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Tech Predictions from Arm for 2021 and Beyond

Daniel Nenni

Admin
Staff member
Arm at 30: Five Ideas Shaping Our Future
  1. Invisible AI Artificial intelligence (AI) and machine learning (ML) gain ground when their complexity gets pushed into the background. Over 1.5 billion people enjoy ML algorithms when they take smartphone pictures (or subsequently search for them in their ever-expanding photo files) generally without knowing it. The same phenomenon occurs whenever someone issues a command to one of the estimated 353 million smart speakers deployed worldwide. Invisibility works, according to Jem Davies, Vice President, Arm Fellow and GM of Arm’s Machine Learning Group.
Expect to see the invisibility spur the adoption of many applications. One-click smart parking will likely be the first experience with autonomous cars for many. Security systems that can accurately differentiate between the sound of a nearby prowler and a wandering raccoon will attract consumers.

Invisibility, however, remains hard work. Improvements in CPUs, NPUs and GPUs will be required. AI processing will also have to shift to devices to save energy and cost, putting an emphasis on creative, elegant algorithms that minimize everything: storage, bandwidth, compute and power. We will also have to give consumers a much-needed sense of privacy and data autonomy: if we don’t give individuals a better way to control how AI impacts their lives, it could become the biggest roadblock of all.
  1. Memory-centric computing architectures “The basic rationale for the many flavors of memory-centric compute—integrating CPUs and GPUs directly into memory devices, high speed interconnects inside 3D chiplets, etc.—is that moving data takes as much or more energy as computing,” says Arm Fellow Rob Aitken. “If you can keep the data where it is and move the compute to the memory, energy cost goes down.” Some have shown that 62.7 percent of total system energy gets spent moving data between main memory and compute.
Other critical benefits—reducing the relative need for internal bandwidth, getting around the problem of limited ‘beachfront’ real estate on chip edges for connections, being able to use energy savings ordinarily consumed in transport for other purposes—flow from the shift in thinking. You can see one taxonomy here.

“The ideas range from adding processors to memory cards to building customized memory instances with compute capability,” he adds. “We don’t know which will succeed, but as a concept, memory centric computing is inevitable.”
  1. Low-power to no-power Devices “For the Internet of Things (IoT) to achieve its full promise to society and become invisible, pervasive, and sustainable it needs to evolve beyond batteries,” says Arm Distinguished Engineer James Myers.
“Whether that is with flexible solar cells, RF power delivery or sci-fi biobatteries powered by sweat or algae, we’ll make this happen over the next decade.”

One estimate puts the number of batteries we’d need in a world of a trillion devices to be 913 million a day. As the IoT gets embedded into more everyday products, energy efficiency and device self-sufficiency become paramount concerns.

The smart label unfurled by Vodafone and Bayer is an early example of how broad-based IoT might work. The printed label collects information about itself—temperature, location, packing integrity—and then periodically sends it to a central tracking hub. Through precise system and network design, the label can provide updates for three years.

Arm’s Project Triffid takes it one step further. The experimental SoC harvests energy from RF beams to perform calculations and gather data. While not as computationally robust as the smart label, integrating computing capabilities into RFID tags can reduce the costs and management overhead of making things “smart” and therefore open the door to integrating intelligence into far more products. Imagine a shoe that offers consumers $5 for old shoes as part of an effort to achieve 100% recyclability.

Are you going to remember to fill in a form or send in the shoes? Not likely, but what if they created a system where you could drop your shoes in a recycling bin or at a retailer? Someone could flash the chip, confirm the purchase and credit $5 to the credit card account while also cloaking the buyer’s information with appropriate levels of security.
  1. Systems for our systems Our demand for software is outstripping traditional methods for developing it. IDC estimates 500 million apps and services will be developed by 2023 using cloud-native approaches, as many as were developed 40 years previously.
As time goes on, we will shift from developing applications to developing tools that can develop applications on our behalf. Similarly, a growing portion of chip design and verification will have to be performed through AI-powered applications, particularly for low volume products (i.e., thousands of units) optimized for particular uses.

Lifetime, over-the-air support for devices will similarly become automated. “Over-the-air automated, secure upgrades will have to become the norm,” says Mark Hambleton, Arm’s Vice President of Software. “The smartphone experience, I believe, will become a template for other industries. Unlike the PC, the smartphone world didn’t go through a phase where it trusted users to do the right thing.”

Does this mean the end of human control over our world? Not really. Engineers will ultimately be working on the more complex tasks.
  1. Neural networks everywhere “We will see Neural Networks continue to replace classical computing methods across a range of industries. What started as fun tech for recognizing cats in pictures will have evolved into a technological juggernaut, completely transforming most industries. Consumer electronics, healthcare, law, communications, the automotive industry—all will be transformed as Neural Network technology marches forward, achieving things once thought impossible by machine,” writes Ian Bratt, Arm Fellow and Senior Director of Technology.
“The insatiable demand for neural network compute is already providing the motivation for a new class of processor optimized specifically for neural networks. New processor architectures with tensor level operation abstractions will be present in nearly every computing platform, running the majority of computing cycles. This new class of processor will achieve orders of magnitude efficiency gains over traditional computing platforms, heralding an industry wide shift in the computing landscape. And of course, it will be running on Arm.”

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Infrastructure 2021 predictions

  1. Infrastructure remains resilient Resilience is an issue that will come up a lot over the next 12 to 18 months as COVID-19 has stressed networks and computing in ways that could hardly be imagined. Yet, on the whole, the infrastructure has shown up very well. It remains one of the strongest growth markets in technology as more companies shift their workloads to the cloud and more individuals come to rely on videoconferencing and broadband to work, keep in touch and perform daily tasks like shopping or watching TV.
  2. Cost is key Cost considerations will be the biggest factor in moving applications to the cloud. In a recent survey Arm commissioned of its ecosystem partners, 49% of respondents viewed cost as the factor that could have the most important impact. This is closely followed by security considerations, with 48% of respondents viewing it as the most important consideration for customers.
  3. Edge and distributed cloud architecture on the rise With cities like Beijing and Amsterdam placing strict limits on data center construction, due to the space and power they require, the edge and a distributed cloud architecture will continue to increase in 2021. In a recent survey Arm commissioned of its ecosystem partners, 30% of respondents said that having a cloud-to-edge architecture was extremely important, whilst 43% said a distributed cloud architecture would be an important factor in their architectures.
  4. There will be an uptick in HPC in the cloud 56% of respondents to an Arm commissioned survey plan to increase adoption of HPC in the near future.
  5. Growing interest in cloud native We’ll see continued and growing interest in cloud native technologies like Kubernetes and containers, which provide both cloud providers and their customers a great degree of agility. Cloud native, along with industry standards for security and hardware, will become an elemental part of the fabric linking the cloud and the edge.
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AI 2021 predictions
  1. Shift towards putting AI on edge or on endpoint over cloud We will see a shift towards edge computing, or resources placed closer to the devices accessing them, over cloud for most favoured infrastructure to access AI in 2021. In a recent survey Arm commissioned of its ecosystem partners, 30% of respondents said that having a cloud-to-edge architecture was extremely important, while 43% said a distributed cloud architecture would be an important factor in their architectures.

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Client 2021 predictions
  1. The new office Remote working during Covid-19 has changed the way we interact with our mobile devices. With masses of people thrown into home working environments, key productivity devices need to be available whenever and wherever they are needed. In our recent survey, nearly three quarters of respondents (72%) believe that the remote workforce is important for future designs. As part of these design evolutions, I believe we’ll see increased demand for laptops capable of all-day working as users look for devices that don’t need recharging after a few hours of Zoom calls.
  2. Staying connected Video conferencing has become a staple for not only the work environment but for family and friends keeping in touch during this pivotal year. With this in mind, video camera quality and technology will become increasingly important and consumers won’t compromise on this. 43% of respondents in our recent survey said they are interested in exploring new AI features inside camera technology during 2021. Expect better and better image quality from cameras with dedicated system on chips (SoCs) capable of AI-powered image correction in future generations of laptop-class devices, bringing an even more immersive experience to productivity devices.
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Auto 2021 predictions
  1. The increasing need for heterogeneous compute To meet consumer demand for in-vehicle infotainment, ADAS and the other systems in cars, car manufacturers need to adopt not only a holistic approach to electronics design, but also heterogeneous compute approaches.

  2. Software drives hardware In our recent survey, self-driving cars was ranked first by 65% of respondents as the top area where they see potential for autonomous decision making. This demonstrates the need for heterogeneous compute: different applications like cameras, sensors, ML, CPUs and GPUs coming together, but with the flexibility that the software requires.

  3. Redefining functional safety Given the concept around functional safety was developed for vehicles that had limited or no autonomous features, the industry needs to reexamine the technology that underpins functional safety as the burden on automotive electronics rises. This is supported by a recent Arm-commissioned survey of its ecosystem partners, which revealed that functional safety is the most important factor for achieving success in autonomous computing, and the biggest impediment to the mass deployment of Level 4 vehicles.

  4. The mobile office In 2021, productivity will become more mobile as people return to the office and their daily commute. 57% of respondents to Arm’s ecosystem partner survey believe that working from the car will be a major draw for adoption of autonomous vehicles.

Reference: Ecosystem Predictions & Perspectives
 
Arm at 30: Five Ideas Shaping Our Future

Sceptic on patrol!

  1. Invisible AI Artificial intelligence (AI) and machine learning (ML) gain ground when their complexity gets pushed into the background. Over 1.5 billion people enjoy ML algorithms when they take smartphone pictures (or subsequently search for them in their ever-expanding photo files) generally without knowing it. The same phenomenon occurs whenever someone issues a command to one of the estimated 353 million smart speakers deployed worldwide. Invisibility works, according to Jem Davies, Vice President, Arm Fellow and GM of Arm’s Machine Learning Group.
Neural networks everywhere “We will see Neural Networks continue to replace classical computing methods across a range of industries. What started as fun tech for recognizing cats in pictures will have evolved into a technological juggernaut, completely transforming most industries. Consumer electronics, healthcare, law, communications, the automotive industry—all will be transformed as Neural Network technology marches forward, achieving things once thought impossible by machine,” writes Ian Bratt, Arm Fellow and Senior Director of Technology.

If that AI thing was that all important, maybe it would've sold better?

Arm’s Project Triffid takes it one step further. The experimental SoC harvests energy from RF beams to perform calculations and gather data. While not as computationally robust as the smart label, integrating computing capabilities into RFID tags can reduce the costs and management overhead of making things “smart” and therefore open the door to integrating intelligence into far more products. Imagine a shoe that offers consumers $5 for old shoes as part of an effort to achieve 100% recyclability.

There is an alternative to a printable RFID tags with static data... it's called paper.

From my feel, RFID is nearly certainly a US only obsession. RFID tags could've been an enormous market, if only companies were buying them more, which they aren't.

Lifetime, over-the-air support for devices will similarly become automated. “Over-the-air automated, secure upgrades will have to become the norm,” says Mark Hambleton, Arm’s Vice President of Software. “The smartphone experience, I believe, will become a template for other industries. Unlike the PC, the smartphone world didn’t go through a phase where it trusted users to do the right thing.”

Only if people would actually connect their many fancy gadgets to the Internet.

The prime majority of "Smart TVs" I see around were never ever connected to Internet, it is always a big surprise to people that "you can actually watch youtube there!"

Even smartphones. It's 2020, and some cell phone operators in Europe still don't have Internet available by default, which means not so few people don't even bother to configure it, and live just fine without it. To some, the cost of Internet traffic is a problem too. It's an irony, that the list of countries with prohibitively expensive mobile traffic is dominated by not so poor countries.

Second, if people would every buy those gadgets if Internet is a pre-requisite of them working, which is already something not granted. The chance of an average person buying an expensive, proprietary "gateway" device to connect a random gadget to the Internet is near zero.

  1. Growing interest in cloud native We’ll see continued and growing interest in cloud native technologies like Kubernetes and containers, which provide both cloud providers and their customers a great degree of agility. Cloud native, along with industry standards for security and hardware, will become an elemental part of the fabric linking the cloud and the edge.

Current trends are not favouring this. The amount of deployed computing power is actually getting bigger outside of big "cloud hosting" type server rentals as excess colo, and DC capacity make prices tank. The prime majority of websites in the world are still deployed on small, and cheap local "10$ PHP hosting" options. On the other side, the number of serious Internet businesses grows too, and it means there are more companies with capacity to use non-cloud hosting options.

  1. Software drives hardware In our recent survey, self-driving cars was ranked first by 65% of respondents as the top area where they see potential for autonomous decision making. This demonstrates the need for heterogeneous compute: different applications like cameras, sensors, ML, CPUs and GPUs coming together, but with the flexibility that the software requires.

Again, I don't see millions running to buy the few "autonomous" cars already on the market. The autonomous driving bubble can be the biggest market research failure in history.
 
ARM has a 500lbs gorilla in the room it has to address first. The situation with Allen Wu and the Chinese subsidiary.
 
ARM has a 500lbs gorilla in the room it has to address first. The situation with Allen Wu and the Chinese subsidiary.
Eventually Allen Wu is a nuisance in the whole ARM industry movement. Right now CCP allows him to behave that way to act as a leverage against the West.

But with the Kathrine Tai, Biden's new USTR chief, and her multi nation alliance approach, CCP will be foolish to let Allen Wu to make the trade war even bigger and more complicated.

ARM (a UK company), SoftBank (a Japanese company who owns ARM currently), and Nvidia (a US company who agreed to buy ARM from SoftBank) can be a good trigger to lead to an alliance for the trade war against PRC.
 
Eventually Allen Wu is a nuisance in the whole ARM industry movement. Right now CCP allows him to behave that way to act as a leverage against the West.

But with the Kathrine Tai, Biden's new USTR chief, and her multi nation alliance approach, CCP will be foolish to let Allen Wu to make the trade war even bigger and more complicated.

ARM (a UK company), SoftBank (a Japanese company who owns ARM currently), and Nvidia (a US company who agreed to buy ARM from SoftBank) can be a good trigger to lead to an alliance for the trade war against PRC.

I doubt they even know who that Allen Wu is, and what a microchip is.

People currently in power are polar opposites of technocrats of nineties, and naughties. Those were treated as hired hands, and dumped once real communists though of thing being good enough to go without them.
 
So what is the possibility of an Allen Wu sponsored, ARM IP based hardware trojan, making its way into an SoC?
 
So what is the possibility of an Allen Wu sponsored, ARM IP based hardware trojan, making its way into an SoC?
I think it's very hard. The main ARM development team is in UK or somewhere outside of the mainland China.
 
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