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I can guarantee that not Qualcomm, neither Apple, will ditch ARM any time soon. It’s any company’s duty to explore alternatives. Intel used to make ARM CPUs, M
by manuelabeledo 3y ago
I can guarantee that not Qualcomm, neither Apple, will ditch ARM any time soon.
It’s any company’s duty to explore alternatives. Intel used to make ARM CPUs, Mediatek makes MIPS chips, etc.
It does not mean that it is possible to completely reverse course in less than a decade.
Qualcomm is definitely not going to dramatically reverse its core business direction to go full RISC-V in less than a decade. It makes no sense, especially after dumping $1.5B in Nuvia.
ARM’s case against Qualcomm is a licensing one. So you suggest that Qualcomm may be ditching ARM because of an argument about licensing ARM, which would make no sense whatsoever. It would be akin to Intel ditching AMD64 and adopting some exotic architecture, because of a disagreement about cross-licensing.
Apple just switched to ARM, of which they have a perpetual license. They are also getting into display production and modem design. Their aim is to control the production line to the last bit, they do not need to be compatible with anything else, so why would they ditch ARM any time soon? It would make no financial sense.
> As per RISC-V's foundation presentation in RISC-V Summit December 2022, RISC-V had at that point already shipped 10 billion cores.
There were 7 billion ARM cores shipped in the last quarter of 2020 alone, many of them inside actual consumer products, not SBCs or niche platforms. Virtually all portable, IoT, and in-car devices run on ARM. ~14% of laptops run ARM and the share is growing, same goes for datacenters. And most importantly, software support for RISC-V is still in its infancy, with no large scale consumer products currently available.
This is to say that RISC-V has a very long road ahead, and it is not going to topple ARM dominance any time soon, simply because the economics of it make no sense.
- snvzz 3y ago>simply because the economics of it make no sense. Explain the RISC-V cores that already moved.
- manuelabeledo 3y agoGive me a single mass produced consumer product using RISC-V cores. Because so far, outside some ESP32, that has not happened yet.
- snvzz 3y agoExplain the RISC-V cores that already moved.
- manuelabeledo 3y agoThey are all in low cost microcontrollers. It's inexpensive. What a feat.
- snvzz 3y ago>They are all in low cost microcontrollers. Can you point at your source for that? I am not interested in speculation.
- manuelabeledo 3y agoYet you have been speculating since the very beginning. Anyway, there is a good number of ESP32 microcontrollers using RISC-V cores, replacing the aging ARM, e.g. ESP32-C3, ESP32-P4.
- snvzz 3y agoAnd you believe esp32 account for most of 10b cores?
- manuelabeledo 3y agoThat’s why I asked you to give me a single example of a mass produced consumer product using RISC-V cores. You know, like widely available phones, cars, routers, etc. Get off your bubble. SBCs are a tiny fraction of the CPU market.
- snvzz 3y agoSBCs absolutely are tiny. Even the VisionFive2 (first mass-produced) is only in the thousands of units. But custom/semicustom is huge, and is where I expect most already shipped cores would be. Most of those cores would not be user visible. Western Digital probably accounts for a lot of shipped cores, as they were early adopters and moved their HDDs controllers to RISC-V.