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Intel Corporation Message Board

  • theblueredmonk theblueredmonk Jan 6, 2012 8:26 PM Flag

    Space invaders (Intel V ARM)

    Worth a read:

    LAS VEGAS is a city of fast bucks, fast food and fast marriages. It could also be the place where a long war was declared. On January 10th Paul Otellini, the boss of Intel, will address the International Consumer Electronics Show (CES), a vast gathering of gadget-makers, sellers and aficionados in Sin City. He will introduce a phalanx of products showcasing the chips the world’s largest semiconductor company most wants to hype.

    http://www.economist.com/node/21542402

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    • Mostly a good article.
      The Brits have a way of writing without all the encumbering BS of American writers.
      The thing that is continually missed is that the competition is not between Intel and ARMH, it is between Intel and TSMC.
      Apparently TSMC is very concerned. If the ARMH designs can't be manufactured on a performance, power and cost competitive process, the customers of TSMC (the users of ARM designs) have a big problem.

      http://focustaiwan.tw/ShowNews/WebNews_Detail.aspx?Type=aECO&ID=201201020022

      • 1 Reply to semiwiz2002
      • Apparently TSMC is very concerned. If the ARMH designs can't be manufactured on a performance, power and cost competitive process, the customers of TSMC (the users of ARM designs) have a big problem.
        -----

        They just go to UMC, Samsung or Global:)

        If you are a SoC builder/designer you have no choice but to use one of the foundries. Unless Intel opens it's fabs...

    • Garbage article if you ask me. Just a rehash of a lot of the old arguments. No mention of Intel wins with more server growth, as more computing devices are added, regardless if they are x86 or ARM based. The fact the author spent so much article space on ARM-based servers is a joke. ARM-based servers are at least 3 years away, if they ever make one that is feasible.

      • 1 Reply to backbay_bstn
      • Garbage article if you ask me. Just a rehash of a lot of the old arguments. No mention of Intel wins with more server growth, as more computing devices are added, regardless if they are x86 or ARM based. The fact the author spent so much article space on ARM-based servers is a joke. ARM-based servers are at least 3 years away, if they ever make one that is feasible.
        -----

        Did you even read it?

        ---
        Intel’s dominions: servers. The server market is hitching a ride on the spread of smartphones, tablets and other devices. The more data is sent to and from the cloud by them, the more social sites they need endlessly to update, the more servers are required.
        ---

        As for ARM servers, the first lot will arrive this year. ..

    • ltisteve@verizon.net ltisteve Jan 6, 2012 11:12 PM Flag

      That was one of the best written articles on the subject I've read. Thanks for sharing that!


      I wasn't too keen on the "desperate attempt" statement about Ultrabooks. Exactly when will people not need laptops anymore? So, if laptops are going to stay around wouldn't people want thinner and lighter ones? Since when is giving people what they want/need "desperate?"

      Ultrabooks are part 2 of what Intel has already done. The netbook is a concept that they championed. Just because Steve Jobs said they "sucked" doesn't mean it was true. Intel made a lot of money off of them and if you go to a Starbucks today you'll still see people using them. Apple had a home run concept with iPad that did eat into netbook sales. But, what are the chances that Apple will do this again to Ultrabooks? Who else but Apple can pull off something like this? Ultrabooks are probably a 3 to 5 year growth cycle and this time there is nothing in the way.

      The one point that wasn't made but alluded to was that this battle will be based on money. Just like any war the ability to finance it is often what determines the outcome. Look at the history of RISC and you'll see better processors with well funded companies going up against Intel and losing. Money was often the problem.

      This battle will come down to money in the end. But don't worry, Qualcomm has money to burn as well. The renamed Qualcom Stadium in San Diego to "Snapdragon" stadium for two weeks. Yeah, that ought to go a long way in building brand recognition!

 
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