this post was submitted on 23 Oct 2024
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You are overestimating RISC-V. It cannot save the planet alone.
ARM provides complete chip designs.
RISC-V is more like an API, and then you still need to design your chips behind it.
I could be wrong, but I think Qualcomm designs its own chips and only licenses the "API", so it would be no difference for them.
If they use Cortex cores, they are ARM designs. Oryon cores are in house based on Nuvia designs, and I assume it would still require a complete chip redesign if they decide to switch to RISC-V.
From my understanding, most companies take the reference design from Arm and then alter it to fit their needs.
That's a big part of what's going on. ARM is trying to move into Qualcomm's traditional business while Qualcomm is trying to move in ARM's traditional business.
"Under Chief Executive Officer Rene Haas, Arm has shifted to offering more complete designs — ones that companies can take directly to contract manufacturers. Haas believes that his company, still majority owned by Japan’s SoftBank Group Corp., should be rewarded more for the engineering work it does. That shift encroaches on the business of Arm’s traditional customers, like Qualcomm, who use Arm’s technology in their own final chip designs.
Meanwhile, under CEO Cristiano Amon, Qualcomm is moving away from using Arm designs and is prioritizing its own work, something that potentially makes it a less lucrative customer for Arm. He’s also expanding into new areas, most notably computing, where Arm is making its own push. But the two companies’ technologies remain intertwined, and Qualcomm isn’t yet in a position to make a clean break from Arm."
https://www.msn.com/en-us/money/companies/arm-to-cancel-qualcomm-chip-design-license-in-escalation-of-feud/ar-AA1sK49J
Interesting. So essentially Arm is butthurt that Qualcomm doesn’t want to send them a shitload of money and instead tries to do their own thing, so Arm is trying to force them into buying their product regardless?
Of course i will still take RISC-V a long time to be even relevant. But in the future there could be multiple Companies that offer finished chip designs to use. As you said not every company wants and can create a design themself.