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So, does the availability of almost infinite oil money(i know, maybe not a realistic assumption, just an hypothesis) change the chances of ARM overtaking Intel
by petra 10y ago
So, does the availability of almost infinite oil money(i know, maybe not a realistic assumption, just an hypothesis) change the chances of ARM overtaking Intel in servers or PC's ?
- roymurdock 10y agoLegacy device markets are pretty firmly entrenched on both sides. Intel with server/PC MCUs, ARM with any silicon at the SoC/MPU level and below for smartphones, embedded systems, etc. (also gaining share from migration away from MIPS and Power architectures). Throwing money at these mkts probably won't help much, and many are low growth anyways. The interesting, high-growth spaces where ARM and Intel are currently battling for hardware mkt share are the IoT Gateways market and the autonomous vehicle SoC market. The supporting software ecosystem will also become increasingly important over the next few years - this is a spot where ARM could really outpace Intel if it receives a big infusion of resources (see ARM mbed cloud/OS).
- arcanus 10y agoHigh performance computing is also a competitive space. While it has historically been dominated by x86, next generation architectures, such as ARM or GPUs are expected to be necessary as the systems grow in size.
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- ju-st 10y agoWith AMD presenting a formidable product ARM's long-term outlook of becoming the runner-up in the server market has worsened considerably. The hype surrounding low power ARM-SoCs has already fizzled since several years because of their bad performance per watt. So I'd say ARM won't overtake anyone in servers or PC's in the near future.
- cobookman 10y agothe RISC vs CISC battle was won by CISC decades ago. RISC is better in low compute power. CISC is better for high compute areas.
- deepnotderp 10y agoThis is outright false. Modern CISC chips are risc architectures with a x86 conversion layer in the front. Both Intel and AMD use this approach.
- deepnotderp 10y agoAlso, the reason risc doesn't do well might just be because of more development to x86.Jim Keller estimates that due to legacy bloat of x86, a fully developed arm chip will be 15-30% more efficient than an equivalent x86 chip.
- TorKlingberg 10y agoI suspect RISC vs. CISC just doesn't matter as much as people think. Performance depends more on other design choices, and and market success on licensing model, compatibility, etc.
- brilliantcode 10y agodo you have a source on this? I'm curious to know more about the ARM processor market. Is AMD the leader over Intel? Who is the market dominator in this niche?
- vidarh 10y agoARM CPUs outsell Intel by well over an order of magnitude or more in terms of number of CPUs, but Intel absolutely crush ARM Holdings in terms of revenue. In fact, at least PPC and MIPS (at least as of a couple of years ago) are also in the running for 2nd and 3rd largest CPU architecture in termsof number of CPUs - but as with ARM they're dwarfed by Intel in terms of revenue, as all three have a licensing model and target markets with much lower price per unit than what Intel does. There are other potential architectures up there, though primarily used as microcontrollers, but getting accurate numbers is very hard.
- keth 10y agoLooking at Global Foundries, no.