StrangerGuy
Diamond Member
- May 9, 2004
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Yes .. but ... ARM is a much bigger fish than MIPS. Yes ARM will have soon 64bit CPUs for server purposes, that is similar to MIPS, but there are still lots of differences.
Just think about who has licenced the Cortex A57 design and will provide chips:
AMD, Broadcom, Calxeda, HiSilicon, Samsung and STMicroelectronics.
Additionally there are nvidia, AppliedMicro and 2 anonymous companies (probably Qualcomm and Apple) who will design their own ARM64 cores.
Together these companies have a "critical mass" and there will be several, different kinds of SoCs aiming at different market niches. The customer can choose among several solutions and get the best one.
Even Intel will learn to fear that momentum. Over a longer time period, Intel could even be pushed out to the big-tin server / HPC market and compete with IBM/Oracle only. But lets see how their Server-Atom SoC will perform. Intel's always good for a surprise, too, and they have a manufacturing advantage.
The danger that ARM poses stems from the fact ARM has next to nothing to lose and everything to gain by eating Intel's server share. If ARM provides a better overall benefits/price over Intel, customers switch to ARM and Intel loses, but if Intel makes their low-end chips too good to compete with ARM then there is a very real risk they will eat into their own higher-end chips. Lose-lose situation.