When ARM and Intel meet on Mobile Devices

Interesting times ahead in the mobile hardware world. Today, most mobile, wireless and embedded devices are based on a chip with a processor design from ARM. Although many companies such as Texas Instruments, Marvell, STM, VLSI etc. design and produce chips for small devices, most are based on a CPU core licensed from ARM. On the desktop and PC world, things are equally clear with Intel’s x86 design dominating. With both architectures now targeting powerful mobile devices, these two worlds are about to collide.

The ARM design was initially targeted at ultra low power embedded devices. As technology evolved so did ARM’s design of their processors and it is estimated that an ARM processor core is used in 95% of mid- to high-end mobile phones today. The current ARM-11 high-end platform for example is used in devices such as Nokia’s N-series phones like the N95 and in Internet tables like for example the Nokia N800 and N810. The ARM-11 platform is the result of a bottom-up approach, as it has evolved from earlier platforms for simpler devices. According to ARM’s web page all phones of mobile giants such as Sony Ericcson, Nokia, LG, Samsung, etc. are ARM powered. This shows how flexible the ARM architecture is today since requirements range from voice telephony with ultra ultra low power requirements to full blown multimedia devices. Today, a lot of operating systems support the ARM architecture. Examples are fully embedded operating systems of low-end to mid-range mobile devices to operating systems for smartphones like Symbian, Windows Mobile and these days also Linux. Linux is about to become popular in the mobile device world e.g. with Nokia’s Internet tablets and in the future with devices built around Google’s Android OS. The advantage of using Linux on mobile devices is the wide variety of available software from the Linux desktop world, which often only has to be slightly adapted and recompiled for the ARM processor architecture.

On the other end there is Intel who seems to be keen to enter the mobile space with it’s x86 processor line. A couple of years ago they tried to get a foothold in the mobile space by licensing ARM technology and building a product line around that. However, they have since abandoned this approach and are now tuning their x86 architecture for low power consumption and ultra small packaging. This is kind of a top-down approach, i.e. streamlining a desktop processor architecture for smaller devices. Their advantage: No or few adaptations are required to run applications written for the desktop. Adaptation is usually only required for smaller screen sizes, mobile device specific desktop environments and less disk and memory capacity. In theory, Microsoft Windows can also run on x86 based devices but in practice it is too resource hungry.  On the downside, Intel’s platform for Mobile Internet Devices (MIDs) and Ultra Mobile PCs (UMPCs) does not have a native cellular interface like ARM has. Thus, device manufacturers have to look around for additional chips in case they want to put 3G connectivity into their devices. Intel, however, will surely use their mobile platform to combine it with their own WiMAX chips.

For the moment, Intel and ARM have not made contact yet. Intel’s design is still too heavy for most mobile devices but they have gained a lot of ground lately. ARMs architecture on the other hand keeps pushing forward with increased processing power and additional functionality embedded in the main chip. Give it another 12-18 months, however, and I think they will have similar offers for mobile devices. Expect heavy architecture competition.

Further resources:

Wired: How the iPhone Blew Up The Wireless Industry

Wired magazine published an interesting article with background information about how the iPhone was developed at Apple and how Steve Jobs managed convince carriers to give him all the freedom to do what he wanted and how he talked them into giving him a share of the bit-pipe revenue. While carriers in the past had nightmares about only becoming a bit-pipe they are now even sharing the revenue with a handset manufacturer. Flexibility or desperation? But maybe they have seen that being a bit-pipe is actually being a long tail enabler?

Wireless Advantages over DSL and Cable

After having spent the better part of an evening touring friends and family to get their DSL and cable lines back up running I once more noticed two striking advantages of wireless broadband versus the fixed line competition:

  • Installation cost: For wireless broadband you go to the next supermarket (in some countries) and buy a bundled SIM card and USB/PCMCIA HSDPA modem. The software is pretty much self installing and you are up and running in 10 minutes. Compare that to the 10 months waiting time of a friend of mine for a cable connection and the 3 hour installation time with 4 technicians retrofitting the cable infrastructure in the apartment building. Also, compare that to the DSL nightmare in many countries when you want to switch from one DSL provider to another. I know few people who managed to get that done seamlessly and far to many who sat on the dry for weeks and weeks before their DSL link started working again.
  • Troubleshooting: If there is a problem on the last mile on your DSL and cable link it’s likely that you are the only one that is impacted. Have fun convincing the customer hotline that it’s not your PC or modem that is acting up. If there is a problem with the base station in a wireless network, however, 1000 people will be impacted, red lights will start flashing in the network operation center and emergency repair operations will kick in within a couple of minutes.

I leave it to you to draw the conclusions.

Is O2 Lost in Translation?

It’s interesting and a bit frightening to see how different national subsidiaries of O2 say different things about the same topic at the same time. On January 14th, O2 U.K. reports the introduction of new data roaming charges in the second quarter 2008: For a monthly fee of €50 you get 50 MB worth of data while roaming. Nothing I would loose my breath over since for notebook use that is way too little for too way too much. The same press report says:

"The package is available now in Spain, the UK, the Czech Republic and
Ireland and will be introduced in Germany in the second quarter of 2008."

On the same day, O2 Germany also publishes a press report which says that in the second quarter of 2008, they will introduce a cap at €17.50 a day for international data roaming. Now this is quite interesting as it comes close to Vodafone’s websession offer and might even be better since it sounds like they are not limited to a single roaming partner per country. Thus, the user may just be able to pick the best available network while roaming. No word on the 50 for 50 offer though.

What I don’t quite understand is:

  • Why not now and only in the second quarter?
  • Why €50.- for 50 MB per month for customers in the U.K. and €17.50 cap a day for (unlimited?) use for customers in Germany?

Hm, second quarter…. Enough time to come up with highly entertaining T&C’s until then.

Mobile Jam Session the latest addition to the 3GSM side event Wiki

Three  weeks to the 3GSM / MobileWorldCongress and the side events Wiki starts to fill up! The Mobile Jam Session for developers is one of the latest the latest additions. Conceived by Rudy de Waele and Caroline Lewko the half day event is geared towards developers in the mobile space. Instead of passive participation the concept forsees active partcipations by all attendees. I imagine it will be highly ad-hoc and inspiring. I am looking forward to it very much. For details and registration head over to their web page.

For other events, get togethers and parties see the 3GSM Side Event Wiki. All pages can be edited by anyone. So if you hear of something interesting, you can easily and quickly add it to the pages.

Viviane Reding on the Internet – Freedom and Information

I came across this YouTube video today where Vivian Reding, EU commissioner for information society and media, speaks about the Internet, broadband penetration, competition and freedom of information. In the video she says that broadband Internet access works best in countries that have lot of competition in the market and that she works hard to open up markets and foster competition. Hear hear! I wished the EU would push equally hard for competition in wireless broadband Internet access and mention some of the black sheep 🙂

M-Pesa: Mobile Payment in Kenya

Lots of problems these days in Kenya, but here’s a bit of a hopeful story: A friend made me aware of M-Pesa a couple of days ago, a new mobile payment system in Kenya. It seems that a a lot of people in this country do not have a banking account due to the high costs. M-Pesa fills the gap with a mobile bank account which is free of charge. Transactions, for which a service fee is charged, are performed via SMS which are sent by a little application which sits on the SIM card. The technology behind it is called SIM Application Toolkit (SAT). As SAT is a 3GPP standard the application can be used with any mobile phone. Money can be sent to M-Pesa  customers and also to non members. Additionally, the application can also be used to top-up somebody else’s prepaid account. According to the M-Pesa entry in the German Wikipedia, the service launched by Safaricom and Vodafone at the beginning of 2007 is already used by 20% of their subscribers.

3GSM – MWC: Mobile Monday Global Peer Awards

Gpa
Now it’s official! The Mobile Monday Global Peer Awards will be held during the 3GSMWorldCongress, aka the Mobile World Congress in Barcelona on Monday, February 11th in the afternoon at the Espacio Movistar. It was a great event last year thanks to the great organization of Rudy de Waele and I am sure he will be able to top himself this year. You can also find the event on the 3GSMEvents Wiki together with other exciting happenings. Registration is required via the event page linked above. See you there!

Paul Allen to bid in U.S. 700 MHz Auction

Later this year will see the auction of bandwidth in the 7000 MHz band in the U.S. for wireless Internet services. Apart from incumbents such as AT&T and Verizon, who are likely to bid in order to secure their interests and current business model, there are at least two interesting names on the bidder list which could have a disruptive effect on the mobile landscape if they manage to get a good portion of the spectrum. Apart from Google who has lobbied hard for open wireless networks there is also Vulcan Ventures that belongs to Paul Allen, co-founder of Microsoft. I guess his pocket’s are deep enough to do it. From what I read about him he looks like a visonary so I can very well imagine that he could be a disruptive force as well. What do you think?

Voice: The Litmus Test for LTE Handsets

The more I think about it the more I am convinced that voice service will make or break LTE in the mid-term. While most industry observers agree that the first devices for LTE are likely to be USB dongles and PC cards the real LTE story only starts once the technology makes it into mobile Internet devices and handsets.

While on mobile Internet devices it might be acceptable to have Skype or some other VoIP technology, smaller handsets who’s main purpose is voice service might have a much more difficult time with VoIP. Such devices must also be capable of roaming to 2G and 3G networks when running out of LTE coverage. Especially in 2G networks, VoIP is a no go so voice service must fall back to good old circuit switched telephony. So apart from the question of how VoIP will be done on LTE handsets the much bigger question is how to make the experience seamless over 2G, 3G and LTE.

Sure, there is Voice Call Continuity and the IMS can be configured to forward an incoming call via a circuit switched connection when no suitable wireless IP network is available. However, from what I can see so far it seems that achieving this is much more difficult then rolling out LTE in the first place.

Another alternative would be for a LTE handset to be simultaneously attached to a LTE network for data and a 2G or 3G network for circuit switched voice. This way the telephony application on the handset could be simple. Not sure if that will work in practice though!?

Ideas?