ARM being a good idea doesn't mean it would have worked for AMD

By: Dummond D. Slow (mental.delete@this.protozoa.us), February 22, 2021 7:19 pm
Room: Moderated Discussions
Linus Torvalds (torvalds.delete@this.linux-foundation.org) on February 22, 2021 5:06 pm wrote:
> Dummond D. Slow (mental.delete@this.protozoa.us) on February 22, 2021 1:34 pm wrote:
> >
> > I don't disagree on the principle but hurdles for getting into phone market are
> > so high it makes almost no sense to try to butt in forcefully - for AMD.
>
> The only place I see AMD succeeding with an ARM strategy would be
> with a strong partner that didn't want to do their own chips.
>
> The main one that comes to mind is Microsoft, but they went with Qualcomm. That end
> result obviously hasn't been earth-shattering, but it's not like MS has really shown
> any inclination of going all-in on ARM, so who knows where the blame lies.
>
> The server (mainly big cloud providers) market seems to just want to do their own chips entirely,
> and it's not clear what would be in it for AMD. That market would seem to make more sense
> for a small chip house that wants to be bought out, than for somebody like AMD.
>
> The phone/tablet market is already locked in, as you say.
>
> So what ARM market does that leave AMD? They can't create a market for ARM chips on their
> own, and the existing ones don't seem like great fits. A Surface partnership with Microsoft
> still seems like the best option to me, but you'd have to have a great core and go to MS and
> say "look, the Qualcomm partnership isn't doing it for you, here's what we can do".
>
> And then hope that the WARM market really takes off.
>
> Considering how well AMD is doing on the x86 side, they may not have a lot of incentive
> to really try to grow the WARM market, though. Yeah, competing against Intel isn't
> always wonderful, but competing against everybody else doesn't seem to be the solution
> either. Waiting for Intel to stumble seems to have worked out for them.
>

Agreed completely.

I would add that competing with Intel is a place where they actually do have demonstrable demand and opportunity, while the ARM PC market still sounds like a "hmm maybe some day you will sell something".

Reminds me of tablet segment, where AMD offered 3-4 generations of small-core SoCs for these fondleslabs and got like 2-3 obscure design wins in total, over several years. Total loss, whereas good old boring PCs, even the utterly bad ones, are relatively safe revenue stream, as long a they manage to offer something half-decent.

>
> Linus

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TopicPosted ByDate
New Lex Fridman interview with Jim KellerJohnG2021/02/19 11:25 PM
  12:30 "[ISA] do not matter very much" (NT)Moritz2021/02/20 09:45 AM
    AAARGH, what are we going to argue about then? (NT)j2021/02/20 02:43 PM
    Blasphemy! (NT):]2021/02/21 04:49 AM
    12:30 "[ISA] do not matter very much"anon22021/02/21 10:25 PM
      12:30 "[ISA] do not matter very much"Brett2021/02/21 11:59 PM
        12:30 "[ISA] do not matter very much"Etienne Lorrain2021/02/22 01:17 AM
      12:30 "[ISA] do not matter very much"Dummond D. Slow2021/02/22 08:57 AM
        12:30 "[ISA] do not matter very much"Anon2021/02/22 10:52 AM
          12:30 "[ISA] do not matter very much"juanrga2021/02/22 11:01 AM
          12:30 "[ISA] do not matter very much"Mark Roulo2021/02/22 11:54 AM
          ARM being a good idea doesn't mean it would have worked for AMDDummond D. Slow2021/02/22 01:34 PM
            ARM being a good idea doesn't mean it would have worked for AMDAnon2021/02/22 03:25 PM
              ARM being a good idea doesn't mean it would have worked for AMDDummond D. Slow2021/02/22 04:55 PM
                ARM being a good idea doesn't mean it would have worked for AMDDoug S2021/02/23 12:03 PM
                  ARM being a good idea doesn't mean it would have worked for AMDDummond D. Slow2021/02/23 12:27 PM
                    ARM being a good idea doesn't mean it would have worked for AMDBrett2021/02/23 03:57 PM
                      3rd parties licensing ARM coresAnon2021/02/25 04:01 AM
                        3rd parties licensing ARM coresAnon2021/02/25 04:48 AM
                        3rd parties licensing ARM coresdmcq2021/02/25 06:01 AM
                          3rd parties licensing ARM coresDummond D. Slow2021/02/25 09:17 AM
                            3rd parties licensing ARM coresAnon2021/02/25 10:11 AM
                              3rd parties licensing ARM coresAnon2021/02/26 02:54 AM
                              3rd parties licensing ARM coresDummond D. Slow2021/02/26 10:01 AM
            ARM being a good idea doesn't mean it would have worked for AMDLinus Torvalds2021/02/22 05:06 PM
              ARM being a good idea doesn't mean it would have worked for AMDDummond D. Slow2021/02/22 07:19 PM
              ARM being a good idea doesn't mean it would have worked for AMDanon22021/02/22 07:28 PM
              ARM being a good idea doesn't mean it would have worked for AMDdmcq2021/02/23 05:35 AM
                ARM being a good idea doesn't mean it would have worked for AMDJukka Larja2021/02/23 07:12 AM
                  ARM being a good idea doesn't mean it would have worked for AMDSimon Farnsworth2021/02/23 08:42 AM
                    ARM being a good idea doesn't mean it would have worked for AMDJukka Larja2021/02/24 06:03 AM
                ARM may have been a threat to Intelwumpus2021/02/23 08:30 AM
      12:30 "[ISA] do not matter very much"blaine2021/02/22 09:37 AM
        12:30 "[ISA] do not matter very much"anon22021/02/22 07:17 PM
          12:30 "[ISA] do not matter very much"Anon2021/02/23 03:05 AM
            12:30 "[ISA] do not matter very much"Wilco2021/02/23 03:48 AM
              12:30 "[ISA] do not matter very much"Bigos2021/02/23 03:55 AM
                12:30 "[ISA] do not matter very much"Wilco2021/02/23 04:15 AM
                  12:30 "[ISA] do not matter very much"Bigos2021/02/23 05:16 AM
                12:30 "[ISA] do not matter very much"Travis Downs2021/02/26 11:46 PM
              12:30 "[ISA] do not matter very much"Anon2021/02/23 06:26 AM
                12:30 "[ISA] do not matter very much"anon22021/02/23 04:35 PM
                  12:30 "[ISA] do not matter very much"Anon2021/02/24 07:57 AM
                12:30 "[ISA] do not matter very much"Wilco2021/02/24 04:37 AM
                  12:30 "[ISA] do not matter very much"Etienne Lorrain2021/02/24 06:24 AM
                    12:30 "[ISA] do not matter very much"Anon2021/02/24 08:11 AM
                    12:30 "[ISA] do not matter very much"rwessel2021/02/24 08:45 AM
                      12:30 "[ISA] do not matter very much"Etienne Lorrain2021/02/25 01:02 AM
                        12:30 "[ISA] do not matter very much"rwessel2021/02/25 04:51 AM
                        12:30 "[ISA] do not matter very much"Anon2021/02/25 04:53 AM
                  12:30 "[ISA] do not matter very much"Anon2021/02/24 08:07 AM
                    12:30 "[ISA] do not matter very much"Wilco2021/02/24 11:37 AM
                      runtime selection vs. heterogenous cores?Matt Sayler2021/02/24 06:10 PM
                        runtime selection vs. heterogenous cores?Wilco2021/02/26 05:22 AM
            12:30 "[ISA] do not matter very much"anon22021/02/23 04:20 AM
              12:30 "[ISA] do not matter very much"Anon2021/02/23 06:21 AM
                12:30 "[ISA] do not matter very much"none2021/02/23 07:37 AM
                  12:30 "[ISA] do not matter very much"rwessel2021/02/23 09:44 AM
                    12:30 "[ISA] do not matter very much"anon22021/02/23 04:30 PM
                      12:30 "[ISA] do not matter very much"Anon2021/02/24 08:25 AM
                        12:30 "[ISA] do not matter very much"anon.12021/02/25 06:13 AM
                  12:30 "[ISA] do not matter very much"Anon2021/02/24 08:44 AM
                12:30 "[ISA] do not matter very much"anon22021/02/23 03:51 PM
                  12:30 "[ISA] do not matter very much"Anon2021/02/24 08:31 AM
            12:30 "[ISA] do not matter very much"vvid2021/02/23 06:41 AM
              12:30 "[ISA] do not matter very much"Michael S2021/02/23 08:52 AM
                12:30 "[ISA] do not matter very much"rwessel2021/02/23 09:33 AM
                  12:30 "[ISA] do not matter very much"Linus Torvalds2021/02/23 11:44 AM
                    12:30 "[ISA] do not matter very much"rwessel2021/02/23 12:21 PM
                      12:30 "[ISA] do not matter very much"Linus Torvalds2021/02/23 12:30 PM
                        12:30 "[ISA] do not matter very much"Andrey2021/02/25 03:06 AM
                          12:30 "[ISA] do not matter very much"Anon2021/02/25 05:04 AM
                            12:30 "[ISA] do not matter very much"Andrey2021/02/25 05:54 AM
                              12:30 "[ISA] do not matter very much"Anon2021/02/25 06:33 AM
                          12:30 "[ISA] do not matter very much"Linus Torvalds2021/02/25 10:35 AM
                            12:30 "[ISA] do not matter very much"Andrey2021/02/25 01:34 PM
                              12:30 "[ISA] do not matter very much"Etienne Lorrain2021/02/26 01:18 AM
                              12:30 "[ISA] do not matter very much"dmcq2021/02/26 03:23 PM
                12:30 "[ISA] do not matter very much"Anon2021/02/24 08:45 AM
              12:30 "[ISA] do not matter very much"Gabriele Svelto2021/02/23 09:15 AM
          Context of ISA doesn't matterPaul A. Clayton2021/02/26 12:03 PM
  Is there a text version? (NT)Foo_2021/02/20 04:33 PM
    good question (NT)Michael S2021/02/21 04:31 AM
    Is there a text version?:]2021/02/21 10:34 AM
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