ARM CAME OUT FIGHTING a day before Computex 2011 starts in earnest, claiming that it will nab half of the mobile PC market by 2015, although it admitted its server business will take longer to make an impact.
In a pre-show keynote on Monday morning, ARM president Tudor Brown shared the UK firm's success with his international audience, success which has enabled the firm to take 10 per cent of the mobile computing market and shift 25bn cores to date.
Time and again Brown emphasised the importance of the ecosystem the firm has built up over the past 25 years, and it's true that its financial success has been built mainly on the money it gets licensing its designs to Nvidia, Texas Instruments et al.
The vaunting claims will be noted with interest by Intel, which is due to stake its long-overdue claim on the tablet market later at the show this week with the expected release of a slew of machines based on its processors.
In the server space too, the chip giant may have a fight on its hands if ARM's Brown is to believed. Its ecosystem partners are currently at the stage of building "experimental servers to demonstrate the total cost of ownership", he said.
Brown claimed that energy efficiency in the server space is limiting the growth of cloud computing and leading to clamours for lower powered machines. Funnily enough, low power and energy efficiency are ARM's bywords, so it's not surprising to see the firm building its marketing message around this argument.
What will be more interesting will be to see whether the UK firm's chip designs will be able to cut it in that market, given that to some extent it will be operating outside of its comfort zone.
At any rate, there are unlikely to be any ARM-based server chips on the market for at least three years, possibly four, according to Brown.
"Servers will be important but I wouldn't want anyone to think it will happen next year in any volume," he said. µ
Plus the cost of ambition as moonshots eat into the coffers
Spoiler alert: it's probably VeriSign
Did we say cuts off? We meant traps them inside their own home