由买买提看人间百态

boards

本页内容为未名空间相应帖子的节选和存档,一周内的贴子最多显示50字,超过一周显示500字 访问原贴
SanFrancisco版 - ARMH推出了一个很NB的芯片
相关主题
这个MIPS有他CEO说的那么好吗?这个MIPS有他CEO说的那么好吗? (转载)
看看这些文章,CPU的未来在天朝啊,看了很振奋! (转载)MIPS的Tablet也出来了
ARM 来真格的了,CPU 提速 3 倍,Intel 悬了 (转载)杯具的MIPS 被ARM Imagination拆解收购
硅谷小道: 移动计算CPU的霸主, ARMHIntel的东进与ARM的西征(1)--九韶定音剑 vs 九耳连环刀(zt)
ms要买nvdia?Intel的东进与ARM的西征(1)
Quad Core Cortex A15 is ARM's Next Super Chip(ZZ)Intel的东进与ARM的西征(2)
Is NVDA working on 64-bit ARM chip? (转载)Intel的Atom为什么功耗比ARM大那么多? (转载)
ARM CEO to retireAMD 要上android的船了?
相关话题的讨论汇总
话题: arm话题: intc话题: armh话题: chip话题: intel
进入SanFrancisco版参与讨论
1 (共1页)
s******v
发帖数: 4495
1
ARMH这新芯片,很NB啊,地址1TB,16 core, up to 2.5Ghz. 功耗没有明确说,有些模
糊。是28/25/20nm工艺。
以后是Cloud Computing + Mobile,中间不需要PC;在Mobile,ARM已经霸主,INTC是
针扎不进去,水泼不进去;反过来,ARM这个芯片是针对服务器一端,地址1TB,手机哪
里用的了这么多?对INTC有很大威胁。
下面看INTC怎么对付。我要是Intel,不买MFE了,应该去买MIPS。是不是有点扯蛋?
superdmv wrote:
ARMH Introduced Cortex-A15 flagship chip
http://armnews.wordpress.com/2010/09/09/introducing-the-arm-cortex-a15/
A big day for ARMH and a major milestone for ARMH. Here is some tech details:
* Brand new design from ground. 4 target markets: 1
N********n
发帖数: 8363
2

How would 1TB threaten the current 64-bit processors? hoho.

【在 s******v 的大作中提到】
: ARMH这新芯片,很NB啊,地址1TB,16 core, up to 2.5Ghz. 功耗没有明确说,有些模
: 糊。是28/25/20nm工艺。
: 以后是Cloud Computing + Mobile,中间不需要PC;在Mobile,ARM已经霸主,INTC是
: 针扎不进去,水泼不进去;反过来,ARM这个芯片是针对服务器一端,地址1TB,手机哪
: 里用的了这么多?对INTC有很大威胁。
: 下面看INTC怎么对付。我要是Intel,不买MFE了,应该去买MIPS。是不是有点扯蛋?
: superdmv wrote:
: ARMH Introduced Cortex-A15 flagship chip
: http://armnews.wordpress.com/2010/09/09/introducing-the-arm-cortex-a15/
: A big day for ARMH and a major milestone for ARMH. Here is some tech details:

l******l
发帖数: 2651
3
The core patent of MIPS just expired.

details:

【在 s******v 的大作中提到】
: ARMH这新芯片,很NB啊,地址1TB,16 core, up to 2.5Ghz. 功耗没有明确说,有些模
: 糊。是28/25/20nm工艺。
: 以后是Cloud Computing + Mobile,中间不需要PC;在Mobile,ARM已经霸主,INTC是
: 针扎不进去,水泼不进去;反过来,ARM这个芯片是针对服务器一端,地址1TB,手机哪
: 里用的了这么多?对INTC有很大威胁。
: 下面看INTC怎么对付。我要是Intel,不买MFE了,应该去买MIPS。是不是有点扯蛋?
: superdmv wrote:
: ARMH Introduced Cortex-A15 flagship chip
: http://armnews.wordpress.com/2010/09/09/introducing-the-arm-cortex-a15/
: A big day for ARMH and a major milestone for ARMH. Here is some tech details:

s******v
发帖数: 4495
4
How much memory does your 64-bit cpu have?

【在 N********n 的大作中提到】
:
: How would 1TB threaten the current 64-bit processors? hoho.

s******v
发帖数: 4495
5
那个patent啊?

【在 l******l 的大作中提到】
: The core patent of MIPS just expired.
:
: details:

s***p
发帖数: 2705
6
mobile一块intel哪是进不进得去,是原意不愿意的问题吧

details:

【在 s******v 的大作中提到】
: ARMH这新芯片,很NB啊,地址1TB,16 core, up to 2.5Ghz. 功耗没有明确说,有些模
: 糊。是28/25/20nm工艺。
: 以后是Cloud Computing + Mobile,中间不需要PC;在Mobile,ARM已经霸主,INTC是
: 针扎不进去,水泼不进去;反过来,ARM这个芯片是针对服务器一端,地址1TB,手机哪
: 里用的了这么多?对INTC有很大威胁。
: 下面看INTC怎么对付。我要是Intel,不买MFE了,应该去买MIPS。是不是有点扯蛋?
: superdmv wrote:
: ARMH Introduced Cortex-A15 flagship chip
: http://armnews.wordpress.com/2010/09/09/introducing-the-arm-cortex-a15/
: A big day for ARMH and a major milestone for ARMH. Here is some tech details:

N********n
发帖数: 8363
7

1TB = 40-bit, pretty much a hack based on 32-bit CPUs.
Modern PC CPUs are easily 64-bit.

【在 s******v 的大作中提到】
: How much memory does your 64-bit cpu have?
s******v
发帖数: 4495
8
yes. arm is still 32-bit. but its power consumption is a big plus. intel has
too much legacy to support with unnecessary circuits. nowsday, the utility
bill is a big headache for those data centers.

【在 N********n 的大作中提到】
:
: 1TB = 40-bit, pretty much a hack based on 32-bit CPUs.
: Modern PC CPUs are easily 64-bit.

m*******i
发帖数: 8711
9
Apparently you never been to a data center and don't understand data center
needs. ARM won't have a
chance with this hacky solution.

has
utility

【在 s******v 的大作中提到】
: yes. arm is still 32-bit. but its power consumption is a big plus. intel has
: too much legacy to support with unnecessary circuits. nowsday, the utility
: bill is a big headache for those data centers.

s******v
发帖数: 4495
10
那么,你说说DC需要啥?

center

【在 m*******i 的大作中提到】
: Apparently you never been to a data center and don't understand data center
: needs. ARM won't have a
: chance with this hacky solution.
:
: has
: utility

相关主题
Quad Core Cortex A15 is ARM's Next Super Chip(ZZ)这个MIPS有他CEO说的那么好吗? (转载)
Is NVDA working on 64-bit ARM chip? (转载)MIPS的Tablet也出来了
ARM CEO to retire杯具的MIPS 被ARM Imagination拆解收购
进入SanFrancisco版参与讨论
y***f
发帖数: 508
11
他是拍脑袋想出来的。

center

【在 m*******i 的大作中提到】
: Apparently you never been to a data center and don't understand data center
: needs. ARM won't have a
: chance with this hacky solution.
:
: has
: utility

s******v
发帖数: 4495
12
说话这么nb啊?那么1Tb address is for a cell phone?

【在 y***f 的大作中提到】
: 他是拍脑袋想出来的。
:
: center

y***f
发帖数: 508
13
寻址空间1TB有什么值得大惊小怪的吗?又没说一定要都用上。

【在 s******v 的大作中提到】
: 说话这么nb啊?那么1Tb address is for a cell phone?
s******v
发帖数: 4495
14
http://www.eetimes.com/electronics-news/4207551/Power-imperative-favors-ARM-s-client-to-server-play
Opinion: Power imperative favors ARM's client-to-server play
Peter Clarke
9/10/2010 7:11 AM EDT
LONDON – The Cortex-A15 'Eagle' processor announcement from announcement
from ARM is set to help the company secure its position in next-generation
mobile clients and make in-roads against its rivals in some high-margin
applications. Indeed ARM's A15 processor could be described as a cloud on
Intel's cl
s******v
发帖数: 4495
15
up to 16 cores, 1TB address space, up to 2.5Ghz,还有计划中的virtualization
support,明显是针对server,eetimes也是这么讲的。现在DC,server密度太高,
power consumption and cooling definitely is a big issue。
以前,就有1-2家小公司,在用arm core设计 server chip; MRVL也有个chip,现在这
个a15 core 出来,还需要2年才会出chip, 对INTC不是马上的危险,但是这个是intc
最高margin biz啊。
so, "a cloud to Intel's cloud horizon".

【在 y***f 的大作中提到】
: 寻址空间1TB有什么值得大惊小怪的吗?又没说一定要都用上。
c****e
发帖数: 1453
16
Baseline: VM. And the utility cost is fixed for many DC when they sign the
contract.

【在 s******v 的大作中提到】
: 那么,你说说DC需要啥?
:
: center

s******v
发帖数: 4495
17
the number of watts/sqf and utility cost is fixed between client and dc
provider. not between dc and power grid.

【在 c****e 的大作中提到】
: Baseline: VM. And the utility cost is fixed for many DC when they sign the
: contract.

m******6
发帖数: 1899
18
wow, 16 cores!
f******s
发帖数: 51
19
是进不去,功耗下不来。早年INTC里面做低功耗的都被他们自己杀了。

【在 s***p 的大作中提到】
: mobile一块intel哪是进不进得去,是原意不愿意的问题吧
:
: details:

s******v
发帖数: 4495
20
这个和PC发展有关,以前Intel/AMD竞争,全看performance,谁也不会考虑功耗的,积
累一大批legacy,现在想拿掉,就没有那么容易了。

【在 f******s 的大作中提到】
: 是进不去,功耗下不来。早年INTC里面做低功耗的都被他们自己杀了。
相关主题
Intel的东进与ARM的西征(1)--九韶定音剑 vs 九耳连环刀(zt)Intel的Atom为什么功耗比ARM大那么多? (转载)
Intel的东进与ARM的西征(1)AMD 要上android的船了?
Intel的东进与ARM的西征(2)Newegg sold counterfeit Intel Core i7 CPUs
进入SanFrancisco版参与讨论
a***e
发帖数: 27968
21
没有你想象的难啦
实在不行intel也去搞个ARM许可,
做出来的chip比所有的功耗都低

【在 s******v 的大作中提到】
: 这个和PC发展有关,以前Intel/AMD竞争,全看performance,谁也不会考虑功耗的,积
: 累一大批legacy,现在想拿掉,就没有那么容易了。

M*****8
发帖数: 17722
22
小心被金融忽悠,套牢。
http://yhoo.it/9iNbYd
SYMBOL, DATE, PRICE, FORECAST, PERCENT
ARMH, 20100909, 18.8500, -0.5466, -2.9

details:

【在 s******v 的大作中提到】
: ARMH这新芯片,很NB啊,地址1TB,16 core, up to 2.5Ghz. 功耗没有明确说,有些模
: 糊。是28/25/20nm工艺。
: 以后是Cloud Computing + Mobile,中间不需要PC;在Mobile,ARM已经霸主,INTC是
: 针扎不进去,水泼不进去;反过来,ARM这个芯片是针对服务器一端,地址1TB,手机哪
: 里用的了这么多?对INTC有很大威胁。
: 下面看INTC怎么对付。我要是Intel,不买MFE了,应该去买MIPS。是不是有点扯蛋?
: superdmv wrote:
: ARMH Introduced Cortex-A15 flagship chip
: http://armnews.wordpress.com/2010/09/09/introducing-the-arm-cortex-a15/
: A big day for ARMH and a major milestone for ARMH. Here is some tech details:

c****e
发帖数: 1453
23
Not true for what I know. When you sign up the contract with power provider,
the cost could be fixed, similar to bandwidth.

【在 s******v 的大作中提到】
: the number of watts/sqf and utility cost is fixed between client and dc
: provider. not between dc and power grid.

l******l
发帖数: 2651
24
Will Intel sells its whatever chip at less than $3/piece?

【在 s***p 的大作中提到】
: mobile一块intel哪是进不进得去,是原意不愿意的问题吧
:
: details:

l******l
发帖数: 2651
25
I was at Embedded Expo.
Some did come up with ARM-base multi-core for data-center.
For some segment, I can see the opportunity.
FYI, 108-core ARM cpu already out.

center

【在 m*******i 的大作中提到】
: Apparently you never been to a data center and don't understand data center
: needs. ARM won't have a
: chance with this hacky solution.
:
: has
: utility

a**********k
发帖数: 1953
26
which two start-ups?

intc

【在 s******v 的大作中提到】
: 这个和PC发展有关,以前Intel/AMD竞争,全看performance,谁也不会考虑功耗的,积
: 累一大批legacy,现在想拿掉,就没有那么容易了。

e****a
发帖数: 4783
27
Marvell发来贺电:
祝愿intel在everything x86的康庄大道上,阔步前进!再想把xscale买回去,就不是
当年那个价啦!

【在 a***e 的大作中提到】
: 没有你想象的难啦
: 实在不行intel也去搞个ARM许可,
: 做出来的chip比所有的功耗都低

s******v
发帖数: 4495
28
smooth-stone? you can search in eetimes, where metioned several times.

【在 a**********k 的大作中提到】
: which two start-ups?
:
: intc

s******v
发帖数: 4495
29
INTC买ARM的core license,是个好主意,不过估计他有这个胆,没这个脸。
intc原来的strongARM?还是xscale,就是arm based,2006年600M卖给了mrvl,4年以后
,1.6B,从infineon又买回来wireless dept,这个也是arm based。
intc就是有钱,瞎折腾。

【在 a***e 的大作中提到】
: 没有你想象的难啦
: 实在不行intel也去搞个ARM许可,
: 做出来的chip比所有的功耗都低

s******v
发帖数: 4495
30
你不能看yahoo finance上的data,他的# of share都是错的,cap也就不对。

【在 M*****8 的大作中提到】
: 小心被金融忽悠,套牢。
: http://yhoo.it/9iNbYd
: SYMBOL, DATE, PRICE, FORECAST, PERCENT
: ARMH, 20100909, 18.8500, -0.5466, -2.9
:
: details:

相关主题
苹果iPad盛行导致DRAM价格下跌 zz (转载)看看这些文章,CPU的未来在天朝啊,看了很振奋! (转载)
求推荐中医,在东湾南湾更好。ARM 来真格的了,CPU 提速 3 倍,Intel 悬了 (转载)
这个MIPS有他CEO说的那么好吗?硅谷小道: 移动计算CPU的霸主, ARMH
进入SanFrancisco版参与讨论
s******v
发帖数: 4495
31
i think the cost is fixed if your number under certain threshold.
1. msft/yahoo/google build their new data centers in oregan because there
electricity cost is one of the lowest across us. even they have to relocate
hundreds of experienced engineers
2. 2 years ago in nanog seminar, terremark cto mentioned, they and their
customer pack too many cpu in dc, using too much power and bringing a big
burden on cooling system. they considered to use water cooling system
instead of air, because it is more efficient.

provider,

【在 c****e 的大作中提到】
: Not true for what I know. When you sign up the contract with power provider,
: the cost could be fixed, similar to bandwidth.

s******v
发帖数: 4495
32
i think, its atom is sold at $25-30, while other arm chip is below 20.
the $3 is not cpu, but baseband?

【在 l******l 的大作中提到】
: Will Intel sells its whatever chip at less than $3/piece?
M*******n
发帖数: 78
33
偏颇了,intc当年卖的xscale是处理器。现在买的是baseband等外围部件
intc和nokia联手推moorestown (atom)的手机年底前发布。不要小看了intc的野心

【在 s******v 的大作中提到】
: INTC买ARM的core license,是个好主意,不过估计他有这个胆,没这个脸。
: intc原来的strongARM?还是xscale,就是arm based,2006年600M卖给了mrvl,4年以后
: ,1.6B,从infineon又买回来wireless dept,这个也是arm based。
: intc就是有钱,瞎折腾。

s******v
发帖数: 4495
34
这个moorstown smart phone发布,我的记忆里就已经slip了两次了,原来是今年年中
,变成下半年,后来又是2001年上半年,

【在 M*******n 的大作中提到】
: 偏颇了,intc当年卖的xscale是处理器。现在买的是baseband等外围部件
: intc和nokia联手推moorestown (atom)的手机年底前发布。不要小看了intc的野心

M*****8
发帖数: 17722
35
最新预测,短期跌幅 $0.65:
SYMBOL, DATE, PRICE, FORECAST, PERCENT
ARMH, 20100910, 18.7300, -0.6536, -3.5
a**********k
发帖数: 1953
36
Seamicro (A local silicon Valley startup) is building atom based server.

【在 s******v 的大作中提到】
: smooth-stone? you can search in eetimes, where metioned several times.
p***e
发帖数: 1318
37
not true. INTC is much stronger in low power than ARM, just note that INTC
has so much more technical room to reduce power than ARM can ever do,
circuits, process. But they are in different business model, like iphone
vs Android. That is why ARM has the room to grow so far. One day INTC will
move in and ARM will die a death uglier than AMD, and will only live on at
INTC's mercy.

【在 f******s 的大作中提到】
: 是进不去,功耗下不来。早年INTC里面做低功耗的都被他们自己杀了。
s******v
发帖数: 4495
38
我是非常非常的不理解,如果INTC象你们说的,可以downsize power consumption,为
什么在过去12个月里面做不到?错过了多少机会,iPad, iPhone 4;第一个Atom的手机
推出一推再推?马上holiday sale season就要开始,今年90%是没戏了,因为你要,生
产,marketing,channel存货,所以msft wm7为什么拼死现在出来。
1)之前的Atom SoC,idle耗电是ARM based chip 100倍;
2)May 4推出的Moorstown,45nm,大幅降低功耗之后,还是比类似的arm chip耗电多
30%,要等到2011年 32nm Medfield?
3)现在各个厂商在研发的tablet pc,几乎全是arm芯片;
还是intc做不出来,连我都能看出来,未来是移动的时代,PC已经开始没落了,他们那
些executive早就看到了,可还是做不到,肯定有难言之隐。

【在 p***e 的大作中提到】
: not true. INTC is much stronger in low power than ARM, just note that INTC
: has so much more technical room to reduce power than ARM can ever do,
: circuits, process. But they are in different business model, like iphone
: vs Android. That is why ARM has the room to grow so far. One day INTC will
: move in and ARM will die a death uglier than AMD, and will only live on at
: INTC's mercy.

p***e
发帖数: 1318
39
ARM revenue, 500M?
INTC revenue, 10B?
ARM can barely make this money without INTC bothering it. INTC doesn't
have to crawl on all 4 to compete with it.
Are the ARM based netbooks selling better now? Any more insight on why
ARM technology is lower power than INTC?
Just like Sun or transmeta, ARMH lacks the expertise to do really
cutting edge CPUs for low power or high performance. its only advantage
over intel is perhaps their licensing model.
INTC is not corrupted like MS yet, at least for now. they can beat the
crap out of ARMH if they want. is it worth it?

【在 s******v 的大作中提到】
: 我是非常非常的不理解,如果INTC象你们说的,可以downsize power consumption,为
: 什么在过去12个月里面做不到?错过了多少机会,iPad, iPhone 4;第一个Atom的手机
: 推出一推再推?马上holiday sale season就要开始,今年90%是没戏了,因为你要,生
: 产,marketing,channel存货,所以msft wm7为什么拼死现在出来。
: 1)之前的Atom SoC,idle耗电是ARM based chip 100倍;
: 2)May 4推出的Moorstown,45nm,大幅降低功耗之后,还是比类似的arm chip耗电多
: 30%,要等到2011年 32nm Medfield?
: 3)现在各个厂商在研发的tablet pc,几乎全是arm芯片;
: 还是intc做不出来,连我都能看出来,未来是移动的时代,PC已经开始没落了,他们那
: 些executive早就看到了,可还是做不到,肯定有难言之隐。

s******v
发帖数: 4495
40
Of ARM's revenue, 60% are royalties, which is charged at 1% of chip sales.
So the whole ARM chip sales is at the level of 30B. So comparing the revenue
is meaningless.
Netbook is a small sized notebook, and people get used to windows experience
, that's why ARM doesn't have any significant market share.
But if you look at smartphone, 100% is ARM. For the emerging tablet pc, so
far I don't know any big vendor uses Atom.
INTC makes a very good profit from desktop and server segment. But it
obvious that mobile device growth outpaces these 2 segments.
If INTC can beat ARM, why not? why not now? Wait for it getting more market
share, having more partners. And now, ARM brings the war to its high margin
server chip market.
A reasonable explanation to me is that, INTC has some fundamental
difficulties to drag down the power consumption. In the 30 year history,
their focus is always performance, power is not in their mind. And they must
support the legacy features to have compability.
Of course, i am not an expert in semi industry. Like to hear the
semiconductor engineers' opinion on this.

【在 p***e 的大作中提到】
: ARM revenue, 500M?
: INTC revenue, 10B?
: ARM can barely make this money without INTC bothering it. INTC doesn't
: have to crawl on all 4 to compete with it.
: Are the ARM based netbooks selling better now? Any more insight on why
: ARM technology is lower power than INTC?
: Just like Sun or transmeta, ARMH lacks the expertise to do really
: cutting edge CPUs for low power or high performance. its only advantage
: over intel is perhaps their licensing model.
: INTC is not corrupted like MS yet, at least for now. they can beat the

相关主题
硅谷小道: 移动计算CPU的霸主, ARMHIs NVDA working on 64-bit ARM chip? (转载)
ms要买nvdia?ARM CEO to retire
Quad Core Cortex A15 is ARM's Next Super Chip(ZZ)这个MIPS有他CEO说的那么好吗? (转载)
进入SanFrancisco版参与讨论
m*****n
发帖数: 72
41
这就好比47年刘邓挺进大别山, INTC进攻ARMH在smartphone的延安基地, ARM决心把
战火扩到国统区
派出骚扰部队袭击intc的server阵地。
armh要真是动真格的搞server, intc做梦都会笑。 这样分散了armh, 高通的精力,
最好高通宣布马上跟进,联合台积电生产10万片arm server。
armh和intc的战争根本上不是啥功耗,速度的战争。 atom就是功耗降到10%, 苹果绝
对不会用atom到ipad, iphone上面, 原因很简单, A4是我自己做的, 买的arm产权,
跟你intc不发生任何关系,
同样三星也决不会用atom到自己的各类手机,tablet上去,
根本原因就是苹果,三星都有自己强大的半导体生产设计能力,联合台积电,能够和
intc抗衡
这些系统厂商巴不得arm做大,ATOM再好, 他们也不会用。
真正intel可以占领的smartphone市场就是高通的领地了,看看intc和诺基亚眉来眼去
结盟就很明了
诺基亚,moto,HTC这些芯片能力不强的系统厂商都肯定会推出atom的手机和他们传统
的arm手机制衡,
防止高通芯片一家独大, 笔记本厂商现在85%的intc, 15%的AMD不就是这个道理
我看过去20年这些巨头横向整合到头了, 纵向产业整合已经开始,苹果一家通吃,其
他各家紧跟google, arm, INTC榜上nokia,不明白为啥还要搞自己的操作系统meego
, 我看直接上google算了
大家还是不要看轻intel,他家在home tv上面, ATOM已经取得决定性胜利,95%的
server市场,
把战火烧到arm/qcom阵地,就是赢不了,也要让你arm的profit margin降到白菜价格
arm提倡的ultra mobile+server模式不就是瘦终端+服务器模式? 喊了20年了,大家家
里的笔记本还不是越来越nb,

details:

【在 s******v 的大作中提到】
: ARMH这新芯片,很NB啊,地址1TB,16 core, up to 2.5Ghz. 功耗没有明确说,有些模
: 糊。是28/25/20nm工艺。
: 以后是Cloud Computing + Mobile,中间不需要PC;在Mobile,ARM已经霸主,INTC是
: 针扎不进去,水泼不进去;反过来,ARM这个芯片是针对服务器一端,地址1TB,手机哪
: 里用的了这么多?对INTC有很大威胁。
: 下面看INTC怎么对付。我要是Intel,不买MFE了,应该去买MIPS。是不是有点扯蛋?
: superdmv wrote:
: ARMH Introduced Cortex-A15 flagship chip
: http://armnews.wordpress.com/2010/09/09/introducing-the-arm-cortex-a15/
: A big day for ARMH and a major milestone for ARMH. Here is some tech details:

M*****R
发帖数: 650
42
I was thinking the issue with ARMH is that if INTC decides to go against
it, whether they are able to win or not, they at least is able to bring
down ARMH's profit margin.
The premium investors pay for ARMH at this point is based on the growth
of mobile computing, as well as its high-margin revenue model.
For this, ARMH introducing a server chip may sounds ambitious, but on the
other hand, could also marks a local top, as it signals a deviation
from its traditional revenue model. It takes time to prove.
ARMH is one of the new Technology Four on my list. It's so strong
this year.

revenue
experience
market

【在 s******v 的大作中提到】
: Of ARM's revenue, 60% are royalties, which is charged at 1% of chip sales.
: So the whole ARM chip sales is at the level of 30B. So comparing the revenue
: is meaningless.
: Netbook is a small sized notebook, and people get used to windows experience
: , that's why ARM doesn't have any significant market share.
: But if you look at smartphone, 100% is ARM. For the emerging tablet pc, so
: far I don't know any big vendor uses Atom.
: INTC makes a very good profit from desktop and server segment. But it
: obvious that mobile device growth outpaces these 2 segments.
: If INTC can beat ARM, why not? why not now? Wait for it getting more market

a***a
发帖数: 974
43
现在笔记本的市场不断被平板电脑吞食的趋势很明显了。台式机市场份额早在好几年前
就不再增长了。现在传统笔记本电脑眼瞅着也到顶了。netbook,信价比不合理,看来
市场是死了。
arm based平板电脑,一个cpu才值20块,其中arm还要抽license fee。而一个传统的笔
记本电脑cpu值上百块。想想光这个代替的部分,intc损失多少。以前INTC还舍不得大
规模提供atom,因为这样要双手互搏,现在可好,想互搏也没机会了。
intc我相信他能开发出最先进的arm based chipset来,可是大规模生产意味着被arm掐
脖子,arm如果提高点 license fee,intc的profit margin立马下来,那就意味着60%
以上的CPU再也不能保证了。以前垄断CPU,想搞谁就搞谁,现在被人搞,INTC能受得了
嘛。
一句话,intc的好日子也许已经过去了,现在17块多的股价虽然是一年多内新低,还没
到底。
ARM要做server市场,这个现在看不出来。不管怎么说,server的市场肯定比pc市场小。
我唯一不明白的是为啥arm based的功耗能比x86小两个数量级。x86降功耗这么难吗?
看着intc在x86架构下的就是做不出来。难道因为是MSFT原因?
m*****e
发帖数: 4193
44

Addreassable memory != real memory

【在 s******v 的大作中提到】
: How much memory does your 64-bit cpu have?
C***C
发帖数: 216
45
what happened to ARMH?
where is the bottom?

details:

【在 s******v 的大作中提到】
: ARMH这新芯片,很NB啊,地址1TB,16 core, up to 2.5Ghz. 功耗没有明确说,有些模
: 糊。是28/25/20nm工艺。
: 以后是Cloud Computing + Mobile,中间不需要PC;在Mobile,ARM已经霸主,INTC是
: 针扎不进去,水泼不进去;反过来,ARM这个芯片是针对服务器一端,地址1TB,手机哪
: 里用的了这么多?对INTC有很大威胁。
: 下面看INTC怎么对付。我要是Intel,不买MFE了,应该去买MIPS。是不是有点扯蛋?
: superdmv wrote:
: ARMH Introduced Cortex-A15 flagship chip
: http://armnews.wordpress.com/2010/09/09/introducing-the-arm-cortex-a15/
: A big day for ARMH and a major milestone for ARMH. Here is some tech details:

L**L
发帖数: 1802
46
这才掉了几毛钱啊。就沉不住气了。。。。
正常的调整。你也不看看it pe有多高。

【在 C***C 的大作中提到】
: what happened to ARMH?
: where is the bottom?
:
: details:

1 (共1页)
进入SanFrancisco版参与讨论
相关主题
AMD 要上android的船了?ms要买nvdia?
Newegg sold counterfeit Intel Core i7 CPUsQuad Core Cortex A15 is ARM's Next Super Chip(ZZ)
苹果iPad盛行导致DRAM价格下跌 zz (转载)Is NVDA working on 64-bit ARM chip? (转载)
求推荐中医,在东湾南湾更好。ARM CEO to retire
这个MIPS有他CEO说的那么好吗?这个MIPS有他CEO说的那么好吗? (转载)
看看这些文章,CPU的未来在天朝啊,看了很振奋! (转载)MIPS的Tablet也出来了
ARM 来真格的了,CPU 提速 3 倍,Intel 悬了 (转载)杯具的MIPS 被ARM Imagination拆解收购
硅谷小道: 移动计算CPU的霸主, ARMHIntel的东进与ARM的西征(1)--九韶定音剑 vs 九耳连环刀(zt)
相关话题的讨论汇总
话题: arm话题: intc话题: armh话题: chip话题: intel