HP, one of the world’s largest makers of servers, workstations, desktops and notebooks,
said it was going to cease production of Intel Itanium 2-based workstations, citing demand switch to
systems with Intel Xeon processors 64-bit capability known as EM64T.
“
HP is discontinuing its Itanium-based workstations. In working with and listening to our high-performance
workstation partners and customers, we have become aware that the focus in this arena is being driven
toward 64-bit extension technology,” HP’s spokeswoman Nita Miller told X-bit labs.
X-Bit Labs Article
That's a big move as Itanium has cost HP a significant amount of money.
Now let's look at the latest sales information and well see why HP sees the writing on the wall.
Applications supporting the Itanium 2 platform are growing rapidly in the business sector,
which should help
Intel ship more than 100,000 Itanium 2 processors this year, said Kirk Skaugen,
general manager of the Asia Pacific Solutions Group at Intel, in Taipei recently.
Digitimes Itanium Sales Article
Ok, compare that with AMD's sales projections:
AMD to ship 600,000 K8 CPUs in 3Q, 1.5-2 million in 4Q
With the current level of demand likely to carry over to the end of the year,
AMD is optimistic it will ship 1.5-2 million K8 CPUs in the fourth quarter, the sources estimated.
Digitimes AMD Sales Article
With numbers like these it's clear who the market leader is now.
In it's first year AMD64 is leading Intel's Itanium by a wide margin of 20 to 80 times!
Considering that Intel has been shiping the Itanium for a couple of years now... they have a serious challenge.
The Beauty of Itanium and The Attraction of the AMD64 Beast
As a long time assembly language programmer with a couple major programs written entirely in assembly language
I have studied the Itanium IA64 design and instruction set and find it fascinating. It's got lots of room for
optimizations and very nice features like the predicate branching. It's really amazing from a technical point of view.
However, if it isn't adopted by the market and if Intel and HP (a co-creator of the Itanium) can't get the market to
accept it on a mass scale then we're going to be using the AMD64 bit extensions to the venerable IA32 Pentium
style architecture and instruction set for a long time. Which is fine. Actually it's great since there is so much software written for
the Pentium that it would be like trying move Mount Everest without earth moving equipment to get the Itanium adopted,
especially the way that Intel prices it.
The only path for Intel to
prevailing in the marketplace with their Itanium design is to
"merge" the Itanium with the AMD64 bit (Pentium-EMT64)
line of processors
AND
to
license the Itanium design to others including AMD. Fortunately, from a hardware and instruction set level
Intel has laid the groundwork for this to take place by including an instruction to
"switch" between Itanium and Pentium instruction sets.
They need to extend this to EMT64 (which they must do if Itanium continues).
The other aspect that needs to be taken care of it the speed
of the Pentium instruction processing within an Itanium chip as it is dismal in the current generation of Itanium 2s.
It would be great to see
a "dual core" Itanium-Pentium/EMT64 chip
that can run both instruction sets at full throttle and be priced competitively with AMD64 Opterons!
As long as Intel keeps the Itanium chips priced high and the design locked down to itself and HP
it's going nowhere fast in the "commodity market place".
Mainline the Itanium Intel!
In the meantime I'm preparing to buy new AMD64 based systems to upgrade all our desktops, laptops, and servers! I would have
preferred a more powerful 64 bit chip from a design perspective
but heck I'll take what the market chooses for the simple reason that price and performance
matters to not just me but to
the vast majority. And the comodity pricing wars
drive the innovation forward within the constraint of low prices. This is something
which AMD seems to have grasped better with their 64 bit strategy than Intel did
(unless Intel simply mucked up their own strategy). You can't ignore the market when you undertake new products Intel.
Well, from a technicial design point of view at least the AMD64 design is 64 bits and makes other much needed
improvements on the old IA32 Pentium design. Thanks for those extra bits, registers and the added "sanity" in the
instruction set AMD! Bring it on! Hundres of millions of boxes to upgrade!
For specialty applications that are not as price sensitive then
there could still be a niche market for the Itanium. The future is to a large degree in Intel's hands. Lower the price
of the Itanium, join it at the hip with a fast Pentium-EMT64 core and let the games begin!