Globally, there are many companies that can develop their own chips, such as Huawei , Apple , Qualcomm , Samsung , MediaTek , etc. The chips developed by these manufacturers are widely used on smart devices such as mobile phones.
However, these manufacturers have one common feature in the core development, all of which are based on the architecture technology of ARM, and architecture technology has also become the underlying core technology. In the era of
PC, Intel mastered the X86 chip architecture and formed a winter alliance with Microsoft , thus achieving the dominance of Intel and Microsoft.
In the era of mobile Internet, although Apple, Qualcomm, Huawei and MediaTek have occupied the chip market, there are ARM behind it.
data shows that more than 90% of mobile chips around the world use ARM architecture, and even manufacturers such as Huawei, Apple and Qualcomm have begun to develop PC chips based on ARM architecture.
For example, Apple launched M-series PC chips, Huawei has Kunpeng series PC chips, and Qualcomm also launched 8CX series. After the
chip rules were modified, everything changed. Domestic manufacturers have reduced their dependence on Mechi products such as Qualcomm. In the first nine months of this year, imported chips were reduced by 61 billion.
Nowadays, foreign media have said that not only Meixin, but ARM is also being abandoned by domestic manufacturers. More and more domestic manufacturers are beginning to develop chips based on the RISC-V architecture, for three reasons.
First of all, although ARM is not a Meixin company, it also adopts certain Meishi technology. Although ARM emphasizes that products comply with export rules, it has not achieved free shipment.
In addition, ARM is a British company, but has long been acquired by SoftBank. Nvidia then announced its acquisition from the software. Despite the failure, Qualcomm and other manufacturers began to support ARM listing, and it was listed in the United States.
In the case of continuous tightening of chip rules, it is obviously not a good thing for domestic manufacturers to continue to rely on ARM. What's more, there are more and more restrictions on ARM, and manufacturers are not allowed to develop their own GPU, etc.
Secondly, after the chip and other rules were modified, domestic manufacturers basically began to turn to the open source architecture RISC-V and developed chips based on this architecture.
data shows that domestic manufacturers such as Huawei, Alibaba have launched their own chips based on the RISC-V architecture, such as TV chips, Xuantie 910, and Wujian 600 development platform.
In addition, among the global senior members of RISC-V, 80% of the customers are from domestic manufacturers. It can be said that the rapid increase in the market share of RISC-V architecture is almost driven by domestic manufacturers.
is also because of the rapid increase in the market share of the RISC-V architecture, which has prompted more chip giants to join the RISC-V field.
For example, starting to shift the embedded chip core instruction set from ARM to RISC-V, Intel has announced a $2.8 billion investment to set up the RISC-V processor lab.
Even if Google has started to use part of SiFive X280's design, use it in the TPU field, etc.
Finally, domestic manufacturers have developed their own chip architectures to accelerate the abandonment of ARM.
chip architecture is the core technology and the underlying technology. Huawei has always developed chip architecture and launched its own Da Vinci architecture.
Alibaba launched the Wujian 600 development platform, and any manufacturer can develop chips based on this platform; Chinese Academy of Sciences and other domestic companies have jointly developed the "Xiangshan" third-generation architecture "Kunming Lake" open source processor core;
The key is that Loongson architecture has long been commercialized and launched a number of chips, and even opened up the channel with Huawei Hongmeng system .
In other words, domestic manufacturers are not only giving up the ARM architecture, but also developing chips based on RISC-V architecture, but also accelerating their own chip architecture.
So foreign media said that not only Meixin, but ARM is also being abandoned by domestic manufacturers.
