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Intel lost the Sony Playstation business to AMD

reuters.com

41–50 of 197 posts

Re: Intel lost the Sony Playstation business to AMD

#41
post #26

According to the writer everything in tech is AI. It bothers me and makes it difficult to take the article seriously. > Similar to how big tech companies like Google and Amazon rely on outside vendors to help design and manufacture custom AI chips > Having missed the first wave of the AI boom dominated by Nvidia and AMD, Intel reported a disastrous second quarter in August.

> It bothers me and makes it difficult to take the article seriously.

But if you’re in the chip game AI is the big thing of the last 10 years. It’s driven a huge chunk of new sales and demand for upgraded choices than they likely would have seen otherwise.

Having missed out on AI in many ways (nVidia was perfectly positioned, AMD better than Intel) they need stuff to keep growing.

Their current business is looking shakier than any time in recent history. ARM is getting pretty realistic on the desktop. Apple proved it and now Samsung and Qualcomm have parts for Windows users that perform well enough (compared to the failure of early ARM on Windows).

They’re behind on selling silicon for AI to business and it’s not clear consumers care enough to upgrade their PCs. And when consumers upgrade they have not only great options from AMD, doing better than ever, but the ARM threat.

They’re being squeezed on all sides. The PS6 wouldn’t make them dominant but it would have been a very steady and reliable revenue stream for years and a chance at parlaying that into additional business. “See what we did for Sony? We can do that for you.”

The article seemed rather well done to me. I think you’re being too dismissive in this case.

Re: Intel lost the Sony Playstation business to AMD

#42

And they rightly deserve to lose the business to AMD. Intel to Apple: "We're too big to deliver what you want for cell phones." Apple: "Ok. We'll use ARM." Intel to Sony: "We're too big to commit to pricing, compatibility and volume." Sony:" Ok. We'll keep using AMD." It's interesting that Intel keeps trying to ship "features", some of arguable utility but others that are decently helpful, like AVX-512, that now AMD…

>Intel to Apple: "We're too big to deliver what you want for cell phones." Apple: "Ok. We'll use ARM."

Reality:

“We ended up not winning it or passing on it, depending on how you want to view it. And the world would have been a lot different if we’d done it. The thing you have to remember is that this was before the iPhone was introduced and no one knew what the iPhone would do… At the end of the day, there was a chip that they were interested in that they wanted to pay a certain price for and not a nickel more and that price was below our forecasted cost. I couldn’t see it. It wasn’t one of these things you can make up on volume. And in hindsight, the forecasted cost was wrong and the volume was 100x what anyone thought.”

Re: Intel lost the Sony Playstation business to AMD

#43
post #40

playstation 6 already?

It will probably be released around 2027-2028.

And with the PS5 Pro announced we know the PS5 is basically dead inside Sony’s engineering organization.

Other than a die shrink or chip reduction or something there’s not much else to do. The designs are basically done.

So all hardware work would currently be focused on the PS6. At least for the home console line.

Re: Intel lost the Sony Playstation business to AMD

#44

Everything is about GPUs these days. Be it little GPUs inside the CPU package or be it consumer GPUs or big GPUs in data centers. Unless Intel can start to get its GPU act together, it won't be leading the industry again in a hurry.

They’re getting better. But as the article mentions backwards compatibility is a huge lock in factor. It’s way easier for AMD to achieve it than it would be for Intel (or anyone else) following the PS5.

Re: Intel lost the Sony Playstation business to AMD

#45
post #25

Earlier quoted context omitted.

Just to clarify, GameCube and Wii CPU was an IBM PowerPC chip. GPU was ATI in both, later acquired by AMD.

I think GameCube GPU was ArtX bought by ATI then ATI bought by AMD.

I was there, this is correct.

Re: Intel lost the Sony Playstation business to AMD

#46
post #31

Earlier quoted context omitted.

Well, Nvidia has powered a much more popular console... the Nintendo Switch, and Nvidia looks set to power the Switch 2 when it launches next year. So, AMD is clearly not the only choice.

The problem with choosing Nvidia is that they can't make an x86 processor with an integrated GPU. If you're looking to maintain backward compatibility with the Playstation 5, you're probably going to want to stick with an x86 chip. AMD has the rights to make x86 chips and it has the graphics chips to integrate. Nvidia has graphics chips, but it doesn't have the CPUs. Yes, Nvidia can make ARM CPUs, but they haven't be…

> Nvidia has graphics chips, but it doesn't have the CPUs. Yes, Nvidia can make ARM CPUs, but they haven't been putting out amazing custom cores.

Ignorant question - do they have to? The last time I was up on gaming hardware it seemed as though most workloads were GPU-bound and that having a higher-end GPU was more important than having a blazing fast CPU. GPUs have also grown much more flexible rendering pipelines as game engines have gotten much more sophisticated and, presumably, parallelized. Would it not make sense for Nvidia to crank out a cost-optimized design comprising their last-gen GPU architecture with 12 ARM cores on an affordable node size?

The reason I ask is because I've been reading a lot about 90s console architectures recently. My understanding is that back then the CPU and specialized co-processors had to do a lot of heavy lifting on geometry calculations before telling the display hardware what to draw. In contrast I think most contemporary GPU designs take care of all of the vertex calculations themselves and therefore free the CPU up a lot in this regard. If you have an entity-based game engine and are able to split that object graph into well-defined clusters you can probably parallelize the simulation and scale horizontally decently well. Given these trends I'd think a bunch of cheaper cores could work as well for cheaper than higher-end ones.

Re: Intel lost the Sony Playstation business to AMD

#47
post #31

Earlier quoted context omitted.

The problem with choosing Nvidia is that they can't make an x86 processor with an integrated GPU. If you're looking to maintain backward compatibility with the Playstation 5, you're probably going to want to stick with an x86 chip. AMD has the rights to make x86 chips and it has the graphics chips to integrate. Nvidia has graphics chips, but it doesn't have the CPUs. Yes, Nvidia can make ARM CPUs, but they haven't be…

> Nvidia has graphics chips, but it doesn't have the CPUs. Yes, Nvidia can make ARM CPUs, but they haven't been putting out amazing custom cores. Ignorant question - do they have to? The last time I was up on gaming hardware it seemed as though most workloads were GPU-bound and that having a higher-end GPU was more important than having a blazing fast CPU. GPUs have also grown much more flexible rendering pipelines a…

PS5 had Zen 2 which was fairly new at the time. If PS6 targets 120 fps they'll want a CPU that's double the performance of Zen 2 per thread. You could definitely achieve this with ARM but I'm not sure how new of an ARM core you would need.

Re: Intel lost the Sony Playstation business to AMD

#48

Not sure the title has the right framing. It's hard to compete with AMD which is the only tech company to offer both x86 and a solid GPU technology that comes with it. On top of that you have backwards compatibility woes and the uncertainty around Intel being able to deliver on its foundry. All in all, this win would've been a great deal for Intel's foundry in PR, but money wise those were never going to be huge sums…

Backward compatibility guarantees is a significant one, I think. A lot of the QA process for console games is predicated on testing against a fixed set of hardware configurations, and various race conditions and other weirdness can start crawling out of the woodwork even with modest changes. This has been seen on many games running on emulators, on hacked console firmwares that allow overclocking (e.g. by running the CPU at the "native" clock speed in backward compatibility mode), or with framerate unlocking patches.

Re: Intel lost the Sony Playstation business to AMD

#49
post #37

No one appears to have mentioned the important meta game going on: Intel bidding as a credible alternative supplier. For Intel, by bidding they get to undercut AMD's profits. For Sony, they get a credible alternative which they can pretend would be a viable choice. Thus forcing a slightly better deal from AMD. We saw similar articles related to the Switch 2. That time it was AMD acting as spoiler to Nvidia. Nvidia re…

+1. An important non-obvious detail for AMD is that they (at least in the past, I assume for this as well) have kept the instruction timings similar from generation to generation of consoles.

Different x86 micro-architectures benefit from writing the machine code in slightly different ways. Games are highly optimized to the specific micro-architecture of the console, so keeping that stable helps game developers optimize for the console. If you suddenly changed the micro-architecture (if switching to Intel), then old games could suddenly become janky and slow even though both systems are x86.

(This would only matter if you were pushing performance to the edge, which is why it rarely matters for general software development, but console game dev pushes to the edge)

So it isn't just the graphics APIs that would change going from AMD to Intel, but the CPU performance as well.

Re: Intel lost the Sony Playstation business to AMD

#50
post #37

No one appears to have mentioned the important meta game going on: Intel bidding as a credible alternative supplier. For Intel, by bidding they get to undercut AMD's profits. For Sony, they get a credible alternative which they can pretend would be a viable choice. Thus forcing a slightly better deal from AMD. We saw similar articles related to the Switch 2. That time it was AMD acting as spoiler to Nvidia. Nvidia re…

This is all true. Xbox always threatens to leave their current vendors only to end up signing a renewal at the final hours of the contract.

>As a gamedev I have a different perspective: Sony and Nintendo would be fools to give up backwards compatibility just for savings on chips.

In your view, is this issue worse with modern consoles now that the Playstation (and possibly Nintendo) online store purchases persist across generations? Imagine a scenario where someone has a PS4 and PS5, they buy many games through the Playstation Store, then Sony selects a different chip supplier for the PS6. I'm guessing this would cause issues with games that were designed for the older consoles, breaking backwards compatibility.

I'd imagine that if the console manufacturers cared about backwards compatibility, which I think they do, the likelihood of them switching chip providers would decrease with each generation.

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