He shares he had a meeting with Arm with some Q&A time. Interestingly, this quote at 2:50 goes a bit further than closing the gap:
A bit clearer why he said "best smartphone CPU" in the research note, but I assumed he got walked it back with "closing the gap". Maybe just 49 (= closing the gap) vs 51 (= outperform).
Good to know he clarifies that Arm didn't share any power or cost figures, but he's assuming they will be reasonable.
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That is interesting. Might there be a few
named variants of the X5? We have plenty of core variants due to Arm's customization options, but they seem averse to branding any of these particular configurations.
@soresu's OP post in this topic does mention an upcoming "Poseidon VN" to be situated between the V series and N series. Poseidon also seems to be the same Cortex-X5 generation (
as it'll power the next "V3" core and should come with PCIe Gen6, so it lines up with 2025+).
So Arm might do that in consumer, too? Like a "Cortex XA-5" core that's cheaper to license or smaller area than the Big Kahuna X5?
I still feel like we're waiting for the other shoe to fall on Blackhawk: what's the gotcha here? Power? Area? Licensing? SoC bottlenecks?
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I'd love to see some leftover smartphone mainboards repurposed into SBCs or even mini PCs. Somehow, these $550 phones end up with a Cortex-X3 core, even after a BOM includes a fancy screen, cameras, modems, etc.