The days of simple performance scaling by throwing more transistors at a design are quickly coming to an end. Moore's Law will continue but much like the reality check building low power silicon gave us a while ago, building high performance silicon will need some out of the box thinking going forward.
Dating back to Ivy Bridge (3rd gen Core/2012), Intel had plans to integrate some amount of DRAM onto the package in order to drive the performance of its processor graphics. Embedding DRAM onto the package adds cost and heat, and allegedly Paul Otellini wasn't willing to greenlight the production of a part that only Apple would use so it was canned. With Haswell, DRAM is back on the menu and this time it's actually going to come out. We've referred to the Haswell part with embedded DRAM as Haswell GT3e. The GT3 refers to the GPU configuration (40 EUs), while the lowercase e denotes embedded DRAM. Haswell GT3e will only be available in a BGA package (soldered-on, not socketed), and is only expected to appear alongside higher TDP (read: not Ultrabook) parts. The embedded DRAM will increase the thermal load of the SoC, although it shouldn't be as painful as including a discrete GPU + high speed DRAM. Intel's performance target for Haswell GT3e is NVIDIA's GeForce GT 650M.
What we don't know about GT3e is the type, size and speed of memory that Intel will integrate. Our old friend David Kanter at RealWorldTech presented a good thesis on the answers to those questions. Based on some sound logic and digging through the list of papers to be presented at the 2013 VLSI Technology Symposium in Kyoto, Kanter believes that the title of this soon to be presented Intel paper tells us everything we need to know:
"A 22nm High Performance Embedded DRAM SoC Technology Featuring Tri-Gate Transistors and MIMCAP COB"
According to Kanter's deductions (and somewhat validated by our own sources), Haswell GT3e should come equipped with 128MB of eDRAM connected to the main SoC via a 512-bit bus. Using eDRAM vs. commodity DDR3 makes sense as the former is easier to integrate into Intel's current fabs. There are also power, manufacturability and cost concerns as well that resulted in the creation of Intel's own DRAM design. The interface width is a bit suspect as that would require a fair amount of area at the edges of the Haswell die, but the main takeaway is that we're dealing with a parallel interface. Kanter estimates the bandwidth at roughly 64GB/s, not anywhere near high-end dGPU class but in the realm of what you can expect from a performance mainstream mobile GPU. At 22nm, Intel's eDRAM achieves a density of around 17.5Mbit/mm^2, which works out to be ~60mm^2 for the eDRAM itself. Add in any additional interface logic and Kanter estimates the total die area for the eDRAM component to be around 70 - 80mm^2. Intel is rumored to be charging $50 for the eDRAM adder on top of GT3, which would deliver very good margins for Intel. It's a sneaky play that allows Intel to capture more of the total system BoM (Bill of Materials) that would normally go to a discrete GPU company like NVIDIA, all while increasing utilization of their fabs. NVIDIA will still likely offer better perfoming solutions, not to mention the benefits of much stronger developer relations and a longer history of driver optimization. This is just the beginning however.
Based on leaked documents, the embedded DRAM will act as a 4th level cache and should work to improve both CPU and GPU performance. In server environments, I can see embedded DRAM acting as a real boon to multi-core performance. The obvious fit in the client space is to improve GPU performance in games. At only 128MB I wouldn't expect high-end dGPU levels of performance, but we should see a substantial improvement compared to traditional processor graphics. Long term you can expect Intel to bring eDRAM into other designs. There's an obvious fit with its mobile SoCs, although there we're likely talking about something another 12 - 24 months out.
AMD is expected to integrate a GDDR5 memory controller in its future APUs, similar to what it has done with the PlayStation 4 SoC, as its attempt to solve the memory bandwidth problem for processor based graphics.
