entered 2022, the global chip market continued to decline, which also triggered panic among chip giants. Recently, European and American chip giants have experienced a farce of "internal strife". The protagonists are British chip company ARM and American chip company Qualcomm . These two companies have conflicts due to technical authorization issues. ARM sued Qualcomm, and Qualcomm has another counter-prosecution, which is extremely "fighting".
I thought that the "internal strife" between ARM and Qualcomm was just an ordinary patent dispute. Unexpectedly, ARM issued new regulations as soon as it turned around, which had a huge impact on the development of the global chip market. Even foreign media said that ARM is a bit disregarded "martial ethics". What exactly is the content of the new regulations?
ARM said that starting from 2024, Soc chips designed based on ARM architecture will no longer be allowed to use third-party GPUs, ISPs and NPUs.
As we all know, in the field of chip architecture, ARM and Intel have almost divided the entire market. If chip companies want to design and manufacture chips, they must obtain chip architecture technology authorization. Many top technology companies are using ARM architecture, such as Apple , Samsung , and Qualcomm.
However, most companies that use ARM architecture only use ARM's CPU architecture. In order to increase differentiation and create chips with stronger performance, chip manufacturers will use third-party or self-developed GPU and NPUs. After the new regulations are released, companies that use ARM architecture in the future must "package" and use it. ARM companies cannot be avoided from CPUs, GPUs, NPUs to ISPs.
ARM's move is equivalent to a statement, and it will not be installed at all. ARM is to package the service, otherwise authorization will no longer be allowed. Many netizens speculated that this was targeting Qualcomm? Having said that, if there is no compromise like ARM, there is still one way to go, and look for a replacement for ARM architecture - RISC-V architecture.
Regarding the RISC-V architecture, Academician Ni Guangnan issued a reminder to domestic technology companies very early on that there is great potential for the RISC-V architecture market to be laid out in advance. Now, Academician Ni Guangnan is really visionary and has left a way out for Chinese companies so that he will not be "bottled" by ARM companies.
It is precisely because of the reminder of Academician Ni Guangnan that more and more domestic technology companies are entering the RISC-V architecture market, including some scientific research institutions. At present, Chinese companies have also made some achievements in the field of RISC-V architecture, such as the "Xiangshan" processor jointly developed by Chinese Academy of Sciences and Huawei , the swordless 600 platform released by Alibaba Pingtouge, and the Yitian 710 chip, etc.
and ARM architecture are different. The RISC-V architecture is jointly controlled by advanced member units and it has the characteristics of open source. Currently, 11 of the 14 senior member units of RISC-V are Chinese companies, so Chinese companies have the right to speak in the field of RISC-V architecture, and there is no need to look at people's face.
is precisely because of the US's disruption that the global chip market is currently undergoing a major reshuffle, and the competition among European and American chip companies has become more intense, but fierce competition may also lead to "internal strife", just like Qualcomm and ARM. So now it is an opportunity for Chinese companies. As long as we insist on independent research and development and firmly implement the goal of "de-beautification", one day we will no longer be controlled by others! What do you think about this? Welcome to comment and leave a message!
