Posted on 05/23/2019 10:34:21 AM PDT by SeekAndFind
The loss of ARM will take a long time to impact Huawei but if it ever takes effect, it is likely to have the most devastating impact on Huaweis business.
The ARM processor family has become one of the most central and fundamental pieces of technology in any device that is not either a PC or a data centre.
Almost every smartphone, feature phone, tablet or wearable uses one or more arm processors and Huawei has been pursuing its own chipset designs. The aim is to become more self-sufficient and to rely less on silicon procured from Qualcomm, MediaTek, Broadcom etc. As long as Huawei has scale and as long as its own chips perform as well as those from third parties, this would also help profitability as margin previously paid out would remain in-house. However, many, if not all, of these designs use the arm processor and with its relationship with ARM on ice, its chip development will grind to a halt.
There are two ways to interact with ARM when using its processor. The first is to licence a processor design created by arm and the second is an architecture licence where the licensee does the chip design itself but is based on arms intellectual property. Most silicon designers like Qualcomm, MediaTek or Apple have architecture licences but whichever one, the companies use, they are still dependent on ARM technology. This means that Huaweis in-house silicon effort will now be at a standstill.
Furthermore, there is no realistic possibility to design a chip that does not use ARM because all of the software that is written for mobile devices will no longer run on it. This is why the loss of ARM is potentially even more damaging than the loss of Google as this will also impact shipments
(Excerpt) Read more at forbes.com ...
For those who don’t know, A.R.M stands for: Advanced RISC Machines.
RISC stands for : Reduced Instruction Set Computer
Ping
Huawei is about to lose it’s Brain ,LOL
It is within the capabilities of Huawei to reverse engineer ARM processor.
Apple’s current design only has 26M transistors and most of them are memory cells.
It is also not a highly advanced process so they could farm it out to TSMC or an internal fab.
Intel and IBM are up in the Billions and way beyond the ability to reverse engineer.
80% chance that is exactly what they have in mind.
Thanks: but the article doesn’t say why they would lose this? Something to do with the tariff?
BBC had a whole list of countries that’ll stop doing business with Huawei
Thank you for helping all the S.T.U.P.I.D. people.
Advanced Reduced Instruction Set Computer Machines.
Got it.
I think.
Like an ATM Machine.
Advanced, but Reduced.
Was originally Acorn RISC Machine....
Original design was for the British Acorn computer.
Then they switched to Advanced RISC Machine.
BTW: All the Huwei hoopla and Alphabet bending over almost instantly and now ARM being strong-armed is all an example of Trump leverage.
Designed the ipod with ARM11
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