Team-BHP > Shifting gears
Register New Topics New Posts Top Thanked Team-BHP FAQ


Reply
  Search this Thread
10,419 views
Old 14th July 2020, 23:47   #31
Team-BHP Support
 
Vid6639's Avatar
 
Join Date: Jul 2006
Location: Bangalore
Posts: 17,730
Thanked: 43,483 Times
Re: Chips: Nvidia market cap exceeds Intels for the first time in history

Quote:
Originally Posted by GTO View Post
I can't for the life of me figure out how or why Intel missed out on the smartphone revolution (just like their longtime partner Microsoft).

Can any BHPian explain why in layman terms?
Intel CPU's run on x86 (CISC) architecture where as mobile processors were all using simpler ARM RISC architecture. This ARM RISC architecture allowed low power and smaller chips inside mobiles.

Google and Apple both designed OS to work on RISC ARM architecture and focused on that.

Intel tried to use the x86 CISC in mobile phones but the SW even with Microsoft was never designed for x86 architecture. This meant the phones were laggy, power hungry and literally unusable for many apps since the apps wouldn't support x86 architecture.

They never recovered from there. They tried to get into 5G but Apple bought them out cause again it was not like they had phones to put 5G modem into.

vs Intel Qualcomm figured out the OS better and they supported Google OS which meant Microsoft were left for dead.

Intel did not have the vision that mobiles would be powerhouses and banked on their age old morals of servers, laptop and desktops. They never anticipated mobiles would have performance and graphics close to laptop levels. If they had developed this from the start rather than try to shoehorn a power hungry x86 CPU into a phone they would have been competitive. They tried to use what they already have and make it work.
Vid6639 is offline   (2) Thanks
Old 15th July 2020, 00:47   #32
BHPian
 
Join Date: Oct 2007
Location: Bangalore
Posts: 238
Thanked: 347 Times
Re: Chips: Nvidia market cap exceeds Intels for the first time in history

Quote:
Originally Posted by GTO View Post
I can't for the life of me figure out how or why Intel missed out on the smartphone revolution (just like their longtime partner Microsoft).

Can any BHPian explain why in layman terms?
For very simple reason, the Intel chipset architecture was never efficient on thermals. When talking about mobile (or handheld devices) heat is not only wasted energy, it also means poor battery life and poor experience.
ARM based chips had lower thermal envelope, thus more energy efficient.
Mobile devices are powered by battery which has only 3V (initial batteries were 2.7V).
Intel did not want to work on low powered high efficiency devices. From first hand experience i can say, in the handset world 1 micro ampere leakage will set alarm bells ringing. Intel was focused on devices that could have 55WH batteries and not some puny 3WH.

If you look from product positioning perspective, why would a company look at significantly lower price segment. A handset CPU is priced at fraction of what a desktop or laptop CPU is. For what it costs to buy a laptop (15-18W) i5 8th gen CPU, you can buy multiple handsets (not just CPU). To make same amount of profits, Intel needed to sell probably 1/10 the volumes.

What Intel missed is the GPU game completely. They were caught napping when crypto currency and AI powered demand for parallel compute. Intel (or any other CPU) could not match GPUs. FPGA is better at crypto (that is a story and subject for another day).nCPU have most of the part lived in low levels of parallel compute. The GPU brings parallelism at different level.
Compare: The cheapest of Nvidia GT-150Mx series (found abundantly in laptops) has 142 cores and 2G onboard memory, and each can clock 1.8GHz.
The most expensive server class CPUs have less than 64 cores. And for consumer class we are talking less than 6 cores mostly.

AI workload really is helped by parallel work. Sample this: what takes on a GTX 1600Ti 4 hours, will take 3 days for i7 10th gen. I do this kind of workload.

I am hearing AMD is attacking this game by partnering with M$ to put some clever sharing technology into Azure cloud and thus bring the GPU access cost even lower. So some challenge is being thrown at Nvidia. And radeon graphics units may perform satisfactorily. Exciting times ahead.

Google is attempting to bring own processing chip for AI workloads called TPU. But the ease and all pervasiveness of Nvidia is a big challenge. Nor does it help that one can not buy the TPU as of now.
CarJunki is offline   (3) Thanks
Old 15th July 2020, 09:45   #33
BHPian
 
Sandeep M's Avatar
 
Join Date: Jan 2020
Location: Calicut
Posts: 69
Thanked: 126 Times
Re: Chips: Nvidia market cap exceeds Intels for the first time in history

I still have an 4th gen i7, which is still a beast in gaming even after 5 years.
It is a shame Intel stagnated with 4 core chips, while its competitor AMD launched Ryzen with more cores with less price point.
The only thing still going for Intel right now is the performance in gaming. But, even that gap has been reduced significantly.
Since the current Ryzen chips are based on 7nm architecture, it is more efficient than its Intel counterpart, whom is stuck on 14nm for quite some time.
Sandeep M is online now  
Old 14th September 2020, 17:50   #34
BHPian
 
Join Date: Aug 2019
Location: Bangalore
Posts: 153
Thanked: 321 Times
Re: Chips: Nvidia market cap exceeds Intels for the first time in history

ARM: UK-based chip designer sold to US firm Nvidia

Sources:
https://www.bbc.com/news/technology-54142567
https://blogs.nvidia.com/blog/2020/0...ee-letter-arm/
itisravi is offline   (2) Thanks
Old 15th September 2020, 20:04   #35
BHPian
 
Gsynch's Avatar
 
Join Date: Jan 2014
Location: Mumbai
Posts: 83
Thanked: 284 Times
Re: Chips: Nvidia market cap exceeds Intels for the first time in history

NVIDIA founder and CEO Jensen Huang sent the following letter to NVIDIA employees today, he is onto something very big, possibilities are endless towards creation of this new computing model for the world and implications vary from the cloud, smartphones, PCs, self-driving cars, robotics, 5G, and IoT.

https://blogs.nvidia.com/blog/2020/0...ee-letter-arm/
Gsynch is offline   (1) Thanks
Reply

Most Viewed


Copyright ©2000 - 2024, Team-BHP.com
Proudly powered by E2E Networks