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Intel Corporation Message Board

  • ashraf.eassa ashraf.eassa Nov 30, 2012 1:23 AM Flag

    Why ARM servers don't seem to be threatening...

     

    So, on the last call, Paul noted that the 22nm Atom server chip was *sampling*. The next closest competitor in the ARM space - Applied Micro - has yet to tape out its X-Gene design. It's only running on FPGAs as of November 5th.

    Intel will be first to market with their "Avoton" Atom for servers. I don't see how the ARM stuff will really win unless Intel's chips just stink (which I VERY much doubt).

    Sentiment: Buy

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    • "I don't see how the ARM stuff will really win"

      Of course you don't !!!!
      You have a gift for ignoring the obvious !!!!!

      "Intel will be first to market with their "Avoton" Atom for servers. "

      Gee... thanks.. .insightful... game over

    • So, on the last call, Paul noted that the 22nm Atom server chip was *sampling*. The next closest competitor in the ARM space - Applied Micro - has yet to tape out its X-Gene design. It's only running on FPGAs as of November 5th.
      -----

      The ARM server push is coming from different vendors (CPU designs & SoC designs) and will be hitting subsections of the market so will be very difficult to compare solutions.

      The X-Gene CPU (if Applied Micro's numbers are to be believed) will be the most powerful of the ARM 64 bit designs (so far announced), much more powerful than ARM's own 64 bit cores. It'll be up against low end 'real' servers designs from Intel, not Atom derived micro servers.

      ARM micro servers are shipping *today*, it's still early in the cycle, but do a search for calxeda to see what's what. It's an impressive SoC, not so much the CPU but the fabric that links everything together.

      • 2 Replies to theblueredmonk
      • I am not sure if anything that has an ARM A9 in it can be considered impressive.

        phoronixDOTcom/scan.php?page=article&item=calxeda_ecx1000_atom&num=2

        Clovertrail now does what D525 did at only 1.7W TDP

        phoronixDOTcom/scan.php?page=article&item=phoronix_effimass_cluster&num=11

        A single top end quad-core Ivy Bridge beats a twelve core A9 cluster in both performance and performance/watt.

      • The X-Gene CPU (if Applied Micro's numbers are to be believed) will be the most powerful of the ARM 64 bit designs (so far announced), much more powerful than ARM's own 64 bit cores. It'll be up against low end 'real' servers designs from Intel, not Atom derived micro servers.

        ===========

        So what prevents Intel from doing the same with low-power Xeons which they have already introduced...and will improve with even lower-power with next generations?

        Intel will have no choice but to plug all the low-end markets with perhaps lower margins than the high-end CPUs. But keep in mind, the ARM guys have to pay ARM, the processor designer, and the foundry - so they can't afford to give it away either.

        Most monopolies including Intel have a cash cow to rely on and build their adjacent spaces. I do see almost all of the ARM vendors, initially in the attempted server space and later in mobile, dropping off much like Texas Instruments did recently.

    • The competition here is not on performance but on cost. The threat to Intel is not that they will lose market share but that this will drive down ASPs of their chips.

 
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