Qualcomm—one of Arm’s biggest customers—starts a RISC-V joint venture

'Arm is facing down its biggest competition ever, with the up-and-coming RISC-V architecture threatening to unseat it as the CPU at the center of almost every portable device. Now, one of Arm's biggest customers is trying out RISC-V, as Qualcomm is getting involved in a joint venture dedicated to the architecture. The joint venture doesn't have a name yet, but Qualcomm, NXP, Nordic Semiconductor, Bosch, and memory giant Infineon are all teaming up to form a new company that Qualcomm's press release says is "aimed at advancing the adoption of RISC-V globally by enabling next-generation hardware development." At first, the group will be focused on automotive uses, with an "eventual expansion" to IoT and mobile, Qualcomm's biggest market. Arm doesn't manufacture any chips itself and instead exists as a design and licensing operation. It licenses both the Arm architecture, allowing companies to design an Arm-compatible chip themselves (this is what Apple does), and it also licenses completed CPU designs, allowing partners like Qualcomm, Samsung, and MediaTek to produce new SoCs year after year. Previously, we would have said Qualcomm's "next-generation hardware" project revolves around its acquisition of Nuvia, a chip design house that was founded by ex-SoC engineers from Apple, which currently makes the fastest mobile ARM chips available. Qualcomm's CPUs all use Arm's designs, and they are regularly a generation or two behind what Apple can do. If Nuvia lives up to its potential, Qualcomm's Arm chips would finally be competitive. The company says chips from Nuvia are expected to hit the market in 2024 for PCs, so Qualcomm will be sticking with Arm for a while longer. Qualcomm's "Snapdragon Automotive" products are usually based on 5-year-old phone designs, but it sounds like that's changing. A RISC-V transition, if one ever comes, is a few years down the line. RISC-V is threatening Arm for a few reasons. First is its open source licensing, which potentially lets companies avoid the fees Arm charges to make any chip compatible with its instruction set. Second is that RISC-V is also a way for companies to insulate themselves from Arm, which has become an increasingly unstable hardware partner. Arm is at the center of most mobile devices, but it doesn't make a ton of money off of this licensing business. ' -- source: https://arstechnica.com/gadgets/2023/08/qualcomm-one-of-arms-biggest-custome... Cheers, Peter -- Peter Reutemann Dept. of Computer Science University of Waikato, Hamilton, NZ Mobile +64 22 190 2375 https://www.cs.waikato.ac.nz/~fracpete/ http://www.data-mining.co.nz/

On Mon, 7 Aug 2023 12:12:20 +1200, Peter Reutemann quoted:
'If Nuvia lives up to its potential, Qualcomm's Arm chips would finally be competitive.'
And remember that Microsoft’s Windows-on-ARM efforts are focused exclusively on Qualcomm chips.
'Second is that RISC-V is also a way for companies to insulate themselves from Arm, which has become an increasingly unstable hardware partner.'
So you wonder what’s going to happen to those efforts if ARM’s lawsuit against Qualcomm over the Nuvia acquisition achieves any kind of success, and as a result Qualcomm relegates its ARM efforts to the back seat in favour of RISC-V ...
participants (2)
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Lawrence D'Oliveiro
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Peter Reutemann