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Intel Corporation Message Board

  • backstreetboy_bstn backstreetboy_bstn Jan 10, 2013 6:46 PM Flag

    East says Intel will only get 5% of Mobile share, also says companies will move Servers to ARM

    CES.....



    East says the company is taking dead aim at the market for server processors. There’s plenty of room for gains in that market, where ARM at this point has no share at all. East says the interest among servers vendors in using ARM-based processors boils down to logistics: he says they require less space and use less power than conventional X86-based processors. East notes that by some estimates IT equipment now suck down 10% of the world electric power already; he also notes that there are estimates that in the next few years that the amount of data creates could increase 100x, or maybe 1000x. Even at 10x, he notes, we’re going to run out of power at the current consumption rates. “They are going to switch to ARM because it is all about the power,” he says. “The digital world is not going to become a reality unless servers and network infrastructure is designed in a different way….ARM is a tool in the toolbox for making this stuff more sustainable.”
    In network architectures, East says, we’re about a year away from seeing the debut of ARM-based server processors. But he says that the story here is much the same as it is in servers. But he notes that companies like Cavium, Applied Micro Circuits, Texas Instruments, LSI and Fairchild have all talked publicly about using ARM processors in networking infrastructure.
    The company also sees a growing opportunity in microcontrollers and “the Internet of things.”

    Now, I would point out here that ARM isn’t going to get a free pass to simply roll into market after market unopposed. Intel, for instance, is making a fresh push into the mobile device processor market, though so far the company has made only limited progress.

    East’s not writing Intel off, but he also doubts that Intel will ever become a huge player in smartphone chips.

    “We do anticipate they will get some share, but not massive share,” he says. “And why should they? We have 15 or so licensees shipping into the market now. There’s an ecosystem and ARM platform around those companies. Intel’s chip is a little more applicable to mobile devices than previous generations, and it can become one of the 15-20 semi companies in that space. They are a very capable company with lots of market money to spend. So I don’t see any reason why they shouldn’t achieve 5% share.”

    Couldn’t they muscle their way to more? East says it is unlikely. “Arithmetic says they win about 5%,” he writes. “They have lots of marketing money and they have capable technology, so maybe then they 10%. That still leaves us with 90%” And we’re looking to the server market, where Intel has virtually 100% share now.”

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    • if a ceo of a company makes crazy exaggerations and acts like a con artist, you gotta wonder what this company is all about. Pure hype and deception is what I think.

    • East notes that by some estimates IT equipment now suck down 10% of the world electric power already

      The guy is nuts

    • East says a lot of crazy strange funny things every year and this year is no different.

      ' Intel’s chip is a little more applicable to mobile devices than previous generations, and it can become one of the 15-20 semi companies in that space. They are a very capable company with lots of market money to spend. So I don’t see any reason why they shouldn’t achieve 5% share.” Couldn’t they muscle their way to more? East says it is unlikely. “Arithmetic says they win about 5%,” he writes. '

      According to that simple math x86 should be sharing server marketshare equally with Power and Sparc and Itanium and IBM Mainframes but no it is the clear leader.

      'East notes that by some estimates IT equipment now suck down 10% of the world electric power already; he also notes that there are estimates that in the next few years that the amount of data creates could increase 100x, or maybe 1000x. Even at 10x, he notes, we’re going to run out of power at the current consumption rates. “They are going to switch to ARM because it is all about the power,” he says. “The digital world is not going to become a reality unless servers and network infrastructure is designed in a different way….ARM is a tool in the toolbox for making this stuff more sustainable.”'

      Such a drama Queen lol ! Please ARM, save us from the World energy shortage soon to be caused by the evil power sucking Intel Empire lol ! What a clown. Get used to your 0% server marketshare Easty baby because it's not going to change much if not at all. Your crude simple architecture is not more power efficient than the most power efficient x86 server architectures and that won't change going forward. Nobody wants a huge cluster of slow 1 GHz 32-bit A9s or less power efficient A15s and your A57 will be DOA as a server chip when it is arrayed against the server version of Haswell but hey waste your clients money on these false hopes.

 
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