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zewde yeraswork
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disruption
zewde yeraswork   1/14/2014 10:13:01 AM
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What areas of competition and disruption do you see in the server market, if any?

tritchie
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OCP will steal the show
tritchie   1/14/2014 2:04:41 PM
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Not discussed here is the OCP initiative which I believe to be the biggest upcoming disruption beyond today's ongoing aggregation at data centers.  In addition, server count may be held in check while node count per server will soar higher.

Kinnar
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Chinese Microprocessor
Kinnar   1/15/2014 4:28:09 AM
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It is very shocking news that Loongson Technology Corp. Ltd. is sampling its first commercial microprocessor, this might become a strong competitor for Inter and AMD, looking at the market share of China. This processor might an other flavour of ARM based designs.

Susan Rambo
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Re: Chinese Microprocessor
Susan Rambo   1/15/2014 6:15:45 AM
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@Kinnar  Interesting about Loongson. What in particular with this microprocessor will make Intel and ARM nervous?

sw guy
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Re: Chinese Microprocessor
sw guy   1/15/2014 6:58:11 AM
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Not an ARM based design: Loongson has a MIPS license (see http://www.eetimes.com/document.asp?doc_id=1263071)

zewde yeraswork
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Re: OCP will steal the show
zewde yeraswork   1/15/2014 9:22:30 AM
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How will the OCP initiative cause such disruption? What makes you think that this is the case....

zewde yeraswork
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Re: Chinese Microprocessor
zewde yeraswork   1/15/2014 9:23:53 AM
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Are MIPS designs really a viable means of competition in this market? It seems like a two horse race between ARM and Intel---or maybe its between all the different companies who are licensing ARM and Intel, but a MIPS-based Chinese company would be coming a bit out of left field.

tritchie
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Re: OCP will steal the show
tritchie   1/15/2014 10:45:39 AM
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1) OCP is promoting an alternative larger form factor that will support > node count

2) OCP also has aspirations to make CPUs interchangeable across server chassis, in this case you just replace the CPU module instead of the whole server sled.  In this case it may disrupt Intel Tick/Tock dependency and creates additional server OEM challenges

3) It's all about higher density, lower cost, more tuned to high density configurations.  Existing XEONs don't scale well given they typically must be augmented with so much support circuitry.  I beleive the biggest configuartion is 4 XEONs per PCH.  Competitive suppliers are architecting SOCs that can be more easily scaled.

zewde yeraswork
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Re: OCP will steal the show
zewde yeraswork   1/16/2014 8:55:17 AM
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If there is difficulty scaling Xeon processors that may mean a real opportunity is available to other companies looking to take some of Intel's massive market share in servers.

Kinnar
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Re: Chinese Microprocessor
Kinnar   1/18/2014 11:41:48 AM
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At a first glance it seems strange considering Loongson Tech as in competition of Intel, but the demand of processors is of such a high volume that if Chinese govt change the import strategy all the Chinese companies will turn towards Loongson processors, And technically The Loongson 3  has the specific benefit of speeding up Intel x86 CPU emulation. So it can be easily replaced in x86 based devices.

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