2019 was a great year for Arm. On the mobile side of things one could say it was business as usual, as the company continued to see successes with its Cortex cores, particularly the new Cortex-A77 which we’ve now seen employed in flagship chipsets such as the Snapdragon 865. The bigger news for the company over the past year however hasn’t been in the mobile space, but rather in the server space, where one can today rent Neoverse-N1 CPUs such as Amazon’s impressive Graviton2 chip, with more vendors such as Ampere expected to release their server products soon.
While the Arm server space is truly taking off as we speak, aiming to compete against AMD and Intel, Arm hasn’t reached the pinnacle of the mobile market – at least, not yet. Arm’s mobile Cortex cores have lived in the shadow of Apple’s custom CPU microarchitectures over the past several years, as Apple has seemingly always managed to beat Cortex designs by significant amounts. While there’s certainly technical reasons to the differences – it was also a lot due to business rationale on Arm’s side.
Today for Arm’s 2020 TechDay announcements, the company is not just releasing a single new CPU microarchitecture, but two. The long-expected Cortex-A78 is indeed finally making an appearance, but Arm is also introducing its new Cortex-X1 CPU as the company’s new flagship performance design. The move is not only surprising, but marks an extremely important divergence in Arm’s business model and design methodology, finally addressing some of the company’s years-long product line compromises.