ARM Goes High-End
Nvidia is itself an ARM chip licensee that has seen significant design wins with its Tegra 3 system-on-chip (SoC) processor, however the firm doesn’t see ARM based servers being able to do heavy lifting in server tasks for two years. Sumit Gupta, GM of Nvidia’s Tesla Accelerated Computing business unit said that even with GPGPUs, ARM based servers are not yet able to provide the computing power needed to drive high performance servers.
Gupta said, “Performance of these ARM cores is still not where it needs to be for servers. It is getting there; the new ARM64 [processor] is going to get it part of the way.” However he did say that eventually ARM SoCs could hit X86-like performance levels. “One day I think ARM will at least get to similar performance levels as X86 performance. The belief is that over the next one or two years these ARM SoCs will be good enough for cloud applications and web serving. I think it will take some more time to be good enough for accelerated computing.”
As for Nvidia using its Tegra chips to push work to the firm’s GPGPUs, a scenario that would make the firm’s accountants very happy, Gupta said he was surprised at the level of interest from developers and questioned the need for powerful CPUs. “We did a small development kit called Karma that has a Tegra 3 and a Nvidia GPU, [and] I was shocked by the number of those kits that have been sold. The interest in this ARM plus GPU is far larger than even I expected. If the GPU can do dynamic parallelism, it becomes more independent than how powerful CPUs do you need? I believe the first thing that will happen is that people will start using lower performing [Intel] Xeons […] then at some point when these Atom based processors become available they might use that, and when ARM64 is available they’ll use that.”
ARM Seeing Growth
ARM and Vivante have achieved significant market share gains in the system-on-chip (SoC) GPU market while Imagination and Qualcomm have seen their market shares fall.
ARM has been aggressively pushing its Mali GPU design for the last two years, while Vivante has ridden the surge in Chinese tablet sales, and these factors have resulted in both firms increasing market shares. Analyst outfit Jon Peddie Research claimed that ARM and Vivante scored first half 2012 SoC GPU market shares of 12.9 percent and 9.8 percent, respectively, while the SoC GPU market share leaders Imagination and Qualcomm both suffered declines.
ARM more than doubled its market share from the same period a year ago while Vivante went even better by almost quadrupling its market share. Not only were both firms claiming large pieces of the pie, Jon Peddie Research claimed the SoC GPU market had increased by 91.3 percent, suggesting that Qualcomm and Imagination are having a harder time getting new business. Jon Peddie told The INQUIRER that new vendors are entering the market, typically with lower prices to earn customers.
Nvidia’s SoC GPU operations accounted for 2.5 percent of the total smartphone and tablet market, which given that the firm doesn’t license out its GPU designs is pretty impressive. Nvidia could see its market share increase if Microsoft’s Surface tablet sells well.
Will ARM Get OpenCL Certification?
ARM has submitted its Mali-T604 GPU for OpenCL certification.
ARM’s Mali GPUs have so far shyed away from GPGPU support, however as smartphones and tablets are not expected to see an ever growing number of processor cores the cries for OpenCL support in its GPUs have been growing louder. Now ARM has submitted its Mali-T604 GPU to the Khronos consortium for full profile OpenCL certification.
The Khronos consortium oversees the development of OpenCL and the high-level language is supported by a number of firms including AMD, Nvidia and Intel on their latest GPUs. However until now there hasn’t been an OpenCL certified GPU that is used in smartphones, though firms such as Zii Labs also boast OpenCL support for their chips.
ARM said, “Building on a scalable multicore, multi-pipeline architecture design, the Mali-T600 Series GPU includes a number of advanced features. In particular, native scalar and vector operations for OpenCL’s integer and floating point data types (including 64-bit); support for static and dynamic compilation; hardware accelerated image and sampler data types; fast atomic operations and compliance to IEEE754-2008 precision requirements.
ARM Profits On The Rise
ARM has reported good second quarter financial results, with profit rising by 23 per cent to $102.97 million.
ARM has been riding high in the public consciousness thanks to firms such as Qualcomm, Texas Instruments and Nvidia pushing its chip architecture into smartphones and tablets. The firm announced it managed to take in $209.78 millio in revenue during the second quarter, a 15 per cent increase from the same period last year, while net income rose even faster by 23 per cent to $102.97 million.
ARM said two billion chips using the firm’s various design models were shipped during the quarter, which represented a nine per cent increase from last year. The firm revealed that its core money making operation, processor royalties, rose by 14 per cent.
Warren East, CEO of ARM said, “ARM’s royalty revenues continued to outperform the overall semiconductor industry as our customers gained market share within existing markets and launched products which are taking ARM technology into new markets.
“This quarter we have seen multiple market leaders announce exciting new products including computers and servers from Dell and Microsoft, and embedded applications from Freescale and Toshiba. In addition, ARM and TSMC announced a partnership to optimise next generation ARM processors and physical IP and TSMC’s FinFET process technology.”