Live data from Hacker News

Arm is canceling Qualcomm's chip design license

bloomberg.com

61–70 of 480 posts

Re: Arm is canceling Qualcomm's chip design license

#61

Earlier quoted context omitted.

I believe it is just lacking aggressive optimization. ARM is basically RISC as well, so it isn't an architectural limitation.

(Naive question) then is it really a big hurdle for a company who knows how to make arm chips to try making riscv chips?

It’s not a big hurdle so long as they hire Jim Keller to rapidly improve yet another architecture. (Only half-joking.)

Re: Arm is canceling Qualcomm's chip design license

#62
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…

>Qualcomm moves to RISC-V and ARM loses even harder in the long-term.

I think long term is doing a lot of heavy lifting here. How long until:

1. Qualcomm develops a chip that competitive in performance to ARM

2. The entire software world is ready to recompile everything for RISC-V

Unless you are Apple I see such a transition taking a decade easily.

Re: Arm is canceling Qualcomm's chip design license

#63

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…

Not just telecom, they are just super aggressive in general as a bully with weapons pile. I remember they tried to threaten Opus codec with patents just becasue, when IETF proposed it for Internet standard. Luckily that failed, but it shows their nasty approach very clearly. So now they are getting the taste of their own medicine.

Re: Arm is canceling Qualcomm's chip design license

#64

Earlier quoted context omitted.

I believe it is just lacking aggressive optimization. ARM is basically RISC as well, so it isn't an architectural limitation.

(Naive question) then is it really a big hurdle for a company who knows how to make arm chips to try making riscv chips?

The question is more of will your customers agree to go along with this major architectural shift that sets you back on price-performance-power curves by at least five years and moves you out of the mainstream of board support packages, drivers, and everything else software-wise for phones.

Also we should not pretend that ARM is just going to sit there waiting for RISC-V to catch up.

Re: Arm is canceling Qualcomm's chip design license

#65
post #45

Next week, Qualcomm will likely announce a 64 core RISC-V RVA23. ARM really shouldn't pursue an aggressive posture with lines outside iOS or Win11 ecosystems. The leverage won't hold a position already fractured off a legacy market. =3

1. I am fairly sure games and other performance sensitive apps are using the Android NDK which is not available for RISC-V. 2. I am fairly sure a competitive RISC-V CPU is not days or weeks but years away.

> 2. I am fairly sure a competitive RISC-V CPU is not days or weeks but years away.

And chasing a moving target fueled by the largest technology companies on the planet.

Re: Arm is canceling Qualcomm's chip design license

#66

Earlier quoted context omitted.

I believe it is just lacking aggressive optimization. ARM is basically RISC as well, so it isn't an architectural limitation.

(Naive question) then is it really a big hurdle for a company who knows how to make arm chips to try making riscv chips?

Well you need several years to catch up - and those doing arm are not standing still. Same problem big software rewrites have, some are successful but it takes a large investment while everyone is still using the old stuff that is better for now.

Re: Arm is canceling Qualcomm's chip design license

#68

Next week, Qualcomm will likely announce a 64 core RISC-V RVA23. ARM really shouldn't pursue an aggressive posture with lines outside iOS or Win11 ecosystems. The leverage won't hold a position already fractured off a legacy market. =3

you think they can just flip a RISC-V switch and keep all the performance instantly? I can't really understand the logic from some people here.

Re: Arm is canceling Qualcomm's chip design license

#69
post #50

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…

The phones haven't been custom ARM chips since 32-bit Krait, IIRC. This is about Nuvia. https://en.m.wikipedia.org/wiki/Krait_(processor)

Snapdragon 805 had a 32-bit Krait designed by Qualcomm

https://www.qualcomm.com/products/mobile/snapdragon/smartpho...

810 had a 64-bit core designed by ARM

https://www.qualcomm.com/products/mobile/snapdragon/smartpho...

820/821 had a 64-bit Kryo custom core designed by Qualcomm

https://www.qualcomm.com/products/mobile/snapdragon/smartpho...

After that it was all cores from ARM. The custom CPU team worked on their server chip before getting cancelled and most of the team went to Microsoft

Re: Arm is canceling Qualcomm's chip design license

#70

Earlier quoted context omitted.

I believe it is just lacking aggressive optimization. ARM is basically RISC as well, so it isn't an architectural limitation.

(Naive question) then is it really a big hurdle for a company who knows how to make arm chips to try making riscv chips?

Making the chip isn’t an issue for them. It’s the software compatibility post facto.
Post reply on HN