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Subrata Banik - System Firmware: An Essential Guide to Open Source and Embedded Solutions

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Subrata Banik System Firmware: An Essential Guide to Open Source and Embedded Solutions
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Find the right bootloader solution or combination of firmware required to boot a platform considering its security, product features, and optimized boot solutions. This book covers system boot firmware, focusing on real-world firmware migration from closed source to open source adaptation.

The book provides an architectural overview of popular boot firmware. This includes both closed sourced and/or open source in nature, such as Unified Extensible Firmware Interface (UEFI), coreboot, and Slim Bootloader and their applicable market segments based on product development and deployment requirements.

Traditional system firmware is often complex and closed sourced whereas modern firmware is still a kind of hybrid between closed and open source. But what might a future firmware model look like? The most simplistic boot firmware solution uses open source firmware development. This bookhelps you decide how to choose the right boot firmware for your products and develop your own boot firmware using open source. Coverage includes:
  • Why open source firmware is used over closed source
  • The pros and cons of closed and open source firmware
  • A hybrid work model: for faster bring-up activity using closed source, binary integrated with open source firmware

What You Will Learn

  • Understand the architecture of standard and popular boot firmware
  • Pick the correct bootloader for your required target hardware
  • Design a hybrid workflow model for the latest chipset platform
  • Understand popular payload architectures and offerings for embedded systems
  • Select the right payload for your bootloader solution to boot to the operating system
  • Optimize the system firmware boot time based on your target hardware requirement
  • Know the product development cycle using open source firmware development

Who This Book Is For

Embedded firmware and software engineers migrating the product development from closed source firmware to open source firmware for product adaptation needs as well as engineers working for open source firmware development. A secondary audience includes engineers working on various bootloaders such as open source firmware, UEFI, and Slim Bootloader development, as well as undergraduate and graduate students working on developing firmware skill sets.

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Book cover of System Firmware Subrata Banik and Vincent Zimmer System - photo 1
Book cover of System Firmware
Subrata Banik and Vincent Zimmer
System Firmware
An Essential Guide to Open Source and Embedded Solutions
Logo of the publisher Subrata Banik Bangalore Karnataka India Vincent - photo 2
Logo of the publisher
Subrata Banik
Bangalore, Karnataka, India
Vincent Zimmer
Tacoma, WA, USA
ISBN 978-1-4842-7938-0 e-ISBN 978-1-4842-7939-7
https://doi.org/10.1007/978-1-4842-7939-7
Subrata Banik and Vincent Zimmer 2022
This work is subject to copyright. All rights are solely and exclusively licensed by the Publisher, whether the whole or part of the material is concerned, specifically the rights of translation, reprinting, reuse of illustrations, recitation, broadcasting, reproduction on microfilms or in any other physical way, and transmission or information storage and retrieval, electronic adaptation, computer software, or by similar or dissimilar methodology now known or hereafter developed.
The use of general descriptive names, registered names, trademarks, service marks, etc. in this publication does not imply, even in the absence of a specific statement, that such names are exempt from the relevant protective laws and regulations and therefore free for general use.
The publisher, the authors, and the editors are safe to assume that the advice and information in this book are believed to be true and accurate at the date of publication. Neither the publisher nor the authors or the editors give a warranty, expressed or implied, with respect to the material contained herein or for any errors or omissions that may have been made. The publisher remains neutral with regard to jurisdictional claims in published maps and institutional affiliations.

This Apress imprint is published by the registered company APress Media, LLC, part of Springer Nature.

The registered company address is: 1 New York Plaza, New York, NY 10004, U.S.A.

Foreword by Jonathan Zhang

This book contains key aspects of an evolution that is about to happen for system firmware (a.k.a. the BIOS). The last similar scale change in system firmware happened in the late 90s, from BIOS to UEFI. While the birth of the BIOS (e.g., the separation of system firmware from the operating system) in the 70s led to the era of the PC, UEFI laid a solid foundation for the success of computer desktops and servers, which is the foundation of the modern Internet world.

Now, with the Internet moving toward cloud services and artificial intelligence, will the innovation of UEFI continue to meet needs or will there be an evolution in system firmware?

Thomas Khun described in his book The Structure of Science Revolutions the concepts of paradigms and revolutions. These concepts apply not only to scientific research but also to the computer industry. We normally operate in a paradigm. A well-established paradigm is very useful and powerful, and thus we tend to neglect stuff outside of the paradigm. As time goes by, the anomalies pile up and then a paradigm shift happens, which is called a revolution.

In the world of system firmware, the transition from BIOS to UEFI was a revolution. Now the transition from UEFI to OSF (open system firmware) will be another revolution. Even though there are several variants, a typical OSF stack includes following components:
  • Silicon initialization binary. The silicon vendor owns this.

  • coreboot. It does platform initialization. It adopts the Linux kernel design philosophy and it has a Linux kernel style development community/process.

  • LinuxBoot. As the bootloader, its main responsibility is to find the target kernel/OS and jump-start it. LinuxBoot has the Linux kernel as-is, and u-root as its initramfs.

UEFI, as the current paradigm, is
  • Deployed in the majority of servers

  • Supported by most modern operating systems

  • Worked on by the majority of the system firmware community

One anomaly is the shift to cloud computing. Hyperscalers need to manage servers at scale, and in the meantime they often have feature differentiation and shortened time to production (TTP) needs.

OSF allows hyperscalers to own the system firmware more easily, since a smaller engineering team will be capable of developing and managing it at scale, enabled by industry collaboration. With Linux playing an instrumental role in OSF, Linux engineers are turned into system firmware engineers, therefore system firmware can be managed at scale just like Linux. In addition, new feature support and bug fixes in Linux can be leveraged in system firmware directly, leading to improved stability and reduced security vulnerability.

Another anomaly is the arrival of the computer architecture golden age. David Patterson declared that, like the 1980s, the next decade will be exciting for computer architects in academia and in industries. Not only scientific research but also societal advancements (such as Web 3.0 and the metaverse) demand exponential growth in computational power. On top of that, the focus on computation is shifting from general purpose computing to artificial intelligence workloads. However, Moores Law is not supported by chip process technological improvements alone any longer. All of these changes require a new generation of server processors and server systems. New technologies and design philosophies beyond the von Neumann architecture have been springing up. Other examples include heterogeneous processor design enabled by chiplet and UCIe, and new interconnect technologies such as CXL, to name a few. All of these new technologies require timely development of system firmware as part of holistic solutions.

In the meantime, another event that happened in the industry was the maturation of Linux into the de-facto standard of the OS industry. Linux answers computer technology advancements gracefully and manages versatility effectively. Why should we develop software for the same technology twiceonce for Linux, and another time for system firmware? Why should we stabilize and harden software for the same technology twice? Why should we require two vastly different skill sets for system firmware engineers and kernel/OS engineers?

You might ask whether OSF is mature enough for prime time. This is an important question. After all, technology alone is not good enough; we see too many cases where a good technology does not gain traction in the industry.

With over 10 years of technology accumulation, FSP (Firmware Support Package) technology, as Intels silicon initialization binary, matured. FSP is a Plan-Of-Record for Intel server processors, starting with Intels Sapphire Rapids Scalable Processor. In addition, as part of Intels OneAPI initiative, Vincent Zimmer coined Universal Scalable Firmware (USF) architecture, which supports OSF.

On the other hand, coreboot has been shipped in hundreds of millions of devices, notably chromebook, among other products. LinuxBoot has been running at-scale at some of the worlds largest data centers.

Those components together, as open system firmware for servers, have seen great progress in the last several years. In 2021, OCP (Open Compute Project) accepted OSF for OCP DeltaLake server (based on Intel Copper Lake Scalable Processor) and is available for the community. An OCP community lab is being built to enable access to OCP gears, with DeltaLake servers included, for the community. OSF is planned to be deployed in production in ByteDances data centers.

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