Analyst: Intel to break ARM
January 10, 2011 // Mark LaPedus
ARM Holdings plc and Intel Corp. are on a collision course. ARM's technology has dominated the mobile processor business. Meanwhile, Intel has a near monopoly on the traditional PC and server markets. Now, ARM and its partners—Marvell, Nvidia and others-want a piece of the traditional, x86-based computer segments. And Intel is looking to make inroads in the mobile, tablet PC and related segments dominated by ARM.
The winner? Intel, according to one analyst. But clearly, the chip giant faces some major challenges, as it did not have the ''best of CESs (Consumer Electronic Show), which is remarkable given that the company may very well have launched the most powerful CPU family in decades: Sandy Bridge,'' said Hans Mosesmann, an analyst with Raymond James & Associates Inc., in a report.
As expected, rival microprocessor firms Intel and Advanced Micro Devices Inc. (AMD) used the occasion of the 2011 Consumer Electronics Show to officially launch new multicore chips that combine microprocessing and graphics processing capabilities on a single die.
''The issue of course for Intel is that CES 2011 is all about Android, tablets, and smartphones, which the Street tends to not associate with Intel. Oh, and that punch-in-the-gut commentary by Microsoft that its next generation Windows O/S will support ARM processors in addition to x86,'' he said.
Microsoft Corp. said that the next version of its Windows operating system will support ARM-based chips, confirming months of speculation that the software giant would broaden support for Windows beyond x86 platforms.
''First, there is no way around this. The fact that consumers can buy a Windows-based notebook a couple years down the road based on an Intel or AMD x86, or a TI or Nvidia ARM SoC is just not good news on its own despite our view that x86 will easily outperform an ARM core,'' he said.
''On this note, the bottom line is can Intel penetrate the tablet/smartphone market enough to offset ARM encroachment in its mainstream notebook domain? Our view is yes in the mid-term as the company has a good head start: Android tablets/smartphones based on x86 in 2011 will easily sport double-digit performance advantages over ARM solutions running Android inasmuch as that is the metric of choice,'' he said.
''Also, look for Intel to have a cost advantage veres ARM SoCs (System on a Chip) given the company's 1-2 node process advantage,'' he added. ''Longer term, Intel has its challenges and 2011 will go a long way in helping to answer if Intel is up to the task.''
Automotive King Redefines Future
July 01, 2015
Automotive is becoming one of the largest sectors of the electronics market pulling along with it the major suppliers. Renesas, ...
Elektrobit is now Bittium
Exploring through-wall presence detection
High-speed converters aid record terabit field trial
Sony reaches for the crowd with e-paper universal remote
Two-switch-quasi-resonant Flyback converter
July 01, 2015
A flyback converter is very attractive in that it is typically the least expensive isolated topology because it uses the ...
Could India's analog wafer fab be moving south?
Do head-up displays lead the wrong way to safety?
Merck buys display quantum dot company
- Critical Requirements in High Speed Signal Generation Applications
- The 400XAC Series: Two Major Advantages that Simplify Functional Testing
- A Smart Way to Drive ECU Consolidation
- Autonomous Driving: An Eye on the Road Ahead
InterviewCEO interview: Cadence is about enablement, collaboration
EDA companies are being asked to provide expertise from the circuit- to the system-level observes Lip-Bu Tan, CEO of EDA software vendor Cadence Design Systems Inc. Covering such a breadth of endeavour ...
Filter WizardCheck out the Filter Wizard Series of articles by Filter Guru Kendall Castor-Perry which provide invaluable practical Analog Design guidelines.
Linear video channel
READER OFFERRead more
This month, Novelda is giving away two full XeThru Inspiration kits worth 1499 US Dollars each, for EETimes Europe's readers to experiment first hand with its XeThru technology.Based on the use of radio waves, rather than infrared, ultrasound or light, the company's X2M1000 Inspiration modules can detect presence just from the chest movement while breathing, and measure both the rate and... MORE INFO AND LAST MONTH' WINNERS...
December 15, 2011 | Texas instruments | 222901974
Unique Ser/Des technology supports encrypted video and audio content with full duplex bi-directional control channel over a single wire interface.