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Arm Changes Business Model – OEM Partners Must Directly License from Arm

85 points by retskrad 4y ago

pfoof 4y ago
> This is going to accelerate RISC-V roadmaps rapidly. So that's some good news right here
- scarface74 4y ago
  Yeah and it’s also going to be the year of the Linux desktop.
- thebitstick 4y ago
  riscv64gc-apple-darwin perhaps won't just be a dream!
  - speed_spread 4y ago
    Maybe you're joking but Apple has no reason to get off ARM, ever. They have a perpetual license. It's essentially their architecture.
    - petra 4y ago
      When everybody else would invest in risc-V, things might change.
snvzz 4y ago
I'm getting Commodore vibes from ARM's mismanagement.
- scarface74 4y ago
  If only ARM had as customers two or three companies that were worth 1T+ dollars that they could count on…
- speed_spread 4y ago
  We need the RISC-V equivalent of the SID chip.
wyldfire 4y ago
This seems like a huge shakeup. And it's not just Qualcomm who'd be impacted. What's the rationale for this move? > Furthermore, Qualcomm claims that Arm is telling the OEMs that semiconductor manufacturers will not be able to provide other elements of their Arm-based SOCs that Arm also offers as a licensed product. This includes GPUs, NPUs, and ISP.
- emn13 4y ago
  Softbank is trying to IPO ARM - see https://www.bloomberg.com/news/articles/2022-03-24/softbank-is-said-to-be-seeking-at-least-60-billion-in-arm-ipo https://www.bloomberg.com/news/articles/2022-03-24/softbank-... or https://www.reuters.com/breakingviews/best-destination-softbanks-arm-ipo-is-nowhere-2022-10-07/ https://www.reuters.com/breakingviews/best-destination-softb... And it's notable that their target of 60$ billion is aspirational - but even that is in a sense shockingly low considering how much all the various players in their market rely on them. Apple has a 2500 $ billion market cap; TSMC 320 $ billion; qualcomm 132 $ billion; nvidia 336 $ billion. In that context, it makes sense they're trying to improve their negotiating position to increase the promise of higher future income. Gotta pump that IPO value somehow...

85 points by retskrad 4y ago

pfoof 4y ago

> This is going to accelerate RISC-V roadmaps rapidly. So that's some good news right here

scarface74 4y ago
Yeah and it’s also going to be the year of the Linux desktop.
thebitstick 4y ago
riscv64gc-apple-darwin perhaps won't just be a dream!
- speed_spread 4y ago
  Maybe you're joking but Apple has no reason to get off ARM, ever. They have a perpetual license. It's essentially their architecture.
  - petra 4y ago
    When everybody else would invest in risc-V, things might change.

snvzz 4y ago

I'm getting Commodore vibes from ARM's mismanagement.

scarface74 4y ago
If only ARM had as customers two or three companies that were worth 1T+ dollars that they could count on…
speed_spread 4y ago
We need the RISC-V equivalent of the SID chip.

wyldfire 4y ago

This seems like a huge shakeup. And it's not just Qualcomm who'd be impacted. What's the rationale for this move? > Furthermore, Qualcomm claims that Arm is telling the OEMs that semiconductor manufacturers will not be able to provide other elements of their Arm-based SOCs that Arm also offers as a licensed product. This includes GPUs, NPUs, and ISP.

emn13 4y ago
Softbank is trying to IPO ARM - see https://www.bloomberg.com/news/articles/2022-03-24/softbank-is-said-to-be-seeking-at-least-60-billion-in-arm-ipo https://www.bloomberg.com/news/articles/2022-03-24/softbank-... or https://www.reuters.com/breakingviews/best-destination-softbanks-arm-ipo-is-nowhere-2022-10-07/ https://www.reuters.com/breakingviews/best-destination-softb... And it's notable that their target of 60$ billion is aspirational - but even that is in a sense shockingly low considering how much all the various players in their market rely on them. Apple has a 2500 $ billion market cap; TSMC 320 $ billion; qualcomm 132 $ billion; nvidia 336 $ billion. In that context, it makes sense they're trying to improve their negotiating position to increase the promise of higher future income. Gotta pump that IPO value somehow...