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Re: Intel vs ARM**

By: 4321 in ALEA | Recommend this post (0)
Thu, 14 Jun 12 9:01 PM | 157 view(s)
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Msg. 08451 of 54959
(This msg. is a reply to 08450 by Cactus Flower)

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Alea,

Qualcomm,TI,Nvidia are hoping they can compete with Intel through Win 8 Tablets/PC's using lower power consuming CPU's than Intels. Intels CPU's are faster but use more power and generate more heat. They need to be cooled and are tough on battery life. We shall see. Not long to wait.

Interesting that Intel through the purchase of an Infineon Division has a ARM licensing agreement, HMMMM

"Intel, Qualcomm, ON Semi. Nichia are Biggest Chipmaking Winners of 2011


Intel's Infineon purchase paid off with a substantial rise in revenue

For all its critics and cynics, Intel Corp. (INTC) was still on top of the chipmaking market in 2011, posting one of the largest year-to-year growth numbers, according to a new report [press release] by iSuppli.

I. The Winners

Intel's whopping 20.6 percent gains came thanks to its purchase of Infineon’s wireless unit, an ARM Holdings plc (LON:ARM) licensee who makes mobile baseband processors using the lightweight architecture, helped Intel realize big mobile sales and embed itself in smartphones.

Another big winner was San Diego, Calif. based Qualcomm Inc. (QCOM). Buoyed by strong sales of Android handsets, Qualcomm posted explosive 41.6 percent growth, rising from 9th place in global chip sales to 6th place. Interestingly, Qualcomm is poised to wage war with Intel in the PC space in 2012, with the launch of the ARM-friendly Windows 8 and Snapdragon 4-powered laptops/tablets.

Qualcomm's chipmaking rivals NVIDIA Corp. (NVDA) and Texas Instruments Inc. (TXN) posted modest growth of 12.9 and 7.5 percent, respectively. While not exactly the sales juggernaut that Snapdragon has proved, NVIDIA's Tegra and Texas Instruments' OMAP chip families sold well in 2011, supplementing the companies' more traditional sales fodder.

http://www.dailytech.com/Intel+Qualcomm+ON+Semi+Nichia+are+Biggest+Chipmaking+Winners+of+2011/article24316.htm


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The above is a reply to the following message:
Intel vs ARM**
By: Cactus Flower
in ALEA
Thu, 14 Jun 12 1:07 AM
Msg. 08450 of 54959

One thing I don't know. How does an ARM processor compare with an Intel one in the PC space?

The core function of a microprocessor is to process information. Okay, so is an Intel chip better at its job than an ARM one in a PC environment? What about in a mobile environment, in which efficiency is also an important criterion? How is the competition going to pan out.

Two views:

http://www.forbes.com/sites/haydnshaughnessy/2012/02/24/intel-vs-arm-battle-of-the-business-model/

"Over on Innovation Management European innovation expert Jørn Bang Andersen was asking about the ARM business model, also this week.

Andersen is a senior adviser to the Nordic Innovation Center and specialises in business ecosystems.

He believes ARM are better positioned for the future than Intel are, not simply because their designs are specialized for the growth markets: mobile devices, cameras, tablet devices, etc, but because the ecosystem is a more potent business operating model.

And he quotes ARM saying that ‘the complex reciprocal relationships that make up ARM’s eco-system, are probably our biggest barrier to entry’. In other words the ecosystem keeps competitors out."

http://www.extremetech.com/computing/113123-how-intels-medfield-will-dismantle-arm

"In short, ARM & Co. are in a very unenviable position. Intel now has a beachhead and its terrifying, industry-clobbering, 60%-gross-margin wehrmacht will surely follow. You might only see a few Medfield-powered scouts in 2012, but by the time the 22nm Silvermont tanks roll around in 2013 and x86 is better than ARM across the board, expect to see dozens of Santa Clara design wins. Unless TSMC, IBM, GloFo, or Samsung uncover some kind of ancient scroll that details the magic of 14nm, come 2014 and the Airmont core, I wouldn’t be surprised if Intel completely dominates the Android smartphone market. Following the Motorola partnership, I would also be very surprised if Microsoft and Apple aren’t working on x86 versions of their mobile operating systems, too."

Or should we agree with awk that access to Trustzone is the key determinant of success? - Certainly, Intel must provide a solution. Purchasing McAfee was presumably intended as the foundation of such a thing.


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