It is perhaps a little over a year since it became obvious to everyone that Intel and ARM were starting to stamp on each other's toes. For years it was assumed that only x86 could do 'real' computers and only ARM could do battery devices. For some reason it was , a tiny market with limited volume (or even MIDs, which didn't even exist), where all the fuss began.
As the lines between smartphone and PC blur, "ARM is coming up from the portable space, and Intel is coming down from the PC space," says Joseph Byrne, a senior analyst at the Linley Group who specializes in semiconductors and processor IP. "Looking forward, these guys are going to collide."Talk of convergence between mobile and computer has been going on for a decade, but is not much closer for all that time. A laptop is still a PC, despite the inclusion of a battery and a Nokia E90 is still a phone despite the keyboard. Many assumed that if Intel wanted to win in the mobile space then it would. It just didn't see the point of fighting over a market where the CPU costs $10-20. Those of us of a more technical bent, while not doubting Intel's capability and engineering prowess, wondered how long it would take. Some thought that Intel could play catch-up for 5 years or more, and still not win the battle.
Thin ClientThe problem for Intel, as this article describes, is not just ARM but the 'thin client' model. If I can run a 'thin' email client on my ARM-based device, and it can web browse, and show photos and videos, and open the occasional PDF, etc., what more do I need? MS Office? Well maybe, if I'm a business user but otherwise Google Apps might do the trick. On the other hand, the problem for the thin client model is that it has been talked about for even longer than convergence. It pre-dates the tech crash when Sun told anyone who would listen that Windows was doomed and the network is the computer. So people are naturally sceptical. The definition of thin client has broadened quite a bit, now encompassing anything with a decent GUI, not just a very small desktop PC. Still, the name 'netbook' has hung on, now meaning a small laptop, and I am very happy with my (x86-based) Asus Eee PC700 thanks very much. Ken Olson, founder of DEC, ironically later an ARM licensee, supposedly said in the late 1970s “There is no reason for any individual to have a computer in their home.” Now it is clear that the question is not whether, but how many, and what in fact is a computer? By processing power it would be obvious to Olson that the Nintendo DS, Apple iPod Touch, Nokia E71, Archos 700 Internet Tablet and Nintendo Wii are all computers in some sense. By that definition our household has several dozen computers. Every one of these devices has at least one ARM chip. None of them has an x86 processor, let alone an Intel. All are network connected and can be considered as thin clients, albeit very thin in some cases. But each of these devices provides an adequate experience for the user, which is all that really matters. So, whereas Intel is fighting the thin client model, this model can only benefit ARM, since ARM already rules in the thin client space. Intel hopes that thin clients will either not succeed, or will run out of legs and have to move to faster x86 processors. That might be a forlorn hope. In summary, the thin client model suggests that ARM has a bright future as consumers buy more and more of these thin client devices for particular tasks.
Processing PowerThe other side of the argument is processing power.Ten years ago you arguably needed an x86 CPU to do just about anything. [I say arguably because there was a time (around 1996) where you could buy a 200MHz ARM-based computer but the Pentiums stopped at 90MHz. But it was the Pentiums which ran Windows] Perhaps seven years ago email would have been beyond an ARM chip. Five years ago basic word processing and spreadsheets were problematic. But today the processing power and associated heat, size and expense that comes with an high-end x86 CPU is really only needed for video editing, Flash-enabled web browsing and perhaps photo editing. The list of things you can't do with an ARM CPU is getting smaller all the time, and the performance requirements of Windows and the common applications have not kept up. Those, such as Intel, who argue that you can only get a decent web browser on an x86 platform should take a look at the lowly Nokia N900. Engadget's review says this:
Almost without fail, sites were rendered faithfully (just as you'd expect them to look in Firefox on your desktop) with fully-functional, usable Flash embeds -- and it's fast. Not only is the initial rendering fast, but scrolling around complex pages (Engadget's always a good example) was effortless; you see the typical grid pattern when you first scroll into a new area, of course, but it fills in with the correct content rapidly. To say we were blown away by the N900's raw browsing power would be an understatement -- in fact, we could realistically see carrying it in addition to another phone for browsing alone, because even in areas where it gives a little ground to the iPhone or Pre in usability, it smacks everyone down in raw power and compatibility.Steve Jobs, in launching the ARM-based iPad yesterday said the iPad offers the...
best [Web] browsing experience you’ve ever had. A whole Web page right in front of you that you can manipulate with your fingers. Way better than a laptopThat's quite a claim and if it is even halfway true if suggests that ARM it catching up fast. Some would argue that massive processing power is needed just to run Windows 7 - in fact this is suggested by . But in a similar way to Intel, Microsoft's problem is selling people an Operating System which they might not need. In any case, telling consumers that they need 1GHz of CPU power to run the Operating System and virus checker has to be a risky strategy. Part of this change is due to software becoming smarter, but most of it is simply that ARM chips are getting faster. It has all happened rather suddenly. Not much more than a year ago TI brought out a 600 MHz Cortex-A8 chip, with 1200 DMIPS of performance (as used now in the Nokia N900). Atom offered 1.6 GHz and perhaps 3900 DMIPS. No contest, although it could be pointed out that a better comparison in terms of power consumption was 1950 DMIPS for the 600mW Atom (excluding the 2-3W used by the companion chip). Then in September, ARM announced their 2GHz Osprey development. Aimed at around 2W, this claimed to offer around 10,000 DMIPS, twice that of the fast Atom but at less power since no companion chip is required. Still it was only a design, not in real chips, so Intel carried on with its original iPhone ARM11 comparisons. After all, Intel has great plans for the future also. But in the past few months we have a dual core 1 GHz Cortex-A9 from nVidia, Qualcomm's 1.5 GHz dual core Snapdragon (ARM compatible) and of course TI's next step along the path, the OMAP4440. So it's not just designs: we now have chips. Still, chips doesn't equal final product, and the iPhone 3GS and Nokia N900 are using only a now-lowly 600 MHz Cortex-A8. So Intel can be safe for another few years, surely? Initial ARM-based netbooks were cheap but not necessary stellar on the performance side. But now Acer has announced that it is looking at tablets, and hinted that this might involve ARM. Freescale is talking ARM tablets, and the Apple iPad includes an ARM core (perhaps a single core Cortex-A9 with Mali graphics). Gartner group thinks that Android on ARM is more snappy than Windows 7 on Atom. Suddenly, ABI Research is predicting that ARM PCs will outsell Intel in 2013. The performance arguement for x86 might be wearing thin. Perhaps all that junk silicon really isn't for anyone's benefit. Consumers appear to be moving fast to more portable devices - laptop sales are increasing whereas desktop PC sales are actually in decline year on year. This could explain the meaning of the iPad - an attempt to capture 80% of the 'computer time' of consumers with a new device which does most of what they need for less money and less hassle. In summary, ARM appears to be overtaking Intel's Atom on speed (this is unlikely to last!), while Intel is really struggling with the battery life. I know where I'd rather be in this race.