Msika wa OEM, womwe udakali m'madzi akuya, wakhala wovuta kwambiri posachedwa.Samsung itanena kuti idzatulutsa 1.4nm mu 2027 ndipo TSMC ikhoza kubwerera kumpando wa semiconductor, Intel inayambitsanso "system level OEM" kuti ithandize kwambiri IDM2.0.
Pamsonkhano wa Intel On Technology Innovation Summit womwe wachitika posachedwa, CEO Pat Kissinger adalengeza kuti Intel OEM Service (IFS) ibweretsa nthawi ya "system level OEM".Mosiyana ndi machitidwe achikhalidwe a OEM omwe amangopatsa makasitomala luso lopanga zowotcha, Intel ipereka yankho lathunthu lophimba zowotcha, phukusi, mapulogalamu ndi tchipisi.Kissinger adatsimikiza kuti "izi zikuwonetsa kusintha kwadongosolo kuchoka pa a-chip kupita ku dongosolo la phukusi."
Intel itafulumizitsa ulendo wake wopita ku IDM2.0, idachitapo kanthu posachedwa: kaya ikutsegula x86, kujowina msasa wa RISC-V, kupeza nsanja, kukulitsa mgwirizano wa UCIe, kulengeza matani mabiliyoni a madola a dongosolo lakukulitsa mzere wa OEM, ndi zina zotero. ., zomwe zikuwonetsa kuti zidzakhala ndi chiyembekezo chakuthengo pamsika wa OEM.
Tsopano, kodi Intel, yomwe yapereka "kusuntha kwakukulu" pakupanga mgwirizano wamakina, iwonjezera tchipisi pankhondo ya "Atatu Atatu"?
Lingaliro la "kutuluka" la dongosolo la OEM latsatiridwa kale.
Pambuyo pakuchepa kwa Lamulo la Moore, kukwaniritsa malire pakati pa kachulukidwe ka transistor, kugwiritsa ntchito mphamvu ndi kukula kukukumana ndi zovuta zambiri.Komabe, mapulogalamu omwe akutuluka akuchulukirachulukira kuti azigwira ntchito kwambiri, mphamvu zamakompyuta zamphamvu komanso tchipisi tambirimbiri tophatikizika, zomwe zimayendetsa makampani kuti afufuze mayankho atsopano.
Mothandizidwa ndi mapangidwe, kupanga, kulongedza kwapamwamba komanso kukwera kwaposachedwa kwa Chiplet, zikuwoneka kuti zakhala mgwirizano kuti uzindikire "kupulumuka" kwa Chilamulo cha Moore ndi kusintha kosalekeza kwa chip performance.Makamaka pankhani ya miniification yocheperako m'tsogolomu, kuphatikiza kwa chiplet ndi ma CD apamwamba kudzakhala yankho lomwe limaphwanya Chilamulo cha Moore.
Fakitale yolowa m'malo, yomwe ndi "mphamvu yayikulu" yopangira kugwirizana, kupanga ndi kuyika kwapamwamba, mwachiwonekere ili ndi ubwino wachibadwa ndi zinthu zomwe zingathe kutsitsimutsidwa.Podziwa izi, osewera apamwamba, monga TSMC, Samsung ndi Intel, akuyang'ana kwambiri masanjidwe.
Malinga ndi munthu wamkulu mu semiconductor OEM makampani, dongosolo mlingo OEM ndi mchitidwe wosalephereka m'tsogolo, amene ali ofanana ndi kukulitsa poto IDM mode, ofanana CIDM, koma kusiyana ndi kuti CIDM ndi ntchito wamba kwa makampani osiyanasiyana kuti agwirizane, pomwe pan IDM ndikuphatikiza ntchito zosiyanasiyana kuti apatse makasitomala TurnkeySolution.
Poyankhulana ndi Micronet, Intel adanena kuti kuchokera pamakina anayi othandizira a OEM, Intel ili ndi luso lamakono lopindulitsa.
Pamulingo wopangira mawafa, Intel yapanga matekinoloje atsopano monga ma RibbonFET transistor architecture ndi PowerVia power supply, ndipo ikukhazikitsa ndondomeko yolimbikitsa ndondomeko zisanu mkati mwa zaka zinayi.Intel imathanso kupereka matekinoloje apamwamba monga EMIB ndi Foveros kuti athandizire mabizinesi opanga ma chip kuphatikiza mainjini apakompyuta osiyanasiyana komanso matekinoloje opangira.Zigawo zazikuluzikulu za modular zimapereka kusinthasintha kwakukulu pakupanga ndikuyendetsa bizinesi yonse kuti ipange zatsopano pamtengo, magwiridwe antchito komanso kugwiritsa ntchito mphamvu.Intel yadzipereka kupanga mgwirizano wa UCIe kuti athandize ma cores ochokera kwa ogulitsa osiyanasiyana kapena njira zosiyanasiyana kuti azigwirira ntchito limodzi bwino.Pankhani ya mapulogalamu, zida za Intel zotsegulira zotsegulira OpenVINO ndi oneAPI zitha kufulumizitsa kutumiza kwazinthu ndikupangitsa makasitomala kuyesa mayankho asanapangidwe.
Ndi "oteteza" anayi a OEM level level, Intel akuyembekeza kuti ma transistors ophatikizidwa pa chip imodzi adzakula kwambiri kuchokera pa 100 biliyoni yapano kufika pamlingo wa thililiyoni, womwe ndi lingaliro lodziwikiratu.
"Zitha kuwoneka kuti cholinga cha Intel cha OEM chikugwirizana ndi njira ya IDM2.0, ndipo chili ndi kuthekera kwakukulu, zomwe zingakhazikitse maziko a chitukuko cha Intel."Anthu omwe ali pamwambawa adawonetsanso chiyembekezo chawo cha Intel.
Lenovo, yomwe imadziwika ndi "chipu choyimitsa chimodzi", komanso mawonekedwe amakono a OEM "oyimitsa kamodzi" atha kubweretsa kusintha kwatsopano pamsika wa OEM.
Kupambana tchipisi
M'malo mwake, Intel yapanga zokonzekera zambiri za gawo la OEM.Kuphatikiza pa mabonasi osiyanasiyana azinthu zatsopano zomwe tazitchula pamwambapa, tiyeneranso kuwona zoyesayesa ndi kuphatikizika komwe kumapangidwira paradigm yatsopano ya encapsulation level level.
Chen Qi, munthu wamakampani opanga ma semiconductor, adasanthula kuti kuchokera kumalo osungirako zinthu omwe alipo, Intel ili ndi makina amtundu wa x86 IP, chomwe ndiye maziko ake.Nthawi yomweyo, Intel ili ndi mawonekedwe a IP othamanga kwambiri a SerDes class monga PCIe ndi UCle, omwe angagwiritsidwe ntchito kuphatikiza bwino ndikulumikiza mwachindunji ma chipset ndi Intel core CPU.Kuphatikiza apo, Intel imayang'anira kupanga miyezo ya PCIe Technology Alliance, ndipo miyezo ya CXL Alliance ndi UCle yopangidwa pamaziko a PCIe imatsogozedwanso ndi Intel, yomwe ili yofanana ndi Intel mastering onse IP core komanso makiyi apamwamba kwambiri. -Speed SerDes ukadaulo ndi miyezo.
"Tekinoloje yophatikizira yosakanizidwa ya Intel komanso luso lapamwamba lazinthu sizofooka.Ngati ingaphatikizidwe ndi maziko ake a x86IP ndi UCIe, idzakhala ndi zowonjezera zambiri komanso mawu munyengo ya OEM, ndikupanga Intel yatsopano, yomwe ikhalabe yamphamvu. ”Chen Qi adauza Jiwei.com.
Muyenera kudziwa kuti awa ndi maluso onse a Intel, omwe sangawonekere mosavuta kale.
"Chifukwa champhamvu yake m'munda wa CPU m'mbuyomu, Intel idalamulira mwamphamvu gwero lofunikira mudongosolo - zokumbukira.Ngati tchipisi zina mudongosolo zikufuna kugwiritsa ntchito zokumbukira, ziyenera kuzipeza kudzera mu CPU.Chifukwa chake, Intel ikhoza kuletsa tchipisi tamakampani ena kudzera mukuyenda uku.M'mbuyomu, makampani adadandaula chifukwa cha 'kukhala chete kwachindunji."Chen Qi adalongosola, "Koma ndi chitukuko cha nthawi, Intel adamva kukakamizidwa kwa mpikisano kuchokera kumbali zonse, kotero adachitapo kanthu kuti asinthe, kutsegula teknoloji ya PCIe, ndikukhazikitsa CXL Alliance ndi UCle Alliance motsatizana, zomwe ziri zofanana ndi kuchitapo kanthu. kuika keke patebulo.”
Malinga ndi momwe makampaniwa, ukadaulo wa Intel ndi masanjidwe ake mu IC kapangidwe kake ndi kuyika kwapamwamba akadali olimba kwambiri.Isaiah Research akukhulupirira kuti kusuntha kwa Intel kumayendedwe a OEM ndikuphatikizira zabwino ndi zothandizira pazinthu ziwirizi ndikusiyanitsa zopangira zina zopindika kudzera mu lingaliro la njira yoyimitsa imodzi kuchokera pakupanga kupita kukupakira, kuti mupeze ma oda ambiri mu msika wamtsogolo wa OEM.
"Mwanjira iyi, njira ya Turnkey ndiyokongola kwambiri m'makampani ang'onoang'ono omwe ali ndi chitukuko choyambirira komanso zosakwanira za R&D."Isaiah Research alinso ndi chiyembekezo cha kukopa kwa Intel kusuntha kwa makasitomala ang'onoang'ono ndi apakatikati.
Kwa makasitomala akuluakulu, akatswiri ena am'makampani adanenanso kuti mwayi wowona kwambiri wa Intel system level OEM ndikuti imatha kukulitsa mgwirizano wopambana ndi makasitomala ena apa data, monga Google, Amazon, ndi zina.
"Choyamba, Intel ikhoza kuwalola kuti agwiritse ntchito CPU IP ya Intel X86 zomangamanga mu tchipisi tawo ta HPC, zomwe zimathandiza kusunga msika wa Intel m'munda wa CPU.Chachiwiri, Intel ikhoza kupereka ma protocol othamanga kwambiri a IP monga UCle, yomwe ndi yabwino kwa makasitomala kuphatikiza IP ina yogwira ntchito.Chachitatu, Intel imapereka nsanja yathunthu yothana ndi mavuto akukhamukira ndi kuyika, kupanga mtundu wa Amazon wa chipset solution chip chomwe Intel pamapeto pake adzachita nawo Iyenera kukhala dongosolo labwino kwambiri lazamalonda.” Akatswiri omwe ali pamwambawa anawonjezeranso.
Tsopano muyenera kupanga maphunziro
Komabe, OEM ikuyenera kupereka phukusi la zida zopangira nsanja ndikukhazikitsa lingaliro lautumiki la "makasitomala poyamba".Kuyambira mbiri yakale ya Intel, idayesanso OEM, koma zotsatira zake sizokhutiritsa.Ngakhale dongosolo la OEM lingawathandize kuzindikira zokhumba za IDM2.0, zovuta zobisika ziyenera kugonjetsedwa.
"Monga Roma sanamangidwe tsiku limodzi, OEM ndi ma CD sizikutanthauza kuti zonse zili bwino ngati ukadaulo uli wamphamvu.Kwa Intel, vuto lalikulu likadali chikhalidwe cha OEM. "Chen Qi adauza Jiwei.com.
Chen Qijin adanenanso kuti ngati Intel yachilengedwe, monga kupanga ndi mapulogalamu, imathanso kuthetsedwa pogwiritsa ntchito ndalama, kusamutsa ukadaulo kapena njira yotsegulira nsanja, vuto lalikulu la Intel ndikumanga chikhalidwe cha OEM kuchokera pamakina, kuphunzira kulumikizana ndi makasitomala. , perekani makasitomala ntchito zomwe amafunikira, ndikukwaniritsa zosowa zawo za OEM.
Malinga ndi kafukufuku wa Yesaya, chinthu chokhacho chomwe Intel amafunikira kuti awonjezere ndi kuthekera kopangira chofufutira.Poyerekeza ndi TSMC, yomwe imakhala ndi makasitomala akuluakulu opitilira komanso okhazikika kuti athandizire kukonza zokolola zamtundu uliwonse, Intel nthawi zambiri imapanga zinthu zake.Pankhani yamagulu azinthu zochepa komanso kuchuluka kwake, kuthekera kokhathamiritsa kwa Intel pakupanga chip kumakhala kochepa.Kupyolera mu dongosolo la OEM, Intel ili ndi mwayi wokopa makasitomala ena kupyolera mu mapangidwe, kulongedza kwapamwamba, tirigu wapakati ndi matekinoloje ena, ndikusintha luso la kupanga wafer pang'onopang'ono kuchokera kuzinthu zochepa zamitundu yosiyanasiyana.
Kuphatikiza apo, monga "password" yamagalimoto a OEM, Advanced Packaging ndi Chiplet amakumananso ndi zovuta zawo.
Kutenga ma CD level level mwachitsanzo, kuchokera ku tanthauzo lake, ndizofanana ndi kuphatikiza kwa Dies zosiyanasiyana pambuyo popanga mkate, koma sikophweka.Kutengera TSMC monga chitsanzo, kuyambira njira yoyambilira ya Apple kupita ku OEM ya AMD yamtsogolo, TSMC yakhala zaka zambiri paukadaulo wapamwamba wazolongedza ndikukhazikitsa nsanja zingapo, monga CoWoS, SoIC, ndi zina zambiri, koma pamapeto, ambiri aiwo. amaperekabe ntchito zina zonyamula katundu, zomwe si njira yabwino yosungiramo zomwe zimamveka kuti zimapatsa makasitomala "tchipisi ngati midadada yomanga".
Pomaliza, TSMC idakhazikitsa nsanja ya 3D Fabric OEM itatha kuphatikiza matekinoloje osiyanasiyana oyika.Nthawi yomweyo, TSMC idagwiritsa ntchito mwayi wotenga nawo gawo pakupanga UCle Alliance, ndikuyesa kulumikiza miyezo yake ndi miyezo ya UCIe, yomwe ikuyembekezeka kulimbikitsa "zomangamanga" m'tsogolomu.
Chinsinsi cha kuphatikiza tinthu tating'ono ndikugwirizanitsa "chinenero", ndiko kuti, kulinganiza mawonekedwe a chipset.Pazifukwa izi, Intel yagwiritsanso ntchito mbendera kuti ikhazikitse muyezo wa UCIE wa chip ku chip cholumikizira kutengera muyezo wa PCIe.
Mwachiwonekere, ikufunikabe nthawi ya "Customs clearance".Linley Gwennap, pulezidenti ndi katswiri wamkulu wa The Linley Group, anapereka patsogolo poyankhulana ndi Micronet kuti zomwe makampaniwa akufunikiradi ndi njira yeniyeni yolumikizira ma cores pamodzi, koma makampani amafunikira nthawi yokonza makina atsopano kuti akwaniritse miyezo yomwe ikubwera.Ngakhale kupita patsogolo kwina kwachitika, zimatengabe zaka 2-3.
Munthu wamkulu wa semiconductor adawonetsa kukayikira kuchokera kumawonedwe ambiri.Zidzatenga nthawi kuti muwone ngati Intel idzavomerezedwanso ndi msika itachoka ku OEM service mu 2019 ndikubwereranso pasanathe zaka zitatu.Pankhani yaukadaulo, m'badwo wotsatira wa CPU womwe ukuyembekezeka kukhazikitsidwa ndi Intel mu 2023 udakali wovuta kuwonetsa zabwino potengera njira, kusungirako, ntchito za I / O, ndi zina zambiri. Kuphatikiza apo, ndondomeko ya Intel yachedwa kangapo. m'mbuyomu, koma tsopano iyenera kuchita kukonzanso kwa bungwe, kukonza zamakono, mpikisano wa msika, kumanga fakitale ndi ntchito zina zovuta panthawi imodzi, zomwe zikuwoneka kuti zikuwonjezera zoopsa zosadziwika kusiyana ndi zovuta zamakono zamakono.Makamaka, ngati Intel angakhazikitse makina atsopano a OEM munthawi yochepa ndiyeso lalikulu.
Nthawi yotumiza: Oct-25-2022