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Designing a high-performance CPU within the power budget of a smartphone is expensive and hard; so hard that Samsung, Qualcomm, NVIDIA, and even Intel have all
by brigade 4y ago
Designing a high-performance CPU within the power budget of a smartphone is expensive and hard; so hard that Samsung, Qualcomm, NVIDIA, and even Intel have all tried and bowed out because ARM did it better. RISC-V doesn't really make this easier, since at best the ISA is neutral at the performance levels of the Cortex-X cores.
Outside of application cores though, no real moat.
- panick21_ 4y agoCompanies like SiFive are claiming they are beating the ARM cores in terms of area (and power) and they are quickly marching up the performance scale. The software isn't ready and they are primarily not looking at smartphones yet. It will take a few more years until we get there, but once the software is ready you will have lots of companies competing.