LONDON – Warren East, CEO of processor IP licensor ARM Holdings plc, has said he expects companies making processors based on the ARM cores will take between 10 and 20 percent of the notebook PC market in 2014 or 2015, according to a Dow Jones report. That would be much higher penetration than Intel would make into the smartphone market, the report also quoted East saying.
Processor architectures from Intel, known for performance, and from ARM, known for power efficiency, have dominated in PCs and mobile phones, respectively, for many years. Now the two companies are starting to make inroads into the other's traditional home turf. While Intel supplies chips and does much to define system architecture, ARM licenses the processor core to chip making partners and leaves them to work with OEMs.
While ARM aspires to get between 10 and 20 percent of the notebook PC market by 2014 or 2015 ARM expects Intel will have some success in smartphone but only achieve about 5 to 10 percent penetration of the smartphone market, the report said. "It's going to be quite hard for Intel to be much more than just one of several players. But they'll be a perfectly credible player," the report quoted East as saying.
In the PC market East argued that ARM-based processors will be lower cost than those coming from Intel. ARM processor suppliers are used to receiving about $20 for a chip going into a smartphone. Even if they increased the price to about $25 as they tailor their chips' features to address PCs, this would provide stiff competition to Intel, which has commanded prices of $80 to $200 for its processor chips, the reported quoted East as saying.
Since Windows performs poorly even on a high-horsepower arch like x86/x64, I'd expect it to perform even poorer on ARM... And with no legacy support, the last argument for one to stick with MS has gone. Windows on ARM will be merely a curiosity to sit on museum displays: "Look: it also boots on ARM! But does little of anything else useful or timely..."
According to microsoft There will be two versions of windows:one that runs only on x86/x64, fully support windows legacy Applications and api's and one for ARM but without good legacy support.
So android/ios will have much better consumer ecosystem in 2014.
And a license for windows for ARM will be priced(at the beginning) at $90-$100.
My guess is that businesses will buy x86 tablets/laptops and consumers will prefer ARM tablets/laptops.
KB, agreed. It is about providing the consumer with choice. Then the best solution wins. Clearly some will need to see ARM's challenge (in terms of system announcements and specs) to believe it...just like the area that I am driving around energy efficient servers for the cloud. But both of these thrusts are real and have teeth. Fun times!
Wishful thinking by ARM. Intel already has a price & power competitive Medfield chip for smartphones on 32nm technology. In the notebook segment, about the best that ARM can do is compete in low-end "netbooks".
By 2014, Intel will be in volume production at 14nm when ARM is still struggling at 28nm. Tiny 14nm chips will not only be higher performance than ARM, but cheaper and more power efficient as well. ARM will be gasping in Intel's wake as they pull away.
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