K*N
2 楼
赛义德大牛威武!
b*r
6 楼
Why AVGO business is too narrow?
Is it called Broadcom limited?
:-)
[在 sayid (老留 小武) 的大作中提到:]
:qcom, avago is a moron. :). I don't like PA company, their business is
too
:narrow and not flexible.
Is it called Broadcom limited?
:-)
[在 sayid (老留 小武) 的大作中提到:]
:qcom, avago is a moron. :). I don't like PA company, their business is
too
:narrow and not flexible.
s*d
7 楼
brcm wlan connectivity is not that worthy :) . Avago right now have pa
wifi Bluetooth Gps combos. Wifi b/gps is the best of Broadcom. But since
Apple is doing bad. Apple will squeeze brcm more! Qcom I actually different,
it only sells lte modem to Apple. Huawei oppo are all qcom customer. They
are doing better than Apple :) .
The reason why I say brcm is over price. Phone set Wifi Bluetooth gps is
become lower margin. It is contradict with avago style
is
★ 发自iPhone App: ChineseWeb 11
★ 发自iPhone App: ChineseWeb 11
【在 b******r 的大作中提到】
: Why AVGO business is too narrow?
: Is it called Broadcom limited?
: :-)
: [在 sayid (老留 小武) 的大作中提到:]
: :qcom, avago is a moron. :). I don't like PA company, their business is
: too
: :narrow and not flexible.
wifi Bluetooth Gps combos. Wifi b/gps is the best of Broadcom. But since
Apple is doing bad. Apple will squeeze brcm more! Qcom I actually different,
it only sells lte modem to Apple. Huawei oppo are all qcom customer. They
are doing better than Apple :) .
The reason why I say brcm is over price. Phone set Wifi Bluetooth gps is
become lower margin. It is contradict with avago style
is
★ 发自iPhone App: ChineseWeb 11
★ 发自iPhone App: ChineseWeb 11
【在 b******r 的大作中提到】
: Why AVGO business is too narrow?
: Is it called Broadcom limited?
: :-)
: [在 sayid (老留 小武) 的大作中提到:]
: :qcom, avago is a moron. :). I don't like PA company, their business is
: too
: :narrow and not flexible.
b*t
8 楼
如果只买一支 就是qrvo喽?nxpi呢?谢谢
【在 s***d 的大作中提到】
: brcm wlan connectivity is not that worthy :) . Avago right now have pa
: wifi Bluetooth Gps combos. Wifi b/gps is the best of Broadcom. But since
: Apple is doing bad. Apple will squeeze brcm more! Qcom I actually different,
: it only sells lte modem to Apple. Huawei oppo are all qcom customer. They
: are doing better than Apple :) .
: The reason why I say brcm is over price. Phone set Wifi Bluetooth gps is
: become lower margin. It is contradict with avago style
:
: is
: ★ 发自iPhone App: ChineseWeb 11
【在 s***d 的大作中提到】
: brcm wlan connectivity is not that worthy :) . Avago right now have pa
: wifi Bluetooth Gps combos. Wifi b/gps is the best of Broadcom. But since
: Apple is doing bad. Apple will squeeze brcm more! Qcom I actually different,
: it only sells lte modem to Apple. Huawei oppo are all qcom customer. They
: are doing better than Apple :) .
: The reason why I say brcm is over price. Phone set Wifi Bluetooth gps is
: become lower margin. It is contradict with avago style
:
: is
: ★ 发自iPhone App: ChineseWeb 11
s*d
10 楼
I don't like nxpi, Freescale auto electronics production will finally wiping
out by nvda. Old fashion micro controller in auto will go to grave. Mircro
controller is not something worthy to buy :).
★ 发自iPhone App: ChineseWeb 11
【在 s***d 的大作中提到】
: No nxpi, should buy qcom I mean. I correct the typo. Qrvo is also a rf pa
: company.
:
: ★ 发自iPhone App: ChineseWeb 11
out by nvda. Old fashion micro controller in auto will go to grave. Mircro
controller is not something worthy to buy :).
★ 发自iPhone App: ChineseWeb 11
【在 s***d 的大作中提到】
: No nxpi, should buy qcom I mean. I correct the typo. Qrvo is also a rf pa
: company.
:
: ★ 发自iPhone App: ChineseWeb 11
s*d
11 楼
Avgo is a company like vrx and gild. Buy a lot, then layoff. In medicine,
yes you can do that since Once the drug ip get approve, competitor can
hardly get that market share from you. Semi is not the same, Apple still can
squeeze avago for wifi Bluetooth gps combo. If not, Apple can turn to qcom,
mediateck even Mrvl.
Reorg brcm will be really tough. If Apple doing good long avago, if not stay
away.
is
★ 发自iPhone App: ChineseWeb 11
【在 b******r 的大作中提到】
: Why AVGO business is too narrow?
: Is it called Broadcom limited?
: :-)
: [在 sayid (老留 小武) 的大作中提到:]
: :qcom, avago is a moron. :). I don't like PA company, their business is
: too
: :narrow and not flexible.
yes you can do that since Once the drug ip get approve, competitor can
hardly get that market share from you. Semi is not the same, Apple still can
squeeze avago for wifi Bluetooth gps combo. If not, Apple can turn to qcom,
mediateck even Mrvl.
Reorg brcm will be really tough. If Apple doing good long avago, if not stay
away.
is
★ 发自iPhone App: ChineseWeb 11
【在 b******r 的大作中提到】
: Why AVGO business is too narrow?
: Is it called Broadcom limited?
: :-)
: [在 sayid (老留 小武) 的大作中提到:]
: :qcom, avago is a moron. :). I don't like PA company, their business is
: too
: :narrow and not flexible.
s*d
13 楼
Which part of Apple you compare? For the hardware Apple, yes it is. For the
all Apple even including Apple car hype, no, qcom notice DL is a little bit
late, server business no highlight. But if qcom come up a deep learn
solutions for his server business, things can change. Qcom have some gpu
platform, anderno, let see how much they can scale this platform to get in
DL market.
★ 发自iPhone App: ChineseWeb 11
【在 c*******v 的大作中提到】
: Is it cheaper than AAPL?
all Apple even including Apple car hype, no, qcom notice DL is a little bit
late, server business no highlight. But if qcom come up a deep learn
solutions for his server business, things can change. Qcom have some gpu
platform, anderno, let see how much they can scale this platform to get in
DL market.
★ 发自iPhone App: ChineseWeb 11
【在 c*******v 的大作中提到】
: Is it cheaper than AAPL?
l*7
14 楼
听说qcom的优势在mobile的GPU上。您老给分析分析,这个说法有多靠谱?哪里有网上
可查验的数据、或者benchmark的对比么?
the
bit
【在 s***d 的大作中提到】
: Which part of Apple you compare? For the hardware Apple, yes it is. For the
: all Apple even including Apple car hype, no, qcom notice DL is a little bit
: late, server business no highlight. But if qcom come up a deep learn
: solutions for his server business, things can change. Qcom have some gpu
: platform, anderno, let see how much they can scale this platform to get in
: DL market.
:
: ★ 发自iPhone App: ChineseWeb 11
可查验的数据、或者benchmark的对比么?
the
bit
【在 s***d 的大作中提到】
: Which part of Apple you compare? For the hardware Apple, yes it is. For the
: all Apple even including Apple car hype, no, qcom notice DL is a little bit
: late, server business no highlight. But if qcom come up a deep learn
: solutions for his server business, things can change. Qcom have some gpu
: platform, anderno, let see how much they can scale this platform to get in
: DL market.
:
: ★ 发自iPhone App: ChineseWeb 11
s*d
16 楼
adreno is actually small readeom from AMD. Not exactly sure how possible it
Can applied to DL, but from the current discuss it is not comparable with
Tegra even. Let's see if qcom will invest resource in.
★ 发自iPhone App: ChineseWeb 11
【在 l********7 的大作中提到】
: 听说qcom的优势在mobile的GPU上。您老给分析分析,这个说法有多靠谱?哪里有网上
: 可查验的数据、或者benchmark的对比么?
:
: the
: bit
Can applied to DL, but from the current discuss it is not comparable with
Tegra even. Let's see if qcom will invest resource in.
★ 发自iPhone App: ChineseWeb 11
【在 l********7 的大作中提到】
: 听说qcom的优势在mobile的GPU上。您老给分析分析,这个说法有多靠谱?哪里有网上
: 可查验的数据、或者benchmark的对比么?
:
: the
: bit
l*7
17 楼
网上查了,这应该是qcom的最新的一款,Snapdragon 820:
http://www.extremetech.com/computing/227634-qualcomm-announces-
我对硬件部分不是专长,所以请教下,这个和nvidia的GPU比起来,benchmark、功耗还
有5G支持等等什么的,具体的优劣在哪里?nvidia在移通方面的,应该是PX2和Tegra
X1这两款吧?
不过qcomm这个时候才开始投入搞DL,感觉有点迟了啊,呵呵。
it
【在 s***d 的大作中提到】
: adreno is actually small readeom from AMD. Not exactly sure how possible it
: Can applied to DL, but from the current discuss it is not comparable with
: Tegra even. Let's see if qcom will invest resource in.
:
: ★ 发自iPhone App: ChineseWeb 11
http://www.extremetech.com/computing/227634-qualcomm-announces-
我对硬件部分不是专长,所以请教下,这个和nvidia的GPU比起来,benchmark、功耗还
有5G支持等等什么的,具体的优劣在哪里?nvidia在移通方面的,应该是PX2和Tegra
X1这两款吧?
不过qcomm这个时候才开始投入搞DL,感觉有点迟了啊,呵呵。
it
【在 s***d 的大作中提到】
: adreno is actually small readeom from AMD. Not exactly sure how possible it
: Can applied to DL, but from the current discuss it is not comparable with
: Tegra even. Let's see if qcom will invest resource in.
:
: ★ 发自iPhone App: ChineseWeb 11
w*5
18 楼
什么是DL
s*d
19 楼
有测评 去 ee版 又讨论 朋友参加过一个讲座 有人做过tb 比较 我也是二手资料
★ 发自iPhone App: ChineseWeb 11
【在 l********7 的大作中提到】
: 网上查了,这应该是qcom的最新的一款,Snapdragon 820:
: http://www.extremetech.com/computing/227634-qualcomm-announces-
: 我对硬件部分不是专长,所以请教下,这个和nvidia的GPU比起来,benchmark、功耗还
: 有5G支持等等什么的,具体的优劣在哪里?nvidia在移通方面的,应该是PX2和Tegra
: X1这两款吧?
: 不过qcomm这个时候才开始投入搞DL,感觉有点迟了啊,呵呵。
:
: it
★ 发自iPhone App: ChineseWeb 11
【在 l********7 的大作中提到】
: 网上查了,这应该是qcom的最新的一款,Snapdragon 820:
: http://www.extremetech.com/computing/227634-qualcomm-announces-
: 我对硬件部分不是专长,所以请教下,这个和nvidia的GPU比起来,benchmark、功耗还
: 有5G支持等等什么的,具体的优劣在哪里?nvidia在移通方面的,应该是PX2和Tegra
: X1这两款吧?
: 不过qcomm这个时候才开始投入搞DL,感觉有点迟了啊,呵呵。
:
: it
s*d
20 楼
而且你说的都不是我说的重点 deep learning 谁管你5G啊 主要计算能力
★ 发自iPhone App: ChineseWeb 11
【在 l********7 的大作中提到】
: 网上查了,这应该是qcom的最新的一款,Snapdragon 820:
: http://www.extremetech.com/computing/227634-qualcomm-announces-
: 我对硬件部分不是专长,所以请教下,这个和nvidia的GPU比起来,benchmark、功耗还
: 有5G支持等等什么的,具体的优劣在哪里?nvidia在移通方面的,应该是PX2和Tegra
: X1这两款吧?
: 不过qcomm这个时候才开始投入搞DL,感觉有点迟了啊,呵呵。
:
: it
★ 发自iPhone App: ChineseWeb 11
【在 l********7 的大作中提到】
: 网上查了,这应该是qcom的最新的一款,Snapdragon 820:
: http://www.extremetech.com/computing/227634-qualcomm-announces-
: 我对硬件部分不是专长,所以请教下,这个和nvidia的GPU比起来,benchmark、功耗还
: 有5G支持等等什么的,具体的优劣在哪里?nvidia在移通方面的,应该是PX2和Tegra
: X1这两款吧?
: 不过qcomm这个时候才开始投入搞DL,感觉有点迟了啊,呵呵。
:
: it
m*u
21 楼
谢谢小武大牛。
s*d
23 楼
qcom要是能搞好dl 硬件平台 也能帮组server bu。原来不看好qcom因为server部门搞
得不是很对路 做什么arm server cpu 效率太差了。现在看来 data center gpu需求比
cpu强劲多了。
★ 发自iPhone App: ChineseWeb 11
【在 s***d 的大作中提到】
: 我在说一点吧 半导体现在也有瓶颈 不过新市场对dl 需求很大 dl 对硬件要求很高 计
: 算量大 而且有些需求要提高效率 减少功耗 比如汽车设备 nv抢了先机。qcom估计也看
: 出门道了 发布了dl sdk 不过硬件平台还没跟上。
: 现在dl 用的多的还是nv的cuda 都他妈快成dl 专用语言了。
:
: ★ 发自iPhone App: ChineseWeb 11
得不是很对路 做什么arm server cpu 效率太差了。现在看来 data center gpu需求比
cpu强劲多了。
★ 发自iPhone App: ChineseWeb 11
【在 s***d 的大作中提到】
: 我在说一点吧 半导体现在也有瓶颈 不过新市场对dl 需求很大 dl 对硬件要求很高 计
: 算量大 而且有些需求要提高效率 减少功耗 比如汽车设备 nv抢了先机。qcom估计也看
: 出门道了 发布了dl sdk 不过硬件平台还没跟上。
: 现在dl 用的多的还是nv的cuda 都他妈快成dl 专用语言了。
:
: ★ 发自iPhone App: ChineseWeb 11
l*7
26 楼
个人觉得,TPU太专用了,而且DL肯定在广义的层次来看,应用和开发绝对不会只停留
于DL。
这里GPU其实说的是GPGPU,现在nvidia的CUDA已经以绝对优势占领了GPGPU(通用计算
)的大批(潜在?)用户市场。这个就类比于早年的专用单片机和通用CPU,是通用计
算能力的CPU使得个人计算机得到大规模普及,而开拓了新的海量市场。DL只是通用计
算的一个hype部分而已,而且自动驾驶也是其中的一个应用小方向而已。Database、科
学计算、分布计算、visualization、virtual/augmented reality都是其中的潜在应
用开发市场。依我个人的分析判断,所有这些市场已经开始形成以nvidia/CUDA为核心
技术的一个ecosystem的雏形了。
【在 V*******1 的大作中提到】
: dl有这么牛逼吗?如果dl真这么牛,需求这么大,专用的效率更高芯片就会出来,有
: GPU啥事?狗家TPU不是已经出来了吗?
于DL。
这里GPU其实说的是GPGPU,现在nvidia的CUDA已经以绝对优势占领了GPGPU(通用计算
)的大批(潜在?)用户市场。这个就类比于早年的专用单片机和通用CPU,是通用计
算能力的CPU使得个人计算机得到大规模普及,而开拓了新的海量市场。DL只是通用计
算的一个hype部分而已,而且自动驾驶也是其中的一个应用小方向而已。Database、科
学计算、分布计算、visualization、virtual/augmented reality都是其中的潜在应
用开发市场。依我个人的分析判断,所有这些市场已经开始形成以nvidia/CUDA为核心
技术的一个ecosystem的雏形了。
【在 V*******1 的大作中提到】
: dl有这么牛逼吗?如果dl真这么牛,需求这么大,专用的效率更高芯片就会出来,有
: GPU啥事?狗家TPU不是已经出来了吗?
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