Intel expects China chip partners to distance themselves from ARM

[astilo]

Intel expects China chip partners to distance themselves from ARM - Components - News - HEXUS.net

Although the agreements do not prevent Intel's new Chinese partners from using ARM designs, Krzanich expects them to switch to using Intel's x86 architecture exclusively within two or three years. Many businesses throughout China currently use ARM-based mobile chips whilst chip makers typically design their chips with technology licensed from the British company. But Krzanich believes that Intel's architecture and cutting-edge factories will offer its partners a new way of differentiating their products with better performance and features. "If you're a small guy trying to compete, it's tough to be in that battle," explained Krzanich.

 

[Daniel Nenni]

Intel expects China chip partners to distance themselves from ARM - Components - News - HEXUS.net

Nobody else thinks this is funny? I can't wait to tell this one during my next trip to China.

Remember this one:

“The relationship between the architecture and design guys and the silicon is important, because we really work together. This is the integrated device manufacturing advantage. We’re able to work together at a very early stage with a mutual target that says on this day we’ve got to have a product that has this cost and both sides have to bring this together to deliver that. I think that’s the uniqueness that Intel has that makes it a little bit more difficult on the outside world. They kind of are handing something over a wall so to speak. And it’s just not quite as simple an integration.”

Not a great selling point for the Intel Custom Foundry folks pitching Apple!

 

[astilo]

I must admit that I found it funny too, Daniel. But maybe someone could have a different opinion and I'm really curious about that.
Pretty much zero chances that this is going to happen in less than 3 years (and I would bet on "NEVER" as a realistic date).

 

[CharlieD]

It's absurd, which is what you get when you have a CEO from the manufacturing side. How does this statement motivate the troops? Is Wallstreet ignorant of Chinese business practices? Dan can you make a list of funny things Intel says? Or start a Twitter account like that? There is plenty of material out there.

 

[Li Yisuo]

2nd figure of https://www.semiwiki.com/forum/content/4008-xiaomi-already-3-smartphones-behind-samsung-apple.htmlsays "the fastest cell phone uptill now" So performance boosting may be a reasonable option for small competitors.

 

[Daniel Nenni]

It's absurd, which is what you get when you have a CEO from the manufacturing side. How does this statement motivate the troops? Is Wallstreet ignorant of Chinese business practices? Dan can you make a list of funny things Intel says? Or start a Twitter account like that? There is plenty of material out there.

Intel's:

The Ten Most Stupid Remarks Of The Year | Electronics Weekly

 

[astilo]

Intel?s CEO Thinks 3 Things Limit Your Career - Dice News
Intel’s CEO Thinks 3 Things Limit Your Career

As part of that discussion, he offered some advice for those working their way up the ladder, including what he sees as the three big mistakes people make in their careers:
First, they neglect to create a five-year plan. “You have to know: Where do you want to be?” he said. “What do you want to accomplish? Who do you want to be in five years?”

I would suggest also to add in an "How".

Second, they keep quiet about their dreams, hopes and aspirations. Krzanich thinks everybody should share those things with bosses, mentors, and anyone else who can help with resources or advice.

Oops, he has no boss, maybe that's the problem.

Third, they don’t seek out mentorship. “You have to have someone who’s watching out,” he added, “helping you navigate the decision-making processes, how things get done, how you’re perceived from a third-party view.”

And I think they are absolutely right and wise by avoiding doing that!!!

 

[lefty]

The article sounds prefectly credible to me. Rockchip and Spreadtrum will start using Atom IP in their SoC's, because they've been paid by Intel to do so. They are both having problems competing against MediaTek and Qualcomm, so any help from Intel is welcome. The important thing here is they are gaining access to Intel's modem IP. Putting Atom, or ARM in your SoC doesn't really matter, they both do the same thing.

 

[Daniel Nenni]

The article sounds prefectly credible to me. Rockchip and Spreadtrum will start using Atom IP in their SoC's, because they've been paid by Intel to do so. They are both having problems competing against MediaTek and Qualcomm, so any help from Intel is welcome. The important thing here is they are gaining access to Intel's modem IP. Putting Atom, or ARM in your SoC doesn't really matter, they both do the same thing.

ARM has spent the last 20+ years developing a mobile ecosystem that Intel does not have. So no Atom and ARM do not do the same thing. The latest SoC out of Rockchip has ARM and an Intel/Infineon modem on TSMC 28nm. Future China based mobile chips will be 28nm FDSOI from SMIC complements of the Chinese Government, my opinion.

 

[lefty]

ARM has spent the last 20+ years developing a mobile ecosystem that Intel does not have. So no Atom and ARM do not do the same thing. The latest SoC out of Rockchip has ARM and an Intel/Infineon modem on TSMC 28nm. Future China based mobile chips will be 28nm FDSOI from SMIC complements of the Chinese Government, my opinion.

When you talk about mobile chips, it's not clear if your talking about smartphone or tablet SoCs.
As, regards tablets, this review from hothardware shows there isn't that much difference between ARM and Intel:

What's the experience of using a tablet running Android on x86? Pretty much like using an ARM-based Android tablet currently, and surprisingly good for any tablet in the $199 bracket or less.

Android On Intel x86 Tablet Performance Explored - HotHardware
The problem with Intel tablet SoC's is not the "ecosystem", it's that they need to be susbsidised to compete with ARM.
As regards smartphones, the modem tech is the most important factor of the SoC, not the CPU.

 

[Daniel Nenni]

When you talk about mobile chips, it's not clear if your talking about smartphone or tablet SoCs.
As, regards tablets, this review from hothardware shows there isn't that much difference between ARM and Intel:

Android On Intel x86 Tablet Performance Explored - HotHardware
The problem with Intel tablet SoC's is not the "ecosystem", it's that they need to be susbsidised to compete with ARM.
As regards smartphones, the modem tech is the most important factor of the SoC, not the CPU.

The ecosystem I am referring to is not Android or iOS, it is the tools and IP necessary to build the SoC. You have to ask yourself how does Apple deliver leading edge SoCs every year? The Apple A8 and A8x for example. Because they have the tools and IP (ecosystem) to do it.

Example: ARM provides the foundation IP (standard cells, SRAM, I/O, etc... ) that is tuned for the ARM processor cores. ARM is also a big part of the test silicon used to develop and ramp the foundry processes.

Take a look at the ARM Based LinkedIn group that has close to 20k members. Now look at the Intel Atom LinkedIn group with 886 members. That is the ecosystem I'm talking about.

 

[lefty]

The ecosystem I am referring to is not Android or iOS, it is the tools and IP necessary to build the SoC. You have to ask yourself how does Apple deliver leading edge SoCs every year? The Apple A8 and A8x for example. Because they have the tools and IP (ecosystem) to do it.

Example: ARM provides the foundation IP (standard cells, SRAM, I/O, etc... ) that is tuned for the ARM processor cores. ARM is also a big part of the test silicon used to develop and ramp the foundry processes.

Take a look at the ARM Based LinkedIn group that has close to 20k members. Now look at the Intel Atom LinkedIn group with 886 members. That is the ecosystem I'm talking about.

Fair enough. So, if that's true it'll take Rockchip and Streadtrum a longer time to develop their Atom SoC's.