Discussion ARM Cortex/Neoverse IP + SoCs (no custom cores) Discussion

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SpudLobby

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May 18, 2022
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I’ve crapped on AMD but let me say this:

I’m going to hype up the AMD Arm chip. Competition is good and RDNA is at least good for gaming and better for compute/AI than Adreno, and Nvidia guys will get on my nerves if the pendulum swings too much.

Sucks (but logical for right now)that it’s only for MS, but still.
 
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SpudLobby

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May 18, 2022
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The only honest issue is Nutella so the pricing will be insane. Everything else sounds awesome lol.
 
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soresu

Diamond Member
Dec 19, 2014
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FlameTail said:
Where's the "skull" reaction...
They need to add it to the forum...
Click to expand...
Agreed, current reaction choices are as limited as the old Facebook emojis, albeit much better than the earlier 'like' only reaction.

Could do with some kind of poll with a load of them to choose from, and the top 5 get added.
 
FlameTail

FlameTail

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Dec 15, 2021
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Seems like Nvidia SoC with Cortex X925 (or maybe X930!?) will be competitive when it lands in the market next year, considering how Zen5 turned out to be with 16% IPC.

And Qualcomm is rumoured to announce X Elite G2 only sometime in late 2025...
 
FlameTail

FlameTail

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TAIPEI, June 3 (Reuters) - British chip designer Arm Holdings (O9Ty.F), opens new tab expects 100 billion Arm devices worldwide will be ready for artificial intelligence by the end of next year, the company's chief executive, Rene Haas, said on Monday at the Computex forum in Taipei.
Click to expand...

finance.yahoo.com

Exclusive-Arm aims to capture 50% of PC market in five years, CEO says

TAIPEI -Arm Holdings aims to gain more than 50% of the Windows PC market in five years, the chip designer's CEO said, as Microsoft and its hardware partners prepare to launch a new batch of computers based on the British firm's technology. Arm's U.S.-listed shares climbed 2.6% in pre-market...
finance.yahoo.com finance.yahoo.com

ARM is cooking. Earth shattering claims. Intel and AMD should be wary.
 
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Hitman928

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Apr 15, 2012
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FlameTail said:



finance.yahoo.com

Exclusive-Arm aims to capture 50% of PC market in five years, CEO says

TAIPEI -Arm Holdings aims to gain more than 50% of the Windows PC market in five years, the chip designer's CEO said, as Microsoft and its hardware partners prepare to launch a new batch of computers based on the British firm's technology. Arm's U.S.-listed shares climbed 2.6% in pre-market...
finance.yahoo.com finance.yahoo.com

ARM is cooking. Earth shattering claims. Intel and AMD should be wary.
Click to expand...

Easy to put on a slide. Much harder to accomplish in real life. Five years is not a long time to get to that goal but we'll see. They'll need to make some real quick progress the next couple of years to get there because they're starting at basically 0.
 
FlameTail

FlameTail

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Dec 15, 2021
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Hitman928 said:
Easy to put on a slide. Much harder to accomplish in real life. Five years is not a long time to get to that goal but we'll see. They'll need to make some real quick progress the next couple of years to get there because they're starting at basically 0.
Click to expand...
ARM has to keep innovating on their CPU core IP consistently and excellently. Their hardware implementer partners (Mediatek, Nvidia, Samsung etc..) will do the rest of the magic.

Cortex X925 is a 17% YoY Performance-Per-Clock uplift (Geekbench 6). That is excellent, in the context of Zen5 achieving only 16% IPC across ~2 years.
 
FlameTail

FlameTail

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Dec 15, 2021
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FlameTail said:



finance.yahoo.com

Exclusive-Arm aims to capture 50% of PC market in five years, CEO says

TAIPEI -Arm Holdings aims to gain more than 50% of the Windows PC market in five years, the chip designer's CEO said, as Microsoft and its hardware partners prepare to launch a new batch of computers based on the British firm's technology. Arm's U.S.-listed shares climbed 2.6% in pre-market...
finance.yahoo.com finance.yahoo.com

ARM is cooking. Earth shattering claims. Intel and AMD should be wary.
Click to expand...
I wonder... Does ARM consider Qualcomm as part of this equation? Surely has to be right?

Right now, their is a Qualcomm vs ARM lawsuit. IIRC, ARM was demanding that Qualcomm should scrap their Nuvia IP and was threatening to revoke their ARM ISA license. If that happens, it will not only be devastating for Qualcomm, but also severely damage ARM'S ecosystem/reputation.
 
G

gdansk

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Feb 8, 2011
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🤔
Arm's market share in Windows - I think, truly, in the next five years, it could be better than 50%
Click to expand...
Even with the "I think" and "could be" it may well be a shareholder lawsuit in five years.
 
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FlameTail

FlameTail

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Dec 15, 2021
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Here's the link to the ARM Computex Keynote:


It finished 18 hours ago, and nobody is talking about it?
 
FlameTail

FlameTail

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Dec 15, 2021
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PCWorld interviewed ARM CEO Rene Haas;

www.pcworld.com

Arm CEO: Apple 'woke up the industry on the art of the possible'

Arm CEO Rene Haas sat down with PCWorld to discuss the monumental efforts needed to make Windows on Arm compelling - and thanks Apple for helping to make it possible.
www.pcworld.com www.pcworld.com

Spoiler: He also mentions Qualcomm by name. Maybe the ARM-Qualcomm relationship isn't as bad as I imagined?

Interesting tidbit:

I like this conversation and I want to continue it, but a rumor springs to mind: that there has been an exclusivity agreement in place between Microsoft and Qualcomm for Windows on Arm, and that agreement ended this year. Is this true?

Everything I’ve heard is that that is true. Okay. I’ve heard that rumor, exactly. I have also heard that times out this year. And that will allow other players to enter the market, which again, all the rumors I’ve heard, that’s true. And I think it’s going to be great because it’s going to allow for choice and it’s going to allow for diversity, which is kind of the theme of the Windows ecosystem
Click to expand...
 
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FlameTail

FlameTail

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I am wondering... is ARM's KleidiAI library limited to their own Cortex cores? Can custom-ARM core implementers (ie: Apple and Qualcomm Oryon) use KleidiAI?

KleidiAI is really interesting because it enables the software to take advantage of NEON, SVE, SME that is built into the hardware.
 
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Nothingness

Diamond Member
Jul 3, 2013
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FlameTail said:
I am wondering... is ARM's KleidiAI library limited to their own Cortex cores? Can custom-ARM core implementers (ie: Apple and Qualcomm Oryon) use KleidiAI?

KleidiAI is really interesting because it enables the software to take advantage of NEON, SVE, SME that is built into the hardware.
Click to expand...
It's released with an Apache 2.0 license so it's up to anyone to make it fast/relevant on any platform.
 
FlameTail

FlameTail

Diamond Member
Dec 15, 2021
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Why arguing?

Our best friend- the rumour mill has the answers.

Dimensity 9400 with Cortex X925
Geekbench 6
____
@ 3.4 GHz = 2700 points
@ 3.8 GHz = 3000 points

Now make your conclusion.
 
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Nothingness

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Jul 3, 2013
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FlameTail

FlameTail

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Nothingness said:
I don't care about rumors, or do you want to derail this into a Zen5 thread?
Click to expand...
They are solid rumours, and if you do the math, it actually checks out.

Screenshot_20240604_134002_YouTube.jpg
They are claiming +36% uplift vs 2023 premium Android SoC, which we'll assume to be the Snapdragon 8 Gen 3.

Snapdragon 8 Gen 3 can do about 2200 points in GB6.

2200 × 136% = 2992 = ~3000

2900-3000 is the rumoured score for Dimensity 9400 at 3.8 GHz.
 
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