Crossing the channel
The big idea comes from SuVolta, a semiconductor design start-up that tackles excess chip power consumption. If you've ever scowled in frustration at your suddenly dead cell phone, you know how important power consumption is. This has been ARM's specialty, but Intel's upcoming Ivy Bridge chips should limit power consumption pretty heavily in their own right. However, SuVolta's PowerShrink chip platform and its Deeply Depleted Channel design could blow right past Intel and ARM.
Built by Fujitsu, SuVolta's design managed to reduce active power use in a chip by over 50% -- and that's not just a nebulous baseline, it's 50% less than the typical active consumption of ARM chips. The best thing about this innovation is that it works with existing chip making processes -- no funky new-fangled fabrication gizmos required. This is big news for the computing industry as a whole, which has struggled mightily for years to reduce active power consumption below this level.
Not on the other side yet
PowerShrink also appears to be compatible with existing architectures, which means that it could be additive, rather than competitive, with ARM's designs. It's unlikely to work with the new Tri-Gate design featured on Intel's Ivy Bridge due to the design's greater complexity; Intel bills them as 3-D transistors, the first production model of their kind. Until SuVolta's technology enters production -- ARM licensees Broadcom
Intel may very well try to snatch up SuVolta, but such a move seems likely to spark regulatory opposition. However, Intel itself has claimed that an upcoming processor design will use 20 times less power than its current chips. That could swing the mobile war's tide back to Intel's side, perhaps for good. It's hard to see anyone else matching the company's financial commitment to research any time soon.
Don't fall behind on progress. Add these chip makers to your Watchlist for all the latest news and developments in this fast-moving industry.Fool contributor Alex Planes holds no stake in any company mentioned here. Add him on Google+ or follow him on Twitter for more insights. The Motley Fool owns shares of Qualcomm and Marvell Technology Group. The Fool also owns shares of and has bought calls on Intel. Motley Fool newsletter services have recommended buying shares of Intel, Cypress Semiconductor, and NVIDIA. Motley Fool newsletter services have also recommended creating a bull call spread position in Intel and writing puts in NVIDIA. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.