Microsoft's expanded ARM alliance shakes up market
Signs for architectural license, could design processors for tablets or servers
Published: 26 July, 2010
READ MORE: Microsoft | ARM | Semiconductor | Windows Mobile
Continued ...
KD Hallman, general manager at Microsoft, said in the same statement: "With closer access to the ARM technology we will be able to enhance our research and development activities for ARM-based products."
In theory, Microsoft could go the whole way, emulating Apple and creating its own chip, fully geared to its user experience. The company is not a game definer in smartphones, so this might have limited impact on giants like Qualcomm - indeed, given their close ties, Qualcomm might be a partner in such a project. But in Windows 7 and servers, Microsoft support would be a powerful route for ARM into the Intel stronghold - whether via its own chip designs or just an enhanced partnership with ARM-based players. And in the new hybrid categories, like tablets, where everything is to play for, there is still the chance for Windows to make a real impact, despite the march of Linux and the appearance of the new Symbian. An ARM base could help boost this effort in a market where it is essential that Microsoft scores major points, or - like Intel - it will face a future on the sidelines of a key growth market.
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