ARM's monopoly
ARM is suspected of monopoly? I'm afraid everyone will give their own answer: monopoly.
has a data that is enough to illustrate this matter. In the PC processor market, arm has a market share of nearly 10%. Of course, no one can see that arm is suspected of monopoly. However, in the mobile processor and IoT processor market, it is very obvious that ARM accounts for 90%.
Anyone can tell at a glance that arm is a monopoly, but arm's advantages are already here, so what can others do? X86 is not strong in the mobile processor market, but on the contrary, it is still losing territory in the PC processor market.
ARM's embarrassing
can make money if it is in a monopoly position? I'm afraid the answer given by many people is certainly OK, but the real situation of ARM may be surprising.
I believe everyone has heard of it in recent years. The rumors about the sale of arm are rumored one after another. Why are rumors about being sold? It is naturally because arm is not profitable enough.
As the only chip company in the UK that can be seen, ARM did not earn much face for the UK, but was sold around.
was acquired by SoftBank in Japan in 2016. SoftBank was not happy for a few years, but could not hold on. Two years ago, Nvidia was ready to move again and had the idea of ARM, so it hit it off with SoftBank. As a result, there were too many oppositions and Nvidia failed.
These things can reflect that arm's profitability has not satisfied SoftBank.
ARM's turn against her
ARM can develop due to an unintentional decision: shortage of funds, no longer creating the market, but authorizing the design plan to other companies. This decision brought ARM's development to the right track, not only causing X86 to retreat step by step, but also creating today's mobile Internet market.
But now it can’t be sold, and it doesn’t have enough profitability, so ARM began to take wrong moves.
incident occurred in the case of Qualcomm's acquisition of Nuvia. Because Nuvia already has the authorization of ARM, Qualcomm also believes that after it acquires Nuvia, it will indirectly obtain relevant authorization. ARM opposes this. At this moment, Qualcomm said that a piece of information it obtained shows that after 2024, ARM will no longer directly authorize the architecture IP to chip manufacturers, but will directly collect patent authorization from the device manufacturers. What is the purpose of
ARM?
Qualcomm? Once it comes true, all chip design companies that use ARM architecture will be complete. Whether it is related CPU manufacturers or chip design manufacturers such as GPU, NPU, ISP, etc. that use third-party GPUs, NPU, ISP, etc. in SoC chips based on ARM are all swept away by ARM.
, especially the third-party design manufacturers behind it, have all become the leeks that ARM wants to harvest.
is easy to understand. Once it comes true, ARM's licensing fee will be higher. The key is that the mainstream CPUs in the market now use ARM architecture. Once they are not compatible with third-party GPUs, NPUs, etc., then they can only use ARM's own GPUs, NPUs and other products, which will force the third party to a dead end, and will greatly increase ARM's profitability. This is the power of monopoly, which not only suppresses competitors, but also directly blocks competitors' development opportunities.
Although it is not certain yet, AMM will definitely do this, but it is not afraid of ten thousand or ten thousand, but it is afraid of if. Once ARM really acts like this, the entire semiconductor industry and chip field will collapse and change. Not to mention that Qualcomm is anxious, even companies such as Nvidia, Apple, MediaTek will be trembling.
At this time, I suddenly thought of Huawei, because Huawei could no longer use the latest version of ARM architecture earlier. Everyone said, will Huawei be preparing for related self-development?
