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AMD Gives ARM License a Miss, Will Stick To x86
CWmike writes "Advanced Micro Devices has shot down rumors that it is pursuing an ARM license, saying it will stick to developing chips for tablets around the x86 architecture. 'We've made a big bet on APUs, which are x86,' said John Taylor, a marketing director at AMD, referring to accelerated processing units. AMD has been criticized for a lethargic approach to entering the fast-growing tablet market, which is dominated by ARM."
I'm not buying a tablet until it can run MS-DOS and Lotus 1-2-3. Period.
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This should come as no surprise to anyone who's been paying attention to AMD. AMD has already bet on x86-64 scaling down to tablet form factors; that is, after all, the entire point of the Bobcat architecture. Later this year when Bobcat transitions to 28 nm we'll see if it pans out; even if it doesn't there's always the 20nm transition in late 2012, and that's sure to lower power requirements enough to make an x86 tablet viable.
At the same time, it's obvious that there really isn't any room in the ARM SoC market for new entrants*. NVIDIA is already selling Tegra 2 SoCs for a cut-rate $25 a chip, and those are going into already too expensive Android tablets. The message is clear: the only way to make a profit with ARM chips is in volume, and there's no way a new entrant like AMD is going to ramp to significant volume to even cover production and R&D costs before their own Bobcat architecture has made the transition to 28-20nm and they're basically competing with themselves.
*- Yes, I know AMD wouldn't be entirely a new entrant, as they had an ARM license as recently as a few years ago, which they subsequently sold off, but by this point they'd essentially be new entrants all over again
(though Microsoft are working hard to make their OS ARM compatible)
Yeah, let's ignore WinMo and WinCE that have already been ARM compatible for 15 years now.
Why, if they were x86 Android tablets, why wouldn't they be able to run Android apps? The apps are running on top of Dalvik anyway so the processor underneath it all doesn't really matter.