“In terms of the question, “Will Intel consider developing on the ARM platform?” the answer is no. For Intel, we need to develop the best microprocessor we can and have a business model to support it, so that we can get paid. We think that with Intel architecture we have a fundamental advantage in performance and over time we will be very competitive on power, especially as we move to new transitions. So if we are at the same or better power and at better performance, with best-in-class chips, then there is no advantage of going to ARM. We would simply be beholden to them. We would have to pay them royalties and we would have lower profits. Why would we do that?
If you look at the market in a business way, the number one silicon vendor today in terms of profits based on tablets on smartphones is Intel. And by that I mean if you look at the mobile market, for every 600 smartphones that are sold and every 122 tablets that are sold, this creates the sale of a server and you could imagine that Intel margins and profits for our servers are quite healthy.”
see Digitimes – Intel steps up its pace: Interview with Navin Shenoy, general manager, Asia-Pacific region for Intel
Translation: There is no advantage for Intel to migrate to ARMed production. They make too much money per chip with x86. There are obvious cost advantages for makers and consumers of IT to go to ARM, however. Lower profits for Intel = lower costs for everyone else. Monopolists… They think the world owes them a livintg.
Intel is right that they can produce more powerful and higher power consumption chips. They will, in a few years, catch ARM in power consumption. Not actually achieving lower power consumption that ARM but when both technologies are sufficiently advanced, power consumption of either will be acceptable. It all comes down to price. If Intel publicly states that 600 new smart phones need one Intel server to run and that gives them more profit than the chip-makers of the smart phones, then Intel is seriously over-priced. Don’t expect that barrier to be overcome any time soon. Intel’s x86 instruction set, transistors required per CPU, actual mass of silicon and size of chip all lead to higher costs and Intel will forgo profit only as a last resort.
ARM has a bright future and there are a lot of excellent reasons to move as much computing as possible to ARM sooner or later if only for the price of IT. My next client will be ARMed. I have a server running well with AMD64. When it will be replaced in a few years, I will certainly consider ARM. By then ARM will have chips designed for servers…
“As for server-related products, Brown pointed out that ARM already established an R&D team in 2008 for conducting all the pre-work and its Cortex-A15 for high-end applications will be provided to related vendors for development and testing at the end of 2011 with mass shipments to start after 2012.”