Well not taking late Nvidia and GF slides to lightly I wonder about the opportunity of significant cost reductions through shrinks, sadly.
One thing is that if there are hd6670 in next gen console that will be 45nm parts, in 2013 that says a lot on the state of the foundry advancements. If there is truth to those rumors it shows that MS and Sony have been forced to take that reality in account (and Intel is not an option).
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To move else where I find weird that the noise we were hearing for Durango seems indeed related to the PS4. If there any truth to these rumors I believe that MS and Sony are to end pretty close in perfs.
With the regard to Durango and the statement "it is like two PC stuck together" I can help but thing that is the perfect description for what I said some pages ago (or further back in time) two SoC in a head to head configuration. But which SoC? Kaveri? That start to be a significant silicon and power budget.
I also wonder about the noise about the manufacturers asking console maker to push specs further. In a custom design that is pretty much vain, there is not that much you can change without significant redesign and costs, basically slight clock speed increase and RAM amount and speed. I were dismissive about AMD CPU powering the next xbox but if MS were to please such requests that implies off the shelves hardware as they can be changeds pretty much "on the fly". So IBM would be out of the picture.
Off the shelves has implication for the RAM used how chips are connected, etc.
So what to we have that have been announced Trinity and Kaveri. The high SKU go as such
Trinity:
2 pile driver modules / 4 cores
2 MB of L2 per modules
3.8 GHz
6 SIMD => 96 VLIW 4 units. (northern Island architecture)
@800 MHz / 614 MFLOPS
TDP 100 watts (for what it is worth).
32nm SOI
Kaveri:
2 Stream roller module / 4 cores
the rest is unknown as far as CPU is concerned
8 CU => 512 ALUs (GCN architecture)
900MHz / 921 MFLOPs
TDP 100Watts
28nm TSMC process
I expect trinity to be ~ the same as Llano as far as die size is concerned so no significant difference in cost.
I expect Kaveri to be a tad tinier than llano/trinity. May just south of 200 sq. mm. / Wafer could be a bit cheaper too.
Two SoC head to head would be 200 Watts. I would say that it's unlikely.
A look on the
mobile side of things would let one thing that there is room for one to tweak clock speed.
Still it's quiet tricky to outdo (on raw number only as GCN is more efficient, there should be improvement to the cpu cores, mem controller) significantly what Sony could come with using this path.
It could depends on where the devs asked MS to improve: ram amount? Ram speed? GPU compute power? CPU power?
If it's RAM amount and CPU two SoC could be the way. Soc (off the shelves) use DDR3 and even the fastest ddr3 is significantly cheaper than GDDR5 accordingly to AMD own number.
Either way MS may do the same as Sony APU + GPU just use better parts. I would discard any GPU using a 256bits wide bus, so no pitcairn or barts for the matter.
Such a system could be Kaveri (2 modules 8 SIMD) and a hd 77xx (or their heir at the time).
If the launch is for 2013 it may be a bit early for kaveri (AMD could be late, not out of the extraordinary lately...). If no Kaveri I can not see MS ships a system that has Northern Island or evergreen based APU matched by a GCN GPU, that would be a huge overhead as the compiler does not generate the same code either for southern Island (vliw5), Northern Island (viliw4), GCN (scalar). That smells like headache.
The same is true with Trinity the only GPU that use the same architecture are too high end.
Altogether it could be a reason why Sony would assert that MS won't make it for 2013. They may not have the matched APU and GPU ready for launch (the issue being the APU).
2 SoC won't allow significantly more than hypothetical Sony system (on raw GPU perfs)
Actually MS (using off the shelves parts) might not be in a situation to do so at all if they launch in 2013.
MS is stuck to an evergreen design if they are to launch in 2013.
The best they could come with (raising the power budget) would be imo:
A8-3850 (same as Sony, with possibly clock tweaks but that applies to Sony too)
HD6770.
That clearly won't make a nigh and day difference, but clearly will do better( more FLOPS, Twice as much ROPs). But what possible on MS will be doable on Sony system. There will be an impact on system TDP, noise, price, etc.
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The speed at which foundries pushing out news processes and the associated (skyrocketing...) costs is clearly impacting consoles. As I see Sony system may underwhelm some people but I can't see MS providing something so much better that it would be an "enabler" more just "so much more".
The best case I see is trading GPU for CPU throughput Aka 2 trinity head to head 4GB of ram (or more unlikely though) (and Sony can raise the RAM amount that's easily done). So a 8 vs 4 CPU battle mostly.
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That's all I can tell based on off the shelves part, custom design is different altogether but can't be significantly altered "on demand"