Apple To Develop Own GPU, Drop Imagination's GPUs From SoCsby Ryan Smith on April 3, 2017 6:30 AM EST
We typically don’t write about what hardware vendors aren’t going to be doing, but then most things hardware vendors don’t do are internal and never make it to the public eye. However when those things do make it to the public eye, then they are often a big deal, and today’s press release from Imagination is especially so.
In a bombshell of a press release issued this morning, Imagination has announced that Apple has informed their long-time GPU partner that they will be winding down their use of Imagination’s IP. Specifically, Apple expects that they will no longer be using Imagination’s IP for new products in 15 to 24 months. Furthermore the GPU design that replaces Imagination’s designs will be, according to Imagination, “a separate, independent graphics design.” In other words, Apple is developing their own GPU, and when that is ready, they will be dropping Imagination’s GPU designs entirely.
This alone would be big news, however the story doesn’t stop there. As Apple’s long-time GPU partner and the provider for the basis of all of Apple’s SoCs going back to the very first iPhone, Imagination is also making a case to investors (and the public) that while Apple may be dropping Imagination’s GPU designs for a custom design, that Apple can’t develop a new GPU in isolation – that any GPU developed by the company would still infringe on some of Imagination’s IP. As a result the company is continuing to sit down with Apple and discuss alternative licensing arrangements, with the intent of defending their IP rights. Put another way, while any Apple-developed GPU will contain a whole lot less of Imagination’s IP than the current designs, Imagination believes that they will still have elements based on Imagination’s IP, and as a result Apple would need to make lesser royalty payments to Imagination for devices using the new GPU.
An Apple-Developed GPU?
From a consumer/enthusiast perspective, the big change here is of course that Apple is going their own way in developing GPUs. It’s no secret that the company has been stocking up on GPU engineers, and from a cost perspective money may as well be no object for the most valuable company in the world. However this is the first confirmation that Apple has been putting their significant resources towards the development of a new GPU. Previous to this, what little we knew of Apple’s development process was that they were taking a sort of hybrid approach in GPU development, designing GPUs based on Imagination’s core architecture, but increasingly divergent/customized from Imagination’s own designs. The resulting GPUs weren’t just stock Imagination designs – and this is why we’ve stopped naming them as such – but to the best of our knowledge, they also weren’t new designs built from the ground up.
What’s interesting about this, besides confirming something I’ve long suspected (what else are you going to do with that many GPU engineers?), is that Apple’s trajectory on the GPU side very closely follows their trajectory on the CPU side. In the case of Apple’s CPUs, they first used more-or-less stock ARM CPU cores, started tweaking the layout with the A-series SoCs, began developing their own CPU core with Swift (A6), and then dropped the hammer with Cyclone (A7). On the GPU side the path is much the same; after tweaking Imagination’s designs, Apple is now to the Swift portion of the program, developing their own GPU.
What this could amount to for Apple and their products could be immense, or it could be little more than a footnote in the history of Apple’s SoC designs. Will Apple develop a conventional GPU design? Will they try for something more radical? Will they build bigger discrete GPUs for their Mac products? On all of this, only time will tell.
Apple A10 SoC Die Shot (Courtesy TechInsights)
However, and these are words I may end up eating in 2018/2019, I would be very surprised if an Apple-developed GPU has the same market-shattering impact that their Cyclone CPU did. In the GPU space some designs are stronger than others, but there is A) no “common” GPU design like there was with ARM Cortex CPUs, and B) there isn’t an immediate and obvious problem with current GPUs that needs to be solved. What spurred the development of Cyclone and other Apple high-performance CPUs was that no one was making what Apple really wanted: an Intel Core-like CPU design for SoCs. Apple needed something bigger and more powerful than anyone else could offer, and they wanted to go in a direction that ARM was not by pursuing deep out-of-order execution and a wide issue width.
On the GPU side, however, GPUs are far more scalable. If Apple needs a more powerful GPU, Imagination’s IP can scale from a single cluster up to 16, and the forthcoming Furian can go even higher. And to be clear, unlike CPUs, adding more cores/clusters does help across the board, which is why NVIDIA is able to put the Pascal architecture in everything from a 250-watt card to an SoC. So whatever is driving Apple’s decision, it’s not just about raw performance.
What is still left on the table is efficiency – both area and power – and cost. Apple may be going this route because they believe they can develop a more efficient GPU internally than they can following Imagination’s GPU architectures, which would be interesting to see as, to date, Imagination’s Rogue designs have done very well inside of Apple’s SoCs. Alternatively, Apple may just be tired of paying Imagination $75M+ a year in royalties, and wants to bring that spending in-house. But no matter what, all eyes will be on how Apple promotes their GPUs and their performance later this year.
Speaking of which, the timetable Imagination offers is quite interesting. According to Imaginations press release, they have told the company that they will no longer be using Imagination’s IP for new products in 15 to 24 months. As Imagination is an IP company, this is a critical distinction: this doesn’t mean that Apple is going to launch their new GPU in 15 to 24 months, it’s that they’re going to be done rolling out new products using Imagination’s IP altogether within the next 2 years.
|Apple SoC History|
|iPad Mini 2
|Still In Use:
iPad Mini 4, iPod Touch
|Still In Use:
iPad, iPhone SE
|Still In Use|
And that, in turn, means that Apple’s new GPU could be launching sooner rather than later. I hesitate to read too much into this because there are so many other variables at play, but the obvious question is what this means for the the (presumed) A11 SoC in this fall’s iPhone. Apple has tended to sell most of their SoCs for a few years – trickling down from iPhone and high-end iPad to their entry-level equivalents – so it could be that Apple needs to launch their new GPU in A11 in order to have it trickle-down to lower-end products inside that 15 to 24 month window. On the other hand, Apple could go with Imagination in A11, and then just avoid doing trickle-down, using new SoC designs for entry-level devices instead. The only thing that’s safe to say right now is that with this revelation, an Imagination GPU design is no longer a lock on A11 – anything is going to be possible.
But no matter what, this does make it very clear that Apple has passed on Imagination’s next-generation Furian GPU architecture. Furian won’t be ready in time for A11, and anything after that is guaranteed to be part of Apple’s GPU transition. So Rogue will be the final Imagination GPU architecture that Apple uses.
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pjcamp - Monday, April 3, 2017 - linkShorter Apple: "We'll use your IP until we understand how to clone it. Then FU."
name99 - Monday, April 3, 2017 - linkhttps://arstechnica.com/apple/2016/03/apple-acquir...
So you just KNOW it was Apple's fault?
vladx - Tuesday, April 4, 2017 - linkSince when IMG has to bow down to Apple and accept any offer thrown their way? IMG's IP is strong and no doubt Apple is gonna lose badly in the courts.
webdoctors - Monday, April 3, 2017 - linkThis is awesome news, now Apple can do for GPUs what they did for CPUs in the mobile market. Look at ARM CPUs IPC before Apple came along, it was crap compared to Intel.
Look at Imagination GPUs compared to ATI/NVIDIA, its complete junk. Now we'll finally get developers creating serious games for the mobile markets instead of being second fiddle to the consoles/desktop segments. Ultimately this will force the Android HW makers to also get serious about SoC GPUs too (and catch up to the Nvidia Shield obviously).
Laststop311 - Monday, April 3, 2017 - linkimagination gpu's are not junk compared to the big discrete gpu's. They use way less power so ofc they aren't going to be as fast but watts per gflop they are doin just fine
Laststop311 - Monday, April 10, 2017 - linkinfact imagination GPU's are the number 1 best performing low power GPU's that were designed from the ground up to be extremely fast for low power use. They aren't meant to scale up like the big boys and the dont have have to. Specialized hardware is always going to do a better job the hardware the can scale at all power levels.
tipoo - Monday, April 3, 2017 - linkHow is it complete junk? They're the mobile class leader in perf/watt. They just don't compete in desktop wattages.
webdoctors - Monday, April 3, 2017 - linkBut they're obviously not perf/watt leaders across the entire V/f curve right?
If I had a GPU that was the perf/watt leader at 10nW for VR, you wouldn't care because operating at 10nW isn't very interesting. Same way IMG's design might be fine for 1W, but if you're operating at 10W for a VR device that Apple is potentially targetting or 50W for a console or home appliance, IMG just won't cut it. Ppl who want quality VR aren't expecting to run it off just a 1W GPU.
tipoo - Monday, April 3, 2017 - linkYou said "Look at Imagination GPUs compared to ATI/NVIDIA, its complete junk". Not that they don't compete in every spectrum of the wattage curve.
prisonerX - Monday, April 3, 2017 - linkAnd it will cure cancer and everyone will join hands and sing kumbaya...