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> ARM's low-end market seems likely to be taken over by RISC-V. So like the Cortex M series days seem numbered without a change in the business model. But that
by webmaven 5y ago
> ARM's low-end market seems likely to be taken over by RISC-V. So like the Cortex M series days seem numbered without a change in the business model. But that seems like about it.
Doesn't that inevitably set up a classic Innovator's Dilemma?
- kllrnohj 5y agoI don't think so. ARM may just not care about losing that market. The CPUs they design at that ultra-low-end really don't carry over into the mid & high ends, which is where the high profile design wins & "high" (relatively) margins are anyway. Like what makes for a good hard drive controller doesn't really have anything at all to do with what makes a good smartphone CPU. So RISC-V winning at hard drive controllers or other (tiny) embedded usages is not really setting up an "S" curve for explosion here to challenge ARM's markets. They are really fundamentally different markets & products. Kinda like how Intel just never cared about going after embedded, and they're not exactly struggling as a result of that. With the big asterisk of smartphones where scaling up proved a quicker path to shipping than scaling down, at which point inertia took over, but for that to repeat would require a currently unknown new product category.
- webmaven 5y agoI'd bet on AR glasses that somehow need to squeeze the compute power of a midrange cellphone into the form factor of a pair of glasses.