Ashraf: Intel Drops An Atomic Bomb On ARM's 'Abomination'
ARM's soon-to-be-retired CEO had a tendency to go on about how Intel would never be a leader in power efficiency. This may still be true in the micro-controller space where Cortex M-series chips reign, but it's certainly not true in the phone space and above. Intel's engineer at the presentation boldly referred to "big.LITTLE" as an "abomination" and pointed out that not only could Intel's Silvermont reach higher performance levels at lower power consumption, but Intel could also scale down to lower power levels at the lower performance levels:
All of this also comes without the need to have extra, wasteful cores on the die, or complex software routines to switch between the "big" and the "LITTLE" cores. This is elegance incarnate, and it is clear that both Intel and Qualcomm -- the big dogs in this space -- don't buy into "big.LITTLE" style designs for very good reason. It's a hack.
ARM apparently severely underestimated Intel, and it is likely that a lot of the "hype" that ARM was magical and insurmountable in the low power processor space will fade to black as Silvermont shines brightly during the second half of 2013. It will be interesting to see how ARM's share price reacts to this potentially huge shift in the low power landscape.
Disregard, by the ARM camp analyst, of intel's ATOM potential is by far the best thing any ARM short investor has going for them.
Simply, intel will execute it's plan for significant gain in market share of the tablet, ultra mobile PC space. Expect intel to post next quarter gains in product shipped and sales increases. Factories in full production and capacity. This will be the quarter of sales into the Q4 end user purchase cycle. OEM's (especially Apple) may ignore the ATOM, though at it's own peril. Simply, ATOM will outperform, use less power, and have more feature capability than an ARM powered Apple A6, even if Apple switches to ARM A15 for iPad, it will be too little, too late!
I will be more surprised if Apple DOES NOT go ATOM for iPad 5. Likewise, Samsung Galaxy tab, will be severely under performed, when compared feature, and power to ATOM powered competitors. Big thing in the mix is Intel/Samsung Tizan, bodes well for China, especially with Chinese Govt, kind of, not comfortable with Google.
First of all a whole Americans have never lost pride. Your nick fully states what a true moron you are. Second, you know less about Intel than you know about Americans. Be sure to tell us what wonderful homeland you come from so we'll be certain to ignore your cries for help when it gets invaded.