Everyone who is monitoring the SoC trends, for sure with note for the every rising player is expect to put the end of Intel dominance x86, as more and more SoC being designed and market that provide very promising system performance, or consider breakthrough that Intel chip can not be deliver as such a low power watt consumption for longer power, or integrated and unified memory that provide much better overall system performance.
Such as now in the news headline Apple silicon is using ARM architecture, as one of the classic SoC examples. It is the basis of all the modern Apple computers products, from iPhone, iPad, Apple TV, Apple Watch, Mac desktop and Laptop. More of Apple products will transit from Intel to Apple silicon, like their official announcement in June 2020.
nVidia, the power GPU house is ARM based as well. Just like Apple, we set almost year to year breakthrough performance with the new SoC chip to power the intent device. As more and more use cases are now leverage ARM based, it makes which some believe legacy Intel based design lose the leadership in the near future, unless they make the change and transition over to ARM based, but need to do faster than the rest of the players. With more and more operating system like can run over ARM based, so it matter for time for the ARM based world, which provide much more power efficiency and consumption, just imagine for a typical datacenter, how many cpu and power they are consume each month and yearly, this will translate into huge saving for everyone in return.
For every revamp involving the hardware computing infrastructure, whether required to adopt wait and see, or migrate over to the cloud, that is one of the top decisions every top business leader is required to make. Let see how the ARM based continue to lead the innovation and provide for more new breakthroughs. One area we all are expecting is embedded GPU into the SoC, it matters for how much in the extent. Let’s get excited about the changes that are coming.
However, for those in the heavy Intel based and GPU acceleration application for typical workstation, Intel continues to be the main choice due to Windows operating system and a lot of business applications can be run, it continues the edge in the short to medium term.
The world is moving toward cloud, and heavy virtualized and running multiple virtual machine or containers require multiple core and based on current intel architecture, it is no as power efficiency like ARM based, we expect to see more heavy and mass deployed use case that eventually will shift the ARM based ratio to more desktop, laptop and server machine, instead of just dominance current mobile smartphone and tablet.
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