Hauser: ARM will 'obliterate' Intel

[god_43]

ARM has declared its intentions to dominate the future of computing, declaring industry giant Intel a dead duck due to a misunderstanding of what customers want.

The comments came from ARM co-founder Hermann Hauser during an interview with The Wall Street Journal, in which he declares that 'ARM is going to kill the microprocessor.'

http://www.bit-tech.net/news/hardwar...terate-intel/1



....pfft what ever, i may not be a fan of intel; but ARM is off its rocker.

[kl0012]

I think all the buzz about "business model" is just an utter BS. Phone manufacturers want to buy processors, not a "paper design". They don't care if it was developed and manufactured by the same firm, or developed by one firm and manufactured by another. Price is what really matters. Curently Intel & AMD has nothing to counter ARM in phone mobile space. But it can change in near future. But lets see how long will take to ARM to match core-i7 performance.

[Iconyu]

ARM is bigger than Intel, and Intel stepped into ARM's market. Like I said before, both Intel and AMD should be careful. ARM is probably the only company that is capable of taking them both on.

You're talking about a company that has billions and is almost entirely R&D, this isn't VIA and they won't bankrupt themselves. If they decide they want to beat the i7 they'll only do it if they make a market to sell it to. And so far they are making a decent inroads into creating that market.

[mAJORD]

ARM is bigger than Intel, and Intel stepped into ARM's market. Like I said before, both Intel and AMD should be careful. ARM is probably the only company that is capable of taking them both on.

You're talking about a company that has billions and is almost entirely R&D, this isn't VIA and they won't bankrupt themselves. If they decide they want to beat the i7 they'll only do it if they make a market to sell it to. And so far they are making a decent inroads into creating that market.

Are you talking about the same ARM everyone else is?

[DMH]

ARM is bigger than Intel, and Intel stepped into ARM's market. Like I said before, both Intel and AMD should be careful. ARM is probably the only company that is capable of taking them both on.

You're talking about a company that has billions and is almost entirely R&D, this isn't VIA and they won't bankrupt themselves. If they decide they want to beat the i7 they'll only do it if they make a market to sell it to. And so far they are making a decent inroads into creating that market.

Bigger in what?
Intel profits could buy 3 or more ARM's together,they may be big in mobile market but Intel is atleast a few times bigger then ARM
So you're saying that all of ARM partners will get together just to takedown Intel?
Apple also uses Intel,so they won't go after them.
At the present moment and with good management for the future Intel will simply be too big to be overrun

[RPGWiZaRD]

I'd wanna see ARM CEO declare that face to face to Intel's CEO.

[Iconyu]

Bigger in what?
Intel profits could buy 3 or more ARM's together,they may be big in mobile market but Intel is atleast a few times bigger then ARM
So you're saying that all of ARM partners will get together just to takedown Intel?
Apple also uses Intel,so they won't go after them.
At the present moment and with good management for the future Intel will simply be too big to be overrun

'Bigger' was based on the amount of chips produced each year, Intel is expanding it's market but ARM chips are everywhere. ARM powers that iPhone you're so misguidedly proud of.

[Chumbucket843]

Bigger in what?
Intel profits could buy 3 or more ARM's together,they may be big in mobile market but Intel is atleast a few times bigger then ARM
So you're saying that all of ARM partners will get together just to takedown Intel?
Apple also uses Intel,so they won't go after them.
At the present moment and with good management for the future Intel will simply be too big to be overrun

first of all as of now intel has no interest in ARM. they have x86 which locks in hardware and software designers. it works well for them.

ARM holdings is just a company, but what sets them apart from intel is their IP. even if intel buys ARM, they cant have a lockdown on who uses the instruction set like they do with x86. as a matter of fact they would have to buy a license to design an ARM processor.

fwiw ARM dominates the embedded market as much as x86 dominates the desktop. it will be extremely difficult to overthrow them, even for intel. sure $35B of revenue is a lot but do we have any idea of the cost that switching/porting current software to x86 would have? would a company like apple be willing to sabotage their own investments in ARM to go back to x86? you know they could buy ARM too. they have a market cap of 200 something billion dollars. they have a strong product line in the mobile computing market with their istuff and ARM allows them to do more in house. as much as i dont like apple, these are facts.

[Williambra]

ARM is bigger than Intel, and Intel stepped into ARM's market. Like I said before, both Intel and AMD should be careful. ARM is probably the only company that is capable of taking them both on.

You're talking about a company that has billions and is almost entirely R&D, this isn't VIA and they won't bankrupt themselves. If they decide they want to beat the i7 they'll only do it if they make a market to sell it to. And so far they are making a decent inroads into creating that market.

I think this is a great post. One thing that I find the most helpful is number five. Sometimes when I write, I just let the flow of the words and information come out so much that I loose the purpose. It’s only after editing when I realize what I’ve done.

[stuffme]

I wonder how fast would the best ARM prosessor be if it had the same TDS, let say 95W?

What is the main design reason compared to x86, to make it so much better?

[saaya]

But lets see how long will take to ARM to match core-i7 performance.

all they need is to slap 4 quadcore 1.5ghz arm processors on one board to beat an intel and amd quadcore server cpu, no? and those 4 quadcore cpus from arm would still consume a lot less... the only problem they have is memory and ecc and that should go away with 64bit...

i think arm sounds a bit c0cky as well...
and if they really believe what they say they have no idear whats going on... intel doent do what it does cause they think its what their customers want, they do what they WANT because they can make more money that way...

they could have created a tweaked 32nm quadcore atom as well and theyd be close to competing with arm in a server space then perf/w wise, but they didnt do it cause it would result in them making less money overall...

just like nvidia COULD sell their 580 cards for 300$ but they would make a lot less money that way...

[sutyi]

Reading the title I thought they have a tactical nuke in the basement or something.

[Origin_Unknown]

I just laughed.

[zalbard]

I just laughed.

Reminds me of Apple for some reason.

[nn_step]

ARM Holdings:

Revenue £305.0 million (2009)
Operating income £45.6 million (2009)
Net income £40.4 million (2009)
Total equity US$850 million (2010)
Employees 1,700 (2010)


Intel:

Revenue US$ 35.127 billion (2009)
Operating income US$ 5.711 billion (2009)
Net income US$ 4.369 billion (2009)
Total assets US$ 53.095 billion (2009)
Total equity US$ 41.704 billion (2009)
Employees 83,500 (2008)


Intel could buy ARM for only a fraction of its profit generated last year.

Think of it this way.

AMD is about 10 times larger and Intel surely keeps AMD on its toes.

AMD:

Revenue US$5.4 billion (FY 2009)
Operating income US$664 million (FY 2009)
Net income US$293 million (FY 2009)
Total assets US$9.08 billion (FY 2009)
Total equity US$648 million (FY 2009)
Employees 10,400 – Jan 2010

[n!Cola]

ARM is bigger than Intel, and Intel stepped into ARM's market. Like I said before, both Intel and AMD should be careful. ARM is probably the only company that is capable of taking them both on.

You're talking about a company that has billions and is almost entirely R&D, this isn't VIA and they won't bankrupt themselves. If they decide they want to beat the i7 they'll only do it if they make a market to sell it to. And so far they are making a decent inroads into creating that market.

ARM Holdings:

Revenue £305.0 million (2009)
Operating income £45.6 million (2009)
Net income £40.4 million (2009)
Total equity US$850 million (2010)
Employees 1,700 (2010)


Intel:

Revenue US$ 35.127 billion (2009)
Operating income US$ 5.711 billion (2009)
Net income US$ 4.369 billion (2009)
Total assets US$ 53.095 billion (2009)
Total equity US$ 41.704 billion (2009)
Employees 83,500 (2008)


Intel could buy ARM for only a fraction of its profit generated last year.

Think of it this way.

AMD is about 10 times larger and Intel surely keeps AMD on its toes.

AMD:

Revenue US$5.4 billion (FY 2009)
Operating income US$664 million (FY 2009)
Net income US$293 million (FY 2009)
Total assets US$9.08 billion (FY 2009)
Total equity US$648 million (FY 2009)
Employees 10,400 – Jan 2010

nice

[Iconyu]

ARM Holdings:

Revenue £305.0 million (2009)
Operating income £45.6 million (2009)
Net income £40.4 million (2009)
Total equity US$850 million (2010)
Employees 1,700 (2010)

Damn I really should have looked that up before making that post, I didn't realise how far off I was about their equity/income, sorry about that guys. However I still think they are the only threat on the horizon, they are definitely changing their processors to a more desktop stance.

They've taken the only option available, they've broadened their scope, because waiting for Intel to sell 22nm Atoms won't be good for them.

[tajoh111]

ARM Holdings:

Revenue £305.0 million (2009)
Operating income £45.6 million (2009)
Net income £40.4 million (2009)
Total equity US$850 million (2010)
Employees 1,700 (2010)


Intel:

Revenue US$ 35.127 billion (2009)
Operating income US$ 5.711 billion (2009)
Net income US$ 4.369 billion (2009)
Total assets US$ 53.095 billion (2009)
Total equity US$ 41.704 billion (2009)
Employees 83,500 (2008)


Intel could buy ARM for only a fraction of its profit generated last year.

Think of it this way.

AMD is about 10 times larger and Intel surely keeps AMD on its toes.

AMD:

Revenue US$5.4 billion (FY 2009)
Operating income US$664 million (FY 2009)
Net income US$293 million (FY 2009)
Total assets US$9.08 billion (FY 2009)
Total equity US$648 million (FY 2009)
Employees 10,400 – Jan 2010

Arm isn't big itself but a lot of of their partners,licencee's are. Texas instruments and Qualcomm are just two of ARM's many partners and use their chips exclusively and their combined value is about the same as Intel's. Considering samsung designs(not simply buys) ARM chips, Apple too. The amount of research arms partners do is likely pretty staggering.

In 2007, 3 billion processors ARM based processors were used, a number that is likely even bigger today.

[Origin_Unknown]

Arm isn't big itself but a lot of of their partners,licencee's are. Texas instruments and Qualcomm are just two of ARM's many partners and use their chips exclusively and their combined value is about the same as Intel's. Considering samsung designs(not simply buys) ARM chips, Apple too. The amount of research arms partners do is likely pretty staggering.

In 2007, 3 billion processors ARM based processors were used, a number that is likely even bigger today.

so what you're saying is; ARM + its mates will take on intel?

[ericware]

Arm isn't big itself but a lot of of their partners,licencee's are. Texas instruments and Qualcomm are just two of ARM's many partners and use their chips exclusively and their combined value is about the same as Intel's. Considering samsung designs(not simply buys) ARM chips, Apple too. The amount of research arms partners do is likely pretty staggering.

In 2007, 3 billion processors ARM based processors were used, a number that is likely even bigger today.

I thought Qualcomm was acquired by Micron already and Micron is on Intel's side

[Newblar]

im reminded of total annihilation for some reason

[EnJoY]

im reminded of total annihilation for some reason

Haha..me too!

[NaMcO]

ARM taking on Intel surely made my day :p

[Kuroimaho]

There is a new market opportunity where arm has the advantage. Pcs became household goods they lost their magic, people buy them every 10 year. 10+ years ago you had to buy a new pc for every windows to run it properly, but since vista took microsoft an eternity to make, the people won't go back route anymore, if it's broken unusable they get a new one like other electronic items but that's about it. How often do you upgrade the oven ?

But the phones, ohh the smarphones, that's where the money is, need a new one every year, or at least every 2 years if you are a loser. What would happen if people couldn't check facebook or twitter, watch youtube from anywhere ?
Intel, AMD and NV is well aware of that market and working on entering it and the race just barely started, arm's head start is hardly a guarantee for winning especially against these players. I expect them to turn phones into netbooks, and then pcs in mere years and in that field these companies have more experience.

[Dimitriman]

Please ARM, hit, hit, PASS!