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Chinese companies broke the third chip architecture, and the American Chip giant chose to join, cutting off the supply of Huawei ARM could not sit still
Time：
2022-11-28 14:06
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There is no doubt that chip has become the demand of many industries and the cornerstone of digital economy. However, many people do not have a deep understanding of chip. The chip we often talk about is mainly the digital chip used for logical calculation, while the other chips are mainly analog chips. One is the Intel-led X86 architecture, and the other is the ARM architecture, which basically informs the PC and server world, while the ARM architecture is mainly smartphones and some portable electronic devices.
However, with the development of science and technology, the third chip architecture has emerged and started to come onto the stage. It is not as closed as X86 architecture, nor as expensive as ARM architecture to purchase authorization, but completely free and not low computing efficiency. It is RISC-V architecture, which is highly valued by Chinese enterprises. Even academician Ni Guangnan had high hopes for the RISC-V architecture, as it promises to be a historic opportunity to build homegrown chips, and now it looks like Chinese companies have delivered.
According to media reports, RISC-V architecture has supported Android system at present, and a new chip architecture must obtain the support of a huge software ecosystem to develop. Android is undoubtedly a breaking point, because only enough software supports the chip architecture, then the chip architecture can obtain a wide range of market demands. As a result, more and more companies will develop these chips, and of course, the RISC-V architecture already supports HarmonyOS.
Internationally, RISC-V has set up a foundation, which is mainly composed of Chinese enterprises. To our surprise, Intel, the US chip giant, has also joined in and opened the license of X86 architecture for the first time. That is to say, if you want to develop X86 chips, you can just buy the license from Intel. This certainly shows that the efforts of Chinese companies in RISC-V architecture are paying off, which makes Intel believe that RISC-V architecture will become the third mainstream architecture in the future.
Soon, the chip giant ARM, which is the second architecture, could not sit still. Instead of opening up like Intel, ARM would do the opposite. According to media reports, ARM seems to revise the current licensing rules. What's going on with the change to offering to Oems?
Internationally, RISC-V has set up a foundation, which is mainly composed of Chinese enterprises. To our surprise, Intel, the US chip giant, has also joined in and opened the license of X86 architecture for the first time. That is to say, if you want to develop X86 chips, you can just buy the license from Intel. This certainly shows that the efforts of Chinese companies in RISC-V architecture are paying off, which makes Intel believe that RISC-V architecture will become the third mainstream architecture in the future.
Soon, the chip giant ARM, which is the second architecture, could not sit still. Instead of opening up like Intel, ARM would do the opposite. According to media reports, ARM seems to revise the current licensing rules. What's going on with the change to offering to Oems?
So why is ARM doing this? The answer is simple, that is, many chip giants have become more and more capable of self-development, so that people start to stop buying the licensing of ARM's computing core, and this part of the licensing fee is the majority of ARM's revenue, architecture licensing is only a small part of the revenue.
Here, it is necessary to explain the authorization mode of ARM, which is roughly divided into two categories, architecture authorization and computing core authorization. For example, Apple only needs to purchase the architecture authorization, and its computing core is developed by itself. For example, A-series chips, its CPU and GPU are developed by itself, while Qualcomm's CPU is authorized by purchase, that is, the public version design. Such as A78 core, Cortex-X1 core, etc., the GPU was developed by itself.
Imagine if we had been relying on ARM architecture, if ARM had changed the rules like this, then there is no doubt that we would not have been able to implement self-developed chips, but now we have broken through RISC-V architecture, both architecture and computing core, we can be autonomous. In fact, even if ARM does not make such changes, we still need to develop an autonomous RISC-V architecture, because ARM is still the dominant ARM architecture after all. If you think that makes sense, thank you for giving us a thumbs up and watching.
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