Correct. BTW, I personally do not understand some people's obsession with the node used. The actual performance, energy effiency etc. depend on much more than that. Let us examine what really matters: performance per dollar spent, performance per Watt consumed, total cost, total power, typical performance, maintainability, diversity of supply etc. etc. of the full system. We are no longer in the era where a computer system could be summed up by one single number!
I don't see how lower power server chips based on ARM cores can replace (in the immediate future) Intel-based ones in these days where much of the computing & storage has already moved to the cloud. Computing bandwidth and latency (excluding the communication layer) are two criteria where Intel clearly leads.
Perhaps by mid to late 2014 we will see comparable ARM-based servers' performance but I remain skeptical.
WIth all due respect. HP has talked about shipping servers 1H 2014 for production with ARM based server SoCs from Applied Micro (64bit), TI and Calxeda. Partners like AMD have announced that they will be shipping next year. We already have hyperscale players like Baidu deploying with Marvell's server solutions. We are already quite far down the long and winding road with the gate to deployment just a few steps away.
we didn't really expect Intel to roll over and to give all their server business to ARM, didn't we?...it goes without saying that you have the work hard to win new biz and the incument will fight back with all possible means, price, technology and PR etc
Exiting times, yes, but It's easy for Intel's PR to make marketing claims just like they did with the previous Atom (and look how "good" it was in reality...). Note 2nd generation 3GHz X-Gene is 28nm and will be available mid-2014. If you look at today's devices then current Avoton at 22nm doesn't look all that great vs ECX-2000 at 28nm (http://www.theregister.co.uk/2013/10/28/calxeda_midway_launch/). Given 2014 will bring even faster and lower power 64-bit ARMs as well as TSMC 20nm, and the new entrants go after a multitude of markets which Intel doesn't have covered today, I'd say that Intel will have a hard time competing.
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.