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Some unlikely 2021 predictions

Some unlikely 2021 predictions

Posted Jan 11, 2021 8:06 UTC (Mon) by jezuch (subscriber, #52988)
In reply to: Some unlikely 2021 predictions by ms-tg
Parent article: Some unlikely 2021 predictions

Would it be possible for RISC-V to steal ARM's lunch?


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Some unlikely 2021 predictions

Posted Jan 11, 2021 13:11 UTC (Mon) by pizza (subscriber, #46) [Link] (2 responses)

Is it possible? Of course. Is it likely? Nope.

There's nothing inherently superior about Arm or RISC-V (or even x86); CPU cores of equivalent performance require about the same overall internal complexity (and transistor count) and therefore cost about the same amount of money to develop and manufacture. Of course, it helps to re-use portions of previous designs (and their test suites).

In order for developing your own CPU core to be economically feasible, you have to have an astronomically high production volume to make the NRE cheaper than licensing an Arm (or one of the higher-performing RISC-V) core. Only a handful of players have this volume, especially on the high end.

Meanwhile, the rest of the SoC will cost about about the same amount of NRE no matter what the CPU core is, and of course the actual fabrication costs only depend on area/yield. (The actual CPU cores are only a small portion of a typical SoC's area/complexity)

Some unlikely 2021 predictions

Posted Jan 11, 2021 17:55 UTC (Mon) by plugwash (subscriber, #29694) [Link] (1 responses)

The question IMO is will the Chinese decide to fund Risc V development in an attempt to get it to the level where it is competitive with arm's higher-end cores. And if so will they be successful.

After the actions of the trump administration I would expect the Chinese to be wary of relying on western tech.

Some unlikely 2021 predictions

Posted Jan 11, 2021 18:51 UTC (Mon) by pizza (subscriber, #46) [Link]

A few years ago, "Arm China" went from a standard wholly-owned subsidiary of Arm to a joint venture which intentionally has 51% Chinese ownership. It was set up this way to help ensure China would not be reliant upon "Western tech", and to that effect it has what amounts to irrevocable licenses for already-developed cores as well as architecture licenses if they wish to develop their own cores. Plus a great deal of operational autonomy.

And recently, the whole thing has been scandal-plagued:

https://asia.nikkei.com/Business/China-tech/Arm-China-ask...
https://www.reuters.com/article/us-arm-china-lawsuit/arm-...
https://www.ft.com/content/f86a7ecf-8a6c-4be1-8c96-567f3d...


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