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ARM Doesn't See Intel as a Competitive Threat

by - source: Digitimes

Saber rattling is often a sure sign for two parties preparing their armies for a bloody battle.

Following Intel's announcement of its Medfield smartphone processor for 2012 commercial products, ARM played down the potential impact of Intel's debut product and Intel's competitive strength. In an article posted by Digitimes, Jeff Chu, ARM's director of consumer, client computing, implied that Intel cannot succeed because it does not offer different products for different purposes. As a result, Intel cannot support the needs of market segmentation, ARM said.

Intel has mainly been beating the drums of performance as an advantage of Medfield over ARM products, and is using its social channels to aggressively convey the message. ARM does not seem to be very concerned, at least not publicly, which is somewhat reminiscent of AMD's communication strategy just prior to the introduction of Intel's Core 2 processors in 2006, which was a turning point for the consumer CPU market. It is difficult to say how ARM and Intel really view each other, but the current PR strategy appears to be showing confidence while virtually ignoring obvious strengths of the rival. Market position, credibility, available platforms and vendor support are on ARM's side, while manufacturing as well as engineering prowess are on Intel's side.

2012 will reveal more of those core strengths and their values when ARM enters the subnotebook race with Windows 8 support and Intel enters the smartphone arena.

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Anonymous 01/24/2012 2:06 AM
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the same thing amd alway said. good luck.

Omega21XX 01/24/2012 2:22 AM
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By the time the intel phones show up on the market, intel will be behind by a small margin again. Intel can compete but their first chips won't take much from ARM. I will however be interested in intel's next chips, this one not so much, app compatibility is a big problem too.

James296 01/24/2012 2:45 AM
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and this is they're first mistake, underestimating your enemy.

Kelvinty 01/24/2012 2:50 AM
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rantoc 01/24/2012 2:50 AM
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And another company that underestimates Intel at its core business - Historically resulting in that Intel will put in the overdrive and make a huge leap (Core2 thanks to Amd's underestimation for example) and now it would seem it is about to happens again (this time the leap is thanks to Arm).

As omega21xx said, the next gen of phone cpu's from Intel will be way more interesting even when the current was able to beat the current competition in most benchmark without drawing loads of power. The next atom get the benefits of Intel's advanced manufacturing and likely several tweaks to improve efficiency. The biggest question fis if Intel will use the extra headroom from the shrinkage ect to boost performance or lower the already in line battery requirements even further.

NuclearShadow 01/24/2012 2:51 AM
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Oh ARM how foolish can you get? Buy stocks in Intel now because soon they will have a stranglehold on the mobile CPU market. I for one want a piece of that pie.

gravewax 01/24/2012 3:09 AM
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Either Chu is lieing or he is a complete fool. Intel while still behind have the financial backing and the will to spend on R&D to gain a better foothold in this market, only a fool would discount them.

southernshark 01/24/2012 3:13 AM
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It seems to me that by the time the atom chip comes out that ARM chips will be about as good, or better, and will have a gazillion more apps, plus they will have a better track record of energy efficiency. So I'm not so sure ARM is wrong. Of course you can't underestimate Intel, but so far the Atom based chip just does not say much to me. If anything atom has such a crappy reputation that I'm not sure anyone really wants it in their phone.

Anonymous 01/24/2012 3:26 AM
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southernshark, Medfield is just chip 1, there will be a lot more to come in 2013 when Intel updates the ATOM architecture and goes all 22nm Tri-gate on ARM. The competition is just beginning.

Anonymous 01/24/2012 3:26 AM
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why not

Dacatak 01/24/2012 3:28 AM
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I feel like I've read this already...

beayn 01/24/2012 3:46 AM
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"Your overconfidence is your weakness"

KardisF1 01/24/2012 3:48 AM
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AMD had been in a superior position (albeit they pulled ahead of Intel instead of starting out ahead) during the P4 days, and they lost that to Intel. ARM's architecture is more towards lower power consumption, where x86 is geared toward raw strength. I think that optimizing for power consumption will be a relatively easy task for Intel, given their R&D. Lastly, ARM doesn't manufacture their own CPU's, so they have less control of what's on the market.

Anonymous 01/24/2012 4:08 AM
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PCs are changing from a desktop/notebook form factor into a mobile device that fits in your pocket, has more power than today's workstations, and runs for weeks on a single charge, is always connected. Things like keyboards, mice, displays, printers, scanners, etc will all be wirelessly connected. You can bet that Intel is not going to miss out on this.

stm1185 01/24/2012 4:23 AM
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Quote :ARM Doesn't See Intel as a Competitive Threat


Neither does the gazelle before the lion pounces. They are so dead.

blazorthon 01/24/2012 4:33 AM
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I'm with Intel on this one... I personally hope ARM pulls something out of their sleeves but I'm thinking Intel will win like they usually do. It may be a slow victory but it will probably be a victory anyway.

Just think about it, Intel has huge engineering prows like this very article says and Intel also controls their fabs so either the chip can be designed specifically for the fab or even the other way around. Intel has more parts of the puzzle of getting a working chip out into the market and thus can do this much faster and with greater quality with considerable ease. Just look how often Intel has made significant changes to their chips over the last few years as evidence that Intel really can do a huge amount of work in short periods of time.

king_maliken 01/24/2012 4:36 AM
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Well I hope this is just a face for the public, because overconfidence is never a good thing. Well here's to hopping for a solid competition between the two companies for years to come.

yanjustin98 01/24/2012 4:50 AM
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Intel will probably have a more successful experience in the mobile mobile market than ARM will in the computer world. ARM simply cant take on the two different styles of AMD and Intel at the same time. Intel, on the other hand, will be able to create powerful and efficient (somehow) processors for the mobile world that will attract even tight buyers. After all, the mobile world is growing at an extraordinary rate and will be interesting to see how much of a push Intel can make.

ThE_BrutE 01/24/2012 4:57 AM
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Intel can take a large loss on their first several versions. After they have been in the market for a while (they will have a rather large lead) "apps" and followers will come. They just need time in the market their large pockets can sustain them. They dont have to worry about failure, ARM on the other hand has many competitors, out of house fab, and a fraction of the money. Arm only has what they can lose.

gorfmaster1 01/24/2012 4:58 AM
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that's usually the comment right before they get bought out by intel

jojesa 01/24/2012 5:39 AM
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Fools

aznshinobi 01/24/2012 6:13 AM
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ARM I have the mobile market riding on you. Mainly because I don't want Intel to dominate another market. You better have an ace up your sleeve if you're saying this.

memadmax 01/24/2012 6:16 AM
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Intel is like a tank: once she gets rollin' its gonna be hard to stop...

Tomfreak 01/24/2012 6:31 AM
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it is not wrong to have x86 chip on a phone, being able to take out ur old programs back from Pentium3/p4 era and run on ur phone seems too cool to ignore. if Intel manage to get to ARM power level, I'll pick Intel anyday.

kronos_cornelius 01/24/2012 7:19 AM
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If it is a betting game, my money is on APU ARM's. The only way Intel can compete is if they start by forfeiting the architectures that gives them competitive advantage. In short, they should develop an x86 incompatible mobile chip.

alidan 01/24/2012 7:23 AM
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amd wasn't scared because intel was FAR under estimating what their cpu could do.

James296 :
and this is they're first mistake, underestimating your enemy.



they understand their enemy clearly. intel is new to the tablet and phone space, and have no easy to move code to their processor, and it will most likley cost more than the arm equivilant, and in most cases, phone wise, speed is good enough, so price and power are bigger concerns. arms chips are also improving faster than intels also, making arm a bigger threat to intel than intel to arm.

you also have to underatstand that almost everything that has a cpu in it, is using an arm design. even if the high end phone segment got taken by intel, arm has plenty to fall back on.

but intel on the other hand can barely compete with arm on power draw, and most people dont need more than a netbook power anyway, so i could see a very large and cheap arm laptop/tablet laptop segment open up.

Kelvinty :
Intel has "too much" resources, and is actively trying to create many more enemies (competitions), it might be wise in the long term, but it could also be very bad news if something horrible come on, e.g. being gang banged by the "alliance" of competitions or even intel's own fk up."New" / "Newer" projects, SSD (potential new controller), Ultra"fail"book, mobile chips, "somewhat" still cannot be improved graphics, new CPU architecture, and long term advance material research...



the newest gpu demos from intel are pretty impressive, i dont know what settings, but i hear they are playing rage very well. they may have caught up with the integrated. at least till amds next gen.

Rantoc :
And another company that underestimates Intel at its core business - Historically resulting in that Intel will put in the overdrive and make a huge leap (Core2 thanks to Amd's underestimation for example) and now it would seem it is about to happens again (this time the leap is thanks to Arm).As omega21xx said, the next gen of phone cpu's from Intel will be way more interesting even when the current was able to beat the current competition in most benchmark without drawing loads of power. The next atom get the benefits of Intel's advanced manufacturing and likely several tweaks to improve efficiency. The biggest question fis if Intel will use the extra headroom from the shrinkage ect to boost performance or lower the already in line battery requirements even further.



arm has a fairly steady road map planed out, where they are gaining 30-50% more cpu power a year (i read it here, you may be able to find the article) where as intel is only making about 20% cpu jumps if that.

intels first chip will suck. its adoption rate and how big of an ap segment it can get will deturman how much better its 2gen attempt will be.

NuclearShadow :
Oh ARM how foolish can you get? Buy stocks in Intel now because soon they will have a stranglehold on the mobile CPU market. I for one want a piece of that pie.



their first cpu will burn, get in on the stocks about half way though its cycle and before the 2nd gen comes out.

TA152H 01/24/2012 7:43 AM
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KardisF1 :
AMD had been in a superior position (albeit they pulled ahead of Intel instead of starting out ahead) during the P4 days, and they lost that to Intel. ARM's architecture is more towards lower power consumption, where x86 is geared toward raw strength. I think that optimizing for power consumption will be a relatively easy task for Intel, given their R&D. Lastly, ARM doesn't manufacture their own CPU's, so they have less control of what's on the market.




Wrong answer. x86 sucks at everything. It's a bad instruction set, that is used entirely for compatibility, not for "brute strength". It has a performance handicap, as well as a power and size handicap.

Intel should just go with a fresh instruction set and they would be better off, because compatibility isn't that important in a smart phone. On the desktop, yes, but on a phone, it's hard to understand why it's so important. The costs for it are though.

Anonymous 01/24/2012 8:29 AM
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Given the track record of both camps. The ARM camp is much more confident and flexible then the Intel
camp (given Intel's poor record at mobile devices, power consumption, and their all in one fit x86).

blazorthon 01/24/2012 9:27 AM
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ta152h :
Wrong answer. x86 sucks at everything. It's a bad instruction set, that is used entirely for compatibility, not for "brute strength". It has a performance handicap, as well as a power and size handicap. Intel should just go with a fresh instruction set and they would be better off, because compatibility isn't that important in a smart phone. On the desktop, yes, but on a phone, it's hard to understand why it's so important. The costs for it are though.



I have to disagree. x86 can be just as good as ARM in the mobile market if utilized properly and it really isn't a bad architecture. The problem with it as I see it is that we have plateaued in per thread parallelism and multi-threaded code is difficult to write, if not impossible for some tasks. x86 can't solve this the way it is so yes Intel should use a different arch or make some serious changes to x86 but as of right now x86 still has more performance head room, especially with Intel's current Medfield smartphone Atom chip. Further die shrinks can be done with x86 and it still has a ways to go before it becomes unfeasible to continue. x86 will have much trouble getting more parallel and each nm node will provide greater diminishing returns but we might not have any serious problems until well after we go below 10nm anyway so I don't think Intel has a need for better architectures. When that time comes I don't think ARM will overtake x86 but very different ISAs like EDGE and NISC will reign supreme.

Watch the TRIPS, WaveScalar, and other so-called successors to VLIW (many ISAs are considered this. NISC, EDGE, and EPIC are a few. EPIC has thus far shown itself to be weak but the other two have not) to see what happens once x86 truly runs out of steam.

To be honest if I was in control of Intel I would like to have a better architecture being worked on right now so when the time comes for it it will be ready as soon as it becomes necessary.

danwat1234 01/24/2012 10:10 AM
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Omega21XX :
By the time the intel phones show up on the market, intel will be behind by a small margin again. Intel can compete but their first chips won't take much from ARM. I will however be interested in intel's next chips, this one not so much, app compatibility is a big problem too.


Intel will most definitely be on the heels with lithography. 32nm this year, 22nm next year, 14 or 16nm the year after that.. Should be interesting

neiroatopelcc 01/24/2012 11:00 AM
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ta152h :
Wrong answer. x86 sucks at everything. It's a bad instruction set, that is used entirely for compatibility, not for "brute strength". It has a performance handicap, as well as a power and size handicap. Intel should just go with a fresh instruction set and they would be better off, because compatibility isn't that important in a smart phone. On the desktop, yes, but on a phone, it's hard to understand why it's so important. The costs for it are though.


While x86 compatibility mightn't be as important, I think it's still going to be the only thing Intel can sell their idea on.
Both arm and via are vastly better at performing using very low power. Intel never understood that wattage was measured in decimals for such devices, so I don't expect them to be very battery friendly. They'll instead have to gain marked share by providing an easier time for developers porting their x86 software over to a tiny platform.
In any event we'll have to see how it fares.


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