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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.
Tegra 3 No Match For Adreno 320
Qualcomm’s new Snapdragon S4 Pro quad-cores are slowly starting to show up in new phone and tablet designs, and in case you’ve been following the market, you know they will be the fastest thing around until A15 parts appear.
But aside from the custom Krait core, Qualcomm’s new chips feature new Adreno 3 series graphics and judging by some early benchmarks, this is a match made in heaven.
Tom’s Hardware put the new graphics core to the test, with some very impressive results. Basically Adreno 320 blows the competition out of the water. However, it does not manage to surpass the huge SGX543MP4, used on the third generation iPad.
In GLBenchmark 2.1 the SGX543MP4 ranks first, with 251 and 139 points in Pro and Egypt tests. Adreno 320 comes in second, with 191/137, the SGX543MP2 scores 147/90, while the Tegra 3 TL30 scores 82/63. However, in fill rate tests Adreno 320 trails both the SGX543MP4 and SGX543MP2, but it is still miles ahead of the Tegra 3, SGX540 and Adreno 225.
However, in off-screen GLBench 2.5 Adreno 320 manages to squeeze ahead of SGX543 parts and the rest of the competition, but once again it loses in fill rate tests.
TSMC Makes Expansion Plans
TSMC is expected to spend $10 billion next year in capital works as Apple plans to contract the outfit to build its next-generation processors.
According to the Chinese-language Economic Daily News TSMC has informed the equipment suppliers of its decision to hike capital expenditure for 2013 to US$10 billion. This indicates that TSMC has overcome technical problem with 20nm process, which Apple’s next-generation processors are said to use.
It also suggests that Jobs’ Mob is speeding up its reduction of work it gives Samsung. Apple has reportedly sent around 200 design engineers to help TSMC get familiar with the company’s next-generation processor designs at TSMC’s facility in Central Taiwan Science Park.
Samsung Goes HSA
It seems that the IFA 2012 show in Berlin was a good show for AMD as well, or to be precise, it was good for the HSA (Heterogeneous System Architecture) Foundation founded by AMD, ARM, Texas Instruments, Imagination and Mediatek. Samsung has joined up alongside six new members.
The HSA Foundation was created back in June at AMD’s Fusion Developer Summit as a foundation that will deliver new user experiences through advances in computing architectures in order to improve power efficiency, performance, programmability, portability across computing devices and general support of software across a broad spectrum of devices in order to remove the need for code rewriting for various different platforms.
Senior Manager of Technology Marketing at AMD, Sasa Marinkovic, noted on the AMD blog that there is no doubt that the HSA Foundation is off to a good start and in addition to Samsung, they are more than happy to welcome six additional companies including Apical, Arteris, MulticoreWare, Sonics, Symbio and Vivante.
Will Qualcomm Buy AMD?
This wild rumor is not completely without merit, as Qualcomm did acquire a piece of AMD, or AMD’s handheld graphics business to be precise, and it would not be too surprising to see Qualcomm after the whole company sometime in the future.
Samsung on the other hand is not an entirely impossible choice, but at this point it won’t be acquiring AMD either.
It looks like market players want to see the acceptance of Windows RT that will finally prove how important ARM processors really are and knowing AMD, the worst is behind them, as 2012 was the year of many chances, cancelation and anything but good execution for them.
Meanwhile Qualcomm is doing great in the ARM market, although its Snapdragon S4 line suffers from insufficient 28nm production, but due to its on-chip LTE implementation the chips are sought after, especially in the United States market.
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.”
Will Chipmakers Make Cuts This Year?
Gartner is warning that worldwide wafer fab equipment spending is on pace to total $33 billion in 2012 which is a decline of 8.9 percent from 2011.
Gartner analysts warned that this is a sign of an industry in downturn and said the market will return to growth in 2013 with WFE spending projected to surpass $35.4 billion, a 7.4 percent increase from 2012. Bob Johnson, research vice president at Gartner said 2012 spending was strong at the beginning of the year, as foundries and other logic manufacturers ramped up sub-30-nm production.
AMD, ARM And Others Form HSA Chip Foundation
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AMD, ARM, Imagination Technologies, Mediatek and Texas Instruments have signed up to create the Heterogeneous System Architecture Foundation (HSAF).
AMD has been pushing its vision for heterogeneous computing, where CPUs and GPUs can share system resources such as memory allowing developers to treat any processing core as a black box. Now the firm has managed to rope in ARM, Imagination Technologies, Mediatek and Texas Instruments to create the non-profit HSAF.
According to AMD, HSAF will try to define a hardware specification for developers to standardise upon, which should make development quicker and easier.
Phil Rogers, HSAF president and AMD corporate fellow said, “HSA [heterogeneous system architecture] moves the industry beyond the constraints of the legacy system architecture of the past 25-plus years that is now stifling software innovations. By aiming HSA squarely at the needs of the software developer, we have designed a common hardware platform for high performance, energy efficient solutions. HSA is unlocking a new realm of possibilities across PCs, smartphones, tablets and ultrathin notebooks, as well as the innovative supercomputers and cloud services that define the modern computing experience.”
AMD has scored something of a coup by getting big names such as ARM, Imagination and Texas Instruments to back its vision of a heterogeneous system architecture. Although the company has been struggling in outright performance terms against Intel, the idea of a combining CPU and GPU resources and making them appear as one to the application is something that will help it leverage its GPU compute capability against Intel.
Qualcomm Chip Issues Should End By December
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Qualcomm said it believes TSMC’s 28nm supply issues will continue until year end.
Qualcomm, which relies solely on TSMC for its 28nm chips, said it believes the supply of chips will improve, but the firm expects its 28nm supply not to be back to normal until the end of 2012.
Previously Qualcomm had poured scorn on TSMC by telling investors it is looking at rival wafer fabs to avoid supply issues in the future. Qualcomm’s CEO Paul Jacobs told Reuters once again that the firm is looking to other foundries for extra capacity, adding, “The goal is to get enough supply for everyone.”
TSMC’s 28nm process node has been tapped by a number of big name customers including AMD, Nvidia and Qualcomm, with the chip fab unable to meet demand. Since Qualcomm made the rare public admission that it wasn’t happy with the state of TSMC’s 28nm chip supply, the smart money has been on Globalfoundries picking up the slack, however nothing specific has been announced by either firm.