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Intel To Manufacture Rival ARM Chips In Mobile Push

An anonymous reader writes: Chip maker Intel has entered an unlikely partnership with British semiconductor firm ARM in an effort to boost opportunities for its foundry business. The licensing agreement, which was confirmed at the Intel Development Forum in San Francisco, means that from 2017 Intel's Custom Foundry will manufacture ARM chips -- used by smartphone giants such as Apple, Qualcomm and Samsung. On the announcement of its latest earnings report, Intel was clear to highlight a shift in focus, away from the traditional PC market, to emerging areas such as the Internet of Things and mobile -- a sector dominated by one-time arch rival ARM. It seems that Intel has now decided to surrender to the latter's prominence in the field.

81 comments

  1. Mobile! by geek · · Score: 2

    Do it for the mobile! Talk about late to the game though. Even Microsoft got the clue before this. I'm hoping Intel chokes on desktops enough to let AMD get another foot in the door. Competition is sorely needed on the desktop/laptop front.

    1. Re:Mobile! by hviezda14 · · Score: 1

      I think this news means, that desktop will matter less and less. It's bad news for all companies banking on desktop. Yes, I'm looking at you, Microsoft!

    2. Re:Mobile! by bluefoxlucid · · Score: 1

      Yeah it's like everyone getting into wearable fitness trackers after everyone in the world already bought a Fitbit. This isn't an emerging market; it was an emerging market when the Motorola Cliq was a leading-edge phone.

    3. Re:Mobile! by gtall · · Score: 1

      I am not sure the concept of "emerging market" has much relevance any longer...mainly due to "time". Manufacturing has gotten so fast and mimicry so entrenched as a business plan that anything emerging this year won't be emerging next year. It will either be fully emerged or, worse, stale. Companies look at what Apple did to some markets and are now determined not get Appled by Apple or anyone else. There is an article on NYT about how companies are evading anti-trust laws by buying any startup that looks like it might become a competitor.

      Every smart phone looks like an iPhone to me, there's no differentiation that regular customers could care about. Self-driving cars seems like a hot new area. Except no car company of any reasonable size is not working on them. There will be no emerging market for these, it will be created fully merged. Robotic assembly lines make it relatively easy and quick to switch on production of just about anything requiring mass quantities. Scaling up is easier with robotics.

    4. Re:Mobile! by bluefoxlucid · · Score: 1

      Self-driving cars aren't a consumer reality yet, and capturing the market share in any significant fashion will capture the market. They're essentially the same kind of technology as holographic displays and flying cars.

    5. Re:Mobile! by Anonymous Coward · · Score: 0

      I like my desktop system. But, internally most of it is empty space, chassis, more component shielding, cooling fans, soundproof foam which doesn't make it very portable when going abroad. A gaming laptop comes close to filling this space, especially if it is VR-ready.

      But it's an ongoing battle. 20 years ago, UNIX workstations ruled the industry. Then by 1996, PC desktops and clusters started to eat away at the profits of the UNIX workstation market segment. They were forced to use commodity PC components. Then sub $600 home PC's ate away at this PC market. The majority of users just wanted to send/receive Email and surf the web to order stuff or book tickets. In turn, smartphones and tablets ate away at this consumer market.

      Another 10 years, and we'll probably see "halo" computers worn around the head with augmented reality eye glasses eat away at the smartphone/tablet market.

    6. Re:Mobile! by spire3661 · · Score: 1

      "I'm hoping Intel chokes on desktops enough to let AMD get another foot in the door"

      Its never going to happen. Intel is a Titan, AMD is a demi-god at best. AMD is not and has never been Intel's competition. Last year Intel spent almost as much on R&D as AMDs entire market cap.

      --
      Good-bye
    7. Re:Mobile! by dj245 · · Score: 3, Interesting

      I am not sure the concept of "emerging market" has much relevance any longer...mainly due to "time". Manufacturing has gotten so fast and mimicry so entrenched as a business plan that anything emerging this year won't be emerging next year. It will either be fully emerged or, worse, stale. Companies look at what Apple did to some markets and are now determined not get Appled by Apple or anyone else. There is an article on NYT about how companies are evading anti-trust laws by buying any startup that looks like it might become a competitor.

      Every smart phone looks like an iPhone to me, there's no differentiation that regular customers could care about. Self-driving cars seems like a hot new area. Except no car company of any reasonable size is not working on them. There will be no emerging market for these, it will be created fully merged. Robotic assembly lines make it relatively easy and quick to switch on production of just about anything requiring mass quantities. Scaling up is easier with robotics.

      I see this as a consequence of global supply chains, subcontracting, and little if any vertical integration. All the little details that used to be trade secrets of a vertically-integrated company are now quite transparent. You open up the device, see who made all the different components, and call them up and ask for a quote. We have come a long way from the days when a company manufactured most of their core products in-house. Just as one example, GE has been subcontracting out the manufacture of steam turbines, to their own competitors, since at least the 1970s. You could argue that they were simply divesting themselves of "mature" technology in order to focus on the more profitable cutting-edge stuff, but I would argue that steam turbine technology only became fully mature because they gave away (licensed) the technology to Hitachi, Toshiba, Doosan, and Ansaldo and let them run with it.

      --
      Even those who arrange and design shrubberies are under considerable economic stress at this period in history.
    8. Re:Mobile! by Anonymous Coward · · Score: 0

      AMD isn't where they are at because Intel did anything wrong, but because AMD rested on their laurels for far too long after the Athlon and didn't innovate anything.

      Intel will end up dominating the mobile CPU market through consistent improvement and expertise just as they have with the desktop.

    9. Re:Mobile! by unixisc · · Score: 1

      It ain't so much that as much as the fact that AMD never put a serious effort behind their fabs and manufacturing capability the way Intel did.

    10. Re:Mobile! by Anonymous Coward · · Score: 0

      I thought that was part of the reason why they bought ATI.

    11. Re:Mobile! by Anonymous Coward · · Score: 0

      They didn't? What about the K8 i.e. SledgeHammer?

      I'm typing this on a computer with an AMD Piledriver CPU.

    12. Re:Mobile! by unixisc · · Score: 1

      ATI was a fabless company - how would that have helped AMD's manufacturing? ATI helped AMD enter the graphics market, some time after 3Dfx! had gone under, and others like S3, et al disappeared

    13. Re:Mobile! by jedidiah · · Score: 1

      No, it just means that the desktop/server isn't the only game in town. It never was. Each class of microprocessor has it's own advantage inside of it's own niche and is awkward outside of it. ARM isn't any different despite the shrill cries.

      --
      A Pirate and a Puritan look the same on a balance sheet.
    14. Re:Mobile! by Anonymous Coward · · Score: 0

      All of AMDs CPUs after the Athlon were tiny incremental improvements. They had nothing like Intel's huge leaps to Core, Core 2 or Core i7. That is why a dual core Intel CPU can outperform an eight core AMD.

  2. I thought Intel already had an ARM license by swschrad · · Score: 1

    a dusty old thing from buying some smaller firm something like 8 years ago.

    --
    if this is supposed to be a new economy, how come they still want my old fashioned money?
    1. Re:I thought Intel already had an ARM license by dlenmn · · Score: 3, Informative

      It's more like 20 years ago. Digital Equipment Corporation sued Intel into buying their ARM processor business in 1997 (sounds kind of weird, but it's basically what happened), and Intel kept making the processors until 2006, when it sold the business.

    2. Re:I thought Intel already had an ARM license by fuzzyfuzzyfungus · · Score: 1

      They bought the 'StrongARM' series from DEC in the late 90s, which became 'Xscale' until it was mostly sold to Marvell in 2005. I think they retained some limited amount of the family for NIC offload and RAID chipsets; but they don't do application processors anymore.

    3. Re:I thought Intel already had an ARM license by Anonymous Coward · · Score: 0

      It was more a settlement for Intel "borrowing" (ah hem) Alpha technology in the Pentium II. The settlement was that Intel bought the Hudson (MA) FAB and the licenses for a lot of the other things made there... StrongARM, Tulip ethernet chips, etc. It was around $9B at the time iirc. Intel also became a FAB for Alpha. Shortly after, Samsung also became an Alpha FAB and licensee (remember the Alpha clones?). The StrongARM chips were used in the Compaq iPAQs.

    4. Re:I thought Intel already had an ARM license by jrumney · · Score: 1

      a dusty old thing from buying some smaller firm something like 8 years ago.

      It was more than 8 years ago that Intel bought StrongARM and renamed the next generation to XScale. They sold it 10 years ago to Marvell. Because Intel's own architecture was about to wipe ARM off the map ... they finally gave up on that plan earlier this year, so it makes sense for them to now have a renewed interest in ARM.

  3. Makes sense for Intel by AmiMoJo · · Score: 5, Interesting

    Intel doesn't just make CPUs, they make whole systems. A PC with an Intel chipset has Intel NICs, Intel SATA controllers, Intel PCIe bus controllers, Intel USB controllers etc. They actually do a whole lot more, including cellular modems, flash memory controllers and all sorts stuff that gets integrated into smartphone SoCs.

    So even if the CPU core is ARM instead of Intel Atom, the rest of the system will be Intel custom hardware. Getting that accepted and widely used is even more important than getting their CPU ISA used in mobile devices.

    --
    const int one = 65536; (Silvermoon, Texture.cs)
    SJW, n: "Someone I don't like, and by the way I'm a fuckwit" - AC
    1. Re:Makes sense for Intel by bugs2squash · · Score: 1

      This seems right on point. I would have thought that looking at the total power consumption would be the next big driver, the CPU can't be the only power hog in a system with GPUs and network processors.

      I'd like intel to use their high-resolution fabrication facilities to make systems with new programmable opportunities, like part of the die set aside for FPGA or specific accelerators for other functions like DSP and better crypto or image processing to accommodate new types of sensors

      --
      Nullius in verba
    2. Re:Makes sense for Intel by unixisc · · Score: 1

      Not just that, regardless of whether or not Intel retains its leadership on ISAs, their fabs are way more advanced than anything else out there - TSMC, GSMC, et al. Nothing can touch that, thanks to an amazing tradition of fine-tuning their processes. Also, it's not like Intel is exactly in love w/ the x86/x64 arch - they tried 3 times to kill it, but w/o success - w/ the i960, i860 and Itanium.

      So yeah, they can make custom chips around their ARM, and optimize it for either more battery life, or heavier graphics, depending on the application. And in the process, get themselves into the bulk of phones & tablets out there.

    3. Re:Makes sense for Intel by edxwelch · · Score: 2

      No. This is about Intel's foundry business. Seemingly, Intel will make LG's new SoC on their 10nm process. Intel does not supply any IP, it just provides the foundry service.

    4. Re:Makes sense for Intel by Bert64 · · Score: 1

      And even if the ISA is ARM, Intel can still manufacture the CPU... The ARM ISA has won, most software is distributed as precompiled binaries so once a given ISA becomes entrenched in a given market there's no shifting it, only extending it while retaining compatibility. Intel learned that with IA64.

      --
      http://spamdecoy.net - free throwaway anonymous email - avoid spam!
    5. Re:Makes sense for Intel by slew · · Score: 1

      I'd like intel to use their high-resolution fabrication facilities to make systems with new programmable opportunities, like part of the die set aside for FPGA...

      Well, intel did buy altera last year and promised such a thing, but we haven't see anything real come of that yet...

      Intel did announced that they would ship a multi-chip module with a Xeon server chip and an Arria fpga connected by QPI in the same package, but I haven't seen anything on their roadmap yet that actually has FPGA blocks on the same die as their CPU.

    6. Re:Makes sense for Intel by Anonymous Coward · · Score: 0

      They do a whole lot more, but what you listed isn't a whole PC nor are they superior components compared to other vendors (NICs, graphics, etc...). There's way more stuff in a PC than one thinks, and likely brainwashed by the Intel Inside campaign.

  4. Shouldn't have sold XScale... by dlenmn · · Score: 4, Interesting

    This is amusing in part because Intel made ARM processors from 1997-2006 (branded StrongARM and later XScale), but decided that ARM processors were silly and sold their ARM processor business in 2006. In hindsight, that was the worst possible timing since the mobile market started to take off shortly thereafter (the first iPhone was 2007. Oh well. At least they're no longer wasting their time trying to cram x86 processors into phones.

    1. Re:Shouldn't have sold XScale... by Anonymous Coward · · Score: 0

      In hindsight, that was the worst possible timing
      ARM != mobile.

      The big boys QCOM, Apple, Samsung have their own ARM stacks anyway one of them even has their own foundry that the other two use. The radio is the important part there. The ARM up until about 2007 was just enough to run that stack. With a bit extra to run maybe a crappy game or the contact list. Hence the battery life of a week with those things.

      Marvel who ended up with their business had a decent GSM chipset to marry to it. They made very good use of it.

      I would say they made the wrong decision for the right reasons. At the time no one was asking for server class ARM chips (which is basically what XScale was). Your customers are beating down your door for more xeon and core chips. ARM is quickly looking to go commodity part as the ARM corp gives copies to everyone with a bit of cash to splash. So do you make 1-2 bucks a chip or 300-400 a chip? Oh and you have that new design with the atom core in it that you have to pay no licensing in the pipe. Hindsight is 20/20 but if you look at it from that sort of perspective you can see why they dumped it.

      It is interesting to think 'what if' but I think it probably would have ended up no where in their hands. QCOM and BCOM probably would have owned more of that market instead.

    2. Re:Shouldn't have sold XScale... by Anonymous Coward · · Score: 0

      They retained some form of license to ARM chips regardless, as their CEO was quoted in 2011 saying: "[Sure], we have an ARM architecture license. [But] we have no intention to use [it] again to build [a RISC-powered] chip. There's [just] no advantage, because we'd be beholden to someone else. [Plus], we would pay royalties to them and lower the overall profits. I think we can do better."

      Guess they weren't interested that time as much as they're now.

    3. Re:Shouldn't have sold XScale... by Solandri · · Score: 4, Informative

      2002-2005 was right when Intel was being controlled by their marketing division. Prior to about 2004-2005, the easiest way to improve performance was to increase clock speed. Consequently clock speed was pretty much doubling every 1.5 years, and the public correlated clock speed with CPU performance. Intel's marketing division, with the backing of management, forced their engineering division to increase clock speed at all costs.

      The resulting fiasco was Netburst and Prescott, which ran headfirst into the laws of physics. To reach higher frequencies required higher voltages. But CPU power consumption is proportional to frequency times voltage squared. Prescott ran too hot to yield the promised performance increases and Intel's CPU progress stalled. This resulted in AMD capturing the CPU performance crown (which is why the 64-bit instruction set is AMD64).

      Intel was trying to do the same thing with XScale - increase clock speed at all costs. They ended up with a mobile processor which doubled the clock speed but didn't yield 2x the performance.

      What ended up saving Intel's butt was their laptop division. High power consumption is death for a laptop since it reduces battery life, and laptops weren't as big a market back then. So Intel's laptop CPU engineering division hadn't been pressured by marketing to increase clock speed. They'd come up with a CPU based on the Pentium 3 which made improvements which didn't increase power consumption. The Pentium M allowed Intel to quickly recover from their stumble, and became the basis for the Core, Core Duo, and Core 2 Duo CPUs, with the lessons learned leading to the Core i CPUs we use today.

      But there was no Pentium M-equivalent for XScale. They'd lost too much ground to ARM to play catch-up, so Intel ended up jettisoning the project and selling it to Marvell. Their new tack was to reduce the power consumption of the x86 (and eventually AMD64) CPUs enough to compete with ARM. You call it a waste of time, but they eventually did reach power-parity with ARM once they moved to 14nm (partly because ARM was still on 28 and 22nm). But by then the ARM ecosystem was well-developed (iOS and Android), and the fact that you could run x86 software (Windows) on Intel's offering didn't matter anymore.

    4. Re:Shouldn't have sold XScale... by dlenmn · · Score: 1

      I agree with many things in your post, but I think that one of your important claims is wrong, and that weakens your argument significantly and shows a fundamental misunderstanding of Intel's situation:

      At the time no one was asking for server class ARM chips (which is basically what XScale was).

      XScale was not a server class ARM chip. StrongARM was designed from the beginning for the embedded market. XScale was being used in BlackBerry and Palm handheld devices at the time Intel got rid of XScale. (Example from 2005. There are many more examples if you want to google around.)

      So, Intel was already in the mobile game, and it decided to quit it right as it was taking off. That fact remains regardless off your points about stacks and modems. Intel could have made the latter without issue. (In fact, it's making modems now.)

      Intel's decision to focus rather than branch out was shortsighted and clearly cost them. That said, "focusing" is a classic business strategy, so I can't blame them too much for following it. However, I think that focusing doesn't pay off the way that it used to. Many of the most successful tech companies at the moment (Google, Amazon, etc.) are branching out like mad, and it's paying dividends.

    5. Re:Shouldn't have sold XScale... by unixisc · · Score: 1

      XScale was actually a bad implementation of ARM by what used to be Digital Semiconductor. Their strengths was high performance - and w/ it high power - CPUs, most famously the Alphas. The same thing when applied to the ARM, made little sense, as it lost the low power advantages of the ARM architecture, but at the same time, didn't have high performance either. You'd have to be an x86 to be in such a sweet spot.

    6. Re:Shouldn't have sold XScale... by unixisc · · Score: 2

      This time, it looks more like Intel is just being a fab for ARM, rather than being a licensed seller. This may sound like quibbling, but in the latter case, Intel would have licensed the ARM architecture and sold it under its own brand, whereas here, Intel is just trying to fill fab capacity

    7. Re:Shouldn't have sold XScale... by Anonymous Coward · · Score: 0

      Hmmm. I'm having difficulty with your argument. The laptop chip thing is right but you have a misplaced emphasis on XScale IMO. XScale was a pretty small business then and I'm not even convinced that Intel was positioned to dominate ARM chips. Not even if they had retained XScale.

      The elephant in the room you missed was Itanium, which Intel bet the farm on and lost. The IHVs didn't like Itanium, they didn't like Slot 1, and they didn't like RDRAM. The software world didn't so much care about the latter two but they hated Itanium for what it meant for software development and distribution.

      There was a revolt in the ecosystem against Itanium and everything surrounding it. And in a weird turn of events, the revolt worked. It helped (a lot) that Itanium Gen 1 was a performance disappointment. It helped further that Itanium had a 486 emulation mode that caused further disappointment. But the real knife in the guts? AMD released 64-bit instruction extensions that appealed, and led to a 3 year interval of AMD triumphs against Intel.

      Chipzilla got schooled. Yet the postscript was that Chipzilla finally got their mojo back when they accepted that Itanium wasn't going to be the Next Big Thing.

    8. Re:Shouldn't have sold XScale... by cheesybagel · · Score: 1

      Actually Intel did try to sell Netburst on laptops for a while (more like plug-in laptops though). What forced them to spend resources on Pentium-M was competition from Transmeta which claimed, at the time, they had lower power consumption and managed to get some wins with several Japanese laptop manufacturers. Until Intel offered them a better deal anyway. Had that gone to court to the end it would have sure been interesting...

    9. Re:Shouldn't have sold XScale... by radarskiy · · Score: 1

      The XScale angel is a red herring. That was a specific brand for what is now a boring commodity part that was sold off to a commodity manufacturer at the best possible timing since both parties benefited. What's the last time you heard something exciting about XScale?

      This distracts from the fact that Intel retained full licensing for ARM and that they currently sell components with ARM inside.

  5. monopoly by Anonymous Coward · · Score: 0

    Competition, anyone?

    1. Re:monopoly by unixisc · · Score: 1

      What monopoly? ARM is still designed by a number of semiconductor designers - Qualcomm, Freescale, Apple (PA Semi), TI, et al, and still fabbed at TSMC, Samsung, et al. Intel here is just one more fab added to the latter

    2. Re:monopoly by OrangeTide · · Score: 1

      Most semiconductor companies buy a license that only lets them use designs from ARM Holdings plc. A few have "ARM Architectual Licenses" that allow them to do far more custom work on the CPU side of the SoC. Qualcomm, Apple, NVIDIA, and Cavium are the some who've done major work with their architectural licenses. Others like Samsung (Exynos) are mainly doing relatively minor modifications to the Cortex-Axx series from ARM.

      --
      “Common sense is not so common.” — Voltaire
  6. INTEL COMPETITION STORY by axewolf · · Score: 1

    Translation: There is really really truly competition in the semiconductor industry. It is not being consolidated and constricted by western government and forced to provide preferential supply to the west, especially their intelligence agency, to give them an edge over the natural resources of Russia and others in the global trade.

    1. Re:INTEL COMPETITION STORY by Anonymous Coward · · Score: 0

      I think your tinfoil hat might be a little too tight, Sergei.

    2. Re:INTEL COMPETITION STORY by gtall · · Score: 1

      Wow...you...errr....aren't related to Trump, are you? I'd watch that free association of ideas if I were you, your brain might explode. Try the little yellow ones next time.

    3. Re:INTEL COMPETITION STORY by Anonymous Coward · · Score: 0

      I think you need to pull you head up into the light and start wearing one if you do not know this is all true by now.

    4. Re: INTEL COMPETITION STORY by Anonymous Coward · · Score: 0

      Fuck the little yellow ones, he needs the big white bars that say Xanax on em. 2 at a time for the lulz.

    5. Re:INTEL COMPETITION STORY by axewolf · · Score: 1

      Translation: *dog barking*

      You're really fucking stupid. Your thoughts are so polarized by the media that you honestly use your idea of trump as some kind of standard for judgement. Do you think you're being cute or funny? Also your statement doesn't make any sense. Some kind of bellyflop attempt at wit I think. Seriously, you are a brainless dog.

      The NSA actually hijacks shipments of server processors. It has been in the news. HP and others try to play it off as "doing their civic duty" to reroute shipments, but of course the truth is they had absolutely no choice.

      I could go on but you're too fucking retarded to waste any more time on.

  7. I so want a modern x86 OQO.. by Anonymous Coward · · Score: 0

    Modern in that, put it with a slide out keyboard, the size of a phone with hdmi(or two), usb(or two), microsd, removable battery, etc etc. Through legacy bios on there and I'd pay an extra couple hundred.. ie: Phone that can run Win2k-Win7+ with native win32 applications and use a program for phone functions... Where is it, so want!

    Get home or to work slide it into dock, all programs still running w/o skipping beat(multi-window no metro crap necessary/only).

    1. Re:I so want a modern x86 OQO.. by jedidiah · · Score: 1

      Shared data and a machine that can crush the phone sized thing (both literally and figuratively) is the much better option. They are two diametrically opposed form factors even without getting into the underlying guts of the things.

      --
      A Pirate and a Puritan look the same on a balance sheet.
  8. You mean Japanese Semiconductor Firm ARM? :P by Anonymous Coward · · Score: 0

    SoftBank was it?

  9. Hybrids ARM successor by phorm · · Score: 1

    I wonder if there will be a successor to ARM. I'm not a CPU architect, but some of the main differences seem that ARM can mix cores (a multi-core processor need not have all cores of the same type) but overall requires more consecutive operations to perform a function (CISC vs RISC), but do so without the same overhead microcode translation.
    In the future I'd imagine we'll be seeing more hybrids between the two, like APU's where essentially a die has an x64 CISC-style core for general processing and an ARM RISC-style core for things like graphics processing etc, but I'm also hoping some new and exciting will come around in the next half-decade or so (quantum computing, perhaps?).

    1. Re:Hybrids ARM successor by K.+S.+Kyosuke · · Score: 1

      A successor? Why not RISC-V?

      --
      Ezekiel 23:20
    2. Re:Hybrids ARM successor by unixisc · · Score: 1

      How about a dual core CPU, where 1 core is x64, and another is ARM? Perfect for hybrids

    3. Re:Hybrids ARM successor by phorm · · Score: 1

      Isn't that somewhat what AMD's APU is? Multiple X64 compute cores combined with multiple ARM graphics cores?

    4. Re:Hybrids ARM successor by K.+S.+Kyosuke · · Score: 1

      AMD planned for it with K12 but then shelved it in order to focus on finishing Zen (admittedly much important for them right now).

      --
      Ezekiel 23:20
    5. Re:Hybrids ARM successor by unixisc · · Score: 1

      Maybe, but I was thinking in terms of the x64 for any Wintel stuff that needs to run, and the ARM not so much for graphics, but for running any Android/iOS stuff. At the OS level, having something like a multi-boot b/w Windows 10 and iOS/Android, or switching to & from Windows 10 in laptop mode to iOS/Android in tablet mode. Something along those lines. Graphics GPU would be a separate thing altogether - could be from NVIDIA, AMD or Intel

    6. Re:Hybrids ARM successor by imgod2u · · Score: 1

      There's no need. ISA really doesn't matter that much except in very-small-scale processors (think microcontrollers). You can make a very tiny and very power-efficient CPU using almost any ISA you want provided you have:

      1. Compilers that are well tuned to your ISA
      2. Good microarchitecture to run the ISA on

      And then you need software that's written for that ISA. ARM didn't win out mobile because of its ISA. ARM won out mobile because the IP was low-cost and ARM poured tons of resources into developing a good ecosystem with compilers and toolkits.

      I see RISC-V as being somewhat competitive only because it is open-sourced and therefore doesn't cost anything to use. But it has a long long way to go before the ecosystem (including SoC bus-fabric IP) is anywhere close to ARM.

    7. Re:Hybrids ARM successor by K.+S.+Kyosuke · · Score: 1

      The graphics cores are GCN, but the whole point of their HSA design was indeed the ability to put even different cores onto a single memory bus and have them do the things they're best for.

      --
      Ezekiel 23:20
    8. Re:Hybrids ARM successor by K.+S.+Kyosuke · · Score: 1

      RISC-V is apparently appetizing for lowest-end CPUs because from what I recall, it allows for simpler implementations. Cue IoT and MCU applications.

      --
      Ezekiel 23:20
    9. Re:Hybrids ARM successor by radarskiy · · Score: 1

      All of the research that I've seen shows that mildly heterogeneous cores never really deliver a benefit greater than using your effort to stuff MOAR COARS onto a die then power gate them effectively. The overheard of making sure the right process gets on the bigger cores type eats up any gains you may make by having a greater number of little cores.

      The cores have to be very different---CPU vs. GPU---and have to already be implemented with the expectation that they are access differently.

  10. Robotics by sjbe · · Score: 5, Interesting

    Robotic assembly lines make it relatively easy and quick to switch on production of just about anything requiring mass quantities. Scaling up is easier with robotics.

    Speaking as someone who has spent a fair bit of time working with robotic assembly lines, I think you are overestimating the plug-and-play nature of them severely. Mass production does not require robots nor is it particularly made easier by their presence. The advantages of robots are that they can work in hazardous environments, they can lower unit costs in some (not all) cases by reducing labor costs, they can produce repeatable products, and they sometimes can work faster. Downsides include: High up front tooling costs, less flexible than humans, require substantial programming time/expertise, too expensive for low-medium volume, maintenance and repair, and high setup costs.

    As a general proposition scaling up is not any easier with robotics than with people and generally not any faster either. In some cases it can actually be more difficult. There are advantages to automation but ease of scaling is generally not one of them.

  11. Run Away! by Anonymous Coward · · Score: 0

    ARM .. run away .. Do not rely on Intel. They will violate your patents, then hold you hostage, stopping your production if you pursue remedy. Surely many of us remember what they did to DEC and the Alpha chips.. Need I say more?

  12. Intel Iot stuff is pricey by kamaaina · · Score: 1

    I just read an article how an Intel product (the don't deserve more advertisement here but it is a measurement of energy) . I should have skipped to the end of the article where there was the price. $369... wow, I could get 10 Pis, heck how about more than 70 Pi zeros, or more than 30 C.H.I.P.

    Not sure who they are marketing this to.

  13. Will the chips be secure? by Anonymous Coward · · Score: 0

    If the NSA and their secret courts tell Intel to put something in the chips, then Intel will do it and not say a word. This is a valid concern and actual risk, given the kind of espionage the NSA conducts, and how they have their own courts that order any company or business to do what they want. Foreign buyers should be very careful.

    1. Re:Will the chips be secure? by Anonymous Coward · · Score: 0

      Nobody cares about that. People just want it to get on facebook and businesses just want it to make money. That the government wants to spy on you is fine with everyone as long as it doesn't stop making money.

    2. Re:Will the chips be secure? by Lonewolf666 · · Score: 1

      Right now, there are not many alternatives, especially in the x86 world. AMD is a US company too, I would not bet on them resisting a national Security Letter.

      Other countries:
      The Chinese have the Longsoon, a MIPS-derived homegrown architecture. The Russians have the Elbrus processor family.

      For the Elbrus, I found a story on qz.com (http://qz.com/419923/this-22-pound-made-in-russia-laptop-is-actually-pretty-useful/) about a computer with the Elbrus-4C CPU inside. Expensive ($7500), only for sale to corporations and somewhat obsolete compared to the latest western PCs.

      I guess for China and Russia it will be worthwhile to use those in security-critical environments, but for others not so much.

      --
      C - the footgun of programming languages
  14. Summary is a bit misleading and lacks context by StandardCell · · Score: 5, Informative

    Intel needs to be viewed as several businesses, one of which is their discrete CPU business, another being their flash memory, yet another being the McAfee software acquisition, and yet another something called the foundry business.

    Foundry refers to having a business where you are simply the manufacturer of chips for other companies for their specific purpose without selling into the end market. These other companies contract to Intel to be able to build anything from a network chip to a graphics chip to a microcontroller or virtually anything else (besides memory), either as a standard product off-the-shelf, or as an application-specific integrated circuit. In order for Intel to make that happen, they need to provide the know-how to these manufacturers of chips either directly or through providers of chip intellectual property. This includes logic libraries (standard cells, hence my name), memory cells and compilers for SRAMs, analog I/O cells, mixed-signal like ADCs and DACs, PLLs, non-volatile storage, design rule decks for the process rules, and a few other things that constitute the building blocks of any chip.

    Other foundries such as TSMC, Global Foundries, etc. have the same model, though Intel's foundry manufactures more of their own CPU (and other) products than for other folks. Intel decided to farm out some of that capacity to third parties and make additional money on any spare capacity they might have, particularly with their leadership in logic processes over other rivals in the discrete CPU business. One of the key aforementioned building blocks is the IP offered by ARM for CPUs, GPUs and bus interconnect. This ARM IP needs to be validated to work in their silicon process, and this is the essence of the deal - Intel's foundry customers would not do business with Intel without basic blocks like the CPU since ARM is essentially the most important embedded CPU architecture in chip design currently.

    The way the summary comes out makes it sound like Intel is manufacturing chips for its competitor, but it isn't necessarily so since the Intel microarchitecture is very highly vertically integrated as a business with their discrete CPU division whereas ARM itself is just a provider of IP with their microarchitecture. Yes, in theory Intel foundry customers could be making chips to compete in some segments of the Intel discrete CPU business, but that business is still largely dominated in the server and desktop markets by Intel and its associated software ecosystem. In the same way, ARM dominates the handheld device markets where Intel has had very little comparative presence.

    I can guarantee that Mr. Krzanich and the Intel board would never allow their foundry business to cannibalize their current core discrete CPU business for a "competitor" if they felt it was detrimental to their overall financial and operating picture. This ARM deal is a piece of a larger plan of maximizing their ROI on their very very expensive chip fabs in a market where they have typically had a lead in logic process technology at least one node ahead of their competitors historically. That advantage can be very important in mobile due to the cost and power savings vertical transistor process nodes now offer along with superior manufacturing capabilities as the scale of their other businesses has long demonstrated.

    1. Re:Summary is a bit misleading and lacks context by unixisc · · Score: 1

      Intel's Flash Memory? Doesn't that all belong to Micron now? The latter had acquired Numonyx on the StrataFlash front, and on the NAND/SSD front, you had IMFD or something

    2. Re:Summary is a bit misleading and lacks context by pentagramrex · · Score: 1

      As I remember it the McAfee aquisition is gone or going,

      Thie foundies are about being competative on x86. Yeah, they do a bit of FPGL. They don't want any old chips, because the process is hightly tuned.

      This is a big deal. It means they have given up on what they wanted to be their growth area in Atom for mobile.

      Well suggested sources suggest they have been massaging their utilisation of those incredibly expensive fabs because the server x86 sales aren't what they want (because of virtuallisation for one thing).

      Don't underestimate this - they are selling off the family silver.

    3. Re:Summary is a bit misleading and lacks context by Kjella · · Score: 2

      I can guarantee that Mr. Krzanich and the Intel board would never allow their foundry business to cannibalize their current core discrete CPU business for a "competitor" if they felt it was detrimental to their overall financial and operating picture. This ARM deal is a piece of a larger plan of maximizing their ROI on their very very expensive chip fabs in a market where they have typically had a lead in logic process technology at least one node ahead of their competitors historically. That advantage can be very important in mobile due to the cost and power savings vertical transistor process nodes now offer along with superior manufacturing capabilities as the scale of their other businesses has long demonstrated.

      I think you have it a bit backwards, Intel would love to use their process node advantage to push their own x86 chips. But now TSMC and Samsung have 14/16nm processes up and running just like Intel, though some still argue about what's "real" and not. Since they haven't even released the 14nm Kaby Lake yet it seems Cannonlake and 10nm production is still far off while TSMC has created a 10nm test chip "Artemis" indicating they won't be far behind if at all. So because they can't stay ahead in process technology they'd rather have ARM companies make chips on Intel foundries than other foundries, more money for Intel and less money for other foundries. They wouldn't be doing it if they could keep 10nm production as an Intel exclusive.

      --
      Live today, because you never know what tomorrow brings
    4. Re:Summary is a bit misleading and lacks context by radarskiy · · Score: 1

      "Intel needs to be viewed as several businesses"

      Internally, Intel views itself as fab company, with a few ancillary divisions to keep the fab lines full. Examples of this are:
      1. chipsets, which in addition to enabling system debug before providing engineering samples also extended the productive life of older process nodes;
      2. the "tick tock" model where the process shrink was the tick because it was the important step that made all the money.

      As there have come to be fewer and fewer companies that run a decent fab they've been coming around to the idea that they can use their economies of scale to do foundry runs. They've kept pushing it even though they have had few takers, but if/when it catches on they may decide they don't need to fill the fab lines themselves.

  15. Its About Ecosystem Development! by nateman1352 · · Score: 1

    The fact that Intel is offering to manufacture ARM cores for their custom foundry customers is not new. In fact, there are some Altera FPGAs with embedded ARM cores being manufactured by Intel already. The important thing about this deal is that ARM limited will now provide Hard IP for Intel's process technology.

    To understand the importance of this, you have to understand a little more about silicon design and manufacturing than the average Slashdotter. Suppose you are some random fab-less chip designer that builds semi-customized ARM SoCs, a company like Rockchip or Mediatek for example. Generally the way you put together your new SoC is you buy a license for the ARM CPU design, then you buy a license for a GPU design from someone else, then you license a USB controller... so on and so forth, until you have all the building blocks necessary to make your new chip. Then you plug them all together, simulate, fab, validate, and ship.

    Those blocks come in two different forms, Hard IP and Soft IP. Soft IP is basically a netlist... its a big text file that lists every transistor in the design and the interconnections between every transistor in the design. Usually soft IP vendors will give you the RTL, which is a more human readable language like Verilog which you compile in to a netlist. Hard IP on the other hard, is more like a vector graphics drawing or a stencil. Hard IP lists every transistor, its x/y coordinates on the silicon, and the exact shape and route of the copper wires. The problem with hard IP is every silicon manufacturer uses different shapes and sizes for their transistors and connecting wires (this is called the process design for the foundry), so a given hard IP design can only be built by the foundry it was designed for.

    There is a program called a synthesizer that takes the netlist from the soft IP and generates the layout for the hard IP given a bunch of input parameters that describe the target foundry's process design, rather incredible really. The problem is not every design is "fully synthesizable" for example anything involving high speed I/O or analog (aka the "PHY" layers for modern busses: PCIe, USB, eMMC, Ethernet, SATA etc.) In any case, the pieces of the design that can not be synthesized need to be drawn by hand (aka human hands) using CAD software. For things like CPUs, usually there are some critical pieces that are drawn by hand, because a good human engineer can design a better, more efficient layout than the synthesizer can, at much greater expense of course. So depending on what percentage of your design is not synthesized, switching from one foundry to another can turn out to be a lot of work! This is the important thing here, ARM is providing ready to go hard IP for Intel foundry, just like they do with TSMC already, so the technical barrier for an ARM SoC designer to use Intel foundry is now lower... potentially comparable to TSMC.

    Depending on the amount of engineers you have and how sophisticated they are, you might design some of those blocks yourself. Up to the point of companies like Apple and Qualcomm where even the ARM CPU design is a custom implementation and doesn't bear much resemblance to the reference design from ARM limited.

    For Intel, using Intel foundry is a non-issue since they have an army of engineers that for the most part they design every IP block themselves anyway. For companies like Apple and Qualcomm that also have armies of engineers switching to Intel foundry is not a technical issue, its about business decisions for them. The big news is the smaller companies that don't have as many resources to do custom design now have Intel foundry as a viable option.

    1. Re:Its About Ecosystem Development! by Anonymous Coward · · Score: 0

      Thank you this post. I can go back and re-read it for some serious know-how!

  16. Intel Arms with NSA monitor processors on chip? by Anonymous Coward · · Score: 0

    Are ARM based processors open enough to know it Intel or Fox or Qualcom has added hardware & firmware for NSA?

  17. In related news... by Anonymous Coward · · Score: 0

    Intel will now cheat on Intel ARM benchmarks.

  18. FBI INTEL HERE OH KAY THEN by Anonymous Coward · · Score: 0

    Could have went to intel.com to read this.

  19. Re: Competition by Lonewolf666 · · Score: 1

    Short term, the best bet for competition in the PC market is probably AMD's upcoming Zen architecture. Even if it cannot completely match the current Intel offerings, it will put pressure on Intel to sell their stuff at more affordable prices.

    --
    C - the footgun of programming languages
  20. Re: Competition by Lonewolf666 · · Score: 1

    I think things went seriously wrong for AMD with the Bulldozer architecture in late 2011. Before that, they were already at a disadvantage vs. Intel's Sandy Bridge architecture (released earlier in the same year), but AMD's Phenom II still sold well due to cheaper prices.

    Unfortunately, Bulldozer did not bring much of a performance improvement over the Phenom II, despite improving the manufacturing to a 32nm process. In some benchmarks, it even performed worse than the Phenom II. So stagnation at AMD while Intel kept making progress (albeit slowly).

    The Piledriver architecture brought only a minor improvement.

    The following Steamroller and Excavator architectures look better and get passable reviews in the notebook market, but are only available as APUs with a few exceptions. The FX series for the desktop is still on Piledriver, and frankly it cannot compete with the latest Intels.

    This will hopefully change when the Zen architecture is released in late 2016/early 2017.

    --
    C - the footgun of programming languages
  21. Bullshit. Intel has been controlled by marketing.. by Anonymous Coward · · Score: 0

    Since the 90s or possibly mid to late 80s.

    I have firsthand knowledge from former software devs at Intel that they often were put onto projects where they were essentialy pounding square components into round holes in order to meet the technical specifications Marketing told their customers their components were capable of, even when it was technically disadvantageous if not impossible. The devs would often get it working, at least partway and then have the high ups can the project because the market was shifting or they had decided their dev staff had been right months before when they told them it was infeasible or impossible. So after months of work and finally getting a product close to release, it would be shut down and the next dumb project thrust onto them instead. And we're not talking about random occurrences here either. These sorts of projects came up 1 out of 5 times if not more often. The fact that Intel has managed to survive as long as it has is as much due to its unearned reputation as somewhere prestigious people want to go work as the reality of it as a grinder that spits out its brightest 'working class' individuals, while ensuring it's 'face' individuals continue to shine while actually driving the company further and further into the ground.

  22. NSA by Anonymous Coward · · Score: 0

    The NSA called Intel and told them that they'd better find a way to get their silicon-backdoor into ARM chips again.