Re:RISC-V is succeeding
by ksec on Tuesday March 01, 2022 @11:13PM
(#30523613)
>Go back a decade or so: how many people thought that ARM could compete against Intel/AMD?
Hello, that would be me? :)
A decade ago was 2011 / 2012. Not a lot ( if not zero ). Even Anand from Anandtech was still cheering on Intel because of Intel's foundry leadership.
Wrote it on Anandtech and AppleInsider ( probably on HN with my old account as well ) the moment Intel decide not to make chips for iPhone or Fab Chips for iPhone in 2011. That was before Intel announced their Customer Foundry. They later went to do a JV with a Chinese company which later become Spreadtrum now known as Unisoc.
The whole reason why Arm competed against Intel and AMD wasn't because of ARM the ISA. It was the business interest and Foundry model. On a projected annual 1.5B Smartphone shipment by 2020 ( Which turns out to be a little too optimistic ), and 150M PC shipment by 2020 and continue to trend downwards. ( A little too pessimistic ) Even had TSMC not taken over the leading edge crown or stayed one node behind Intel the market today would still have been the same. The smartphone market was far bigger than the PC. This actually ties to why people were dismissing moore's law in the late 00s and early 10s. And it was the economy scales that wins.
What turns out to be wrong though was Tablet didn't take over PC. We are not in a Post-PC world. E-Sport (x86) picks up and PC as a Gaming platform is bigger than anyone could imagine. PS4 would move to x86 ( I dont think rumours of PS4 on AMD x86 even began til early 2012, and only partly confirmed by 2013 ) GPU is no longer a Gaming niche but a fundamental in Data Science. The hype of so called Cloud where everyone laughed at or sceptical of ( that is including me ) turns out to be multiple order of magnitude bigger as well. x86 ( Intel / AMD ) thrives because of that.
Hello, that would be me? :)
A decade ago was 2011 / 2012. Not a lot ( if not zero ). Even Anand from Anandtech was still cheering on Intel because of Intel's foundry leadership.
Wrote it on Anandtech and AppleInsider ( probably on HN with my old account as well ) the moment Intel decide not to make chips for iPhone or Fab Chips for iPhone in 2011. That was before Intel announced their Customer Foundry. They later went to do a JV with a Chinese company which later become Spreadtrum now known as Unisoc.
The whole reason why Arm competed against Intel and AMD wasn't because of ARM the ISA. It was the business interest and Foundry model. On a projected annual 1.5B Smartphone shipment by 2020 ( Which turns out to be a little too optimistic ), and 150M PC shipment by 2020 and continue to trend downwards. ( A little too pessimistic ) Even had TSMC not taken over the leading edge crown or stayed one node behind Intel the market today would still have been the same. The smartphone market was far bigger than the PC. This actually ties to why people were dismissing moore's law in the late 00s and early 10s. And it was the economy scales that wins.
What turns out to be wrong though was Tablet didn't take over PC. We are not in a Post-PC world. E-Sport (x86) picks up and PC as a Gaming platform is bigger than anyone could imagine. PS4 would move to x86 ( I dont think rumours of PS4 on AMD x86 even began til early 2012, and only partly confirmed by 2013 ) GPU is no longer a Gaming niche but a fundamental in Data Science. The hype of so called Cloud where everyone laughed at or sceptical of ( that is including me ) turns out to be multiple order of magnitude bigger as well. x86 ( Intel / AMD ) thrives because of that.