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Microsoft will reportedly announced in a couple weeks a new version of Windows, which runs on ARM CPUs, like Apple's iOS. The OS will be put on new Windows tablets, geared to compete with the best-selling iPad.
Intel can't be happy with this news

While Windows Phone 7 runs happily on ARM-architecture processors, suffice it to say that no traditional version of Windows has ever run on an ARM CPU.  But according to reports, Microsoft Corp. is preparing a full fledged ARM-based Windows in an attempt to capture tablet market share.

According to 
Bloomberg and The Wall Street Journal, Microsoft has reached an understanding with ARM Holdings Plc. and will announce the coming operating system at the 2011 Consumer Electronics Show, likely during CEO Steve Ballmer's keynote.

The shift seems a logical one.  For mobile applications, ARM is a particularly good fit.  It features much lower power consumption and similar clock speeds versus the rival x86 architecture.  While Intel has come a long way with its low voltage x86 Atom platform, it still lags behind ARM's designs in power efficiency.

In the long run, the announcement of an ARM-based Windows could spell very bad news for Intel, and to a lesser extent smaller competitor Advanced Micro Devices. 

The irony there is that Intel used to produce ARM CPUs, but in what now looks like an unwise move, it divested itself of those holdings.  After purchasing the Digital Equipment Company (DEC), Intel continued to design and produce the company's ARM-based "StrongARM" processors for mobile devices.  In 2000 it transitioned to a newly named line of ARM CPUs called XScale.  

But in 2006 it sold its XScale mobile processor unit to Marvell.  An XScale processor is found in the Blackberry Torch, among other devices.  To this day Intel and Marvell still co-own some XScale processor lines -- but only network processors, embedded processors and their ilk.  Intel firmly passed away its rights to mobile ARM designs -- a move it likely is now beginning to regret.

Furthering Intel's troubles has been its laggard pace at pushing out improvements to its Atom platform.  Microsoft had hoped to release Windows tablets this year, but delays to Intel's Windows-compatible Oak Trail (Atom) platform dashed those hopes. 

Currently the biggest ARM CPU makers are Qualcomm Inc., Texas Instruments Inc., Marvell Technology Group, and Samsung Electronics Co.

Robert Breza, a Minneapolis-based analyst for RBC Capital Markets, estimates that an ARM-powered Windows tablet would be as cheap as the iPad and could take 10 to 20 percent of an estimated 50 million unit tablet market last year.  But he says the company has to deliver, commenting, "They've got to come back with a product that’s better than 'me too' and is equal if not better in features.  A lot of tablets today are inferior to PCs."



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TWO YEARS!!
By retnuh on 12/22/2010 11:12:21 AM , Rating: 4
How was this part glossed over?

From the WSJ:

"The company next month plans to demonstrate a new version of its widely used Windows operating system that targets low-power devices and adds support for chips based on designs from ARM Holdings PLC as well as the x86 chip technology offered by Intel and Advanced Micro Devices Inc., these people said. Microsoft will discuss the software at the Consumer Electronics Show in early January, though it isn't expected to be available for two years , they added."

So MS doing their normal thing, talk it up now and not deliver for 2 years. By then the windows phone 7 OS should be more than ready and shipping on tablets if they want in this game.




RE: TWO YEARS!!
By Tony Swash on 12/22/10, Rating: 0
RE: TWO YEARS!!
By omnicronx on 12/22/2010 1:10:27 PM , Rating: 3
Or.. this has absolutely nothing to do with their current plans, and they are planning for the future..

The age of homogeneous OS's (i.e same base platform for mobile and desktop) is upon us..

MS is hardly tossing vapourware as they still intend to release tablets based on x86.. If this were merely a ploy to delay Windows tablets in general I would tend to agree, but this more or less seems to be where MS is going, not where they are now.

Furthermore, Apple has yet to touch MS's core business with the iPad, no matter how you want to slice it, its still a consumer device. Until I see an iPad in the hands of every business man and in schools, MS and its OEM's are far from done.

FYI I'm a proud iPad owner, but I'm not going to pretend for a second that this product is feasible outside of the consumer space, especially at its pricepoint. Many businesses are already salivating over the possibilities of leveraging current in house software on touch based devices. (of course GUI redesigns will be required for many, but its not as big of a deal as many would think of it was probably coded to begin with)


RE: TWO YEARS!!
By omnicronx on 12/22/2010 1:12:41 PM , Rating: 3
*if it was probably coded to begin with*


RE: TWO YEARS!!
By omnicronx on 12/22/2010 1:16:38 PM , Rating: 2
*properly*....*facepalm*


RE: TWO YEARS!!
By Tony Swash on 12/22/2010 3:02:29 PM , Rating: 1
quote:
MS is hardly tossing vapourware as they still intend to release tablets based on x86


But the announcement was about ARM :)

quote:
Furthermore, Apple has yet to touch MS's core business with the iPad, no matter how you want to slice it, its still a consumer device. Until I see an iPad in the hands of every business man and in schools, MS and its OEM's are far from done.


Ummm.... if only we had some evidence....

http://leapfactor.posterous.com/the-lessons-learne...


RE: TWO YEARS!!
By Tony Swash on 12/22/2010 3:07:30 PM , Rating: 2
RE: TWO YEARS!!
By omnicronx on 12/22/2010 5:02:06 PM , Rating: 2
quote:
But the announcement was about ARM :)
And? Are they somehow not allowed to talk about their future roadmap? Have they made any commitments to a product being released using said technology?

quote:
Ummm.... if only we had some evidence...
Wow, one or two instances with varied success, amazing..

Consumer products like the iPad will never directly compete with business oriented devices. Why? Because there is absolutely no way that Apple can supply the demand required for such an industry at the pricepoint that is needed. Its a niche... always will be.. and they will continue to make lots of money doing it.. but a niche at that..

The OEM model has been proven in the business space, and I don't see it going anywhere anytime soon.


RE: TWO YEARS!!
By niva on 12/22/2010 2:58:39 PM , Rating: 3
Let me break it to you, it's not the iPad they're worried about. They're much more worried about Android in this market and Google as a whole in the future. MS has successfully slaughtered Apple on a long enough timescale time and time again despite some very good showings by Apple over the years.


RE: TWO YEARS!!
By Tony Swash on 12/22/2010 5:24:06 PM , Rating: 1
quote:
MS has successfully slaughtered Apple on a long enough timescale time and time again despite some very good showings by Apple over the years.


Presumably that's why Apple is bigger than Microsoft now?


RE: TWO YEARS!!
By PrezWeezy on 12/22/2010 6:06:32 PM , Rating: 2
Bigger? According to what? A few minutes in Stock Market history?


RE: TWO YEARS!!
By Tony Swash on 12/22/2010 6:48:52 PM , Rating: 2
quote:
Bigger? According to what? A few minutes in Stock Market history?


Apple's revenues are bigger than Microsoft's. Soon it's profits will much larger.

At the current rate of growth (a rate Apple has not only maintained for some years now but has accelerated) in two years time Apple will be twice as large and twice as profitable as Microsoft. That's because it makes better products and Apple's strategy, and the general development of the tech market, has rendered Microsoft's monopoly advantage void.

And with without the monopoly advantage what is Microsoft?


RE: TWO YEARS!!
By Alexvrb on 12/22/2010 7:02:00 PM , Rating: 2
If MS is a monopoly in the x86 OS market, then Apple is a monopoly in the portable music device market.


RE: TWO YEARS!!
By Tony Swash on 12/22/2010 7:19:41 PM , Rating: 1
quote:
If MS is a monopoly in the x86 OS market, then Apple is a monopoly in the portable music device market.


I wasn't using monopoly as a pejorative term, merely a description.

An important difference between Microsoft and Apple is that the former relies on a monopoly, without a monopoly it would find it very diificutl to maintain the high profit rates of it's Windows/Office products and without the revenues from Windows/Office Microsoft would be dead in the water.

Apple on the other hand can compete in the market without depending on a monopoly. Apple has broken into three new markets in the last decade (music players, phones, tablets) each already populated with mature products and well established competitors. In each case Apple has been wildly successful, disrupted those existing markets with innovative new products and taken very large revenues and profits.

Apple may have achieved a near monopoly in the music player business but it does not depend on it and achieving a monopoly is not its main strategic aim in any market. It's aim is to make the best possible products, constantly improve them, and then wrap those products in the best possible service, customer support and retail experience. That's why Apple's products are so damm popular.


RE: TWO YEARS!!
By omnicronx on 12/22/2010 7:33:10 PM , Rating: 2
quote:
Apple's revenues are bigger than Microsoft's. Soon it's profits will much larger.
Revenues paint a tiny piece of the picture, MS still has a much smaller operating income than Apple and by a large margin. That results is higher profits from less revenue.

You clearly seem to lack the knowledge to be making such statements, so please stop..


RE: TWO YEARS!!
By Tony Swash on 12/22/2010 8:20:13 PM , Rating: 1
quote:
Revenues paint a tiny piece of the picture, MS still has a much smaller operating income than Apple and by a large margin. That results is higher profits from less revenue.

You clearly seem to lack the knowledge to be making such statements, so please stop..


The most recent annual figures show.

Apple

Revenue $65.23 billion
Profit $14.01 billion

Microsoft

Revenue $62.484 billion
Profit $18.760 billion

Apple grew by 40% in the last year.

So in the most recent year Apple has caught up with and overtaken Microsoft in total value and total revenues. Microsoft still enjoys high margins on its core monopoly business of Windows and Office (all the rest of its business shows either marginal profitability or losses) and thus currently makes more profit on its revenues than Apple.

But for how long?

Apple's most recent quarter annualised would give a total revenue of $81.36 billion and a total profit of $17.24 billion. This coming quarter will see Apple surpass last quarters figures. The outlook for growth for Apple in 2011 is very strong indeed.

Personally I expect for Apple to be making more more profit than Microsoft by the middle of 2011. In 2012 Apple will leave Microsoft in the dust :)


“And I don't know why [Apple is] acting like it’s superior. I don't even get it. What are they trying to say?” -- Bill Gates on the Mac ads














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