Most people in rich countries who want a smart phone already have one, so growth at the high-end of the market has been cooling off a bit. But in developing countries, things are still heating up, and that’s primarily where ARM’s new chip is destined.
Called the Cortex-A35, it’s the company’s first chip for the low end of the smart phone market, based on the ARMv8 architecture. ARMv8 is already used in high-end devices like the iPhone 6S, and it’s the architecture that brought 64-bit computing to ARM SOCs (systems on chips).
There’s some debate about the value of 64-bit chips in smart phones today, but ARM says the new chip provides significant gains even when running 32-bit software. Compared to its Cortex-A7, it says the A35 gives an average of 20 percent better performance depending on the application.
It’s also highly energy efficient, a hallmark of the ARM architecture that has allowed it to be so successful in mobile devices. Operating at 1GHz, the A35 consumes just 90 milliwatts per core when manufactured on a 28 nanometer process, the most common in use today for smart phone chips.
The bottom line: Low-cost smart phones should be able to run better displays and richer apps without compromising battery life.
The A35 isn’t only intended for low-end devices; it will also be paired with more powerful chips in what ARM calls Big.Little configurations for high-end smart phones. Big.Little assigns more powerful cores to tasks like video playback, and smaller cores for jobs like email, which extends battery life.
ARM is announcing the new design at its TechCon conference in Silicon Valley, but it will be another year until it will be put into devices.
ARM doesn’t manufacture chips itself. It licenses designs to other companies. There are two broad types of licenses: an architectural one and a processor one. Companies like Apple and Samsung take an architectural license, which means they take the basic ARM architecture and design their own chips from scratch.
ARM also licenses designs for complete processors, which is what its Cortex products are. There’s less room for customization, but it allows a manufacturer to get a new chip to market more quickly and cheaply.
ARM says 2 billion smart phones have been shipped to date with its entry-level Cortex-A5 and A7 chips. “We’re now enabling 64-bit features for the next billion smart phone users,” said Ian Smythe, ARM director of CPU marketing.
ARM designs utterly dominate the smart phone market. Intel was late to develop an x86 chip with the correct low-power characteristics and never became a serious threat. Analyst Carolina Milanesi, chief of research with Kantar Worldpanel, says Intel appears to have “given up” on the smart phone business, focusing instead on tablets, PCs, and the emerging Internet of Things.
The high end of the smart phone market has become a replacement market, she says, with the growth shifting to the low-end. Chinese vendors like Huawei and ZTE used to feed that market, but lately, they’ve been moving up the food chain, replaced by smaller vendors like Meizu and Coolpad in China, and Micromax, Gionee, and Karbonn in India.