REGISTER | LOGIN
Breaking News
News & Analysis

Q'comm Unveils Server Bid

Xilinx partnership rivals Intel/Altera combo
10/8/2015 07:00 PM EDT
10 comments
NO RATINGS
More Related Links
View Comments: Newest First | Oldest First | Threaded View
Jessica Lipsky
User Rank
Author
Re: What is Qualcomm's advantage?
Jessica Lipsky   10/15/2015 1:56:59 PM
NO RATINGS
Money may be their biggest advantage - I can't  think of another company out there that has the financial ability to do a large, long-term investment. 

But you could also say that Qcomm has a highly successful processor portfolio and IP that it could translate into the server space---though Qcomm officials were clear that "this is not our mobile SoC."

Jessica Lipsky
User Rank
Author
Re: What is Qualcomm's advantage?
Jessica Lipsky   10/15/2015 1:56:59 PM
NO RATINGS
Money may be their biggest advantage - I can't  think of another company out there that has the financial ability to do a large, long-term investment. 

But you could also say that Qcomm has a highly successful processor portfolio and IP that it could translate into the server space---though Qcomm officials were clear that "this is not our mobile SoC."

luting
User Rank
Author
What is Qualcomm's advantage?
luting   10/15/2015 12:59:18 PM
NO RATINGS
Other than Money, what advantage Q'Comm has in Server bussiness? 

WW Thinker
User Rank
Author
Re: A quick take
WW Thinker   10/12/2015 10:58:00 AM
NO RATINGS
There is no doubt that ARM cores can be used in server.  The real questions are: what kind of servers (front-end web portal server), or storage server, or the data crunch data center?  Furthermore, what kind of software investment is Qualcomm going to spend without the wall-street financiers banging the head of Qualcomm?

WW Thinker
User Rank
Author
Re: A quick take
WW Thinker   10/12/2015 10:57:58 AM
NO RATINGS
There is no doubt that ARM cores can be used in server.  The real questions are: what kind of servers (front-end web portal server), or storage server, or the data crunch data center?  Furthermore, what kind of software investment is Qualcomm going to spend without the wall-street financiers banging the head of Qualcomm?

spike_johan
User Rank
Author
Long way to go
spike_johan   10/12/2015 9:24:59 AM
NO RATINGS
A rough sketch and no roadmap doesn't make for much of an announcement. I have no doubt that Q wants to get into the server business but as for the moment their announced product sounds more like vaporware.

PS - Dell just announced their upcoming purchase of EMC for $67B. That sounds like a very significant play for some of that same storage server market.

docdivakar
User Rank
Author
Re: corrections and an opinion
docdivakar   10/9/2015 4:25:31 PM
NO RATINGS
@jimfordbroadcom you may be on to something here regarding Q trying to metamorphosize itself from mobile-centric chip company to a broader server / cloud computing market. How ever, history is not on its side when it comes to ARM-based servers. The path to new servers with ARM cores passes thru some graveyards (Calxeda!) but Q may be playing its cards right on this effort. It seems to me that Q is not trying to position its server product to the high-end / high performance computing market but to the low- and medium-tier products for common cloud computing chores.

In addition to the alliance with Mellanox and Xilinx, I think it makes sense for Q to buyout some of the lower market cap companies in this arena, like AMCC!

MP Divakar

jimfordbroadcom
User Rank
Author
corrections and an opinion
jimfordbroadcom   10/9/2015 1:41:54 PM
NO RATINGS
A couple of corrections: First, spell our name right; there's only one "m" in Broadcom!  That's probably 10-100 Gbits/second Ethernet, not 10-100 Gbytes/second that Mellanox was talking about.  And I think you meant that Qualcomm is investing in the "server" space, not the "sever" space.

Now that we have that out of the way, I'll give my opinions on Qualcomm's move.  It appears to be grasping at straws to me.  OTOH, I've been wrong before.  Some years ago, that is what I thought about Microsoft's move into hardware with the Xbox.  I thought MSFT was for sure going to fall on it's face, but it obviously didn't.

alex_m1
User Rank
Author
3d
alex_m1   10/8/2015 9:20:42 PM
NO RATINGS
Quallcom did a lot of research on monolithic 3d, which could have huge increase in memory bandwidth - which they'll probably require to wow customers into a new architecture.

rick merritt
User Rank
Author
A quick take
rick merritt   10/8/2015 7:24:42 PM
NO RATINGS
It's disappointing Qualcomm is not ready to make public details on products and their road map yet.

That said this puts a lot of pressure on Applied Micro which got out early and took a lot of arrows as a pioneer but has not gotten much market traction yet.

 

Most Recent Comments
realjjj
 
Wilco1
 
realjjj
 
realjjj
 
calendar
 
realjjj
 
spike_johan
 
photonic
 
chipmonk0
Like Us on Facebook
EE Times on Twitter
EE Times Twitter Feed