Saturday, August 06, 2016

The Facts: Nintendo NX Using Nvidia or AMD Which is More Likely?

There was a report recently by Eurogamer indicating that Nvidia is working with Nintendo for the chipset of the Nintendo NX Portable Console device. However, there is no evidence for even an Nvidia “Theory” but actually many reasons against any Nvidia chips being used for a Nintendo NX Handheld or Home Console, see below for my comparison of the facts vs facts for both Nvidia and AMD possibilities:

  • Nvidia Publicly stated in 2016 that they are moving away from mobile
  • Nvidia Publicly stated in 2016 they are designing the 10+ watt Tegra X2 specifically for their Driverless Car Technology
  • Nvidia has not reported any Semi-Custom Design wins during 2016
  • Nvidia has not forecasted to their investors any new revenue (money to be made) for any volume orders of chips for the fiscal year.
  • Nvidia Tegra X1 or X2 would not be the actual chip Nintendo would use, it would need to be custom build, hence a Semi-Custom design. There is none like this for Nvidia anywhere to be found and no evidence to support that anything is even being made.

Many are believing Nvidia based solely on “sources” that are unsubstantiated despite actual evidence to the contrary. However, there is evidence to believe AMD is providing the Semi-Custom Designed APU for the Nintendo NX:

  • Nintendo has been a Partner with AMD (Also known before as ArtX & ATi) for developing their console GPU’s since 1999 when designing the Nintendo GameCube first started
  • AMD Publicly stated multiple times since October 2014 to July 2016 that they are focusing on the Semi-Custom design business with multiple design wins already successfully under their belt with the Wii U, Xbox One and PlayStation 4 SOC designs.
  • AMD Announced in April 2016 they expect over 1.5 billion dollars in revenue of Three Semi Custom design wins over the next 3-4 years.
  • AMD Announced the RX480, RX470 and RX460 at 14nm size, which is smaller than Nvidia’s 16nm upcoming Tegra X2 – which is not designed or targeted for gaming - and far more powerful for the cost (RX470 is 5 Teraflops starting at $179).
  • AMD Announced in July 2016 that Xbox Scorpio was one of the Semi-Custom Design wins to be released in Fall 2017, with two more coming, one expected by Fall 2016 (This is highly likely to be Neo) and the Third Semi-Custom Design when they have quote: “More Visibility” to do so – Biggest Hint at Nintendo NX that there is.  
  • AMD Announced in July 2016 that they have more Semi-Custom Design wins beyond just the Three and are trying to get away from numbering them at this point.

Based on the actual evidence shown above, the chances of Nintendo using Nvidia for any of its upcoming products seems extremely unlikely at this time. A logical theory that makes more sense from these reports of Nintendo using a Tegra X1 in the NX Portable Console device is that they may have used a Tegra X1 as a placeholder chip until the final product was/is ready, this would explain a great deal because Nvidia would not be counting projected financial revenue with the limited number of Tegra X1 chips for Nintendo to purchase for the dev kits limited supply of test units and it would not need to be custom because as most people know pre-release Dev Kits are very non-form fitting devices that simply function for testing a product that is not completed. It should be noted that the Nintendo 3DS was reported using a Tegra chip before the final model ended up using the Pica200 GPU instead. 

The report by Eurogamer may very well have been given old information on the Nintendo NX Portable Console based on all the real evidence we have reviewed since there is no evidence, especially financial projected data to support Nvidia working with Nintendo.


SSJ22Terris said...

Well put.

Renato S. said...

I can't see why the handheld wouldn't have Tegra X1. Even underclocked it should be plenty capable for 720p ports of any PS4 or XB1 games. Moreover, there is a reason why AMD announces their semi custom design wins, because the HAVE to. Nvidia is in a far better position in the market, they don't need to rush and tell investors their design win ahead of time for no reason. For me that's hardly a big factor, although in this case, an underclocked custom X2 would be even better for the handheld, due to the new feats the X2 architecture would bring.

I do think that for the home console an AMD Polaris is more likely BUT the Tegra X2 does have a lot of power as well, it could very well be an X1 for the handheld and a X2 for the home console.

But in the end, I don't really understand why people are so focused in this Nvidia vs AMD dilemma, it's hardly important. It feels more like a way to whoever called it out before to be able to say so. If Nintendo chooses AMD or Nvidia, it won't affect the expected performance of the console, since when Nintendo asks for a custom chip, they already have in mind what kind of power they want.

This discussion is pointless. Much more important is the discussion of multiple devices, when each will be launched or if they are going to be launched together or not. The overall power isn't that important because devs seem happy and excited, I hardly think they would if it was weak, so I'm not worried about power.

Francisco Avila said...

What about the X1S? It's a bit more powerful than the X1, I think that counts as a Semi-custom chip.

Metaldave said...

AMD specifially said that Scoripio was one of the SOC Design wins in the linked conference call from July of this year. They talked about XB1 S being "new SOC business" but were very clear that next falls Scorpio was a desgin win, "S" was just more money for them and a revision of the original XB1.

CrimsonB said...

Let us not forget that Nintendo has joined the Khronos Group Since September 2015.
The Khronos Group announced the Vulkan API at GDC 2015.
Vulkan is derived from and built upon components of AMD's Mantle API, which was donated by AMD to Khronos.
The Khronos group mentions the possibility of Nintendo making hardware that uses Vulkan in their Vulkan FAQ page.
Vulkan makes games more portable between different platforms.
Vulkan is Compatible with both the NVIDIA Tegra X1 and the AMD Polaris GPUs

It is very possible that the NX handheld will use NVIDIA Tegra, while the NX Home Console will use Polaris. With Vulkan making porting easier, they could have the unified Game Library that they are aiming for, following the merge of their handheld & console divisions. I think they would ideally have both use polaris, but since polaris is not designed for portables they might have looked into NVIDIA's Tegra technology for a solution.

In summary, I think we will see both, hence all the confusion in the rumors.

Keep it up, Dave!

Kevin Femmel said...

Yeah Xbox One S, Xbox Scorpio, PS4 S (if it releases and gets die shrink) and PS4 Neo would all count as separate design wins for AMD. Nvidia doesn't have to announce a win with Nintendo until Nintendo wants because Nvidia owns most of the GPU market

Anonymous said...

What people don't seem to know is that a company like Nvidia would be *legally obligated* to announce any projects involving the use of money from investors.

Anonymous said...

Xbox One S does not count as one of their design wins actually.

Anonymous said...

@Renato S..... If you have a company listed on the stock exchange, isnt it the law that u have to report information that will affect share price. I don't know, but my initial view of your logic is that it is naive.

MAP3Music said...

I believe that if anything Eurogamer says is true, that the tegra x1 would only be a placeholder, like the 3ds.

MAP3Music said...

If the mobile device that Eurogamer "leaked" has any truth to it, I believe that the tegra x1 is just a placeholder, just like Nintendo used the tegra for the 3ds.

Michael Cortorreal said...

They do make this talk because if they can figure out which one is, Nvidia X chips or AMD chips, that might clear away what the NX is...a home console? A handheld console? A hybrid?

This is why people are so eager to get that information.
Aside from the usual power talk, you do know a lot of people want Nintendo to follow Sony and make a super powerful console.

Supa Hyped said...

as always with nintendo it will be powerful enough for it to do what they need it to do. im more intrested in the system features and online infastructure. there was a rumour about being able to sync your mobile phone so you could recieve calls while playing and a social media bar for facebook, whatsapp and the like, that would be kool. A fully unified account system and a comprehensive Virtual console overhaul aswell as full voice and party chat is expected for me. Am i gonna recieve platinum or gold coins for completing games? VR and or AR? can we stream to twitch? my point is there is more to talk about than what gpu is in this thing because if its just as powerful as a ps4 but with the same thinking behind the wiiu online infastructure its going to struggle.

keep up the good work dave. can't ignore the facts!

MikeCrazy said...

Why are you so against the Eurogamer "LEAK"? Obviously the Eurogamer "LEAK" was a controlled "LEAK" by Nintendo. Nintendo doesn't want people to know about the NX Home just yet. You're so stuck on AMD. I understand the relationship between AMD and Nintendo. But Nintendo is about making money. If rumors are true Nintendo got a great deal by choosing Nvidia. The Nvidia gamestream sounds like what Nintendo wanted to do with the Wii U. And sounds a lot like how the NX Home and NX Go should communicate. <---Everything you need to know about the Nvidia GameStream.

Anonymous said...

I agree with pretty much everything but one factor: TSMC's 16FF+ process is not substantially "larger" than GlobalFoundries' 14FF so I don't think that would be a relevant factor.
If anything, nvidia's Pascal graphics cards have a sizeable power efficiency advantage over their Polaris equivalents so far (GTX 1060 consumes ~20% less than the RX480 for a similar performance target). TSMC's 16FF+ may actually be more power efficient than GlobalFoundries' 14FF. Which makes sense because TSMC has been mass producing FinFet chips for over a year for apple's A9 chip, whereas Globalfoundries started only in Q2 2016.

Stefan said...

Some parts of the analysis is questionable at best.

Yes, NVIDIA may be not the supplier of the NX processor but AMD looks way more unlikely to be.

You forgot that AMD lack a GPU that could fit an handled device like di NX, for example the RX470 you mentioned consumes 150W of power! power efficiency is crucial for handled device.

You made another big mistake, yes the feature size of 14nm AMD are using is a bit smaller than Nvidia’s 16nm but we are talking about transistors size, the design of a GPU could end up larger even if the feature size is smaller, for example the GPU on the RX480 is a good 30mm2 larger than the GTX 1060 one and yet the latter is also 10% faster while consuming less.