One of the Economist's trademarks is not providing reporter bylines (though IIRC contributors are listed in the masthead). The columns, FWIW, are generally named for historical and not current authors, in print, though on-line I'm starting to see some bloggy, attributed pieces.
This means that individual ability in writing or covering a specific beat is really hard to figure out. Given the huge variance and highly idiosyncratic nature of reporting, I find this to be a major pain.
While I find the Economist to be generally worthwhile reading and can understand its adherence to tradition, this is something that really should be dustbinned.
It was an interesting read, but the writer seems a bit uninformed when he forgets to mention the other CPU platforms which are dominant in their markets, such as PowerPC (PS2, XBOX 360 and Wii). Also, no mention whatsoever that Intel actually used to have an ARM license.
>Using a three-dimensional chip design Intel plans to shrink that even further over the next couple of years, to 22nm and then 14nm, and sell chips that beat the competition on both energy-efficiency and performance.
It makes it sound as though you need 3D to shrink the chips. I don't think that's the case. I don't like calling a 3D component a 3D chip design, either.
This was pretty solid overview of the ongoing semiconductor wars. It should be interesting to see what kind of impact Windows 8 running on ARM will have for this industry.
"Between them they shifted perhaps 8 billion ARM-based semiconductors in 2011, half of them in mobile phones and mobile computers, the other half embedded in consumer items and elsewhere."
"According to IDC, a research firm, the market for PC-powering chips that use Intel’s x86 processor architecture, which Intel dominates, was about 400m last year."
8 billion ARM chips to 400 million x86. I hadn't realized that the disparity was that big. No wonder Intel is desperate to get some mobile wins.
It's a terribly apples-to-oranges number. Starting with the basics, there's simply no such thing as an "ARM chip". Essentially all of those 8G units are SoC chips where the ARM core(s) make up a comparatively small fraction of the die area. Most of those SoCs actually have multiple ARMs actually, using smaller cores as asymmetric multiprocessing (c.f. the "baseband" CPU on most android phones), but they're mixed in with a bunch of DSP units, memory controllers, I/O and of course a giant GPU. The fraction of the product represented by ARM Ltd. IP is probably less than half.
Likewise, when you compare the numbers when represented as total silicon die area (Intel CPUs are much larger) or in terms of computation capacity (they're a ton faster too) it's much closer.
Don't forget the high-end FPGA's, too - that's where ARM's licensing gives them a decisive advantage (not least because if you're using one of them to prototype something, you will end up producing your ASIC with licensed components from ARM anyway.)
This story of Intel and ARM is fascinating because it is likely to become one of the purest case studies of disruption theory. If ARM can successfully change the basis of competition in the server market to power consumption versus pure performance and disrupt Intel, it will be another powerful example.
On the other hand, if Intel can actually capture share in the low end market (mobile devices) by hitting the right power-performance mark, they will provide a great example of how an incumbent can successfully fend off a low market entrant. Andy Grove would be proud.
If Intel manages to win in this next phase of computing, it will hopefully start to give companies pause before they outsource what some consultant deemed to be "non core" (manufacturing, in this example). Christensen has pointed out how much damage this is doing to long term results [1].
eh, Intel, right now, could own the microserver/power sensitive server market. The Pentium 350 is a step in that direction, If they'd sell me pentium 350 chips, I could sell very fast, very cheap servers with ecc ram. But Intel won't sell them to me.
Intel has a long history of nerfing their low-end products so that they compete less with their high end products.
The question is will intel make a good low end chip (and not castrate it) before arm makes a reasonable server board? I mean, it's clear that Intel /can/ the question is if it /will/.
I posted this article to my blog back in 2010, "The End of x86?" - http://fernstrategy.com/2010/10/21/the-end-of-x86/. It's an analysis of how ARM is disrupting the x86 architecture (along with Intel).
For the last several decades the x86 architecture, with its major proponents Intel and AMD, have dominated the CPU market in personal computers (PC). Today, Intel and AMD control 80.4% and 11.52%, respectively, of the worldwide microprocessor market (iSuppli, 2010).
Despite the prevalence of x86, there are tell-tale signs that the x86 architecture is in the early stages of being disrupted. Drawing on work by Clayton Christensen, the classic signs of disruption are as follows:
1. The current technology is overshooting the needs of the mass market.
Due to a development trajectory that has followed in lockstep with Moore’s Law, and the emergence of cloud computing, the latest generation of x86 processors now exceed the performance needs of the majority of customers. Because many customers are content with older generation microprocessors, they are holding on to their computers for longer periods of time, or if purchasing new computers, are seeking out machines that contain lower performing and less expensive microprocessors.
2. A new technology emerges that excels on different dimensions of performance.
While the x86 architecture excels on processing power – the number of instructions handled within a given period of time – the ARM architecture excels at energy efficiency. According to Data Respons (datarespons.com, 2010), an “ARM-based system typically uses as little as 2 watts, whereas a fully optimized Intel Atom solution uses 5 or 6 watts.” The ARM architecture also has an advantage in form factor, enabling OEMs to design and produce smaller devices.
3. Because this new technology excels on a different dimension of performance, it initially attracts a new market segment.
While x86 is the mainstay technology in PCs, the ARM processor has gained significant market share in the embedded systems and mobile devices markets. ARM-based processors are used in more than 95% of mobile phones (InformationWeek, 2010). And the ARM architecture is now the main choice for deployments of Google’s Android and is the basis of Apple’s A4 system on a chip, which is used in the latest generation iPod Touch and Apple TV, as well as the iPhone 4 and iPad.
4. Once the new technology gains a foothold in a new market segment, further technology improvements enable it to move up-market, displacing the incumbent technology.
With its foothold in the embedded systems and mobile markets, ARM technology continues to improve. The latest generation ARM chip (the Cortex-A15) retains the energy efficiency of its predecessors, but has a clock speed of up to 2.5 GHz, making it competitive with Intel’s chips from the standpoint of processing power. As evidence of ARM’s move up-market, the startup Smooth-Stone recently raised $48m in venture funding to produce energy efficient, high performance chips based on ARM to be used in servers and data centers. I suspect we will begin seeing the ARM architecture in next generation latops, netbooks, and smartphones (e.g., A4 in a MacBook Air).
5. The new, disruptive technology looks financially unattractive to established companies, in part because they have a higher cost structure.
In 2009, Intel’s costs of sales and operating expenses were a combined $29.6 billion. In contrast, ARM Holdings, the company that develops and supports the ARM architecture, had total expenses (cost of sales and operating) of $259 million. Unlike Intel, ARM does not produce and manufacture chips; instead it licenses its technology to OEMs and other parties and the chips are often manufactured using a contract foundry (e.g., TSMC). Given ARM’s low cost structure, and the competition in the foundry market, “ARM offers a considerably cheaper total solution than the x86 architecture can at present…” (datarespons....
> The current technology is overshooting the needs of the mass market.
I was actually thinking of starting a thread about throwing away computers: does anyone else find it hard to throw away old computers these days? I have a core 2 duo sitting on my desk right now, in the box. I can't convince myself to put it in anything, yet, I can't throw it away. I feel like I'd be throwing a way a supercomputer.
Which cpu is it? A lot of computers are still on LGA 775 (socket T), like the Pentium D. So it could easily be a drop-in replacement for some older CPU. I would gladly take it off your hands if you lived near me.
I find it super interesting that Microsoft (in 2010) bought an ARM architecture license. I think it will be interesting to see what they do with it (if anything).
DaveMebs: My point is that an ARM archtiecture license is not necessary for Microsoft to port Windows to ARM. There are only 3 or 4 ARM architecture licensees in the world. The architecture license allows the licensee to MODIFY the ARM instruction set/architecture and create their own implementations of the ARM architecture.
Microsoft does not need this simply to port Windows to ARM.
Therefore I think it is an interesting question: Why did Microsoft buy an ARM architecture license?
30 comments
[ 2.8 ms ] story [ 85.2 ms ] threadThe chips, like dust -- references The Stars, Like Dust, a 1951 book by Asimov.
And then the rest became clear:
Empire and foundry-nation -- probably a play on Foundation and Empire, the second novel in Asimov's Foundation Trilogy.
"The Dead Past" is an Asimov short story first published in 1956.
"The Wedge" is a short story Asimov published in 1944.
"Birth of a Notion" is a 1976 short story by Asimov.
This means that individual ability in writing or covering a specific beat is really hard to figure out. Given the huge variance and highly idiosyncratic nature of reporting, I find this to be a major pain.
While I find the Economist to be generally worthwhile reading and can understand its adherence to tradition, this is something that really should be dustbinned.
/facepalm.
The rest is pretty good, though, I think.
http://www.semiwiki.com/forum/content/941-economist-arm-vs-i...
"Between them they shifted perhaps 8 billion ARM-based semiconductors in 2011, half of them in mobile phones and mobile computers, the other half embedded in consumer items and elsewhere."
"According to IDC, a research firm, the market for PC-powering chips that use Intel’s x86 processor architecture, which Intel dominates, was about 400m last year."
8 billion ARM chips to 400 million x86. I hadn't realized that the disparity was that big. No wonder Intel is desperate to get some mobile wins.
Likewise, when you compare the numbers when represented as total silicon die area (Intel CPUs are much larger) or in terms of computation capacity (they're a ton faster too) it's much closer.
On the other hand, if Intel can actually capture share in the low end market (mobile devices) by hitting the right power-performance mark, they will provide a great example of how an incumbent can successfully fend off a low market entrant. Andy Grove would be proud.
If Intel manages to win in this next phase of computing, it will hopefully start to give companies pause before they outsource what some consultant deemed to be "non core" (manufacturing, in this example). Christensen has pointed out how much damage this is doing to long term results [1].
[1] http://www.forbes.com/sites/stevedenning/2011/11/18/clayton-...
Intel has a long history of nerfing their low-end products so that they compete less with their high end products.
The question is will intel make a good low end chip (and not castrate it) before arm makes a reasonable server board? I mean, it's clear that Intel /can/ the question is if it /will/.
For the last several decades the x86 architecture, with its major proponents Intel and AMD, have dominated the CPU market in personal computers (PC). Today, Intel and AMD control 80.4% and 11.52%, respectively, of the worldwide microprocessor market (iSuppli, 2010).
Despite the prevalence of x86, there are tell-tale signs that the x86 architecture is in the early stages of being disrupted. Drawing on work by Clayton Christensen, the classic signs of disruption are as follows:
1. The current technology is overshooting the needs of the mass market.
Due to a development trajectory that has followed in lockstep with Moore’s Law, and the emergence of cloud computing, the latest generation of x86 processors now exceed the performance needs of the majority of customers. Because many customers are content with older generation microprocessors, they are holding on to their computers for longer periods of time, or if purchasing new computers, are seeking out machines that contain lower performing and less expensive microprocessors.
2. A new technology emerges that excels on different dimensions of performance.
While the x86 architecture excels on processing power – the number of instructions handled within a given period of time – the ARM architecture excels at energy efficiency. According to Data Respons (datarespons.com, 2010), an “ARM-based system typically uses as little as 2 watts, whereas a fully optimized Intel Atom solution uses 5 or 6 watts.” The ARM architecture also has an advantage in form factor, enabling OEMs to design and produce smaller devices.
3. Because this new technology excels on a different dimension of performance, it initially attracts a new market segment.
While x86 is the mainstay technology in PCs, the ARM processor has gained significant market share in the embedded systems and mobile devices markets. ARM-based processors are used in more than 95% of mobile phones (InformationWeek, 2010). And the ARM architecture is now the main choice for deployments of Google’s Android and is the basis of Apple’s A4 system on a chip, which is used in the latest generation iPod Touch and Apple TV, as well as the iPhone 4 and iPad.
4. Once the new technology gains a foothold in a new market segment, further technology improvements enable it to move up-market, displacing the incumbent technology.
With its foothold in the embedded systems and mobile markets, ARM technology continues to improve. The latest generation ARM chip (the Cortex-A15) retains the energy efficiency of its predecessors, but has a clock speed of up to 2.5 GHz, making it competitive with Intel’s chips from the standpoint of processing power. As evidence of ARM’s move up-market, the startup Smooth-Stone recently raised $48m in venture funding to produce energy efficient, high performance chips based on ARM to be used in servers and data centers. I suspect we will begin seeing the ARM architecture in next generation latops, netbooks, and smartphones (e.g., A4 in a MacBook Air).
5. The new, disruptive technology looks financially unattractive to established companies, in part because they have a higher cost structure.
In 2009, Intel’s costs of sales and operating expenses were a combined $29.6 billion. In contrast, ARM Holdings, the company that develops and supports the ARM architecture, had total expenses (cost of sales and operating) of $259 million. Unlike Intel, ARM does not produce and manufacture chips; instead it licenses its technology to OEMs and other parties and the chips are often manufactured using a contract foundry (e.g., TSMC). Given ARM’s low cost structure, and the competition in the foundry market, “ARM offers a considerably cheaper total solution than the x86 architecture can at present…” (datarespons....
I was actually thinking of starting a thread about throwing away computers: does anyone else find it hard to throw away old computers these days? I have a core 2 duo sitting on my desk right now, in the box. I can't convince myself to put it in anything, yet, I can't throw it away. I feel like I'd be throwing a way a supercomputer.
http://www.eetimes.com/electronics-news/4204863/Microsoft-ta...
Microsoft does not need this simply to port Windows to ARM.
Therefore I think it is an interesting question: Why did Microsoft buy an ARM architecture license?