[Softpedia] AMD Not Competing with Intel Anymore, Goes Mobile

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badb0y

Diamond Member
Feb 22, 2010
4,015
30
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Sure, but at least one expects improvement out of a new node and that didn't exactly happen this round for AMD.

And NVIDIA was beating AMD even with process disadvantage if I'm not mistaken (GF8 90nm vs HD 2900 80nm).
Yea but both AMD and nVidia were using TSMC but Intel has it's own fabs which just happen to be the best in the world lol.
 

cbn

Lifer
Mar 27, 2009
12,968
221
106
Does not compute.

Can you be more specific?

What doesn't compute?

x86 for Keyboard and traditional Server

ARM for Touch screen, ARM laptop, and Low power, inexpensive server.

As Disgruntled virus mentioned:

in high density server blade systems (8/16 module blade chassis) the trend is to move towards high quantities of cheaper/lower end stuff. It's more cost effective and easier to repair too.
 
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ed29a

Senior member
Mar 15, 2011
212
0
0
yeaaaahhhh!!!!! back to pay $800+ for a pentium III like processor, best news ever bro!

Intel is its own competitor, they need to sell chips. If companies put upgrades on hold or reduce their orders because of high prices, Intel is in trouble so I doubt they will raise prices insanely, maybe a little bit. Also, if AMD exits x86, all anti trust watchers will gaze on Intel, the EU would love another hefty fine.
 

LoneNinja

Senior member
Jan 5, 2009
825
0
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If their prices tripled tomorrow i won't give them a dime for my build in a few days.
Choice between a $650 2500k and a $170 1090t will be easy LOL.

1090T is listed as sold out on newegg, not simply out of stock like everything else out of stock. Phenom II isn't going to be around much longer, and with AMDs manufacturing problems they could never feed the market, Intel dramatically raises prices expect AMD to follow to a lesser extent because they'll be constantly sold out.

hans007 said:
mobile is already 60% of the market. they shoudl have been going mobile a long time ago. desktop.

i can't even think of a reason to get a desktop if you are non gamer at this point when laptops are so cheap.

Price/Performance is still superior on the desktop, the cheap laptops are mostly garbage too that don't last. My 2008 Phenom X4 is still more powerful than any AMD laptop chip is in 2011, excluding Llano my IGP is just as good too. I personally don't like having a little slow heater on my lap either, so I'll be using it at a table/desk, in which case I'm dealing with a lame little keyboard and screen. Many may be satisfied with a laptop, I use to own 2 of them, but still used my desktop on a regular basis for non gaming tasks.

Tablets feel like a craze or a fad to me right now too, the things are nearly useless. They're harder to use than a smart phone because of their size, at least I can type with my 2 thumbs on my phone. They also sacrifice almost all portability in my eyes too, too large to fit in a pocket yet the screen doesn't close to protect it for travel like a laptop.

At least desktops/workstations will always remain even if they become the minority, they are needed for the higher performance outside of typical home user scenarios.
 

mosox

Senior member
Oct 22, 2010
434
0
0
I find this interesting

VH: What do you think of the upcoming “battle” between RenderScript, CUDA and OpenCL?
TL: Developers will drive this and our goal is to put the core technologies into their hands so that they can make the right decision for them, given that we will be focusing on Renderscript and OpenCL.

http://www.streamcomputing.eu/blog/2011-07-28/qa-with-ziilabs/

LONDON – Processor licensor ARM Holdings plc is trying to persuade Advanced Micro Devices Inc., the long-time rival to global chip leader Intel Corp. to license ARM processors and use them instead of the x86 architecture.

East also said: "AMD has signaled they are going through a rethink of their strategy, and that must provide a heightened opportunity for ARM. They might use ARM microprocessors in the future and you've got to expect that we would be trying to persuade them of that."

http://www.eetimes.com/electronics-news/4215518/ARM-working-on-AMD-to-drop-x86

Now, I think AMD is in the position to push for OpenCL/X86 and OpenCL/ARM for the desktop market. They have GPU and CPU capability for this.
 

piesquared

Golden Member
Oct 16, 2006
1,651
473
136
Well i'm sure it was fun while it lasted, for the shills. What a pathetic state of affairs the internet has become. A statement is released, twisted and distorted by some, then propagated across the internet as truth. It took about 24 hours for this story:

http://www.theverge.com/2011/11/29/2596978/amd-committed-to-x86?utm_medium=twitter&utm_source=txt

to develop into AMD's obituary. It's no wonder why tech forums have turned into such rabid, controversial cesspools. From viral marketing to nano trading, credibility has been erroded to zero.
 

cbn

Lifer
Mar 27, 2009
12,968
221
106
Well i'm sure it was fun while it lasted, for the shills. What a pathetic state of affairs the internet has become. A statement is released, twisted and distorted by some, then propagated across the internet as truth. It took about 24 hours for this story:

http://www.theverge.com/2011/11/29/2596978/amd-committed-to-x86?utm_medium=twitter&utm_source=txt

to develop into AMD's obituary. It's no wonder why tech forums have turned into such rabid, controversial cesspools. From viral marketing to nano trading, credibility has been erroded to zero.

That doesn't mean they will not develop ARM products.

It just confirms the company doesn't plan on completely abandoning x86.
 

Vesku

Diamond Member
Aug 25, 2005
3,743
28
86
If only AMD could figure out how to channel the odd press attraction to rising star stories such as Apple and ARM. I guess there is still a Ruiz odor clinging to the company that attracts "will it die soon?" stories.
 

Strange Famous

Junior Member
Nov 29, 2011
10
0
0
Im a big fan of Nvidia and Intel, and at first glance I thought "Oh good, let AMD burn!", but then I realize how handing a monopoly to nvidia and intel wont be for anybody's benifit but their own.
 

janas19

Platinum Member
Nov 10, 2011
2,352
1
0

Looks like, at this point, AMD definitely does not have the Moves like Jagger.

Interestingly, on the mobile processing front of Intel vs ARM, this guy predicts that in the long-term, ARM will have the momentum. The reason is because if you have a grasp of tech history, you will know that it is a much better proposition for companies to develop UP (as ARM will be doing) then to develop DOWN (as Intel will have to do in the mobile market).

http://www.tgdaily.com/opinion-features/59285-x86-vs-arm-the-apocalyptical-war

*Edit* I have a question, for the arm-chair analysts.... any chance this so-called development will affect the projected prices of Ivy Bridge? Would appreciate any input, thanks!
 
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cbn

Lifer
Mar 27, 2009
12,968
221
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Interestingly, on the mobile processing front of Intel vs ARM, this guy predicts that in the long-term, ARM will have the momentum. The reason is because if you have a grasp of tech history, you will know that it is a much better proposition for companies to develop UP (as ARM will be doing) then to develop DOWN (as Intel will have to do in the mobile market).

I've got to wonder if there is another reason why Intel is developing x86 smartphone SOCs. Surely its not to make money on hardware.

Maybe Intel wants to move to another (free) Operating system as a way of protecting itself should Apple or Microsoft OS support decrease? (I can see this decrease happening with Apple first. Microsoft will continue on with x86 for many years in the business sector)

The way I see things, once Intel develops a dockable smartphone running another OS (capable of keyboard apps).....it would be only a matter of time before the larger, more expensive x86 CPUs could move over to the new software.
 
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cbn

Lifer
Mar 27, 2009
12,968
221
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That's a good point.

I think Intel is beginning to realize MS is not the most optimal software partner.

A good example: Look at the run times of an older 45nm Apple Laptop (with a discrete GPU sucking extra power nonetheless) compared to a Windows 7 Intel laptop (running only an IGP). IIRC, the Apple Notebooks do much better (even with the same size battery as a Windows Laptop).
 

aphelion02

Senior member
Dec 26, 2010
699
0
76
I think Intel is beginning to realize MS is not the most optimal software partner.

A good example: Look at the run times of an older 45nm Apple Laptop (with a discrete GPU sucking extra power nonetheless) compared to a Windows 7 Intel laptop (running only an IGP). IIRC, the Apple Notebooks do much better (even with the same size battery as a Windows Laptop).

I'm sure if you give Microsoft just a 4-5 specific hardware platforms to develop for, they can have that level of battery life too.
 

cbn

Lifer
Mar 27, 2009
12,968
221
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I'm sure if you give Microsoft just a 4-5 specific hardware platforms to develop for, they can have that level of battery life too.

It will be interesting to compare the Windows ARM laptops (due middle of 2013) to Apple's (likely) ARMv8 laptop.

How much will having to accommodate different hardware vendors (Qualcomm, TI, Nvidia, etc) impact battery?

It would seem to me that as things currently stand MS doesn't have to try its hardest (simply due to the fact they have a near monopoly on x86). However, the situation with ARM laptop will likely be reversed and we may see them put out a near max effort until they achieve whatever metric they set out to achieve.
 
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Vesku

Diamond Member
Aug 25, 2005
3,743
28
86
Forgot to add my agreement to:

1. AMD hasn't been too competitive on performance desktop since Intel started selling i5 socket 1156.

2. Isn't the the mobile area the bigger competitive area in terms of $ and future growth? That and servers.
 

alyarb

Platinum Member
Jan 25, 2009
2,444
0
76
It will be interesting to compare the Windows ARM laptops (due middle of 2013) to Apple's (likely) ARMv8 laptop.

How much will having to accommodate different hardware vendors (Qualcomm, TI, Nvidia, etc) impact battery?

It would seem to me that as things currently stand MS doesn't have to try its hardest (simply due to the fact they have a near monopoly on x86). However, the situation with ARM laptop will likely be reversed and we may see them put out a near max effort until they achieve whatever metric they set out to achieve.

This never occurred to me until now but this is actually great. Consider the Qualcomm APQ8064. It will run at 1.7-2.5 GHz, is a quad core krait with an Adreno 320, 128-bit DDR3-1066, and has SATA, PCIe, USB, wifi bluetooth and so on integrated onto its 28HPM die. It's targeted at high-end tablets but when you see the SATA you think how great might it be in a Windows 8 netbook or perhaps even a 15.6" 1080p Win8 notebook with blu-ray, SSD, and a 8 amp-hour battery.

The width of the PCIe is not specified but you would think at least 8x PCIe 2.0, which is enough for a large radeon, and then it looks more like a 100-watt xbox. Either way, yes, I think we are at the point where the variety of the current SoC population demands that Windows 8 is released in specific builds for specific SoCs just like iOS is packaged separately for the various Samsung and Apple SoCs in the ipod, iphone and ipad heritage. This makes me think Windows 8 for ARM will be finer tuned than the 32-bit x86 Windows 8 or any other Windows.
 
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skipsneeky2

Diamond Member
May 21, 2011
5,035
1
71
Im a big fan of Nvidia and Intel, and at first glance I thought "Oh good, let AMD burn!", but then I realize how handing a monopoly to nvidia and intel wont be for anybody's benifit but their own.

The best post of this thread:biggrin:

Nice to have that competition trust me if desktop processors hit $500 a pop with no competition we would all be lead to the slaughterhouse like sheep.
 

cotak13

Member
Nov 10, 2010
129
0
0
I know the 'new' kids on the tech block is exciting. That's why sites like and exists, so people can get at the latest news and reviews. However, let's not overstate the strength of arm, where it will go, and amd's embrace of arm at the expense of x86.

Yes nvidia has arm but it's not making as much as people seems to think. Consumer products for q3 at nvidia is less then professional graphics. And some of that revenue is from their ps3 royalties. And this is a product which is stand alone from the perspective of development. Unlike pro graphics which can borrow from cosumer graphics.

If amd goes into arm it's going to be ugly. So many competitors, low margins and requiring cash for development which they don't have at the moment.

As for arm on servers. Yeah let's talk when there is actually arm chips on pc first. Arm on servers sounds good on paper but no one has managed to prove it works yet. I mean really works, like google uses it. That hasn't happen yet. And if you still think it will please go read up on pass fads like transmeta.
 

cbn

Lifer
Mar 27, 2009
12,968
221
106
If amd goes into arm it's going to be ugly. So many competitors, low margins and requiring cash for development which they don't have at the moment.

http://www.eetimes.com/electronics-news/4215519/Analysis--Why-ARM-AMD-makes-sense

Analysis: Why ARM-AMD makes sense
Peter Clarke
4/27/2011 8:44 AM EDT

LONDON – Warren East, CEO of processor licensor ARM, says there is no story here.

East says that he and his CFO Tim Score were asked about AMD during analyst discussions over ARM's record first quarter financial results and that he had simply said that ARM has been trying to sell to AMD for long time – as ARM's shareholders would expect. And as AMD is rethinking its strategic options there is clearly a "heightened opportunity" to make that sale.

That AMD might abandon – or at least augment with licensed-in ARM processors – the x86 processor architecture that has defined the company for 20 years, is to think the unthinkable. But it clearly makes sense. Such a move could not happen overnight. It may take years with x86 processors from AMD hanging on in some applications but the general arguments seem compelling.

And such a move supports ARM's increasing rivalry with Intel and its position in the IBM/Globalfoundries Common Platform Architecture camp.

Since AMD made providing x86 cores its primary business, it has always been in the shadow of Intel. This is partly because as Intel is the definer of the architecture, AMD is always playing catch-up; trying to provide a code-compatible processor at a better price. And Intel, as market leader with phenomenally deep pockets, has been able to use a mixture of pricing and manufacturing leadership to keep AMD under pressure.

Indeed, AMD was forced to divest itself of in-house manufacturing two years ago as it could no longer afford to keep developing manufacturing technology and putting down billions of dollars to build wafer fabs in which to run them at the same time as developing microprocessors. That divestiture was the seed for the creation of Globalfoundries Inc., now one of its foundry partners.

Intel follower or ARM-based leader?

But clearly the transition from simple multicore to many-core processing also represents a fundamental shift in battleground for a company like AMD. Software becomes much more important and to a degree it resets the competition. Intel has as little idea as anyone else, possibly less idea, about how to make efficient use of many-core processor chips. This would therefore be the right time for AMD to jump ship.

While AMD is focused solely on the x86 architecture its primary requirement is to make ICs perform like Intel's. And with multicore developments Intel is becoming harder to track it is quite probably too expensive for a fabless company that is only in the PC market, such as AMD, to do the work continually playing catch-up with Intel.

The only prize that AMD gets for that strategy is lot of expense and always being second to Intel, which may not itself be making all the right moves.

But if AMD joins the extended ARM ecosystem, in return for a few million dollars and a few percent royalty per chip it gets ready-made architectures that it can bolt together leaving it time to focus on performance at the system-level. And with full versions of Windows becoming available on ARM processors, this gives AMD the possibility to address not only the PC market but the broader consumer platform-style requirements of many OEMs.

This can get AMD out from under the thin-margin PC business into a broader landscape that roams from mobile phones to tablets to PCs. It does introduce AMD to competition from the likes of Samsung and others, but AMD has to be willing to back itself as creating value at doing something.

Now the choice between Windows running on x86 and Windows running on ARM becomes one of which is more power-efficient and which is a customers' preference.

Fusion goes ARM?

It thus becomes possible to read some significance into the presence of Microsoft and ARM executives as keynoters at an upcoming Fusion development conference. The event will run June 13 to 16 in Bellevue, Washington, which is Microsoft's backyard, and include more than 50 technical sessions spanning areas including multimedia, user interfaces, business and high-performance computing and security.

The event might provide a good opportunity to announce the extension of Fusion to accommodate licensed cores such as Cortex-A series cores or Mali graphics along-side x86 cores.

A board-level strategic decision to go with ARM might also fit with the departure of AMD's CEO. When Dirk Meyer quit as AMD CEO in January 2011, reports suggested he was forced out by a board of directors dissatisfied with AMD's lack of chips for the tablet computer and mobile market.

Now it may be that a hard-pressed AMD was simply unable to create designs for all the different sectors and performance profiles in a proliferating PC landscape. But that alone is reason to get off the x86 treadmill and let ARM do some of the heavy lifting. And having missed the tablet computer boom ARM licensing would provide the fastest way for AMD to get a chip to market and make up lost ground.

A licensing move by AMD would, of course, exactly fit with ARM's commercial battle with Intel. Indeed, it would recognize ARM taking over from AMD as Intel competitor-in-chief as well as pushing back on the global chip leader painting the company into a tighter corner.

If it came to the point where the x86 architecture is not worth second-sourcing what does that say about the value of the first-source chips?

ARM takeover of AMD unlikely

The one thing that might confuse this picture is if, as part of its strategic thinking, the AMD board favors selling off the company to some cash-rich company that fancies picking up a ready-made product line, IC engineering team and customer list.

Is it possible that ARM could bid for AMD? I doubt it.

Even though ARM is now piling up cash at a phenomenal rate and could probably leverage borrowings to make a bid for AMD such a move into becoming a fabless chip company itself would run alien to the business model that Warren East as inherited and nurtured.

There was a time at the microcontroller end of the market when ARM had a dalliance there. In January 2004 ARM announced plans to acquire Triscend Corp., a developer of configurable system-on-chip devices and customizable microcontrollers. By February the deal had broken down, it is believed after some plain speaking by ARM's licensee community and in March 2004 it was announced that FPGA firm Xilinx Inc. would pick up Triscend.

Similarly an eagerness to compete with Intel by buying AMD would likely create howls of protest amongst ARM licensees that would see a newly ARM-ed AMD as competition. And why spend money buying AMD when AMD would be prepared to pay ARM to join the club?

For these reasons AMD as an independent fabless chip company working on multicore ICs made using the ARM architecture seems the most cost-effective and likely outcome. And that, in turn, might prompt some strategic rethinking at the world's largest semiconductor company.
 
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