News & Analysis
Comment
Goffers
Excellent article!
markhahn
windows succeeded on the desktop by providing an ecosystem where participants ...
Windows on ARM: It's a whole new ballgame
Rick Merritt
1/7/2011 10:03 AM EST
SAN JOSE, Calif. – Mark January 5, 2011 as the date of the big PC earthquake. That's when Steve Ballmer said the next version of Windows will run on ARM and Jen-Hsun Huang made Nvidia the first chip maker to say it will deliver a soup-to-nuts family of ARM chips for computing.
Old structures have been shaken to the foundations. What will emerge when the smoke clears is still anyone's guess. One thing is certain, all forms of computing from notebooks to supercomputers will see lower power, lower cost versions based on integrated ARM SoCs.
That fact alone has long term repercussions for everything from the emerging tablet market to billion dollar data centers starved for electricity. It will even bring home PCs to modest dwellings that would never otherwise have seen them.
These issues have socio-economic implications that will ripple far beyond the history of an industry. But the implications for the electronics industry are also significant.
Ultimately Intel, the world's largest semiconductor maker, will not be able to sustain average selling prices that are dozens and sometimes hundreds of dollars over those of other chip makers. It will find itself unable to sustain the vertically integrated business model in which it is the world's largest operator of chip fabrication plants.
There is some inherent danger for the whole semiconductor industry here. What happens when no one company has the motivation and financial clout to plow through the enormously difficult tasks of delivering new chip processing technologies?
Intel helped pioneer extreme ultraviolet lithography, the long delayed printing technology still expected to drive the industry to ultra fine chip patterns. It is also driving the shift to larger wafers.
The need for many small players to collaborate on the future of chip technology will complicate the financial and social aspects of technical tasks that are already nearly insurmountable. Expect slower progress right at the time when CMOS technology hits atom-sized limits in physics and demands radically new approaches.
And what about systems companies? Hewlett-Packard is the world's largest user of semiconductors, most of them going into x86 PCs and servers often defined at the motherboard level by Intel and AMD.
PC makers such as HP, Dell, Lenovo that have slashed their ranks of chip and board engineers will have to re-grow those capabilities again. They will need to evaluate perhaps a dozen competing SoCs and define board designs based on them to differentiate themselves. They may even need to design ASICs again—mon dieu!
Taiwan's emerging OEMs will have an advantage. They have already nimbly crossed over to designing and making ARM-based handsets as well as x86 PCs. The Windows-on-ARM shift is their chance to use their engineering prowess to break out of the role of silent partner to big brand companies such as Dell and HP.
All this change won't happen overnight. The PC earthquake of Jan. 5, 2011 is one that will play out in slooooow motion.
It could take Microsoft years to deliver a solid version of Windows on ARM. Windows itself was largely a flop until it hit version 3.0, and even once it became an industry behemoth, Microsoft was still apt to fall flat on extending its franchise. Remember Vista?
That said, Microsoft had to do this to stay relevant. It risked losing its core franchise to Linux variants such as Android and Chrome OS already climbing up from smartphones and into notebooks and even into ARM-based servers which are getting a thumbs up from the likes of Dell and IBM.
Once Microsoft delivers, the ARM chip makers need to step up, too. They are used to designing 8- to 32-bit embedded SoCs for handsets and a plethora of other systems. None have done a 64-bit design--ARM doesn't even have a core to base such a design on yet.
What's more, none of the ARM SoC makers have had to deal with supporting the complexity of a software stack like Windows with its millions of lines of code. Just as daunting is the need to support the world of PC peripherals with their often poorly written drivers, a thorn in the side of Microsoft for years. Nor have they had to deal with supporting chips that might sell in volumes of tens of millions, a problem they would probably welcome.
In short, there are implementation and execution issues here that will take a decade to play out. But the shift officially has begun. Get ready.
|
|
|
|
|
rick.merritt
1/7/2011 10:54 AM EST
What will the availability of Windows on ARM mean to you?
Sign in to Reply
eewiz
1/7/2011 11:09 AM EST
Win 8+ ARM= Low cost computing.
300$ CPU + 200$ OS is going to be replaced with 50$ ARM chip + 50$ OS (max possible price as Android is free & Win 7 Starter(a stripped down version) on netbooks goes for ~15$ even now)
Sign in to Reply
eewiz
1/7/2011 11:12 AM EST
"There is some inherent danger for the whole semiconductor industry here. What happens when no one company has the motivation and financial clout to plow through the enormously difficult tasks of delivering new chip processing technologies?"
I wouldnt worry about this. TSMC is around & IBM fabclub is also around. Maybe Intel can spinoff its foundry division and form another fabclub to split the development costs :)
Sign in to Reply
Yog-Sothoth
1/7/2011 1:06 PM EST
Windows + ARM means perpetrating an ancient, inefficient, bloated OS even more. Today I'm running Windows 7 64 bit on a Dell T7400 / x5472 with 20G ram and... its slow and clunky and takes 2G ram just to boot. Anyone who thinks Windows on ARM is a good idea is just plain deluded.
Sign in to Reply
selinz
1/7/2011 1:39 PM EST
My business laptop is now 64 bit and my cad apps won't load any models with less than 8Gb of RAM. We don't have to worry about 32 bit ARM machines penetrating this area...
Sign in to Reply
Warren
1/7/2011 5:24 PM EST
Overstated predictions is what I see, coupled with a tremendous confidence in the Microsoft strategy and ability to implement (with the two probably related).
Sign in to Reply
ash9
1/8/2011 6:16 AM EST
Huang tends to embellish a bit , from past interviews- . Question is, how long will it take to learn and incorporate their own CPU; this isnt a leggo project- or could it be a last grasp. The other bit about Microsoft/ARM O/S is getting way to much attention- firstly ARM designs are specilized, and do not lend for a one size fits all O/S, second- the ARM Consortium group, who asked for a WindowARM OS, Qualcom, TI, I forget the other , are creating their own branch, which will probably feel comfortable with X86 coded programs running on their hardware- which could present big design challenges- perhaps towards the middle of 2012,by that time Fusion will have cemented its self, and who knows how far (money is no object) Intel will go to reclaim its position.
asH
Sign in to Reply
ash9
1/8/2011 6:31 AM EST
Microsoft will do best (and I believe they know) to optomize for Fusion APUs; APU's provide the best platform by far to show off Microsoft programming and innovation (yes I said the 'I' word relative to Microsoft). The 'x86'(x86+GPU) platform just got stronger with AMD's Fusion.
asH
Sign in to Reply
David Brown
1/11/2011 3:32 AM EST
What is the point of running Windows on ARM? Think about why people run windows at all - there are basically three reasons.
One is familiarity - but by the time Windows on ARM comes out, most potential users will be familiar with Android.
Two is "it's what comes with the machine" - the same or similar models will also be available with Android or other Linux.
Three is application compatibility "I need to run this windows program". Without x86, this point is void.
So what's left? People who want to run IE and MS Office, and no other programs, and want the slightly lower costs and higher battery life of running on ARM than on an x86 (a future version).
Sign in to Reply
Code Monkey
1/11/2011 1:32 PM EST
An OS is a platform for running apps. Where are the apps that run on Windows-ARM? On the Android platform, of course. Okay, so MS is looking to displace established players using a technically less energy efficient OS.
Sign in to Reply
dirk.bruere
1/11/2011 3:39 PM EST
64 bit multicore ARM + Android (5.x?)
The shape of future PCs...
Intel, AMD and MS are really going to sweat.
Sign in to Reply
elctrnx_lyf
1/12/2011 9:42 AM EST
WIndows on ARM is a strong sign of competetion ahead for the Intel and AMD in the PC and Tablets market. With many vendors releasing better computing processors having inbuilot graphics controller will be a general trend for the future.
Sign in to Reply
markhahn
1/13/2011 5:08 PM EST
windows succeeded on the desktop by providing an ecosystem where participants could build on/with each other. and yet windows interfaces were proprietary and closed enough that no one could ever really clone the basic Redmond-supplied parts.
but now, the world is changed: the ecosystem is the net/web. now there are actual standards (open and free, not closed and proprietary like windows). it's hard to see how Microsoft has any real traction online, since the whole point of any open/free interface is that it's possible to substitute either side.
Sign in to Reply
Goffers
1/15/2011 10:38 AM EST
Excellent article!
Sign in to Reply