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AMD Delivers With ARM

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Gondalf
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Best wishes :)
Gondalf   1/28/2014 6:51:03 PM
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Sampling only in march......it seems an end of the year thing to me, being a server cpu. We'll see the success of these little SOCs. Anyway i don't see news in the more lucrative segment of the server market, "Serious" AMD server roadmap says "no news" in 2014 and 2015. ARM is easy, you buy the IP and with a legolike action you can assemble a cpu. Unfortunately you can not differentiate much yourself from the competitors and the hardware is cheap.....margins too. Amd is trying to do its best in a non comfortable situation of marginality.

My best wishes :)

 

JimMcGregor
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Re: Best wishes :)
JimMcGregor   1/28/2014 7:21:20 PM
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I would agree that the number of unit shipments by any of the ARM server or server processor vendors that have are will be annnouncing this year is minimal because of the process of developing and selling servers into the market, especially large installations. However, I do believe the ARM-based processors will have an impact on future server designs and processor ASPs by the end of the year.

In regard to standard vp. custom IP, there are tradeoffs to both design choices. Note that even using standard CPU cores does not rule out customization through the other functions of the chip. In AMD's case, they do have differentiation through the Freedom Fabric and the SeaMicro servers.

HardwIntr
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AMD Delivers
HardwIntr   1/29/2014 3:47:46 AM
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If they deliver like the Desktop Kabini parts i'm still waiting don't wait anymore ...

Gondalf
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Re: Best wishes :)
Gondalf   1/29/2014 7:30:03 AM
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"However, I do believe the ARM-based processors will have an impact on future server designs and processor ASPs by the end of the year"


I think that all depends on how much Intel will lower the ASP of its C2000 server line and on what will be Q3 14nm Denverton and 14nm Broadell SOC. If these devices will are with a good interconnection fabric build in, i don't see much momentum of ARM in server space.

X86 ecosystem is too much comfortable and tool rich, ARM needs to prove to be substantially better to do a dent in comodity server space. Unfortunately they are only at the beginning and there are many others, more advanced and estabilished RISC vendors who do not want to lose potential customers. This is not Intel versus ARM but ARM versus the whole server industry, that is a different thing. All these projections about the future ARM penetration in server market are a little ridiculous or laughable.

Just now Intel owns the microserver space because was fast to deliver S1000 and C2000 lines. I don't think Intel will stop this strong action in near future, neither will sleep the big RISC vendors to maintain their customers or gain more.



"they do have differentiation through the Freedom Fabric and the SeaMicro servers"

yes this is the only chance, still Intel is not sleeping and it has its own 3D fabric solution for large installations of low power low performance SOCs.....same is valid for others large players in the server market.

Strange enough, in consumer it is an Intel versus the world thing, in server space an ARM versus the world thing :).


The life is strange :)


 

 

 

zewde yeraswork
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Re: Best wishes :)
zewde yeraswork   1/29/2014 9:26:09 AM
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That's right. Either ARM is challenging the entire server space, or its really Intel up against the entire ARM ecosystem--which is becoming a significant part of the computer industry as a whole.

rick merritt
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Who else is on tap in 2014?
rick merritt   1/29/2014 11:01:56 AM
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Besides AMD ands Applied's X-Gene 1, I expect TI, Cavium and maybe Broadcom will ship a 64-bit ARM server SoC this year.

Anyone else on tap? Samsung? Huawei?

JimMcGregor
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Re: Who else is on tap in 2014?
JimMcGregor   1/29/2014 11:41:18 AM
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There will be others, but for competitive reasons, many are holding the infomration very close.

Also, remember that this is not all about hardware, it is also about software. And, there are many in the software ecosystem that have a vested interest in seeing more than one architecture thrive. Stay tuned for more information.

tritchie
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Don't Forget
tritchie   1/29/2014 11:46:01 AM
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AMD is escalating their semicustom business.  From here, they will be able to step and repeat to build specific SOCs to support unique hyperscale configurations used at leading service providers.

Karl Freund
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Re: Who else is on tap in 2014?
Karl Freund   1/29/2014 12:22:10 PM
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I don't think BRCM will ship until 2015, Rick.   They are using 14nm FinFet which is not available yet to them,  and of course they are doing custom cores.  Takes time!   But they will be a serious player as this market evolves.

TarraTarra!
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Re: Who else is on tap in 2014?
TarraTarra!   1/29/2014 1:45:00 PM
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Interesting that both AMD and AppliedMicro will be sampling their 28nm chips this year though this is the second generation for Applied. I agree with Karl that Broadcom will not be in contention till late 2015 based on their announcements last year.

Whatever happened to Cavium's thunder - they were to sample early half of this year but all seems to be quiet.

Samsung, TI, Huawei are all dark-horses and might surprise everyone. I don't see why Huawei's HiSilicon cannot license A57 cores from ARM. They will first enter the chinese market.

How about nVidia? After a 2 year radio silence, Denver finally made an appearance although mobile centric. Could they make a move in the server space.

What about Qualcomm?

The space is getting crowded but it is still very early in the space. Other than Applied, no one has working silicon yet. Q4 2014 will be interesting indeed.

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