Server Revenues For ARM Next Year

ARM signed two architecture licenses in Q4 which is a rare thing for ARM to do. It has only given out about a dozen in its 22 year history.

The architecture licenses were for ARM’s new 64bit v8 processors which are principally aimed at servers.

ARM said the architecture licenses were intended for “use in multiple end markets including supercomputing, mobile and enterprise.”

 I asked ARM CEO Warren East who the licensees were but he wasn’t going to tell me.

 Asked if they were for chip design companies or for people who own a lot of servers, he declined to be drawn.

 A recent event for ARM was being included in Facebook’s Open Compute Project which specifies interchangeable x86 and ARM processors for its server farms.

 Is it a new thing for ARM to work with its customers’ customers?

 ”It’s always been the case that we work with the thought leaders in a particular space,” replies East, “we have had a direct relationship with Nokia since the 1990s. It’s part of the intelligence gathering process. We try to work with the thought leaders.”

 ARM’s penetration into servers has been a long time coming. “Expect to see some server revenues in 2014. That has been the same for the last five years,” says East, “five years ago I said we’d have our first server revenues in 2014.”

 Asked if there was any significant metric he could point to which showed ARM did a superior job to x86 in the server space, East replies: “Some of the results from the HP Moonshot project compared ARM with existing solutions which ran on x86, and looked at the cost of ownership, and they were fairly stunning results which were better than the theory.”

 ARM’s pervasiveness rolls on. Sales of ARM processor into consumer products including digital TVs and STBs doubled in 2012 and sales of ARM-based microcontrollers went up 25%.

 Progress into laptops was not much helped by Microsoft’s Surface which runs Windows on ARM, but East points out that Surface was only the beginning of  Windows running on ARM – and it was a very restricted beginning with very few companies engaged in the process.

Whether finfet or FD-SOI makes the running at 20nm is not a critical factor for ARM whose designs can be made on either process.

“FD-SOI looks very good to us,” says East, “the libraries are the same as for bulk. That’s one of the good things about it. It’s a much easier process than making fins.”

Tags: existing solutions, intelligence gathering, microcontrollers, stunning results, thought leaders

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5 Comments

  1. SecretEuroPatentAgentMan
    February 06, 2013 21:21

    I also heard Qualcomm had an architecture license and used it for Krait. I agree that Qualcomm is a good bet. Qualcomm is also famous for its low profile.
    Job postings suggests there is a lot of work on Hexagon; my guess is that they will roll out a 64 bit Hexagon to match the 64 bit successor to Krait. Present charts seem to stop in year 2012 for Hexagon. Suspicious.
    A quick search in patent databases suggests Qualcomm has not slacked off in filing patents relating to digital signal processors. I would expect continuous improvements for quite some time.

  2. David Manners
    February 06, 2013 10:48

    Ah thanks Mike that would probably be it then.

  3. Mike Bryant
    February 06, 2013 09:07

    They have to get new ones for the v8 architecture I believe

  4. David Manners
    February 06, 2013 07:28

    I though Microsoft got an architecture license in 2010, Mike, and that Qualcomm already had one to do Snapdragon and Krait.

  5. Mike Bryant
    February 05, 2013 23:26

    Qualcomm and either Microsoft or nVidia.
    And no Warren, FD-SOI libraries are not the same as bulk. Similar but not the same. Please see the threads on this topic on LinkedIn.

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