Solely considering Intel Xeon production, the total Sandy Bridge E Series market for dense ARMs on Blade is 113,594,361 units valued at $72,395,536,747 revenue potential.
Xeon 12xx/24xx/26xx production volume priced less than $250 = 7,466,263 units.
Xeon 12xx/24xx/26xx/46xx production volume priced less than $625 = 24,451,308 units.
ARM Ltd. has apparently been under financial pressure lately. And got caught drinking its own Koll aid in two of four attempts to hit high volume royalty home runs out of the ball park.
Of these only one brought in base holders, one struck out on projections, one made first base, and for the final batter up . . .
Noteworthy while ARM Ltd. was out aggrandizing that market communications could resolve what only world class platform development can secure, beyond smart phone & tablet, neglected its entire business foundation as Intel stormed every industrial beach head which were left not only unguarded by ARM executive management; but unattended.
In setting commercial market expectations so high ARM Ltd. forced a financial cost onto some of its customers seeing their passing. And for reasons that solely have to do ARM Ltd. believing they could talk the market into accelerated Intel victories lacking any market foundation what so ever.
Press relations cannot make a product, or a successful product market. Innovations take time, nurturing the market potentials and not waking up Goliath so early.
ARM Ltd. has been caught in the trap of its own public relations puffery with nothing to show for it.
This is surely an embarrassment for an enterprise capable of world class management with oversight supporting compliment development while guarding against the competitive financial risks.
The executive management of ARM Ltd. will never make this mistake ever again.
AUTHOR:" But let’s face it, Microservers is not even that big of a market anyway, with only a handful of important customers like Facebook, Google and Amazon. " Doesn't Google have the worlds largest data center already? Or close to it. Microservers WILL BE the only market next decade that has any growth in "server" segment in my opinion. And the sky is the limit for clouds (pun intended).
Of course it remains to be seen whether ARM will deliver on promises, but they did well so far. ARM claims pretty good performance for their 'microserver' chips: 1250 SpecInt2000 for 1.7GHz chip. It is weird that they would quote SpecInt2000 because it's been superseeded by SI2006 six years ago, so maybe those numbers should be taken with some caution, but if you take them on face value, they are pretty good: Intel 1.7GHz chips of that era (e.g. P4) tend to present at about half the performance.
Even after allowing some 'benchmark shrinkage' and improvements in Intel architecture since that time, ARM should be competitive with Intel on performance. Based on their track record, they should do fine on power. As for the price, Intel quoted unit price for their new SoC announcements was above $50---again, ARM should be quite competitive, especially considering that ARM chips are traditionally pretty integrated, with the equivalent of North/South bridge on chip, whereas Intel usually requires separate motherboard/system chipsets.
Having said that, I am reminded of the story I heard from one of the RISC pioneers. He showed up at a Vax shop and demonstrated his machine. Afterwards, the customer said to him: 'So, your machine is twice the speed at half the price of what I have now. Give me one good reason why I should buy it".
Hey Whorton's Horta1212, Check my comment above. Cortex-A15 at 1.8GHz consumes 6W. Its a Fact. When Intel has a SoC for 6W, tell ARM to jump off the cliff. What are you smoking with your x86 power hungriness. Everyone knows ARM can not design a performance efficient design. You are duped by the ARM smoke screen
It's pretty simple really. It's collection of chips that have many cores that run very efficiently. It would be like taking today's (or yesterday's) laptop chips, stripping down many peripherals, creating an interconnect and sticking it within a single chip. The major advantage of it should be much better performance/watt than current server chips, which have been designed for years to be speedy, power-hungry beasts. What allows ARM microservers to achieve these goals should be better process technology and the ability to sidestep x86's power hungry ways (by not being x86).
As we unveil EE Times’ 2015 Silicon 60 list, journalist & Silicon 60 researcher Peter Clarke hosts a conversation on startups in the electronics industry. Panelists Dan Armbrust (investment firm Silicon Catalyst), Andrew Kau (venture capital firm Walden International), and Stan Boland (successful serial entrepreneur, former CEO of Neul, Icera) join in the live debate.