In the last decade, anyone who has followed the industry will have heard of Arm. We know the company best for its ability to provide architecture as well as CPU designs that essentially power all current mobile devices. Over the last 7 to 5 years in particular, we have seen breakthroughs in the performance of silicon on mobile smart systems on our smartphones and tablets.
However, Arm's ambition goes far beyond mobile and embedded devices. The computer market in general is much larger than that and, from a business perspective, high-end devices such as servers and the associated infrastructure generate much higher profit margins. So for a successful UC designer like Arm, who is always on the rise, it is a very lucrative market, as the current leader of Intel argues.
To that end, even though Arm has had phenomenal success in the areas of mobile telephony and integration, anything that requires more performance is far out of reach or has significant drawbacks. Over the past decade, we have heard many prophecies that architecture-based products would take the server and infrastructure market to the present day. In recent years in particular, various suppliers have attempted to achieve this goal. Unfortunately, the results of the first generation of products have been less than satisfactory and, while some have achieved better results than others, Arm's ecosystem of servers has experienced many difficulties during its first few years. years.
A new focus on performance
Although Arm has been successful in the mobile for some time, the overall performance of their designs often leaves something to be desired. As a result, the company has embarked on a new performance orientation from mobile to servers. Working towards this goal, 2018 was an important year for Arm, as the company introduced its all-new Cortex A76 microarchitecture concept: representing a pioneering company, leveraging the experience of previous generations, the company has a new Austin family of microarchitectures. In fact, Arm is so confident in his future designs that the company publicly shared his track record for calculating client processors until 2020 and claimed that she was going to take the lead from Intel in the space of laptops.
Although we had to wait a little longer for products such as the Snapdragon 8CX to come on the market, we already got our hands on the first mobile devices with the Cortex A76 and independently verified all the performance and performance. Efficiency of Arm. claims.
And of course, there is Neoverse, the star of Arm's ads today. Neoverse Arm is looking to make what it already does for its mobile business for servers and infrastructure, dramatically increasing their performance and improving their competitiveness. With a new generation of processor designers. We will enter Neoverse with much deeper details in a moment, but in the cotext, it is an element of a much larger effort for Arm.
All of these new microarchitectures are important to Arm because they represent a point of influence in the market: performance is now close to that of high-end players such as Intel and AMD, and Arm is confident in its ability to maintain significant annual improvements of 25%. -30% – far exceeding the rate at which incumbent providers can iterate.
The point of inflection of the server: a few months indeed eventful
The last two months have been exciting for the Arm Sever ecosystem. Last year, during the Hotchips meeting, we covered the Fujitsu session with its brand new HPC (High Performance Computing) processor A64FX, which represents not only the move from SPARC to ARMv8, but also the first chip to implement the new Scalable Vector Extensions (SVE). ) in addition to the architecture of the arm.
Cavium's ThunderX2 performance has been impressive, making its new processor one of the first to compete with Intel and AMD – with partners such as GIGABYTE, which offers full server system solutions based on the new SoC.
Recently, Huawei unveiled its new Kunspeng 920 server chip that promises to be the most powerful Arm processor on the market.
The important commonality between the three products mentioned above is the fact that each represents the efforts of each supplier to implement a custom microarchitecture based on an architectural license ARMv8. This raises the question: what are Bras's projects for the server and infrastructure market? Well, for those who are watching, today's coverage of the new Neoverse lineup is not expected to be a complete surprise as the company announced the brand strategy and roadmap in October.
Presentation of Neoverse N1 and E1 platforms: Activate the ecosystem
Today's announcement concerns the activation of the ecosystem; We will discuss in more detail two new "platforms" that will be at the heart of Arm's infrastructure strategy for the coming years, the Neoverse N1 and E1 platforms:
In particular, today 's announcement of the Neoverse N1 platform highlights what Arm had announced in his initial version of October, explaining what it' s all about. exactly "Ares" and explaining how the server / infrastructure complementary to the Cortex A76 architecture will bring major improvements in terms of performance. the infrastructure ecosystem of the arm.