The Ever So Unlikely Tale of How ARM Came To Rule the World

pacopico writes "About 24 years ago, a tiny chip company came to life in a Cambridge, England barn. It was called ARM, and it looked quite unlike any other chip company that had come before it. Businessweek has just published something of an oral history on the weird things that took place to let ARM end up dominating the mobile revolution and rivaling Coke and McDonald's as the most prolific consumer product company on the planet. The story also looks at what ARM's new CEO needs to do not to mess things up."

Comments

The Little Chip That Could

[spaceyhackerlady]

I've always thought ARM was a cool design. Simple, minimalist, sort of a latter-day PDP-11, one of those canonical architectures that just works. Simple chip, not many transistors, low power, good chip for mobile devices. It seems so obvious in retrospect. Especially since that's not what the designers had in mind. They were designing a simple chip because they only had a couple of people and that was all they could afford.

In one of the later scenes in Micro Men there is a whiteboard in the background with the original ARM requirements, right down to the barrel shifter.

...laura

ARM also helped Apple survive

[mveloso]

As a note, back in the day Apple stayed afloat by selling its stake in ARM.

Re:The future could be all in the fabs

[NapalmV]

You mean using a C compiler instead of a Java interpreter helps with speed and power consumption? Who could have thought?

Most important part... MIPS didn't compete.

[evilviper]

There's one simple reason ARM has a strangle-hold on smart phones and tablets... For years, when such devices were being developed, MIPS Technologies was in a shambles. They were reeling from losing SGI, going IPO, and going through the processes of getting acquired by a string of several different companies. They've basically be AWOL this whole time, handing the upstart new market to ARM on a plate.

MIPS is still competitive. They've got extremely low power processors, multi-core 1GHz+ processors, and they've always been more efficient (higher DMIPS/MHz) than ARM. Despite their virtual absence, they're still used extensively in embedded systems... Your printer, WiFi AP/router, many set-top boxes, etc. They used-to have a dominant lead over ARM, selling something like 2/3rds of all embedded CPUs, but they simply fell apart and ceded the market to the competition. They're even the cheaper option... The first $100 Android ICS tablet found in China was MIPS (not ARM) based, and China's ministry of science keeps developing faster MIPS processors for domestic use, including supercomputers.

If they had competed, it might be MIPS in every smart phone. Even now, if they get back on-course, they could pose a real challenge to ARM, and driving prices down, and dividing the market, as Intel is trying to do with little success.

No story that claims to tell how ARM came to dominate is even remotely complete without a good paragraph about how MIPS, their biggest competitor, stopped competing and nearly GAVE them the market.