 API. However, OpenGL ES 2.0 is still the standard in the mobile market, and HiSilicon can probably improve cost and performance this way (especially since Mali-T62x and Mali-T760 are not cheap in terms of die size). Mali-T760 would have been faster and more power-efficient, but Mali-450 MP4 saves cost while still providing reasonable performance.

The new chip has several similarities with MediaTek’s MT6592, which is almost a year old, and has eight Cortex-A7 cores instead of Cortex-A53 and also a Mali-450 MP4 GPU.

Octa-core Cortex-A53 core CPU provides benefits for performance/Watt and performance/dollar


Because the Cortex-A53 (like its predecessor, the Cortex-A7) has a very small die size in comparison to higher-performance cores like Cortex-A57 and Cortex-A15, the use of eight cores instead of four does not very significantly raise the cost of the chip, while greatly increasing multi-core performance. Although not quite true for HiSilicon's chip due to the relatively low clock speed, several other Cortex-A53-based chips are also clocked at a relatively high frequency (in excess of 2 GHz for MT6795), resulting in respectable single-core performance as well, and making such a configuration suitable for the performance segment.

An octa-core configuration can provide real benefits in practice in a multi-threaded OS such as Android. Applications that can readily take advantage of eight cores include the Chrome browser and software video decoding and encoding libraries, all of which can improve the user experience. Because the eight cores are usually physically split into two clusters with a separate L2 cache, there is also room for further optimizations by the kernel scheduler in order to maximize performance and power efficiency.

For example, it might be possible for the scheduler to disable one of the two clusters of four CPU cores and its associated L2 cache during normal operation (when the load is not high), resulting in low power consumption. When more CPU power is needed, the second cluster comes online. Even when there are only a few threads, the scheduler might be able to detect the need for more L2 cache memory in a particular workload and move one or more threads to the second cluster. MediaTek's CorePilot technology, with which it has had experience since the MT6592, probably involves heuristics of this kind.

Overview of symmetric octa-core Cortex-A7 and Cortex-A53-based SoCs


The following table shows an overview of currently announced octa-core Cortex-A7 and Cortex-A53-based SoCs, starting with MediaTek's MT6592 which has been available for about a year.

(Click to enlarge)
Note that Qualcomm's Snapdragon 615 is not really a symmetric octa-core because it uses a pseudo-big.LITTLE configuration with four Cortex-A53 cores clocked higher and four cores clocked lower.

Performance comparison of octa-core Cortex-A7 and Cortex-A53-based SoCs


The following tables show CPU performance (using a representative Geekbench subtest result) as well GPU performance based on GFXBench for relevant SoCs and devices for which benchmark data is available. It includes both octa-core Cortex-A7 and Cortex-A53-based SoCs, as well as other existing SoCs from different market segments, for reference.

(Click to enlarge)
The first few columns of the table show a description of the SoC with CPU configuration, the name of a representative device model using the SoC and the maximum CPU clock speed. Then comes the Geekbench JPEG Compression benchmark test, both single-core and multi-core. This Geekbench subtest has been found to be relatively sensitive to CPU performance without being very sensitive to other factors such as L2 cache size.

The rightmost columns show information about the GPU. First listed are the GPU type and off-screen performance for the GFXBench T-Rex (OpenGL ES 2.0) and Manhattan (OpenGL ES 3.0) benchmarks. The offscreen tests always render into a 1920x1080 off-screen buffer, making results comparable between devices with different screen resolutions. The actual resolution used on the device comes next, followed by on-screen T-Rex benchmark benchmark performance and information relevant for battery life and long-term performance (which is affected by thermal throttling). This includes average long-term performance of the T-Rex on-screen benchmark, the battery size of the device and the battery life in minutes when running T-Rex on-screen long-term.

Mali-T760 appears to be highly efficient


Notable is that GPU performance of the MT6752 with Mali-T760 MP2 GPU as represented by the Lenovo A70-A entry in the GFXBench database is comparable with the Snapdragon 615-based HTC Desire 820, despite the latter's higher low-level pixel processing performance (such as evident in the ALU and Alpha Blending scores) provided by the Adreno 405 GPU.

This strongly suggests that ARM has made a big leap in terms of performance efficiency with the Mali-T760 GPU core in conjunction with compression-based bandwidth optimization technologies such as ARM Framebuffer Compression, Transaction Elimination and Smart Composition as well as good integration with the Cortex-A53 CPU architecture (which already shows memory performance improvements).

Based on GFXBench power efficiency data, none of the listed SoCs appears to be particularly power-efficient with a full GPU load with the complex T-Rex benchmark, but data for the Mali-T760 MP2-based MT6752 has yet to come in. However, the best battery life entries in the GFXBench database for the Samsung Galaxy Note 4 with Mali-T760 MP6-based Exynos 7 Octa shows the ability to run the on-screen T-Rex benchmark for more than 300 minutes with reasonable sustained performance on the very high resolution screen of the Note 4, which is compatible with relatively high power efficiency of the Mali-T760 GPU.

Note that power efficiency is likely to be better for typical GPU applications that are less demanding than GFXBench's T-Rex benchmark (this affects lower-end SoCs/GPUs more than higher-end ones).

Sources: CNXSoftware (Kirin 620 announcement), GFXBench results database, Geekbench browser

Updated December 25, 2014 (Correct memory interface information for Snapdragon 615).

Wednesday, November 12, 2014

China tablet processor market: Intel and MediaTek projected to gain share in Q4, Allwinner continues to decline

According to a recent report by DigiTimes, shipments of tablet applications processors in China grew slower than expected in Q3 2014, increasing only by 6%, affected by affordable models from global brand-name manufacturers. DigiTimes also published a forecast with estimated shipments and market share figures for the China market in Q4 2014, with overall shipments projected to increase by a modest 4.7%.

Intel pushing into Chinese tablet market


The articles do not give a complete overview of market share figures or shipments by company, but they do provide details about the strong growth of Intel's tablet processor chips in China (most likely primarily due to a push into the Chinese white-box market), growing to 2.5 million units (7.5% share) in Q3 2014, with a projection of about 5 million units (14.5% share) in Q4, reaching the number three position in terms of market share.

MediaTek highly competitive, with capacity constraints likely to improve for Q4


While MediaTek is reported to have seen 25% unit growth in worldwide tablet processor shipments in Q3, surpassing the worldwide unit shipment of Rockchip, in China MediaTek's shipments declined, with its market share in China declining from 27.2% to 22.6%. The overall unit growth for MediaTek probably for a large part reflects the ramp of design wins for Amazon Kindle tablets that are manufactured through Taiwanese ODMs. As I explained an earlier article, the MT8135V chip used by Amazon is likely to be relatively high-cost, low-margin chip that has taken up a significant portion of MediaTek's limited wafer capacity for tablet processors at TSMC, which is the likely explanation for the shipment decline in China as MediaTek has been unable to satisfy demand for its otherwise very efficient and cost-effective solutions for both WiFi-only and 3G-enabled tablets, prioritizing shipments for Amazon and other international brand-name manufacturers.

However, DigiTimes expects MediaTek to lead the Chinese tablet processor market in Q4 2014, which would be the first time MediaTek has achieved that position. This implies fairly strong shipment growth for MediaTek in China and must be the result of an improved wafer capacity situation. That MediaTek's capacity has become less limited is apparent in its revenue numbers for October 2014, which saw a significant increase over the prior month.

Rockchip's shipments less than expected, losing leadership position in Q4


Rockchip is reported to have seen shipments decline by about 12% in Q3, much worse than the estimates reported earlier by DigiTimes and discussed in an earlier blog post, which saw Rockchip significantly increasing it leadership position in Q3. It seems the estimates for Rockchip were indeed much too optimistic, also affected by Intel's growth, whose chips to a large extent cover the segment of Rockchip's high-volume mid-range RK3188(T) chip, which is also becoming less competitive from a manufacturing cost standpoint. Rockchip is transitioning to the more cost-effective quad-core Cortex-A7-based RK3126 for the cost-sensitive market, but it appears that this will not prevent Rockchip from losing its leadership position in China to MediaTek.

Allwinner continues to decline


Allwinner's shipments declined by 10% in Q3 2014 from an already relatively low base in Q2, providing evidence that the launch of its new low-cost A33 processor has failed to meet expectations (as discussed in my earlier blog post, there have already been signs that the A33 could be the latest of several consecutive more or less failed product introductions by Allwinner dating back to 2013, all of which show evidence of severe hardware or software engineering issues), and therefore isn't helping Allwinner to recover its market share. Indeed, DigiTimes projects another 17% decline in shipments for Allwinner in Q4 2014, causing it drop behind Intel in the unit shipment ranking. Because of the failed and delayed product introductions, Allwinner has seen its product mix for the high-volume cost-sensitive segment continue to get worse, with its remaining shipments mostly consisting of almost obsolete chips sold for fire-sale prices on which Allwinner cannot make a profit. Although Allwinner has recently brought the high-end A80(T) chip to market, the volume for this chip is likely to be limited with high costs so that it most likely has only worsened Allwinner's financial situation.

Sources: DigiTimes Research (Q3 China tablet AP shipments), DigiTimes Research (Q4 tablet AP shipment projections)

Friday, November 7, 2014

Analysis of tablet processors by chip company, with a focus on Geekbench CPU performance

The Geekbench browser, which includes hundreds of thousands of mobile benchmark results, provides access to a wealth of information about the CPU and memory performance of smartphone and tablet SoCs. Because certain subtests within Geekbench results (such as the single-core JPEG Compress test) correlate well with CPU clock speed for a given CPU core, it is possible to determine the actual maximum clock speed of the CPU, which sometimes does not correspond to the advertised clock speed or even the clock speed reported by the operating system.

By assessing the number of entries for a specific chip or model, the database of also provides an indication about the unit volume and popularity of specific chips and models. The approximate arrival on the end market of specific chips can also be estimated.

In this post, I am analysing the Android ARM and x86-based tablet processor market of the last two years or so from the low-end (mostly chip used in Chinese white-box tablets) to high-end devices from well known brand names, with a focus on CPU performance and other information that can be found after studying the Geekbench results database. The article takes on tablet SoC chip companies in alphabetical order, one-by-one.

Although the article specifically focuses on tablet chips, there is some overlap with smartphone chips since many players in smartphone chip space also compete in tablets with solutions that are generally similar to their smartphone chip solutions. HiSilicon, the chip division of Huawei, is becoming more prominent for smartphone SoCs but has been omitted because it does not really target tablets. A similar argument applies to the Chinese low-end smartphone chip designer Spreadtrum. These companies may be covered in a future update or in an article focusing on smartphone chips.

Actions Semiconductor


Actions a Chinese chip company with a long prior history in the MP3 player chip market, which has operated at the bottom-level of the white-box tablet market in the last few years.

Chip      Arrival  Fab    CPU             Clock speed  Geekbench  Multi   GPU
                          configuration   (typical)    JPEG C.    core x

ATM7021   Q4 2013  40nm  2 x Cortex-A5    1.3? GHz                        PowerVR SGX540
ATM7029A  Q1 2013  40nm  4 x Cortex-A5    1.0 GHz      296   681  2.30    Vivante GC1000
ATM7029B           40nm  4 x Cortex-A5    1.2? GHz                        PowerVR SGX540
ATM7059            28nm  4 x Cortex-A9    1.6 GHz                         PowerVR SGX544 MP

The ATM7029A from Actions is a low-end quad-core SoC that was one of the first affordable quad-core tablet processors to appear on the market, and has been sold in fair numbers in low-end tablets. However, the chip cuts corners with regard to performance in a rather unorthodox way. Actions advertised the chip as containing Cortex-A9 (later "Cortex-A9 family") CPU cores, while actually containing Cortex-A5 cores that perform about half as fast at a given clock speed (also significantly slower than Cortex-A7). Actions also modified the Android kernel to hide the actual CPU core type and also to falsely report a 1.2 GHz clock speed while the actual maximum speed is 1.0 GHz. The SoC displays very poor multi-core performance scaling for a quad-core CPU of only 2.3x for the JPEG Compress test in Geekbench, probably due to a very small and slow L2 cache.

The AT7029B is an improved version of the ATM7029 that replaces the less compatible Vivante GC1000 GPU with a more proven PowerVR SGX540.

The ATM7021A is an ultra-low-end dual-core Cortex-A5 processor that arrived in the market at the end of 2013. It only supports 512MB RAM and has been sighted in ultra-cheap tablets advertised on the internet.

The ATM7039c/7039s/7059 family consists of higher performance SoC designs that incorporate a quad-core Cortex-A9 running at 1.6 GHz. The ATM7039s and ATM7059 are manufactured at 28nm so have increased power efficiency, although the aging Cortex-A9 core is much less power efficient (as well having much large die area) than the Cortex-A7 used by most competitors. The chips have been in the pipeline for some time and Actions remains hopeful that they will appear on the market in 2014. However, it terms of cost efficiency the chips give the impression of following Rockchip's RK3188(T) long after the fact at a time when such a solution has almost ceased to be competitive.

Allwinner Technology


Allwinner is a Chinese tablet chip company that for some time (2012-2013) dominated the worldwide unit volume for tablet processors with cost-effective chips like the A1x series, and has probably shipped more than 100 million units in total. More recently, the company has suffered from loss of market share due to problematic and delayed new product introductions.

Chip      Arrival  Fab    CPU              Clock speed Geekbench   Multi   GPU
                          configuration    (typical)   JPEG C.     core x

A10       Q1 2012  55nm   1x Cortex-A8     1.00 GHz     423   424  1.00    Mali-400
A13       2H 2012  55nm   1x Cortex-A8     1.00 GHz     416   418  1.00    Mali-400
A20       Q3 2013  55nm   2x Cortex-A7     1.00 GHz     384   785  1.97    Mali-400 MP2
A23       Q3 2014  40nm   2x Cortex-A7     1.20 GHz     463   922  1.99    Mali-400 MP2
A31s      2013     40nm   4x Cortex-A7     1.01 GHz     387  1571  4.06    PowerVR SGX544 MP2
A33       Q3 2014  40nm   4x Cortex-A7     1.20 GHz     466  1450* 3.11*   Mali-400 MP2
A80T      Q3 2014  28nm   4x Cortex-A15/A7 1.60 GHz     927  4020  4.34    PowerVR Series 6
A83T      Q4 2014? 28nm   8x Cortex-A7     2.0? GHz                        PowerVR
* The CPU performance of the A33 shows different CPU scaling in different entries, with some close to 4 as expected for a fully utilized quad-core CPU, while many others show a scaling factor of only about 3.1 or even as low as 2.6. Some other scores seem to correlate with the CPU scaling factor variation, with the multi-core JPEG Decompress result scaling to all CPUs when the JPEG Compress test is low. Scheduling characteristics such as thermal throttling or other factors could be involved.

The A10 was Allwinner's first successful chip targeting tablets, with its relatively high level of integration providing significant cost advantages, which catapulted Allwinner into dominance of the Chinese white-box tablet market in 2012. The A13 was a cost-reduced version of the A10 with a 16-bit external memory interface, which later caused problems as memory bandwidth requirements increased with newer Android versions and higher resolution screens. The old Cortex-A8 CPU core had relatively competitive integer performance while floating point performance was much lower than more recent designs.

The A31s (a cost-reduced version of the A31 that was released a little earlier), a quad-core Cortex-A7-based SoC with a powerful PowerVR SGX544 MP2 GPU, arrived on the market in 2013 and was more or less Allwinner's last succesful product introduction. Although the 40nm process limited clock speeds due to power and heat limitations, the A31/A31s were a reasonable success in higher-end Chinese tablets and also used by some well known brand names such as HP, although due to cost not suited for the really high-volume part of the Chinese white-box market. This chip has continued to be sold for a long time.

The dual-core A20 was intended as a pin-compatible successor to the succesful A10 processor, which was also manufactured at 55nm as early as 2012 and widely used at the time. The A20 is notable for using Cortex-A7 cores with a trailing-edge 55nm process. Originally announced in 2012, the product suffered from serious delays and quality issues related to firmware when it arrived in the market in the second half of 2013 and was not a success, contributing to Allwinner's decline. I have personal experience with an early A20-based Android tablet which came with grossly misconfigured firmware (unstable, running at 0.7 GHz, with very slow screen refresh), which nevertheless ran a custom Linux OS without problems at 1.0 GHz, suggesting that much of the problem was very sloppy software engineering related to low-level chip initialization in the Android firmware.

The A23 is the replacement for the A20 using a more sensible 40nm process. However, it also did not come to market smoothly and the Geekbench database provides evidence that it only arrived on the market as recently as Q3 2014, being more or less immediately superseeded by the Allwinner's quad-core A33 which is arriving at the same time. Geekbench results provide evidence that the kernel has been modified by Allwinner to falsely report the CPU speed as 1.54 GHz, with all shipping devices actually running at an estimated maximum speed of 1.20 GHz.

The quad-core A33 is logical extension of the A2x and was announced in June 2014 as a entry-level tablet solution, with mass production already having commenced, highly important for any recovery of Allwinner's market position. As of early November 2014, a few entries in the database have appeared suggesting the use of the A33 but this is not yet suggestive of a successful product introduction. The results listed seem to reflect devices based on A23 ("sun8i") firmware, and show lower than expected multi-core performance scaling of only about 2.6 - 3.1 for the Geekbench JPEG Compress benchmark (close to 4 would be expected), which could be due to limited L2 cache size or other factors, and the chip also shows a very low memory performance score. A possible explanation for the lower than expected performance is that the L2 cache (which should have the very reasonable size of 512KB according to Allwinner) is disabled due to hardware defects in earlier revisions of the A33. However, some recent entries in the Geekbench database show CPU scaling close to 4.0 (as expected) for A33-based devices, with variation for other benchmark tests such as JPEG Decompress also being observed. CPU clock speed appears to be falsely reported as 1.34 GHz, because actual single-core performance suggests a 1.20 GHz maximum clock speed for the Cortex-A7 cores. Allwinner has announced that HP (who earlier used the A31s) is using the A33 in the new HP 7 G2 and HP 8 G2 tablets, and mentioned having achieved one million units shipments of A33. However, the Amazon website evidence shows no reviews for these models, suggesting that actual volume availability is still doubtful. The A33 being another failed product introduction from Allwinner cannot be ruled out at this point.

Finally, the ambitious octa-core big.LITTLE A80 SoC is Allwinner's attempt to address the high-performance market. After several delays, which saw the A80 pitched mainly at development boards and other non-tablet applications, with suggestions of power and heat issues, numerous entries for the Allwinner A80T-based Onda V989 tablet have started to appear in the Geekbench database in the last few months. The results are consistent with a Cortex-A15 clock speed of about 1.6 GHz, lower than the advertised 2.0 GHz. This is confirmed by independent research. Although the chip provides high performance relative to previous Allwinner chips, performance is still lower than previous generation, lower-power SoCs such as Qualcomm's Snapdragon 800 for smartphones. The chip also shows lower multi-core performing scaling than comparable chips from competitors such as HiSilicon's Kirin 920 for smartphones, although there is evidence that the Cortex-A7 cores are also utilized (use of Global Task Switching), as well as showing low memory performance for a SoC with a dual-channel memory interface.

Intel


Intel has started targeting the tablet market in earnest only recently in 2014, using its increasingly efficient Atom processor cores and SoCs and employing a contra-revenue strategy that subsidizes tablet manufacturers that use its platform. First gaining traction in the first half of 2014 with brand-name manufacturers such as Asus, in the second half of 2014 Intel started penetrating Chinese white-box tablets primarily due to the introduction of lower cost Atom SoCs with a 32-bit memory interface such as Z3735G/Z3736G and addition to the Z3735F/Z3736F with 64-bit memory for higher performance segments, also helped by a general shortage of efficient tablet processors from competitors such as MediaTek due to the tight wafer capacity environment at TSMC. Because of the advanced 22nm process, Intel's SoCs provide relatively high CPU and GPU performance as well as high power efficiency. Part of the efficiency advantage stems from Intel's ability to integrate a fast and large 2MB L2 cache (Z37xx series), much larger than the L2 cache in typical cost-sensitive tablet processors.

Chip      Arrival  Fab    CPU              Clock speed Geekbench   Multi   GPU         Memory
                          configuration    (typical)   JPEG C.     core x              Interface

Z2560     Q2 2013  32nm   2x Saltwell      1.6 GHz      617  1711  2.77    SGX544 MP2  2 x 32-bit
Z2580     Q2 2013  32nm   2x Saltwell      1.6 GHz                         SGX544 MP2  2 x 32-bit
Z3735F    Q3 2014  22nm   4x Silvermont    1.33 GHz*    821  2803  3.35    Intel HD    64-bit
Z3735G    Q3 2014  22nm   4x Silvermont    1.33 GHz*    827  2773  3.42    Intel HD    32-bit
Z3736F    Q4 2014  22nm   4x Silvermont    1.33 GHz*    968  2858  2.95    Intel HD    64-bit
Z3736G             22nm   4x Silvermont    1.33 GHz*                       Intel HD    32-bit

* The chips have a so-called burst (turbo) frequency of 1.83 GHz (Z3735) or 2.16 GHz (Z3736).

Intel's Atom SoCs for mobile devices, although compatible with the x86 and x86-64 instruction sets used with PC processors, are based on CPU cores specifically designed for the mobile market and not derivatives of PC-class architectures.

The Saltwell core (which does not support x86-64) in previous generation Atom SoCs such as Z2560 and Z2580 has performance approximately equivalent to an ARM Cortex-A7 clocked at the same frequency, but the higher typical clock speed of 1.6 GHz results in higher single-core performance than typical Cortex-A7 configuration that are clocked lower. However, the dual-core CPU configuration with HyperThreading results in lower multi-core performance scaling than a typical quad-core Cortex-A7. The per-core 512K L2 cache is not really optimal for mobile applications and suggests that the architecture was not yet fully optimized for low power mobile applications, and overall the SoCs have significantly lower performance/Watt than competitive solutions that use ARM Cortex-A7 cores.

The current generation Z373x series are faster than Z25xx with improved power efficiency and fall somewhere in the mid-range with regard to performance, since they do not reach pure CPU processor speed of competitive mobile SoCs  targeting the performance segment (approaching the speed of less optimized Cortex-A1x designs like Allwinner A80T and RK3288, but falling short of the performance of high-end Exynos and Snapdragon 801/805 chips for tablets and smartphones).

The Silvermont-based SoCs show evidence of an optimized memory subsystem, so that the Z3735G with 32-bit memory shows memory performance comparable to Rockchip's RK3288 with a much more expensive dual-channel memory design. The CPU burst mode benefits single-core performance but means that multi-core performance does not scale as well as most ARM-based chips. The SoCs also have relatively fast GPU performance for a mobile chip, benefiting from the low power design and the large cache memory inside the chip.

Leadcore Technology


Leadcore is an upcoming Chinese designer of SoCs for smartphones that has been on focusing on the TD cellular standards primarily used in China, and also offers tablet chips with integrated modem. Although still a relatively small player, its designs show evidence of good product planning with efficient, cost-effective solutions and the company has attracted the attention of Xiaomi, which is rumoured to be interested in acquiring a majority stake in the company.

Chip      Arrival  Fab    CPU              Clock speed Geekbench   Multi   GPU            Modem
                          configuration    (typical)   JPEG C.     core x

LC1913    2013?    40nm   4x Cortex-A7     1.4 GHz                         Mali-400 MP2   3G (TD)
LC1960    2014     28nm   6x Cortex-A7     2.0? GHz                        Mali-T628 MP2  4G
LC1980    2014?                                                            Mali-T720 MP6

On paper, the LC1913 appears to be a cost-effective chip for tablets with integrated 3G connectivity, being similar to MediaTek's MT8382 but on a 40nm instead of a 28nm process. I have not yet located any entries using this chip in the Geekbench database. The hexa-core LC1960, which most likely has a dual-channel external memory interface like the LC1860 for smartphones, promises to be a reasonably balanced, efficient design that provides good but low-power CPU performance while addressing performance bottlenecks with the use of a dual-channel memory interface, potentially making it suitable for higher resolution screens (but see note below about fillrate of the Mali-T628 MP2 GPU). Although the dual-channel memory increases PCB cost, the SoC has the hallmarks of being relatively low-cost and the wide memory interface may in fact contribute to increased power efficiency because of the reduction in memory transaction duration. This is one of the first chips to combine a wide memory interface with a relatively efficient CPU configuration (most existing chips with dual-channel memory tend to be high-end designs using heavy, performance-oriented CPU cores such as Cortex-A15, Krait-400 or Cortex-A57 as well as heavy GPUs).

The Mali-T628 MP2 GPU clocked at about 690 MHz inside the L1960 provides greatly improved triangle throughput (173 Mtri/s) when compared to the Mali-400 from typical low-end SoCs, as well as OpenGL 3.x support. However, the MP2 configuration limits pixel throughput to 1380 MPix/s, equivalent to Mali-400 MP2 or 450 MP2 clocked at the same frequency. Since comparable GPUs used by competitors (such as Mali-450 MP4 used by MediaTek and HiSilicon and Mali-T628 MP4 and MP6 used by HiSilicon and Samsung) have at least double the amount of GPU cores and thus twice the pixel rate at the same clock frequency, and are already relatively limited in fill-rate when compared to high-end GPUs from competitors, it remains to be seen how much of a bottleneck this willl be in practice. Game performance is likely to be severely impacted at higher screen resolutions.

MediaTek


MediaTek is a Taiwanese company with a relatively long history of activity and success as a chip platform provider for the the Chinese mobile phone market. MediaTek also has a long history targeting segments such as digital TVs and set-top boxes, DVD players and several other segments, and has generally been successful in those segments. In the past few years, MediaTek has had a large share of the SoC market for smartphones among Chinese manufacturers and other cost-sensitive manufacturers with cost-effective, power efficient, highly integrated SoCs. MediaTek was the company that spearheaded the emergence of a multi-core ARM Cortex-A7 configuration manufactured at 28nm as a very efficient, low cost and adequately performing CPU solutions for smartphones ranging from entry-level to mid-range. Since 2013, MediaTek has also been successful in the tablet chip market, with both modemless application processors targeting WiFi-only tablets and chips with integrated modem.

Chip      Arrival  Fab    CPU              Clock speed Geekbench   Multi   GPU                Modem
                          configuration    (typical)   JPEG C.     core x

MT8125    H1 2013  28nm   4x Cortex-A7     1.20 GHz     472  1893  4.01    PowerVR SGX544 MP  -
MT8121    Q2 2014  28nm   4x Cortex-A7     1.30 GHz     505  2002  3.96    PowerVR SGX544 MP  -
MT8127    Q3 2014  28nm   4x Cortex-A7     1.30 GHz     508  2023  3.98    Mali-450 MP4       -
MT8135V   Q3 2014  28nm   2x Cortex-A15/A7 1.50 GHz     896  1884  2.10    PowerVR Series 6   -

MT8389    2H 2013  28nm   4x Cortex-A7     1.21 GHz     469  1894  4.04    PowerVR SGX544 MP  3G
MT8312    Q4 2013  28nm   2x Cortex-A7     1.30 GHz     505  1011  2.00    Mali-400 MP        3G
MT8382    Q1 2014  28nm   4x Cortex-A7     1.30 GHz     505  2013  3.99    Mali-400 MP2       3G
MT8392    2014     28nm   8x Cortex-A7     1.66 GHz     644  4745  7.79    Mali-450 MP4       3G
MT8732    Q4 2014? 28nm   4x Cortex-A53    1.5? GHz                        Mali-T760 MP2      4G
MT8752    Q4 2014? 28nm   8x Cortex-A53    1.69 GHz     952* 5046* 5.30*   Mali-T760 MP2      4G
* The CPU performance of the MT8752 as reported for the CUBE T7 and for the equivalent MT6752 for smartphones shows different CPU scaling in different entries, with some around 7.7 as expected for a fully utilized octa-core CPU, while others show a scaling factor of about 5.3. It is notable that the PNG Decompress test shows CPU scaling close to 8 when JPEG Compress scaling is 5.3, while PNG Decompress scaling is a little above 5 when JPEG Compress scaling is close to 8. This could the result of scheduling algorithm differences, or something else related to Geekbench, since similar behaviour with regard to JPEG Compress benchmark variation is also noticeable for recent entries for other chips like the Allwinner A33.

MediaTek's MT8125 was its first really successful tablet chip, providing high power efficiency and good performance. Performance and efficiency benefits from four low-power Cortex-A7 cores, a relatively large 1MB L2 cache, and a PowerVR SGX544MP GPU. The chip was prominently adopted by the Asus MemoPad 7 HD and other brand-name tablets.

The MT8121 is a lower-cost, more highly integrated version of the MT8125 that does not appear to have been widely used outside of a few Lenovo tablet models. The MT8127 is a relatively fast and cost-efficient tablet processor within the bounds of a single-channel memory interface, with the Mali-450 MP4 GPU providing relatively good game performance as long as the resolution is not too high. Both processors appear to have been affected by the shortage of wafer supply for MediaTek in mid-2014, with some production capacity most likely prioritized for the MT8135V used in new Amazon Kindle tablets, as well as higher-margin tablet processors with integrated modem.

The MT8135V is a variant of the high-end MT8135 tablet processor that was announced in mid-2013 but has failed to materially appear on the market. The MT8135V appears to be a custom design for new Amazon Kindle tablets that are positioned at the entry-level segment of the US retail market, probably as the result of a long-standing agreement. However, the MT8135V shares much of the MT8135's higher-cost design features making it seem rather unsuitable for entry-level tablets with a small form factor, although the memory interface has been halved from double to single-channel. Power efficiency is also likely to be a problem. It is ironic that use of the MT8127, although having lower single-core performance, would probably easily have fit the bill for the Kindle tablets with significant advantages for cost and power consumption.

MediaTek has been one of the first companies to offer cost-effective solutions for tablets with integrated 3G cellular data or voice connectivity, mostly based on comparable smartphone products, and has for some time dominated that market. The previous-generation MT8389(T) corresponded to the MT6589(T) for smartphones, while the dual-core MT8312 and quad-core MT8382 are the equivalent of the MT6572 and MT6582. The MT8392 matches the MT6592 octa-core smartphone processor. Tablet manufacturers also commonly utilize MediaTek's smartphone chips directly. Chip such as the MT8312/MT6572 and MT8382/MT6582 have a relatively optimized CPU achitecture, with no unexpected bottlenecks, providing good performance for their cost segment.

The upcoming MT8732 (quad-core) and MT8752 (octa-core) are Cortex-A53-based tablet SoCs with integrated 4G modem that correspond to similar upcoming chips for smartphones (MT6732 and MT6752). The use of a many-core Cortex-A53 configuration is promising to significantly raise performance for low-power SoCs and is likely to be able to address several segments including the high-performance segment, while greatly reducing cost. There are signs that the MT8732, because of the relatively large die area associated with the Mali-T760 MP2 GPU core, will not be cost-effective enough for entry-level segments and will be superseeded by a chip (equivalent to MT6735 for smartphones) that has a more economical but lower-performance Mali-T720 GPU.

NVIDIA


NVIDIA, with a long history as a leader in PC, console and laptop GPUs, has recently increased its focus on the tablet market and more or less given up on its long-term goal of penetrating the high-volume smartphone market with integrated SoCs. NVIDIA has been designing its Tegra tablet processors for tablets for quite some time, but has seen mixed success, while eventually not being successful in the high-volume mainstream tablet market. It has gained a few high-profile design wins for high-end devices, most recently for the HTC Nexus 9.

Chip              Arrival  Fab   CPU                 Clock speed  Geekbench   Multi  GPU
                                 configuration       (typical)    JPEG C.     core x
Tegra 250 T20     Q1 2010  40nm  2x Cortex-A9        1.0 GHz                         GeForce ULP
Tegra 3 T30       Q4 2011  40nm  4x + 1x Cortex-A9   1.4 GHz       605  2238  3.70   GeForce ULP
Tegra 4 T114      Q2 2013  28nm  4x + 1x Cortex-A15  1.8 GHz       938  3850  4.10   GeForce ULP
NVIDIA K1         Q1 2014  28nm  4x + 1x Cortex-A15  2.2 GHz      1296  5359  4.14   Kepler DX1
NVIDIA K1 (ARMv8) Q3 2014  28nm  2x NVIDIA Denver    2.5 GHz      2002  3941  1.97   Kepler DX1

NVIDIA's Tegra and Tegra 2 processors saw fairly widespread adoption in the early days of the tablet market. Tegra 2 had some architectural deficiencies that made it less competitive, for example, it did not have an up-to-date video decoder, and lacked ARM's almost standard NEON SIMD extension. NVIDIA was not able sustain its market share momentum as the market became increasingly dominated by Chinese white-box tablets as well as brand names such as Apple and Samsung.

NVIDIA has developed its own ARMv8-compatible CPU core, Denver, which is a large core with very high single-core performance, and which has been implemented in the ARMv8 version of the NVIDIA K1 processor in a dual-core configuration. The chip provides leading single-core performance, but multi-core performance is less than even upcoming mid-range solutions. The GPU performance of both K1 processors is industry-leading.

Rockchip


Chinese company Rockchip, which has a history as a supplier of MP3/MP4 video players, held a strong position in the very early tablet market before Allwinner displaced it with its A10 chip in 2012. Rockchip subsequently regained traction with relatively high-performing chips including the RK3066 and RK3188, and later expanded its product offering for low-end segments. Although Rockchip has led the tablet processor market in 2014 in terms of volume, it has continued to use Cortex-A9 cores for most of its products which are considerably less efficient in terms of chip cost (die area) and power efficiency when compared to the Cortex-A7 cores used by competitors.

Chip      Arrival  Fab    CPU             Clock speed  Geekbench   Multi    GPU
                          configuration   (typical)    JPEG C.     core x
RK2926/28 2013     55nm   1x Cortex-A9     1.01 GHz     430   430  1.00     Mali-400 MP
RK3066    Q3 2012  40nm   2x Cortex-A9     1.61 GHz     696  1202  1.73     Mali-400 MP4
RK3188    Q2 2013  28nm   4x Cortex-A9     1.61 GHz     699* 2604* 3.73     Mali-400 MP4
RK3188T   Q3 2013  28nm   4x Cortex-A9     1.42 GHz     617  2441  3.96     Mali-400 MP4
RK3026/28 1H 2014  40nm   2x Cortex-A9     1.01 GHz     443   885  2.00     Mali-400 MP2
RK3168    Q2 2014  28nm   2x Cortex-A9     1.5 GHz                          PowerVR SGX540
RK3288    Q3 2014  28nm   4x Cortex-A12    1.8 GHz      980  3873  3.95     Mali-T760 MP4
RK3126/28 Q4 2014  40nm   4x Cortex-A7     1.3 GHz                          Mali-400 MP2
"MayBach"          28nm   8x Cortex-A53                                     OpenGL ES 3.0-class

* RK3188-based deviced running at 1.6 GHz (probably reflecting the use of the original RK3188
  rather than the cost-reduced RK3188T) show a relatively high amount of variation in benchmark
  scores between devices and runs, probably reflecting thermal throttling or other scheduler
  characteristics.

The RK3066 was a relatively high-performance chip at the time of its introduction (second half of 2012), and was successful in the mid-range of the white-box tablet market, as well as gaining design wins with companies like HP. The relatively high clock frequency Cortex-A9 cores on a 40nm process, as well as the Mali-400 MP4 GPU, constrained its power efficiency.

The RK3188 (in practice more often the lower-clocked RK3188T in a cost-reduced package) was introduced as the logical successor to the RK3066 addressing the higher-performance part of the white-box tablet market as well as being adopted in brand name models from Asus and others. Although Cortex-A9 cores are not very power-efficient, efficiency is improved by the use of a relatively advanced 28nm HKMG process at Global Foundries. Rockchip has benefitted from the fact that it was one of the few companies with plentiful wafer supply in 2014, being one of the few customers of GlobalFoundries while many of its competitors faced a very tight capacity environment at TSMC and to a lesser extent other foundries. In 2014, the RK3188T has been observed not only in more performance-oriented tablets, but also in significant numbers in cheaper tablets with relatively low-cost and low-quality components outside of the processor, being seemingly out of place. This scenario probably unfolded because of shortages of tablet processors due to the tight foundry capacity environment outside of GlobalFoundries, while GF may have offered low prices for wafers in the face of excess capacity.

The RK3168 was announced in 2013 as a power-efficient dual-core processor, but only arrived in Q2 2014 with relatively limited adoption among signs that its power efficiency leaves something to be desired.

The dual-core Cortex-A9 RK3026 and RK3028 appeared in numerous low-end tablets in 2014, while the pin-compatible RK3126 and RK3128, which are due to appear in Q4 2014, will finally see Rockchip transition away from the relatively inefficient Cortex-A9 to the more efficient (in terms of cost and power consumption) Cortex-A7.

Finally, the RK3288 is an ambitious high-end processor utilizing four Cortex-A17 (technically Cortex-A12) cores also manufactured at GlobalFoundries. The RK3288 was delayed and for some time pitched to manufacturers of media boxes and other devices amongst indications that hardware work-arounds were required to circumvent hardware issues related to the chip. Reports suggest power consumption and heat production can be problematic. The RK3288 has recently appeared in the Geekbench database in several entries for the Teclast P90HD tablet. Results show performance roughly comparable with Allwinner's A80, with memory performance lower than the A80 and significantly lower than other competitor's chips that also use a 64-bit or dual-channel memory interface, including smartphone platforms. One TV box result shows more acceptable memory performance, probably as the result of a faster DRAM frequency, although still falling short of the performance of smartphone platforms like Exynos 5430 and Snapdragon 801. A relatively steep fall-off in game performance at higher resolutions can be explained by a memory bandwidth bottleneck imposed by the less-than-optimal memory controller. When not constrained by memory bandwidth, the Mali-T764 GPU provides excellent game performance, although the exact nature of the Mali-T764 GPU (a model number not used by ARM) remains in doubt.

Despite the announcement by ARM that the latest version of the Cortex-A12 core is equivalent in performance to Cortex-A17 and the name Cortex-A12 will therefore by retired, a comparison of Geekbench results for the Cortex-A12-based RK3288 with the real Cortex-A17-based MT6595 shows a not insignificant performance difference in pure CPU performance when corrected for clock frequency of about 13% in favor of Cortex-A17, with Cortex-A15 in the middle. This suggests RK3288 does not use the latest version of Cortex-A12 to which ARM referred when making the performance comparison to Cortex-A17.

Qualcomm


Qualcomm has dominated the entire higher-end part of the smartphone SoC market in recent years, largely based on leverage of its patent royalty schemes which are based on the total selling price of a device, enabling Qualcomm to coerce most well-known device manufacturers to use Snapdragon chips for a large proportion of their line-up. More recently, Qualcomm has started targeting the tablet space. Clearly, its integrated 3G/4G modem technology and patent royalty leverage gives it opportunities to penetrate 3G/4G-enabled tablets, but Qualcomm has also been targeting WiFi-only tablets for which it does not have direct patent royalty leverage.

Chip      Arrival  Fab    CPU              Clock speed Geekbench     Multi  GPU          Modem
                          configuration    (typical)   JPEG C.       core x
APQ8064    2013     28nm   4x Krait 300    2.0 GHz       1035  4207  3.22x  Adreno 320   -
MSM8026    2014     28nm   4x Cortex-A7    1.2 GHz                          Adreno 305   -
MSM8074    2014     28nm   4x Krait 400    2.36 GHz                         Adreno 330   -
 
MSM8226    2013     28nm   4x Cortex-A7    1.19 GHz       461  1791  3.85x  Adreno 305   3G
MSM8926    2014     28nm   4x Cortex-A7    1.19 GHz       466  1883  4.04x  Adreno 305   4G
MSM8974-AC 2014     28nm   4x Krait 400    2.45 GHz      1273  4969  3.90x  Adreno 330   4G

Qualcomm's modemless applications processors for WiFi-only tablets are generally variants of smartphone SoCs that do have an integrated baseband. Snapdragon platforms that have modemless counterparts include Snapdragon 400, 600 and 801, while Snapdragon 805 is also technically a modemless processor that might be applicable to WiFi-only tablets.

For tablets with integrated 3G or 4G, Qualcomm uses smartphone chips from the Snapdragon 400 and Snapdragon 800 series. The Cortex-A7-based versions of Snapdragon 400 are power-efficient SoCs comparable in performance to MediaTek's offerings with a reasonably fast GPU. Qualcomm has been leading the integration of 4G modems into SoCs and dominates that part of the smartphone market, which it can also apply to 4G-enabled tablets.

The Snapdragon 800 series has long been the performance leader in the high-end smartphone SoC market outside of Apple, dominating high-end smartphones. This product line is also being used in some tablets from brand-name manufacturers such as Samsung. The Snapdragon 800 series is characterized by relatively high CPU performance, reasonable power efficiency, wide memory interfaces with high bandwidth, and a high-end mobile GPU able to drive high resolutions. From a chip cost standpoint, the series is expensive to produce because of a relatively large die area, but this affects Qualcomm only slightly because of the virtual monopoly it has had from the leverage its patent royalty schemes, which allows it to maintain high margins.

Samsung


Samsung has a fairly extended history developing Exynos SoCs for devices such as smartphones and tablets. A few years ago, when the baseband/modem was generally not yet integrated with the applications processor in performance-oriented smartphones, Samsung used a significant number of Exynos application processors in international versions of its flagship smartphones such as the Galaxy S II. Later, although Samsung prominently announced the use of new high-performance Exynos chips in new flagship smartphones, actual shipments were overwhelmingly dominated by Qualcomm Snapdragon-based variants of the same model. Only recently in 2014 has Samsung started to again use more of its own Exynos chips (including Exynos 3470, Exynos 5430 and Exynos 5433/Exynos 7 Octa) in new smartphones. Samsung also uses Exynos SoCs in tablets, primarily WiFi-only models.

Chip         Arrival  Fab    CPU                   Clock speed Geekbench   Multi   GPU                Memory  Modem
                             configuration         (typical)   JPEG C.     core x                     bus

Exynos 4210  2011     45nm  2x Cortex-A9           1.2 GHz                         Mali-400 MP4       2 x 32  -
Exynos 4212  2011     32nm  2x Cortex-A9           1.2 GHz                         Mali-400 MP4       2 x 32  -
Exynos 4412  2012     32nm  2x Cortex-A9           1.6 GHz       486  1290  2.65   Mali-400 MP4       2 x 32  -
Exynos 5250  2012     32nm  2x Cortex-A15          1.7 GHz                         Mali-T604 MP4      2 x 32
Exynos 5420  2013     28nm  4x Cortex-A15/A7       1.9 GHz      1212  4337  3.58   Mali-T628 MP6      2 x 32  -
Exynos 5260  Q2 2014  28nm  2x + 4x Cortex-A15/A7  1.7 GHz                         Mali-T624          2 x 32  -
Exynos 5422  Q2 2014  28nm  4x Cortex-A15/A        1.9 GHz                         Mali-T628 MP6      2 x 32  -
Exynos 3470  2014     28nm  4x Cortex-A7           1.4 GHz                         Mali-400 MP4       32      4G
Exynos 5430  Q3 2014  20nm  4x Cortex-A15/A7       1.8 GHz      1053  4910  4.66   Mali-T628 MP6      2 x 32  -
Exynos 5433  Q3 2014  20nm  4x Cortex-A57/A53      1.4-1.9 GHz  1376  6130  4.45   Mali-T760 MP6      2 x 32  -

Some Exynos SoCs, including Exynos 4412 and Exynos 5420, have been sold to parties outside of Samsung such as Chinese tablet manufacturers.

The use of the relatively power-hungry ARM Cortex-A15 core has made it a challenge for Samsung to preserve power efficiency, generally limiting the use of these Exynos processors to tablets. Samsung' s implementation of big.LITTLE has become more optimized over time, progressing to the ability to do full Global Task Switching and implementing improvements in power efficiency. Power use is also helped by newer versions of the Cortex-A15 core, process improvements (e.g. 20nm), and reducing the maximum clock rate for the Cortex-A15 cores (which were sometimes set in an unbalanced way at a high speed for marketing purposes, at the cost of the practical experience such as shorter battery life).

Sources: Geekbench browser

Initial version (November 7, 2014): Geekbench CPU benchmark results still have to filled for most SoCs
Updated (November 8, 2014):  Add Atom Z2560, MT812x benchmarks, correct description of MT8121.
Updated (November 9, 2014): Improve Intel section.
Updated (November 13, 2014): Provide more CPU benchmark scores, some other improvements.
Updated (November 18, 2014): Provide CPU benchmarks for Qualcomm and Samsung chips.
Updated (November 27, 2014). Improve Samsung section, add CPU benchmarks, fix RK3288 CPU configuration, add MT8752 CPU benchmarks, comment on variation in JPEG Compress CPU scaling scores for MT8752 and Allwinner A33.
Updated (November 30, 2014). Add note about MT8121.
Updated (December 5, 2014). Add NVIDIA section, other tweaks.

Wednesday, September 17, 2014

High-performance tablet processor designs: Moving away from big.LITTLE and Cortex-A1x?

Rockchip and Allwinner are both Chinese fabless semiconductor companies that for a number of years have seen success supplying SoCs for tablets. During most of the last few years, either Rockchip or Allwinner has had the highest market share for tablet processors worldwide in terms of unit shipments, being used in high volume and low cost tablet models from Chinese manufacturers, often with a substantial lead on this metric over leading high-end tablet SoC providers such as Apple or Samsung.

Rockchip's RK3288 and Allwinner's A80 processor, both ambitious, high-performance application processors at least originally targeted at tablets, seem to have suffered from design and production issues, mostly related to the high power consumption of the ARM Cortex-A12 (or less likely A17) and A15 cores they implement and other hardware-related issues. Instead of appearing in mass-market tablets in volume, the chips are currently pitched mainly towards lower volume applications like media boxes and development boards, which because of their low volumes are unlikely to make the investment that went into the design and mass production of the chips profitable for the respective companies. Even for these niche markets, there appear to be problems related to performance, heat production, hardware design and related issues when using these chips.

Allwinner A80: Not quite ready


In early testing of the A80-based A80 OptimusBoard, benchmark results were disappointing given the CPU specification (quad-core Cortex-A15 up to 1.8 GHz and quad-core 1.2 GHz Cortex-A7 in big.LITTLE configuration), with evidence of either aggressive throttling or low actual clock frequencies (or even non-utilization in many circumstances) of the Cortex-A15 cores. CPU-specific test results are lower than expected, with the Vellamo benchmark's Multicore result being in line with a quad-core 1.2 GHz Cortex-A7 Snapdragon 400, and a particularly low Physics score in the 3DMark Ice Storm Extreme test, with evidence of very conservative CPU scheduling from kernel logs. In fact, these CPU-specific scores would be consistent with only the four Cortex-A7 cores running at about 1.2GHz (similar to the Snapdragon 400) actually being used. However, the firmware (from July) was relatively early, and preliminary test results of the Phoronix Test Suite in a Linux environment generally show better performance than Cortex-A9 based processors such as the RK3188, despite the A80's Cortex-A15 cores reported to be running at only 1.2 GHz, and falling short of the performance that would normally expected from competitive Cortex-A15-based CPUs such as Samsung's Exynos Octa family. All things being equal, a Cortex-A15 core should be significantly times faster than a Cortex-A9 core at the same clock speed.

Allwinner announces A83T, an octa-core Cortex-A7 tablet processor


In fact, Allwinner on September 4 already announced a new processor, the A83T, containing an octa-core Cortex-A7 configuration, which is expected to be commercially available in devices before the end of the year. According to the announcement, all cores can run simultaneously at up to 2.0 GHz, although it also mentions big.LITTLE, which appears to be an inappropriate term for this type of architecture, although it would be possible to, for example, optimize one four-core cluster for performance and the other for power efficiency. Allwinner prominently advertises the low power consumption of the chip despite high performance, which makes sense given the characteristics of Cortex-A7 and the contrast with the problematic power consumption of Allwinner's A80 (which is a true big.LITTLE chip that includes power-consuming Cortex-A15 cores). The A83T is also advertised as having a PowerVR GPU (probably a Series 6 Rogue GPU, as used by other chip designers including MediaTek and Apple).

The CPU architecture of the A83T appears to be strikingly similar to MediaTek's octa-core Cortex-A7 MT6592, which has already been proven and has been shipping since the end of 2013, and more specifically the MT8392 variant targeting tablets. However, both MediaTek chips incorporate a built-in 3G baseband, and MediaTek currently does not appear to be offering a similar solution for WiFi-only tablets without baseband (probably not intentionally. maybe because it had expected its big.LITTLE MT8135 to be viable). Because of the use of extremely power-efficient Cortex-A7 cores, MediaTek's octa-core chips such as MT6592 have proven to be fast but power-efficient in practical use while remaining relatively cheap and economical to manufacture.

New 28HPC process at TSMC provides cost, power and performance benefits


The Allwinner A83T uses TSMC's new 28 nm HPC (28HPC) process, which is reported to have been widely adopted for new designs by many chip design companies because of performance, power, and cost benefits. According to TSMC, it provides 10% smaller die size and 30% lower power at all levels of speed, or over 20% speed improvement at the same power when compared to its 28LP process. When compared to its currently popular leading-edge 28HPM process, it offers comparable performance but smaller die size.

More evidence of big.LITTLE being superseeded by low-power "true" octa-core designs


Allwinner appears to be on a path to quickly replace the big.LITTLE architecture in the A80 (with appears to have limited potential for tablets) with the much more efficient octa-core Cortex-A7 configuration of the A83T for higher-performance tablets. MediaTek has already made a similar move for its upcoming high-end smartphone platforms, with the big.LITTLE MT6595 looking likely to be quickly superseeded by the much more efficient MT6795 using Cortex-A53 CPU cores.

Allwinner has plenty of experience with Cortex-A7 cores, being one of the first chip companies to adopt it in its A31 quad-core tablet processor manufactured at 40 nm starting from the end of 2012. Its quad-core A33, which has been announced to be currently ramping, also uses a quad-core Cortex-A7 CPU. Despite this fact, Allwinner, like most of the rest of the industry, seems to have underestimated the potential of octa-core configurations of the Cortex-A7 (and subsequently Cortex-A53), because otherwise the new chip would already have been available and the A80 might not even have existed.

Looking ahead, it seems like that companies like Allwinner will transition to the efficient 64-bit ARM Cortex-A53 core (primarily because it is a new and faster successor of the Cortex-A7, rather than its support ARM's 64-bit ARMv8 instruction set, which is not yet important) sooner rather than later, and Cortex-A53 has already been widely adopted for smartphone processors by leading smartphone SoC companies MediaTek and Qualcomm across several segments ranging from entry-level to premium (see my earlier articles).

Based on a reported roadmap of upcoming chips, even Rockchip is finally moving to more cost-effective and less power-consuming chip architectures. Rockchip's  RK3126 and RK3218 are low-cost quad-core Cortex-A7-based tablet processors with a Mali GPU, closely matching Allwinner's new A33 chip. Additionally, the future "MayBach" SoC will contain an octa-core ARM Cortex-A53 CPU, the type of configuration that has already started to show  impressive performance test results in early benchmarks while likely relatively low power-consumption, which is likely to be much more viable than Cortex-A1x and big.LITTLE for the higher-performance segment, while still allowing the option of a big.LITTLE-like power saving technique because of the ability to optimize a portion (e.g. one cluster) of the procesor cores for power consumption rather than performance.

RK3288 appears to have limited potential for tablets


As evidenced by the review of a an early RK3288-based TV box at CNXSoft, Rockchip's RK3288 is fast but there still seem to be issues that will affect its viability. Some stability problems were noted, and the device became relatively hot. Such heat production would make the chip problematic for tablets, which is normally the main market generating high sales volumes for Rockchip. Without tablets, it is doubtful that production of this chip will be profitable at all.

Widespread early design activity for alternative devices like TV boxes, with indications of hardware and possibly software issues related to the chip, could point to a relatively large inventory of RK3288 chips with certain hardware defects held by Rockchip, which because of the unviability for tablet production, Rockchip is trying to unload onto the TV box market (which has a greater tolerance for heat production and greater ability to work around hardware problems).

Rockchip not transparent about presence of Cortex-A12 cores


The CPU-Z app for Android was run on the device, and shows fairly conclusive evidence that the CPU cores in the RK3288 are really Cortex-A12 cores. This is not at all surprising, given that Rockchip's foundry GlobalFoundries was the first to adopt the Cortex-A12 core and announced volume production a few months ago (very likely for the RK3288)  and the Cortex-A17 core is currently more closely associated with TSMC, although chips using it seems to have had little success ramping to full production so far.

Earlier reports (1) (2) already suggested that the chip in fact contains Cortex-A12 cores, as was originally reported based on information by Rockchip in 2013. It appears that Rockchip at some point made a marketing decision that the chip should be advertised as having Cortex-A17 cores, despite actually having Cortex-A12 cores, because it sounds better, is a higher number and is known to be faster than the Cortex-A12. This behaviour is questionable at best, and raises questions about Rockchip's company structure and culture (for example, many engineers would probably feel uncomfortable with blatantly incorrect marketing information, while a senior manager might insist on it, especially if that manager had earlier embarked on commitments with overstated specifications).

There are some similarities with the behaviour of Actions Semiconductor, a smaller Chinese player in the tablet processor market, at the start of 2013, when the ATM7029, one of the first affordable quad-core tablet processor chips, was for a long time advertised as having more attractive Cortex-A9 cores instead of the actually present, much slower (but power-efficient) Cortex-A5 cores. Actions went as far as to modify the OS kernel to hide the processor core information, although they later became more open about the actual CPU specifications. Hopefully, Rockchip will not go as far.

Despite problems, RK3288 offers high CPU and GPU performance


The early review of a TV box product with a RK3288 shows that the chip has great performance potential, even with Cortex-A12 cores, which are not significantly slower than Cortex-A17. In the TV box, the clock frequency went up to 1.8 GHz, which given the high performance per cycle of the Cortex-A12 (being in the same family as the Cortex-A15 and Cortex-A17) leads to impressive CPU performance. Performance is also helped significantly by the dual-channel memory interface, providing significantly more memory bandwidth when compared to previous Rockchip products.

Performance reported by benchmarks was not entirely consistent, with Antutu 4.x reporting a high score (but relatively low CPU integer score), while it shows strongly in the most recent Vellamo benchmark with a strong Multicore test result and Browser and Metal test results close to that of the fastest Qualcomm Snapdragon 801-based devices.

Although performance in games in practice appeared to be excellent (but with a drop-off when going from 720p to 1080p resolution), the 3DMark Ice Storm Extreme result was disappointing compared to high-end Qualcomm Snapdragon platforms. Since the RK3188 is one of the first chips to be benchmarked with (as far as can be confirmed) an Mali-T764 GPU (which is presumably equivalent to Mali-T760 MP4), this could reflect performance characteristics of the Mali-T760 GPU architecture.

Ice Storm Extreme is an OpenGL ES 2.0 benchmark that renders at 1080p and uses relatively demanding (large) textures and post-processing effects. It is possible that the memory subsystem (including the amount of memory bandwidth and the efficiency of the L2 cache and memory interface) is a bottleneck in the tested RK3288 device, as that would result in significantly lower performance when using high resolutions and large textures. Size and speed of the GPU cache memory (which is usually configurable by the chip design company) could also be involved. That practical game performance appeared to be excellent is probably helped by the fact that OpenGL ES 2.0 games tend to have limited texture size and shader complexity in order to be compatible with a wider range of devices. Ice Storm Unlimited test results (which tests performance offscreen using a fixed 1080p resolution but standard textures) would provide better comparison material.

Sources: CNXSoft, TSMC (28HPC process announcement), Allwinner (A83T announcement), CNXSoft (Rockchip product roadmap)
 
Updated September 30, 2014.

Tuesday, September 9, 2014

Tablet processor shipment projections for Q3: Rockchip growth too good to be true?

Tablet chip growth in Q3, Rockchip expected to dominate


In a recent update on the Chinese tablet application processor market, DigiTimes reported projected growth of the tablet chip market in Q3 from seasonal demand, while chip companies are rolling out new chips with an improved cost structure.

The article projects that Rockchip's shipments will increase significantly in Q3, while its cooperation with Intel will bear fruit with plans to ship its first processors with integrated baseband processor in Q4 2014. Rockchip already was the number one provider of tablet processors in China in Q2 2014. It also mentions growth for MediaTek, a steep decline in market share for Allwinner, and growing shipments from Intel, which is likely to pass Allwinner and reach the number three position. The article is otherwise devoid of the more specific figures that DigiTimes tends to publish after the end of the quarter, and the article may be based on preliminary expectations and not reflect final numbers.

Rockchip's booming shipments too good to be true?


However, some of the information of the article appears to be based on very optimistic projections of sources very close to Rockchip. Expectations that the Intel collaboration (using an entirely new processor architecture, new and unfamiliar IP blocks, a different foundry, and a significantly more complex integrated SoC chip design than previous Rockchip products) will "bear fruit" in Q4 2014, several months ahead of the planning described in the Intel announcement press release, has to be met with skepticism. Rockchip's track record, which includes severe delays and problems bringing to market significantly less complex chips such as RK3168 and RK3288, puts further doubt on the optimistic projections.

Rockchip is continuing to rely on its existing products RK3188T, RK3168 and RK3026, which are not likely to be very cost-effective in terms of manufacturing cost. Information from the supply chain from sources such as ARMDevices does not show evidence of any new cost-effective chips from Rockchip shipping in new tablets. Only Allwinner (with their new A33 chip) and MediaTek are showing evidence of providing new chips with an improved cost structure.

It is not unlikely that Rockchip's relatively recent low-end RK3026 (a dual core 1.0 GHz Cortex-A9-based SoC manufactured using a trailing-edge 40nm process) is seeing traction in the less visible ultra-low-end market (shipping primarily to cost-sensitive end markets) and is shipping in high volume (taking over from bottom-end chips from companies such as Allwinner and Actions), partly explaining the increase in shipments. However, none of Rockchip's current line-up of chips is likely to be very cost-effective due to their design (especially the use of large, outdated Cortex-A9 CPU cores). The same design choices also make them less power-efficient (with average battery life or worse) than a number of competitive products.

Rockchip addressing cost concerns in upcoming chips


However, Rockchip appears to be finally addressing the high manufacturing cost and limited efficiency of its chips with new more cost-effective designs that will appear on the market in the near future. The quad-core Cortex-A7 RK3126/RK3128 with Mali-400 MP2 GPU, manufactured at 40nm, have recently appeared on Rockchip's website, closely matching the specifications of the recently announced A33 from Allwinner and in a more general sense SoCs that MediaTek has been shipping for some time. A roadmap of upcoming Rockchip SoCs also provides evidence of a high-performance octa-core Cortex-A53 "MayBach" SoC, which is likely to address the issues that makes the RK3288 virtually unsuitable for tablets.

Explanations for Rockchip's paradoxical market share dominance in Q3 2014


To explain to current market success of Rockchip in terms of volume shipments and market share despite chip cost concerns, one can speculate about possible explanations:
  • The combination of the utter failure by Allwinner to maintain a competitive product offering (their new A33 may be too late to be significantly reflected in Q3, and may not be free from the concerns that earlier caused the A20 and A23 to be utter failures), and the chip supply shortage faced by MediaTek, which otherwise may have been able to fill much of the gap because of its competitive and cost-effective products, may have conspired to make Rockchip (which has plenty of capacity available at struggling GlobalFoundries) the only source of sufficient numbers of tablet chips in the current quarter. In principle, this would cause in temporary rebound in tablet processor prices, making the cost structure of Rockchip's solutions somewhat less problematic.
  • Rockchip is buying market share, selling large numbers of chips for little profit or even losses, while taking advantage of significant debt financing, using up financing provided by partnership deals or other undisclosed sources of funds. In the Chinese technology world, similar irrational high-risk boom-and-bust schemes executed by a company are a fairly common occurrence. This may include putting in very large orders at foundries with little concern about whether the volume of chips can be sold, whether the chip design is free of defects and issues that could make it unusable, or whether a profit is actually made on sale of the chips (the only thing that counts is ambition and volume).
  • GlobalFoundries has been struggling, with Rockchip being one of the few significant clients for its 28nm HKMG process outside of AMD. It is possible that Rockchip is receiving preferential treatment and significant discounts for the manufacturing of chips such as the RK3188T and RK3168, because otherwise GlobalFoundries would see even more severe underutilization of its fabs. Additionally, tight capacity at most other foundries (especially TSMC) may not only have affected MediaTek, but also many of the other smaller players in the field.
The truth is probably a combination of some of the mentioned explanations and possibly other reasons that may become more clear in the future.

Update (November 2014)


Based on a recent DigiTimes report from November 11 on tablet processor market share in China in Q3 2014, it seems the estimates for Rockchip were indeed much too optimistic, with a unit shipment decline of 12% in Q3 instead of the strong growth implied by the statements from early September. Rockchip's shipments have been affected by lower than expected overall market growth, and also by Intel's penetration of the Chinese tablet market, whose chips to a large extent cover the segment of Rockchip's high-volume mid-range RK3188(T) chip, which is also becoming less competitive from a manufacturing cost standpoint.

Although based on information from DigiTimes Rockchip still held the leadership position in terms of unit shipments in China in Q3 2014 (while being passed by MediaTek in terms of worldwide shipments, including global brand-name manufacturers), for Q4 2014 its market share will come under pressure according to a forecast by DigiTimes that says that MediaTek will take over the number one position in the Chinese market in Q4 2014, probably because of lessened production capacity constraints. Rockchip is transitioning to the more cost-effective quad-core Cortex-A7-based RK3126 for the cost-sensitive market, but it appears that this will not prevent Rockchip from losing its leadership position in China to MediaTek.

Sources: DigiTimes

Updated September 28, 2014 (Add information about upcoming, more efficient Rockchip SoCs).
Updated November 26, 2014 (Update with recent information).