I am perplexed by Linley Gwinnap's comments. I assume he is referring to Intel's Atom S1200, which was described in a release and media event in early December. Yet his characterization of the device is at odds both with what is in the release and what was presented by Intel and HP at the event. Moreover, Intel's device has already been included in HP's Gemini systems and HP has affirmed its superior power efficiency in large Scale-out computing applications. HP has communicated that ARM-based processors will be included in the project once they are available with 64b capabilities. But the ARM ecosystem is lagging here as this will not happen until later this year, from what I have read. AMCC claims a lead here, but they are so promotional that (for me) every statement requires corroboration. So is there even a Micro-server SOC market open to ARM this year of any size?
well defined race Performance/Watt/$.
even if Intel leads, margins are going to come down...
Do not underestimate if Samsung playing in this market later....even though they are consumer electronics...deep pocket can do many things...
ASP disruption ahead:
“Intel is getting away with huge margins because there’s not a lot of competition, but I think we will see with more competition the prices come down as well as the power.”
--Linley Gwennap on the server CPU business