Design Con 2015
Breaking News
Comments
ChipConnoisseur
User Rank
Rookie
re: Intel microserver leaves $2.5B door open for ARM
ChipConnoisseur   2/7/2013 12:05:50 PM
NO RATINGS
Intel won't even be able to keep the server market together, let alone enter the mobile market. It doesn't look like Intel's chips be competitive with all the different ARM SoC's coming out next year (and in quad core or higher versions).

rick merritt
User Rank
Author
re: Intel microserver leaves $2.5B door open for ARM
rick merritt   2/7/2013 4:11:10 PM
NO RATINGS
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

US Made
User Rank
Rookie
re: Intel microserver leaves $2.5B door open for ARM
US Made   2/7/2013 5:28:00 PM
NO RATINGS
well defined race Performance/Watt/$. 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...

de_la_rosa
User Rank
Rookie
re: Intel microserver leaves $2.5B door open for ARM
de_la_rosa   2/7/2013 9:33:39 PM
NO RATINGS
ARM have no innovation what so ever. I hate them.

jackOfManyTrades
User Rank
Manager
re: Intel microserver leaves $2.5B door open for ARM
jackOfManyTrades   2/8/2013 4:33:15 PM
NO RATINGS
Yes - they're only in 95% of the world's mobile phones - annual sales a measily 1.6 billion. No innovation whatsoever - which is why Intel find it so easy to compete in that market.

krisi
User Rank
CEO
re: Intel microserver leaves $2.5B door open for ARM
krisi   2/7/2013 10:26:38 PM
NO RATINGS
ARM has no innovation???

help.fulguy
User Rank
Manager
re: Intel microserver leaves $2.5B door open for ARM
help.fulguy   2/8/2013 4:18:27 PM
NO RATINGS
Rick, no surprise with you. Keep Brown nosing ARM.

chipmonk0
User Rank
Manager
re: Intel microserver leaves $2.5B door open for ARM
chipmonk0   2/8/2013 7:19:32 PM
NO RATINGS
EE Times is now owned by UBM, a UK based Co. as is ARM.

donnie.adams
User Rank
Rookie
re: Intel microserver leaves $2.5B door open for ARM
donnie.adams   5/29/2013 4:42:02 PM
NO RATINGS
With all due respect, UBM acquired CMP (parent of EE Times) in 1992.

Bruzzer
User Rank
Freelancer
re: Intel microserver leaves $2.5B door open for ARM
Bruzzer   2/8/2013 7:35:27 PM
NO RATINGS
Former Cyrix, NexGen, ARM, AMD, IDT, as discovery TA in FTC case v intel, as an analyst following the intersection of x86 and ARM I’m for ARM server. With that track record in Intel town who wouldn’t be for ARM server silicon and systems underdogs. There is surely a play here where this analyst has stated ARM server as a viable business. Question is where are the product and price voids in Intel Xeon structure. Unlike other analyst’s who position ARM purely against Atom, this analyst believes ARM architecture can address the entire Xeon performance spread from E3 to 46xx. Dense ARM on blades is a viable high margin business. Multiple ARMs on blade is where the producer values is in ARM server; in multiple processor blades v Xeon. In this article Linley speculates Centerton a place holder for Avoton where this analyst finds Centerton a monopolists attempt to position inferior dual core v ARM quad ready for the dumping as Avoton up to eight cores and integrated hub is launched speculated at 17w power. Where Avoton may already be launched shown by Intel on dual chip micro blades at Open Compute. Centerton is not a place holder but presents a financial barrier verse all ARM SOCs. That is meant by Intel too suck ARM financial value out of production and distribution channels as Centerton is dumped at price less than Intel average fixed cost per unit of production. Likely in sales package with higher margin product where Centerton is essentially priced for free. So here we have competition Intel style no matter the product category. Mike Bruzzone. Camp Marketing

FriedrichE
User Rank
Rookie
re: Intel microserver leaves $2.5B door open for ARM
FriedrichE   2/8/2013 8:40:59 PM
NO RATINGS
Nope, thats failed the Turing test.

Bruzzer
User Rank
Freelancer
re: Intel microserver leaves $2.5B door open for ARM
Bruzzer   2/8/2013 7:54:09 PM
NO RATINGS
Linley places ARM Server at $2.5 billion by 2016 and in earlier report $3 bil. This analyst on Sandy displacement puts ARM at perf ratio 4 1.4 GHz Quad to 1 Xeon 2 GHz Hexa at 56,917,517 units. Analyst suggests ARM value higher then Linely’s $50 placing in Atom land that cannot be sustainable outcome. Report shows ARM server incorporates more system blocks that equates to value in price for functionality. If not ARM server may not be a viable high margin business as margin is the driver to attract foundries to rip chunks of revenue from the monopolist which is the primary attraction. Currently 25 million Atom are produced every cycle, average price $60 value $1.5 billion. Sandy Xeon v ARM on 1:1 unit displacement revenue priced under $250 + Atom = 39,932,527 units value $4,082,044,422. Increase value of ARM blade verse Xeon to $625 including Atom on 1:1 displacement equals 50 million units value $11 billion. For ARM server to displace one quarter of this revenue delivers Linley’s revenue estimate. Interesting quandary is ratio of ARM v Xeon to achieve similar perf; here 1:1 & in above example 4:1. Recall producer margin is in the blades not the individual components regardless of functionality. Where one question beyond Samsung is what will attract the foundry; 50 million v 200,000,000 ARM server chips per year; and at what price & margin. Needless to say speculation until whole platform delivered meaning optimized software. Where if this year total ARM server chips reach 50,000 units or minimally 1,000 validation systems that is a step in the right direction for achieving ARM server success. The missing component then is you, the engineer and applications programmer, call APM, Calxeda and Boston, Marvell and Cogent and order your development system today. If you need a fast smart switch that can search and store at power well utilized ARM Server is worth developing into other than an Intel monopoly future. Mike Bruzzone, Camp Marketing

FriedrichE
User Rank
Rookie
re: Intel microserver leaves $2.5B door open for ARM
FriedrichE   2/8/2013 8:38:54 PM
NO RATINGS
Can anyone translate this into English?

Pierr
User Rank
Rookie
re: Intel microserver leaves $2.5B door open for ARM
Pierr   2/8/2013 10:32:11 PM
NO RATINGS
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?

rick merritt
User Rank
Author
re: Intel microserver leaves $2.5B door open for ARM
rick merritt   2/11/2013 4:52:12 PM
NO RATINGS
Yes, there is a realtively small 32-b it ARM server market emerging this year with systems from a handful of little known players such as Boston Ltd. (Calxeda) and Mitac and Wiwynn (Marvell) and at least one large user TK soon. But the big juice comes with 64 bit products in 2014.

giuann
User Rank
Rookie
re: Intel microserver leaves $2.5B door open for ARM
giuann   2/9/2013 4:06:40 AM
NO RATINGS
ARM does not miss any opportunity to get free advertisement. ARM are SOC therefore I have to develop my own chip or be to the mercy of one of the vendors. Intel chip is a proven standard.

Bruzzer
User Rank
Freelancer
re: Intel microserver leaves $2.5B door open for ARM
Bruzzer   2/9/2013 4:30:06 AM
NO RATINGS
FredrichE; I respond to business management inquiries. What ARM server really means today, if you're a physicist looking for specific incidents occurring within the real time Big Data of an accelerator ARM server can do it well utilized at a fraction of the power. If you're into analytic's ARM server with stock FPU and certainly adding a DSP accelerator, can do what FPGA acceleration does for lower power. Some believe on their development investment at a lower hardware cost, applications programming time and power. If you're serving from cold storage ARM server offers low power for a job done well done. If you're serving anything Web 2.0, there is from storage search and serve that ARM does well for lower power. Penguin Computing has put up ARM pages if you look through gets down to the brass tacks about ARM server. http://www.penguincomputing.com/search/node?keys=ARM+SERVER Mike Bruzzone, Camp Marketing

wsw1982
User Rank
Rookie
re: Intel microserver leaves $2.5B door open for ARM
wsw1982   2/11/2013 7:55:51 AM
NO RATINGS
What does the author mean by power efficiency? If the author means performance/watt, the ARM, too, is not as power efficiency as Xeon. http://www.theregister.co.uk/2012/08/13/xeon_vs_calxeda_arm_apache_bench/ Both ARM/ATOM is good at absolutely power consumption instead of power efficiency.

HardwIntr
User Rank
Freelancer
re: Intel microserver leaves $2.5B door open for ARM
HardwIntr   2/11/2013 1:28:28 PM
NO RATINGS
Please, where can i buy TODAY a microserver with an ARM inside ? (64 bit please)

rick merritt
User Rank
Author
re: Intel microserver leaves $2.5B door open for ARM
rick merritt   2/11/2013 4:55:40 PM
NO RATINGS
Nothing exists for at least six-nine months except FPGA-based development prototypes

ChipConnoisseur
User Rank
Rookie
re: Intel microserver leaves $2.5B door open for ARM
ChipConnoisseur   2/11/2013 8:14:45 PM
NO RATINGS
And where can you buy a 64 bit Atom server? Nowhere. In fact, Intel will be at least a year later to this market, as they won't have a real Atom server chip (64 bit) until 2015. Not to mention that even for that generation their transistors are really 26nm, not 22nm.

HardwIntr
User Rank
Freelancer
re: Intel microserver leaves $2.5B door open for ARM
HardwIntr   2/13/2013 8:25:58 AM
NO RATINGS
so, it's a micro...market ?

Pete.Kuan
User Rank
Rookie
re: Intel microserver leaves $2.5B door open for ARM
Pete.Kuan   2/12/2013 1:34:11 PM
NO RATINGS
ARM is an open mind company, they are willing to provide all knowledge to any customers. Compared to ARM, Intel is a miser.They used all kinds of political issues to prevent others to share their apple. In the PC era stage, they successfully kick out all competitors. But its drawback is obviously showing up at mobile phone time. This is the bittermelon Intel must pay now.

kjdsfkjdshfkdshfvc
User Rank
Rookie
re: Intel microserver leaves $2.5B door open for ARM
kjdsfkjdshfkdshfvc   2/12/2013 4:07:37 PM
NO RATINGS
Intel is gonna nail it. http://bit.ly/dI3hcF



Top Comments of the Week
Flash Poll
Like Us on Facebook

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
EE Life
Frankenstein's Fix, Teardowns, Sideshows, Design Contests, Reader Content & More
<b><a href=Betajet">

The Circle – The Future's Imperfect in the Present Tense
Betajet
5 comments
The Circle, a satirical, dystopian novel published in 2013 by San Francisco-based writer Dave Eggers, is about a large, very powerful technology company that combines aspects of Google, ...

Max Maxfield

Recommended Reads From the Engineer's Bookshelf
Max Maxfield
27 comments
I'm not sure if I read more than most folks or not, but I do I know that I spend quite a lot of time reading. I hate to be idle, so I always have a book or two somewhere about my person -- ...

Martin Rowe

Make This Engineering Museum a Reality
Martin Rowe
Post a comment
Vincent Valentine is a man on a mission. He wants to make the first house to ever have a telephone into a telephone museum. Without help, it may not happen.

Rich Quinnell

Making the Grade in Industrial Design
Rich Quinnell
16 comments
As every developer knows, there are the paper specifications for a product design, and then there are the real requirements. The paper specs are dry, bland, and rigidly numeric, making ...

Special Video Section
The LT8640 is a 42V, 5A synchronous step-down regulator ...
The LTC2000 high-speed DAC has low noise and excellent ...
How do you protect the load and ensure output continues to ...
General-purpose DACs have applications in instrumentation, ...
Linear Technology demonstrates its latest measurement ...
10:29
Demos from Maxim Integrated at Electronica 2014 show ...
Bosch CEO Stefan Finkbeiner shows off latest combo and ...
STMicroelectronics demoed this simple gesture control ...
Keysight shows you what signals lurk in real-time at 510MHz ...
TE Connectivity's clear-plastic, full-size model car shows ...
Why culture makes Linear Tech a winner.
Recently formed Architects of Modern Power consortium ...
Specially modified Corvette C7 Stingray responds to ex Indy ...
Avago’s ACPL-K30T is the first solid-state driver qualified ...
NXP launches its line of multi-gate, multifunction, ...
Doug Bailey, VP of marketing at Power Integrations, gives a ...
See how to ease software bring-up with DesignWare IP ...
DesignWare IP Prototyping Kits enable fast software ...
This video explores the LT3086, a new member of our LDO+ ...
In today’s modern electronic systems, the need for power ...