As we all know, in the PC field, Intel 's X86 architecture is definitely the overlord. According to the latest data, as of 2021, the X86 architecture accounts for about 91% of the PC field (including servers, desktops, notebooks).
. Among these 91% shares, Intel accounts for about 75%, AMD accounts for about 25%, and other manufacturers are basically 0.
Why is this? The reason is that Intel's X86 architecture is basically not authorized to the public. At present, except for Intel itself, there seems to be only AMD, China's Zhaoxin and Haiguang.
Among them, Zhaoxin was obtained through VIA, but it was actually a relatively backward X86 architecture, while Haiguang obtained the Zen architecture through AMD, but it was actually a relatively backward X86 architecture.
But recently, some media reported that Intel has made a major decision, which is to plan to authorize its X86 architecture to the public so that various kernels can work together in a single processor.
At present, Intel has not announced the specific methods, fees, authorization scope, etc., but industry insiders believe that this may be true and not a random spread, because Intel has had similar expressions before.
So why does Intel license the X86 architecture to the outside world? The biggest reason is that Intel wants to enter the field of wafer foundry, and needs to PK TSMC and use the authorized X86 architecture to grab business.
Currently, TSMC has no competitors in the field of wafer foundry, and , Samsung, is not enough to watch. But whether it is TSMC or Samsung, the logic chips produced by foundries are mainly ARM architecture.
The world's most powerful X86 architecture chip is naturally intel. Therefore, Intel plans to authorize its X86 to externally allow these companies that want to design X86 chips to find Intel to manufacture after designing chips. This is natural.
Once Intel's X86 is authorized to the outside world, it means that the global chip industry structure may face a new reshuffle.
is the first to be ARM. Before, no one could get the X86 architecture, so many manufacturers use ARM architecture chips to replace the X86 architecture and use them in the PC industry. If they can get the X86 architecture, it is difficult to say whether they will do this.
Second, AMD is also facing a big impact. Currently, in the X86 CPU field, AMD has won 25% of the share and Intel has won 75% of the share. Once Intel has released X86, it is even more difficult to say whether AMD's share can still maintain 25%.
Third, manufacturers such as TSMC and Samsung were impacted. Currently in the field of foundry, TSMC has taken 50%+, Samsung has taken 20%+, and Intel has released X86 and provides foundry services. In the future, more and more companies will continue to look for chips designed after combining ARM, X86, and RISC-V architectures. It is hard to say.
Finally, the X86 architecture is open, and the world may trigger a new round of X86 chip rise. Many chip companies may develop rapidly because of the X86 architecture, which will also affect the global chip landscape.
For example, if Chinese companies can obtain the X86 architecture and the foundry manufacturer, do they still need to rely so much on foreign chips? These are all unknowns.
So about Intel's release of X86 authorization is definitely a major event that affects the global chip landscape. Let's wait and see.
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