REGISTER | LOGIN
Breaking News
Blog

Qualcomm Takes Aim at Servers

NO RATINGS
View Comments: Newest First | Oldest First | Threaded View
Technocrazy
User Rank
Author
Re: More in the woodwork
Technocrazy   11/22/2014 5:18:07 PM
NO RATINGS
AMD

Marvel

 

Technocrazy
User Rank
Author
Re: More analysis
Technocrazy   11/22/2014 5:16:49 PM
NO RATINGS
The talk is that google is buying from them... for their server farms...

Fottemberg
User Rank
Author
Qualcomm is a new entry so ...
Fottemberg   11/21/2014 8:01:57 AM
NO RATINGS
Do you think that Qualcomm has some possibility to make a success in this market? It doesn't have practise in this sector at all. We have seen that Broadcom has quit the consumer market (LTE SoC) because the rivals can do the same things better and cheaper. I think that Qualcomm will fail in this adventure ... unless they will buy an enterprise company.

GSMD
User Rank
Author
Re: More in the woodwork
GSMD   11/21/2014 2:53:37 AM
NO RATINGS
It has got to be freescale. They have a server grade part with the right fabric and I/O sub-system. Interface will have to change to AXI but they already use it in their lower grade QorIQ parts.

ARM and FS are also working with RapidIO for standardizing cluster interconnects. If this works I can actually mix and match FS and AMD parts in a  heterogenous cluster. Comm and compute can finally converge.

Of course all this is conjecture on my part ! FS refuses to admit anything. We should get a pool going on this !

Technocrazy
User Rank
Author
Re: More analysis
Technocrazy   11/20/2014 1:36:28 PM
NO RATINGS
Possibly a 24-32 core ARM64 They should be already sampling now. I don't expect fireworks ... SPARC/Intel are way ahead anyway. They might start looking more like AMD though...

Its a crowded market, and they don't have any upper hand with IP either in this market....

No event... sorry

JimMcGregor
User Rank
Author
Re: More in the woodwork
JimMcGregor   11/20/2014 1:33:28 PM
NO RATINGS
Rick, there are actually many other vendors considering or working on ARM silicon for server and networking applications, but they are still in stealth mode. server and networking are viewed as major growth areas for the entire industry with good margins, so look for more vendors and aggressive marketing going forward.

rick merritt
User Rank
Author
More analysis
rick merritt   11/20/2014 12:43:14 PM
NO RATINGS
Just in from a report by financial analysts at Canaccord Genuity Inc.:

"The server market should help Qualcomm achieve its longer-term
8% to 10% growth CAGR with revenue contributions at the back end of this 2014-2018 time period.  While management announced no specifics yet on a product roadmap, we believe the company is already engaged with potential customers and plans to enter the [server] market gradually with first products on 14/16nm FinFET foundry nodes, as early as 2H/C2016.

We estimate the server processor TAM is roughly $14B in C2014 and will grow to roughly $20B by C2020. we estimate the collective ARM server opportunity at roughly 20% of units and at least 10% of the silicon TAM by C2018.

Qualcomm's entry into the market could push ARM share estimates higher and provide an additional $500M-$1B annual opportunity for QCT. Should Qualcomm chose a path similar to other early ARM server entrants and develop derivative products to address the enterprise networking market, the opportunity could prove even larger.

We view Qualcomm as the most capable mainstream competitor to Intel given its
ability to leverage its hardware volumes of the n-node and software R&D scale to bring performance and cost/power competitive solutions to Intel's very strong server roadmap long-term."

rick merritt
User Rank
Author
More in the woodwork
rick merritt   11/20/2014 10:48:58 AM
NO RATINGS
I am told there are at least two other companies planning ARM server SoCs, at least one of them a chip maker than has no enterprise busienss background. I am guessing Freescale and maybe STM.

Thoughts?

Like Us on Facebook
EE Times on Twitter
EE Times Twitter Feed