ARM getting server traction
Server revenues are trickling into ARM for the first time.
“Our first partners are starting to get their first results,” Pete Hutton executive v-p and president of ARM’s product group told Electronics Weekly.
Hutton sees the server market as a 50 million unit a year opportunity and ARM aspires to a 5-10% market share by 2017.
This year it sees itself gaining a ‘single digit percentage’ market share.
Asked if the collapse of Calxeda has had any effect on ARM’s momentum in servers, Hutton replied: “It’s unfortunate for them. We’ve hired a few of their guys. They tried to go with 32-bit but the market really wants 64-bit and those guys are getting traction.”
A major plus for ARM’s move into servers is the launch of AMD’s ARM-based server offerings. “Their experience in this space is a real advantage,” said Hutton.
However the biggest advantage ARM has in the server space is the opportunity it gives customers to customise their ARM-based SoCs for servers.
Intel just provides a ready-made chip and peripherals and the customer can take it or leave it – but if an ARM core is used a customer can tailor the server SoC precisely to his requirement.
With the big datacentre operators – Microsoft, Amazon, Facebook, Google et al – increasingly drawing up their own server specs which they then bung over to the Taiwan OEMs for implementation, the customisation opportunity is becoming increasingly valuable.
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Asked what he thought of the characterisation that the heavy-lifting in servers needs to be done by Intel processors while lighter tasks can be left to ARM processors, Hutton replied:
“I’d say that’s an Intel characterisation. ARM-based solutions can use multiple high performance cores for heavy-lifting.”
ARM partner Applied Micro has a server chip which uses eight 64-bit ARM cores each running at 3GHz.
Finfet processes will add quite a bit to the performance as ARM has found from running its processors on TSMC’s 16nm finfet process. When will we see 16nm ARM-based SoCs on the market.
“We’re squinting at this year,” said Hutton.
Tags: hutton, market share, Pete Hutton, server market