Intel vs. ARM – The Battle Is Just Beginning

This is a guest contribution from Jack Gold the founder and principal analyst at J.Gold Associates, LLC an information technology analyst firm based in Northborough, MA, covering the many aspects of business and consumer computing and emerging technologies. Learn more about J.Gold Associates here.

The market seems to think that that the folks at ARM and its licensees (TI, Nvidia, Qualcomm, Marvel, Apple, et. al.) are on the verge of attacking Intel where it is most susceptible – the PC and server space. Indeed, ARM is making inroads with low power designs, and has a virtual monopoly on mobile devices. But the path to PCs and Servers is a very different path than smartphones and tablets. And clearly, Intel doesn’t think it can afford to concede any territory, which is why it is pushing back hard on the mobile “heartland” of ARM. So let’s step back and see what Intel has going for it vs. the ARM ecosystem.

Many observers have a bias towards ARM and are discounting Atom’s potential for success in phones and tablets, I think that Atom really does have a chance to succeed and thrive. Not perhaps in the current version, but in the next generation of chips Intel will launch in the next 6-12 months. And I believe that Intel will stay very far ahead of ARM in the race for PCs and even high end tablets. Why? Here are some reasons.

First, Intel’s huge investment in processing technology is not putting it at a disadvantage as some have suggested. Actually it’s the other way around. The ARM camp is relying on the foundries to make the process improvement investment for them. But after they’ve matched Intel’s recent investment of $15B or so, they still will have to recoup that investment, and that will mean higher chip costs to the fabless chip vendors (no free lunch here). At the end of the day, process advantage does matter. It’s how Moore’s Law has remained in play, and process advantage means higher performing chips at lower power and eventually lower cost (as yields increase). And Intel’s recent development of 22nm and 3-D transistors means its lead is increasing and has a two year (or more) advantage on the competition.

Second, the conversation comparing ARM to Intel usually turns to RISC vs. CISC. I thought we settled that argument years ago with Transmeta and MIPS before that. But I guess not. The bottom line is that with more complex systems that have increasingly complex computing requirements, longer and more complex instruction sets improve performance. This is what Microsoft
found out years ago when it suspended development of Windows on RISC. Yes, they now say they will have Windows 8 running on ARM. But the question remains, what version and what features? There is no doubt in my mind that the highest end and more performance oriented versions of Windows will remain focused on the x86 architectures. And don’t forget that ARM isn’t even on 64 bits yet. Imagine a server with a large database running on a 32 bit RISC architecture compared to a full featured 64 bit CISC version. So as functions get more complex, specialized instructions and HW additions give x86 (including Atom) an advantage unless ARM adds the same HW and SW extensions.

The third issue is compatibility. There is a perception that ARM is compatible across platforms and vendors, and clearly its not. As a result, look at the upgrade problem being faced by older devices in the market, and even among devices from the same manufacturer. In fact, different licensed versions of the ARM architecture have incompatibilities. And deep licensees (e.g., Qualcomm) are building their own architecture that is supposed to be compatible with other vendors’ chips (but is it?). ARM fragmentation is an issue usually not discussed. But it is real no less.

Finally many think that Intel is a chip company, and forget that it has tens of thousands of SW engineers on staff. This allows it to create the best compilers in the industry, and to optimize ports to its platform well beyond what others can do. And WindRiver gives Intel incredible breath in tools and designs. Many perceive Google’s commitment to Android on Atom as lukewarm, but Intel has invested considerable resources to port and optimize Android for its platforms, albeit a bit late. And even though current WP7 doesn’t run on Atom, it is quite likely that WP Next (e.g. Windows 8) could easily do so if there is OEM demand, which there well may be especially in the tablet space. Finally, now that Intel has McAfee in its stable, it is very likely to create industry-leading HW-enabled security features that users will find appealing and competitors will have trouble duplicating.

Of course MeeGo remains a sore spot for Intel, especially after Nokia’s rejection of the OS for its devices. It is not clear MeeGo will ever get out of the niche markets it now is targeting. But clearly some vendors see it as an alternative to Android’s (and Apple’s) hegemony, especially in emerging markets. So while it may never achieve the huge numbers of units that its competitors will ship, it will nevertheless have a credible niche to exploit. But Intel is not riding MeeGo as its only path to success.

Bottom Line: For Intel, it’s about the ecosystem. As code gets more complex, it’s increasingly difficult to produce and manage, especially across multiple platforms. This is problematic for both OS developers and ISVs who want to port their apps (look at how many versions of Android apps there are, and not just for OS versions numbers, but also for different devices from different manufacturers). Intel’s x86 consistency is a strong point and fragmentation plays to its strength. Certainly I’m not signally the death knell for ARM. But those who minimize Atom’s future potential are making a mistake.

Published by

Jack Gold

Jack E. Gold is Founder and President at J.Gold Associates, LLC, a technology industry analyst firm. Mr. Gold has over 40 years in the computer and electronics industries, including work in imaging, multimedia, technical computing, consumer electronics, software development and manufacturing systems. He is a leading authority on mobile, wireless and pervasive computing, advising clients on business analysis, strategic marketing and planning, architecture, product evaluation/selection and enterprise application strategies. Mr. Gold is widely quoted in the press, and has presented at numerous conferences and industry events. Before founding J. Gold Associates, he spent 12 years with META Group as a Vice President in Technology Research Services. He also held positions in technical and marketing management at Digital Equipment Corp. and Xerox. Mr. Gold has a BS in Electrical Engineering from Rochester Institute of Technology and an MBA from Clark University. His thoughts and opinions are his own.

1,386 thoughts on “Intel vs. ARM – The Battle Is Just Beginning”

  1. Hey there! Do you know if they make any plugins to assist with Search Engine Optimization? I’m trying to get my blog to rank for some targeted keywords but I’m not seeing very good gains. If you know of any please share. Kudos!

  2. Hello this is kind of of off topic but I was wondering if blogs use WYSIWYG editors or if you have to manually code with HTML. I’m starting a blog soon but have no coding experience so I wanted to get advice from someone with experience. Any help would be greatly appreciated!

  3. Attractive section of content. I just stumbled upon your weblog and in accession capital to assert that I get in fact enjoyed account your blog posts. Anyway I’ll be subscribing to your augment and even I achievement you access consistently fast.

  4. It’s really a nice and helpful piece of information. I am satisfied that you shared this helpful information with us. Please keep us informed like this. Thank you for sharing.

  5. I’m impressed, I need to say. Actually not often do I encounter a weblog that’s each educative and entertaining, and let me tell you, you’ve hit the nail on the head. Your idea is outstanding; the problem is one thing that not enough people are talking intelligently about. I am very comfortable that I stumbled across this in my search for one thing referring to this.

  6. I was just searching for this info for a while. After 6 hours of continuous Googleing, finally I got it in your site. I wonder what’s the lack of Google strategy that don’t rank this type of informative sites in top of the list. Normally the top web sites are full of garbage.

  7. What i do not realize is if truth be told how you are no longer actually a lot more neatly-liked than you may be right now. You are very intelligent. You know thus considerably in terms of this topic, produced me in my opinion believe it from so many various angles. Its like men and women are not fascinated unless it’s something to accomplish with Lady gaga! Your personal stuffs great. Always maintain it up!

  8. Hello there, simply become alert to your blog thru Google, and located that it’s truly informative. I’m going to be careful for brussels. I’ll appreciate when you proceed this in future. A lot of folks might be benefited out of your writing. Cheers!

  9. Good – I should definitely pronounce, impressed with your site. I had no trouble navigating through all the tabs as well as related information ended up being truly simple to do to access. I recently found what I hoped for before you know it at all. Quite unusual. Is likely to appreciate it for those who add forums or something, web site theme . a tones way for your client to communicate. Excellent task.

  10. I know this if off topic but I’m looking into starting my own weblog and was curious what all is needed to get setup? I’m assuming having a blog like yours would cost a pretty penny? I’m not very internet smart so I’m not 100 sure. Any suggestions or advice would be greatly appreciated. Many thanks

  11. With havin so much content and articles do you ever run into any issues of plagorism or copyright infringement? My website has a lot of unique content I’ve either written myself or outsourced but it looks like a lot of it is popping it up all over the internet without my permission. Do you know any ways to help protect against content from being stolen? I’d definitely appreciate it.

  12. I was very pleased to find this web-site.I wanted to thanks for your time for this wonderful read!! I definitely enjoying every little bit of it and I have you bookmarked to check out new stuff you blog post.

  13. We are a group of volunteers and starting a new scheme in our community. Your website provided us with valuable info to work on. You have done an impressive job and our entire community will be thankful to you.

  14. What’s Happening i’m new to this, I stumbled upon this I have discovered It positively helpful and it has aided me out loads. I’m hoping to give a contribution & assist different customers like its helped me. Good job.

  15. Hey there just wanted to give you a quick heads up and let you know a few of the pictures aren’t loading properly. I’m not sure why but I think its a linking issue. I’ve tried it in two different browsers and both show the same results.

  16. Hey there are using WordPress for your blog platform? I’m new to the blog world but I’m trying to get started and create my own. Do you require any html coding knowledge to make your own blog? Any help would be greatly appreciated!

  17. I’ve been browsing online greater than three hours as of late, but I by no means discovered any fascinating article like yours. It?¦s lovely value sufficient for me. In my opinion, if all webmasters and bloggers made good content as you did, the internet might be a lot more useful than ever before.

  18. I like what you guys are up also. Such smart work and reporting! Carry on the excellent works guys I?¦ve incorporated you guys to my blogroll. I think it’ll improve the value of my site 🙂

  19. An impressive share, I just given this onto a colleague who was doing a little analysis on this. And he in fact bought me breakfast because I found it for him.. smile. So let me reword that: Thnx for the treat! But yeah Thnkx for spending the time to discuss this, I feel strongly about it and love reading more on this topic. If possible, as you become expertise, would you mind updating your blog with more details? It is highly helpful for me. Big thumb up for this blog post!

  20. Wow! This could be one particular of the most helpful blogs We have ever arrive across on this subject. Actually Great. I’m also an expert in this topic so I can understand your effort.

  21. Good – I should certainly pronounce, impressed with your website. I had no trouble navigating through all the tabs and related info ended up being truly simple to do to access. I recently found what I hoped for before you know it at all. Quite unusual. Is likely to appreciate it for those who add forums or anything, web site theme . a tones way for your customer to communicate. Excellent task..

  22. Howdy just wanted to give you a quick heads up. The words in your content seem to be running off the screen in Firefox. I’m not sure if this is a formatting issue or something to do with web browser compatibility but I figured I’d post to let you know. The design look great though! Hope you get the problem fixed soon. Thanks

  23. Whats Taking place i’m new to this, I stumbled upon this I have found It absolutely helpful and it has aided me out loads. I am hoping to contribute & assist other users like its aided me. Good job.

  24. Mi esposo y yo tengo alegre eso Emmanuel pudo hacer su investigación preliminar debido al ideas él adquirió cuando usas el páginas web. No es nada simplista para simplemente sucede ser liberar tácticas algunas personas podrían haber estado vendiendo. Y todos nosotros darse cuenta tenemos el propietario del blog para apreciar por eso. Aquellos ilustraciones que hiciste, lo fácil sitio web menú, las relaciones lo harás ayuda para promover – tiene todo impresionante, y es dejar nuestro hijo y nuestra familia calculan que que tema materia es emocionante, y eso es realmente fundamental. ¡Muchas gracias por todo!

  25. I precisely needed to thank you so much once again. I do not know what I might have followed in the absence of those creative ideas revealed by you directly on such theme. It has been a intimidating problem in my opinion, nevertheless spending time with a new expert technique you processed it took me to cry with gladness. I’m just grateful for the advice and as well , sincerely hope you know what an amazing job that you’re accomplishing instructing many people thru your web site. Most likely you have never met all of us.

  26. I am now not sure the place you are getting your information, however good topic. I must spend a while studying more or figuring out more. Thank you for excellent info I was on the lookout for this information for my mission.

  27. In this grand scheme of things you actually receive an A for effort and hard work. Where exactly you actually confused us was on your particulars. As they say, the devil is in the details… And it couldn’t be more accurate in this article. Having said that, let me reveal to you just what exactly did give good results. The text is definitely highly convincing which is probably the reason why I am making an effort in order to comment. I do not make it a regular habit of doing that. Secondly, even though I can see the leaps in logic you make, I am definitely not sure of exactly how you appear to connect the details which inturn produce the conclusion. For right now I will subscribe to your issue however trust in the foreseeable future you link your dots much better.

  28. Simply wish to say your article is as amazing. The clarity in your post is just spectacular and i could assume you’re an expert on this subject. Fine with your permission allow me to grab your RSS feed to keep up to date with forthcoming post. Thanks a million and please carry on the enjoyable work.

  29. Whoa! This blog looks just like my old one! It’s on a totally different topic but it has pretty much the same page layout and design. Excellent choice of colors!

  30. naturally like your web-site however you need to take a look at the spelling on several of your posts. Several of them are rife with spelling issues and I in finding it very bothersome to tell the reality then again I will certainly come again again.

  31. hello there and thank you for your information – I’ve definitely picked up something new from right here. I did however expertise some technical issues using this website, as I experienced to reload the web site a lot of times previous to I could get it to load correctly. I had been wondering if your web hosting is OK? Not that I’m complaining, but slow loading instances times will often affect your placement in google and can damage your high quality score if ads and marketing with Adwords. Anyway I am adding this RSS to my email and can look out for much more of your respective intriguing content. Make sure you update this again very soon..

  32. Hiya, I am really glad I’ve found this info. Nowadays bloggers publish only about gossips and internet and this is really irritating. A good web site with interesting content, this is what I need. Thank you for keeping this web site, I will be visiting it. Do you do newsletters? Can not find it.

  33. I have been surfing online more than three hours today, yet I never found any interesting article like yours. It is pretty worth enough for me. In my view, if all site owners and bloggers made good content as you did, the net will be much more useful than ever before.

  34. I’ve recently started a website, the info you provide on this website has helped me tremendously. Thank you for all of your time & work. “My dear and old country, here we are once again together faced with a heavy trial.” by Charles De Gaulle.

  35. Oh my goodness! a tremendous article dude. Thank you However I am experiencing concern with ur rss . Don’t know why Unable to subscribe to it. Is there anyone getting similar rss downside? Anybody who is aware of kindly respond. Thnkx

  36. Simply wish to say your article is as astonishing. The clearness to your submit is just cool and that i can think you’re
    knowledgeable in this subject. Fine together with your permission allow
    me to take hold of your RSS feed to stay updated with impending post.
    Thank you one million and please continue the
    gratifying work.

  37. I cling on to listening to the rumor speak about getting boundless online grant applications so I have been looking around for the most excellent site to get one. Could you tell me please, where could i acquire some?

  38. I just could not depart your website before suggesting that I actually loved the usual info a person supply in your guests? Is gonna be again continuously in order to inspect new posts.

  39. Very interesting details you have noted, thanks for posting. “Strength does not come from physical capacity. It comes from an indomitable will.” by Mohandas Karamchand Gandhi.

  40. This is really attention-grabbing, You are
    a very skilled blogger. I’ve joined your rss feed and sit up for in quest of extra of
    your excellent post. Additionally, I’ve shared your site in my social networks

  41. Hey very nice blog!! Man .. Beautiful .. Amazing .. I’ll bookmark your web site and take the feeds additionallyKI’m happy to search out so many helpful information right here within the publish, we want develop more strategies in this regard, thank you for sharing. . . . . .

  42. We are a group of volunteers and starting a new scheme in our community. Your site offered us with valuable information to work on. You’ve done a formidable job and our entire community will be thankful to you.

  43. I’ve been surfing on-line more than three hours lately, yet I never discovered any attention-grabbing article like yours. It is beautiful value sufficient for me. In my opinion, if all webmasters and bloggers made excellent content material as you did, the net will likely be a lot more useful than ever before. “We are not retreating – we are advancing in another Direction.” by Douglas MacArthur.

  44. I just could not leave your site prior to suggesting that I really enjoyed the usual information a person provide on your visitors? Is going to be back often in order to investigate cross-check new posts.

  45. Hey just wanted to give you a brief heads up and let you know a few of the pictures aren’t loading correctly. I’m not sure why but I think its a linking issue. I’ve tried it in two different internet browsers and both show the same outcome.

  46. I have been browsing online more than 3 hours today, yet I never found any interesting article like yours. It is pretty worth enough for me. In my opinion, if all webmasters and bloggers made good content as you did, the web will be a lot more useful than ever before.

  47. An impressive share, I just given this onto a colleague who was doing a little analysis on this. And he in fact bought me breakfast because I found it for him.. smile. So let me reword that: Thnx for the treat! But yeah Thnkx for spending the time to discuss this, I feel strongly about it and love reading more on this topic. If possible, as you become expertise, would you mind updating your blog with more details? It is highly helpful for me. Big thumb up for this blog post!

  48. I do like the manner in which you have presented this particular concern plus it does indeed provide me a lot of fodder for consideration. Nevertheless, because of what I have seen, I simply just hope when the opinions pack on that people stay on issue and don’t get started upon a soap box associated with some other news du jour. Still, thank you for this outstanding point and though I can not really concur with the idea in totality, I respect the point of view.

  49. I am often to blogging and i really appreciate your content. The article has really peaks my interest. I am going to bookmark your site and keep checking for new information.

  50. Thank you for sharing superb informations. Your site is very cool. I’m impressed by the details that you¦ve on this site. It reveals how nicely you perceive this subject. Bookmarked this website page, will come back for more articles. You, my pal, ROCK! I found just the info I already searched all over the place and simply couldn’t come across. What a great web-site.

  51. I’m really loving the theme/design of your weblog. Do you ever run into any browser compatibility problems? A few of my blog visitors have complained about my site not working correctly in Explorer but looks great in Safari. Do you have any advice to help fix this issue?

  52. What i don’t realize is if truth be told how you’re now not actually much more well-appreciated than you may be now. You are very intelligent. You understand thus considerably when it comes to this matter, produced me individually believe it from numerous varied angles. Its like women and men don’t seem to be involved unless it’s one thing to do with Lady gaga! Your own stuffs excellent. All the time deal with it up!

  53. Thank you for every other informative web site. Where else may just I get that kind of info written in such a perfect way? I have a mission that I am simply now working on, and I’ve been on the look out for such information.

  54. I love your blog.. very nice colors & theme. Did you create this website yourself? Plz reply back as I’m looking to create my own blog and would like to know wheere u got this from. thanks

  55. I like the helpful info you supply in your articles.
    I will bookmark your blog and test again right here regularly.
    I am quite certain I will be informed lots of new stuff right here!
    Best of luck for the following!

  56. I have been exploring for a bit for any high-quality articles or blog posts on this kind of house . Exploring in Yahoo I eventually stumbled upon this site. Reading this info So i am satisfied to express that I’ve an incredibly good uncanny feeling I came upon just what I needed. I most unquestionably will make sure to do not overlook this web site and give it a look regularly.

  57. Hello there, just became aware of your blog through Google, and found that it is truly informative. I am gonna watch out for brussels. I’ll be grateful if you continue this in future. A lot of people will be benefited from your writing. Cheers!

  58. We are a group of volunteers and starting a new scheme in our community. Your website offered us with valuable info to work on. You’ve done an impressive job and our whole community will be thankful to you.

  59. Aw, this was a very nice post. In thought I want to put in writing like this moreover – taking time and precise effort to make an excellent article… however what can I say… I procrastinate alot and under no circumstances appear to get something done.

  60. hello!,I like your writing very much! share we communicate more about your post on AOL? I require an expert on this area to solve my problem. May be that’s you! Looking forward to see you.

  61. Nice post. I study one thing more challenging on completely different blogs everyday. It’ll at all times be stimulating to read content material from different writers and practice slightly one thing from their store. I’d want to use some with the content material on my weblog whether you don’t mind. Natually I’ll give you a link on your net blog. Thanks for sharing.

  62. Hey very nice website!! Man .. Excellent .. Wonderful .. I will bookmark your web site and take the feeds additionally…I’m happy to find so many useful info right here in the post, we need develop extra strategies in this regard, thanks for sharing. . . . . .

  63. F*ckin’ remarkable things here. I’m very glad to see your article. Thanks a lot and i’m looking forward to contact you. Will you please drop me a mail?

  64. Sight Care is a daily supplement proven in clinical trials and conclusive science to improve vision by nourishing the body from within. The Sight Care formula claims to reverse issues in eyesight, and every ingredient is completely natural.

  65. Please let me know if you’re looking for a article author for your blog. You have some really great posts and I think I would be a good asset. If you ever want to take some of the load off, I’d absolutely love to write some material for your blog in exchange for a link back to mine. Please blast me an email if interested. Regards!

  66. I was wondering if you ever thought of changing the structure of your website? Its very well written; I love what youve got to say. But maybe you could a little more in the way of content so people could connect with it better. Youve got an awful lot of text for only having one or two pictures. Maybe you could space it out better?

  67. This design is steller! You definitely know how to keep a reader entertained. Between your wit and your videos, I was almost moved to start my own blog (well, almost…HaHa!) Excellent job. I really enjoyed what you had to say, and more than that, how you presented it. Too cool!

  68. Nice post. I learn one thing more challenging on different blogs everyday. It can at all times be stimulating to learn content from other writers and practice a little something from their store. I’d choose to use some with the content on my blog whether or not you don’t mind. Natually I’ll provide you with a link in your net blog. Thanks for sharing.

  69. Puralean is an all-natural dietary supplement designed to support boosted fat-burning rates, energy levels, and metabolism by targeting healthy liver function.

  70. I wanted to post you one little bit of remark to help thank you very much the moment again for your superb suggestions you’ve shared here. It has been simply shockingly generous with you to allow extensively what exactly many individuals could have sold as an ebook to make some profit for their own end, principally seeing that you could possibly have tried it in the event you wanted. Those ideas likewise served like the easy way to understand that some people have a similar dream much like my personal own to realize much more with regards to this condition. I am sure there are many more enjoyable opportunities up front for those who read your blog post.

  71. Fast Lean Pro is a natural dietary aid designed to boost weight loss. Fast Lean Pro powder supplement claims to harness the benefits of intermittent fasting, promoting cellular renewal and healthy metabolism.

  72. Fantastic piece! The article is both informative and interesting. Adding more visuals in your future content could be a great way to elevate the reader experience.

  73. I have not checked in here for some time because I thought it was getting boring, but the last several posts are great quality so I guess I will add you back to my daily bloglist. You deserve it my friend 🙂

  74. I seriously love your website.. Excellent colors & theme.
    Did you build this website yourself? Please reply back as I’m wanting
    to create my very own site and would love to find out where you got
    this from or what the theme is named. Cheers!

  75. BioVanish a weight management solution that’s transforming the approach to healthy living. In a world where weight loss often feels like an uphill battle, BioVanish offers a refreshing and effective alternative. This innovative supplement harnesses the power of natural ingredients to support optimal weight management. https://biovanishbuynow.us/

  76. Claritox Pro™ is a natural dietary supplement that is formulated to support brain health and promote a healthy balance system to prevent dizziness, risk injuries, and disability. This formulation is made using naturally sourced and effective ingredients that are mixed in the right way and in the right amounts to deliver effective results. https://claritoxprobuynow.us/

  77. Prostadine is a dietary supplement meticulously formulated to support prostate health, enhance bladder function, and promote overall urinary system well-being. Crafted from a blend of entirely natural ingredients, Prostadine draws upon a recent groundbreaking discovery by Harvard scientists. This discovery identified toxic minerals present in hard water as a key contributor to prostate issues. https://prostadinebuynow.us/

  78. Red Boost is a male-specific natural dietary supplement. Nitric oxide is naturally increased by it, which enhances blood circulation all throughout the body. This may improve your general well-being. Red Boost is an excellent option if you’re trying to assist your circulatory system. https://redboostbuynow.us/

  79. After examine a few of the blog posts on your website now, and I truly like your means of blogging. I bookmarked it to my bookmark website listing and might be checking back soon. Pls take a look at my site as properly and let me know what you think.