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Arm is canceling Qualcomm's chip design license

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Re: Arm is canceling Qualcomm's chip design license

#51

And Qualcomm is the only competitive ARM chip on the market besides Apple's. And now they are being taken out by ARM. Is it really that expensive to re-license things? This seems self-defeating.

AWS has the Graviton ARM CPU that is pretty competitive but you can only rent them.

Graviton is just an ARM neoverse core no? It's not a bespoke design.

Re: Arm is canceling Qualcomm's chip design license

#52

Qualcomm is known for having a particularly aggressive & hardball-style legal department to enforce its patents on core telecom IP. I believe the most likely outcome is they just settle the dispute here. Arm fighting hardball with hardball. Which would not really affect the ecosystem of phones using Qualcomm arm chips, it would just change the margins / market cap of Qualcomm. Yes, longterm Q might invest in their ow…

Qualcomm doesn't have nearly as much to lose as ARM does and they know it.

Qualcomm is almost certainly ARM's biggest customer. If ARM loses, Qualcomm doesn't have to pay out. If ARM wins, Qualcomm moves to RISC-V and ARM loses even harder in the long-term.

The most likely outcome is that Qualcomm agrees to pay a slight bit more than they are currently paying, but nowhere near what ARM is demanding and in the meantime, Qualcomm continues having a team work on a RISC-V frontend for Oryon.

Re: Arm is canceling Qualcomm's chip design license

#53

Earlier quoted context omitted.

AWS has the Graviton ARM CPU that is pretty competitive but you can only rent them.

I believe Graviton is competitive in the server market yes, but not in mobile or laptops.

Graviton4 is based on Neoverse V2 which is based on X3.

Neoverse V3 was announced Feb of this year. It should have an 80-85% performance increase and should basically be based on something very close to x925.

Re: Arm is canceling Qualcomm's chip design license

#54
post #24

Earlier quoted context omitted.

AWS has the Graviton ARM CPU that is pretty competitive but you can only rent them.

Ampere has Graviton-like chips that you can actually buy, but neither Graviton or Ampere are really in the same market segment as Qualcomm and Apple.

System76 recently released an ampere desktop. It starts at about half the price of a Mac Pro and seems to top out at many more cores.

I’m not sure if the low end ampere is as slow as a high end mac though.

Re: Arm is canceling Qualcomm's chip design license

#55
post #42
post #34

Earlier quoted context omitted.

Everyone's going to have to buy a Pixel phone, ahahahahaahahha.

Samsung phones are presumably firm as well. They recently switched to snapdragon (qualcomm) chips but before they were using exynos (samsung) chips.

Samsung phones use both, in a very literal sense. Their flagship devices usually have both Snapdragon and Exynos variants for different regions, and their lower end devices are mostly Exynos across the board.

The S23 line was an exception in using Snapdragon worldwide, but then the S24 line switched back to using Snapdragon in NA and Exynos everywhere else, except for the S24 Ultra which is still Snapdragon everywhere.

Yes it's a confusing mess, and it's arguably misleading when the predominantly NA-based tech reviewers and influencers get the usually superior QCOM variant, and promote it to a global audience who may get a completely different SOC when they buy the "same" device.

Re: Arm is canceling Qualcomm's chip design license

#56
post #12
post #7

Earlier quoted context omitted.

I don’t think they have a plan B. Architectures take half a decade of work. Porting from risc-v to arm is not a matter of a backup plan, it’s that of a very costly pivot.

Qualcomm has been working on RISC-V for a while, at outwardly-small scale. It's probably intended as a long-term alternative rather than a ready-to-go plan B. From a year ago: "The most exciting part for us at Qualcomm Technologies is the ability to start with an open instruction set. We have the internal capabilities to create our own cores — we have a best-in-class custom central processing unit (CPU) team, and wit…

Qualcomm pitched a Znew extension for RISC-V that basically removes compressed (16-bit) instructions and adds more ARM64-like stuff. It felt very much like trying to make an easier plan B for if/when they need/want to transition from ARM to RISC-V.

https://lists.riscv.org/g/tech-profiles/attachment/332/0/cod...

Re: Arm is canceling Qualcomm's chip design license

#57
post #52

Qualcomm is known for having a particularly aggressive & hardball-style legal department to enforce its patents on core telecom IP. I believe the most likely outcome is they just settle the dispute here. Arm fighting hardball with hardball. Which would not really affect the ecosystem of phones using Qualcomm arm chips, it would just change the margins / market cap of Qualcomm. Yes, longterm Q might invest in their ow…

Qualcomm doesn't have nearly as much to lose as ARM does and they know it. Qualcomm is almost certainly ARM's biggest customer. If ARM loses, Qualcomm doesn't have to pay out. If ARM wins, Qualcomm moves to RISC-V and ARM loses even harder in the long-term. The most likely outcome is that Qualcomm agrees to pay a slight bit more than they are currently paying, but nowhere near what ARM is demanding and in the meantim…

You’re suggesting that Snapdragon processors would switch to RISC-V and that would be no big deal? Presumably Qualcomm is committed to numerous multi-year supplier agreements for the arm chipsets.

Re: Arm is canceling Qualcomm's chip design license

#58
post #42
post #34

Earlier quoted context omitted.

Everyone's going to have to buy a Pixel phone, ahahahahaahahha.

Samsung phones are presumably firm as well. They recently switched to snapdragon (qualcomm) chips but before they were using exynos (samsung) chips.

Samsung still uses qualcomm in US markets and exynos outside US even for their flagships.

Re: Arm is canceling Qualcomm's chip design license

#59
post #57
post #52

Earlier quoted context omitted.

Qualcomm doesn't have nearly as much to lose as ARM does and they know it. Qualcomm is almost certainly ARM's biggest customer. If ARM loses, Qualcomm doesn't have to pay out. If ARM wins, Qualcomm moves to RISC-V and ARM loses even harder in the long-term. The most likely outcome is that Qualcomm agrees to pay a slight bit more than they are currently paying, but nowhere near what ARM is demanding and in the meantim…

You’re suggesting that Snapdragon processors would switch to RISC-V and that would be no big deal? Presumably Qualcomm is committed to numerous multi-year supplier agreements for the arm chipsets.

This affects their custom Nuvia derived cores. I'm sure Qualcomm will be able to keep using ARM designed cores to cover themselves while they ween off ARM in favor of RISC-V if they need to.

Re: Arm is canceling Qualcomm's chip design license

#60
post #57
post #52

Earlier quoted context omitted.

Qualcomm doesn't have nearly as much to lose as ARM does and they know it. Qualcomm is almost certainly ARM's biggest customer. If ARM loses, Qualcomm doesn't have to pay out. If ARM wins, Qualcomm moves to RISC-V and ARM loses even harder in the long-term. The most likely outcome is that Qualcomm agrees to pay a slight bit more than they are currently paying, but nowhere near what ARM is demanding and in the meantim…

You’re suggesting that Snapdragon processors would switch to RISC-V and that would be no big deal? Presumably Qualcomm is committed to numerous multi-year supplier agreements for the arm chipsets.

Qualcomm pitched Znew quite a while ago. It mostly ditched 16-bit instructions and added a bunch of instructions that were basically ripped straight from ARM64.

The idea was obviously an attempt at making it as easy as possible to replace ARM with RISC-V without having to rework much of the core.

https://lists.riscv.org/g/tech-profiles/attachment/332/0/cod...

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