Arm processor and Windows computers have been available for years, but the tandem is still not as popular as the combination of this OS with x86 architecture.Nevertheless, Qualcomm is releasing more and more efficient chipsets for laptops - during the 2022 Snapdragon Summit, it was announced that it was developing new CPUs for Windows laptops.The developer also promoted the idea that the future of Windows PCs is closely linked to Arm solutions and additional modules for processing AI algorithms.Image source: QualcommThe x86 architecture relies on two main components for computing - the CPU and GPU, so when working intensively with artificial intelligence algorithms, both types of gas pedals experience significant loads, consuming a lot of power in the process.On the other hand, Snapdragon chipsets use the Hexagon digital signal processor (DSP), which performs AI-related tasks.As a result, the resources of the core processors are freed up for other purposes.Image source: QualcommThe Snapdragon Summit was supported by Qualcomm's partners - Microsoft, Adobe, and Citi.Microsoft noted that the SQ3 chipset is used in the new Surface Pro 9 5G with numerous features involving AI - from the ability to blur the background during video interviews to the camera's ability to maintain contact with the user's eyes regardless of what position the user is in relative to the lens.Adobe has previously added Snapdragon-based AI support for its Sensei machine learning tool that enhances the performance of Photoshop, Lightroom and Premiere Pro.The company says Snapdragon's AI engines will help improve even more Creative Cloud applications in 2023.Citi isn't using anything yet, but reportedly plans to move 70% of its staff to mobile computers based on Qualcomm products - like the Lenovo ThinkPad X13s.Most of today's Snapdragon chipsets now use CPU cores produced under the Qualcomm-owned Kryo brand.At first, the company used the architecture of its own development, but later switched to off-the-shelf solutions of the Arm Cortex family.Now Qualcomm has announced that in the future it will introduce notebook CPUs of the new family Oryon.Image source: QualcommThe new platform will reportedly be the first to emerge from Qualcomm's acquisition of NUVIA - it is possible that this is the basis for the next generation computer platform, the Snapdragon 8cx Gen 4.In addition, it is known that Oryon will use a custom architecture based on the Arm command set, but is not among the latter's off-the-shelf solutions.The company has promised to start shipping the product to the market starting in 2023.
British processor developer Arm, owned by Japanese conglomerate Softbank, filed a response to Qualcomm's counterclaim, rejecting all statements and accusations by the American company.The company has no plans to change its licensing scheme.Image source: community.arm.comIn August Arm sued Qualcomm, which was the result of a dispute over the licensing of processor architecture.Qualcomm responded with unexpected accusations against the British partner: according to the defendant, Arm in this way is revenge for its position against the failed merger with NVIDIA, and to consolidate its position the company allegedly decided to change the processor licensing scheme to the detriment of all chip makers - payments will be charged from manufacturers of end devices.Arm denied all these allegations and in its response to the counterclaim stressed that the essence of its claims is simple: when Qualcomm bought startup Nuvia, which was a licensee of Arm, the buyer Qualcomm assures that Arm decided to take advantage of the situation and get additional royalties, and the license terms were not intended to obtain such permission.Finally, Arm categorically rejected Qualcomm's assertion that it plans to change its licensing model - the British company said that this information is misinformation and misleading, according to The Register.In reality, the company is not going to limit partners' access to its technology and will continue to cooperate both with processor manufacturers and OEMs.
Qualcomm: smartphone sales will fall more than 10% this year, and Apple will not give up its modems in 2023
In the third quarter Qualcomm managed to increase revenues by 22% to $11.39 billion, but not the most optimistic forecast for the smartphone market caused the company's stock price to decline by 7.56% after the close of trading.According to this provider of mobile processors, at the end of the current calendar year, the smartphone market will shrink not by 5-6%, but by 10-12%.Since the beginning of this quarter, the company will also stop hiring new staff.Image source: Qualcomm TechnologiesIn the current quarter, as stated by representatives of Qualcomm, the company's revenue will be in the range of $9.2 to $10 billion, which is a couple of billion dollars below the most modest expectations of analysts.Apparently, this also contributed to Qualcomm's share price decline after the release of financial statistics.The company's representatives also noted that a sharp decline in demand and an improvement in the supply of components led to an increase in product inventories. Qualcomm will have to spend the accumulated surplus products in the warehouses for about a couple more quarters.The company has been running QCT, which supplies chips for smartphones and other devices that transmit data over wireless channels, and has generated $9.9 billion in revenue last quarter, up 28 percent from the same period last year.Smartphone chip shipments brought Qualcomm $6.57 billion in revenue last quarter, increasing revenue by 40% over the same quarter last year.The automotive business grew 58% to $427 million, while the Internet of Things added 24%, giving Qualcomm a core revenue of $1.92 billion.Finally, radio frequency components dropped 20% to $992 million.Technology licensing and patents brought Qualcomm $1.44 billion last quarter, up 8% from a year earlier, but this revenue line still fell short of analysts' expectations.The head of the company, Cristiano Amon, acknowledged that Qualcomm cannot stay away from the negative impact of macroeconomic conditions on the entire semiconductor industry.Operating costs are expected to be reduced not only by suspending the expansion of the staff from October this year, but also by other measures.Regarding the relationship with customers, it was said that the license agreement with Samsung Electronics has been extended until 2030, and in the next quarter the Korean giant will increase the share of Qualcomm chips in its mobile devices.Almost all of the iPhones next year will use Qualcomm modems, though the company previously expressed fears that it will not get more than 20% of Apple's orders because it has time to introduce modem solutions of its own design.In a couple of years, in the opinion of Qualcomm's management, Apple will still be able to almost completely abandon the components of the first brand.According to the forecasts of Bloomberg, the first smartphones Apple with modem components of its own design will not appear until 2024.
Qualcomm again promised to turn the Windows PC market in two years - with Snapdragon based on Nuvia developments
Qualcomm has been optimistic about Windows PCs on Arm processors of the Snapdragon family for years.However, with the developments of the startup Nuvia, acquired in 2021, the optimism turns into confidence - the company claims that in two years the disposition in the PC market will change.Image source: qualcomm.comTalking to investors and analysts after announcing quarterly financial results, the company's CEO, Cristiano Amon, noted that OEMs have already expressed a desire to work with the company to release Windows PCs powered by Snapdragon processors, which will only hit the market in two years, Tom's Harware reports.These processors use solutions from Nuvia, which specialized in server Arm processors.The release of next-generation PC chips is not easy for Qualcomm: it originally planned to start sending samples as early as August 2022 to start production and sales in 2023.However, it was later decided to start shipping samples only in 2023, and Windows-based Snapdragon computers will begin a massive market conquest only in 2024.Mr.Amon did not specify the number of projects in which Qualcomm chips have won competitive victories, and did not say when exactly in 2024 we should expect the next generation products, but the growing number of such projects indicates that OEMs are quite willing to start shipping Windows-based Arm-computers in two years.And that's a good sign not only for Qualcomm, but also for other Arm chipmakers.A significant obstacle to achieving the goal could be a legal dispute between Qualcomm and Arm.According to the British company, after the takeover, Qualcomm had to stop projects Nuvia, because under the new owner the license for Arm-architecture is no longer valid.In addition, Arm is likely to change the licensing mechanisms of its products.
Arm will prohibit the proximity of its CPU and third-party modules in one chip, as well as impose royalties on manufacturers of end devices
The lawsuit between Arm and Qualcomm turned unexpectedly.The British developer of processors decided to radically change its business model: first, license fees will have to be paid by manufacturers of end devices, including smartphones and tablets; second, third-party components, including GPUs, NPUs and ISPs, will be prohibited in chips with Arm processors.
In late August Arm filed a lawsuit against Qualcomm.Qualcomm absorbed server processor developer NUVIA and, according to Arm, had to update its license agreement because it deemed all previous agreements with the company invalid after it bought it.Qualcomm filed a countersuit against the British developer, and new documentation on the case contains crucial details.Qualcomm's updated lawsuit says that after 2024, Arm will stop licensing its processor architecture to semiconductor component manufacturers - payments will be charged to end-device manufacturers.
Arm, according to the U.S.company, has already told OEMs that soon the only way for them to get Arm-based chips will be through direct license fees, and they'll have to accept these rules of the game.But that's not all.The British company has also decided to tighten its policy with respect to chip developers like Qualcomm: they will not be able to use third-party components in single-chip platforms with Arm processors if Arm offers their analogs as a licensed product.
This will affect graphics and network processors, as well as image processors.In other words, Arm will prohibit the creation of duos like Samsung and AMD chips, as well as MediaTek and Imagination - both pairs of companies cooperate in the field of mobile graphics.And Qualcomm itself does not use GPUs from Arm, but its own.Such an initiative Arm shows signs of anti-competitive behavior and it is possible that these steps will accelerate the companies' efforts to develop chips based on open architecture RISC-V.However, some of the British company's partners may not be affected by the new rules.
For example, NVIDIA has a 20-year license for the development of components with Arm-architecture.Apple was at the origins of Arm, so it is unlikely that these two can be destroyed so easily.There is also a version that a mutually beneficial cooperation binds Arm with Broadcom.Thus, the dispute between Arm and Qualcomm in just over two years threatens to affect the interests of many smaller players.
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According to Qualcomm, Arm is retaliating against the company for criticizing the deal with NVIDIA by demanding compensation for the use of Nuvia licenses
Early last year, Qualcomm bought the assets of processor developer Nuvia for $1.4 billion, which used the Arm architecture and held the relevant licenses.According to Arm itself, this deal does not give Qualcomm the right to dispose of all the licenses inherited from Nuvia.A dispute broke out between the companies, which they are trying to resolve in court.Qualcomm believes that Arm is taking revenge for its criticism of the deal with NVIDIA.Image source: Qualcomm Recall that in the spring of this year NVIDIA was forced to abandon its intentions to buy Arm, because it opposed certain regulators, British officials and a variety of companies from among its customers.Qualcomm was among them, and this summer it faced a lawsuit from the British developer, which accused it of misusing licenses for processor cores inherited from Nuvia.The latter had a license for the architecture of Arm v8, which was available to Qualcomm, but Arm did not like the logic of interaction, and she demanded that the client stop using the development of Nuvia in their products.According to Arm, after buying Nuvia, Qualcomm should have signed a new license agreement with the first of the companies.Qualcomm does not think it is right and necessary, calling Arm's claims revenge for its own position on the deal with NVIDIA, which collapsed in the spring.Arm not only demanded extra payment for Qualcomm's right to use Nuvia's designs, but also tried to obstruct the work of that client's specialists on processors that use Nuvia's intellectual property.Qualcomm representatives also added that Arm's original agreement with Nuvia did not provide for such control measures on the part of the British holding.Arm believes that after Nuvia lost its independence, all the previous agreements lost their force and the new business owners represented by Qualcomm should conclude new contracts.In general, Qualcomm should pay Arm more for ready-made solutions, and in the case of using its own developments based on the Arm architecture, the royalties are reduced.Apparently, in the precedent with Nuvia, the British developer simply does not want Qualcomm to pay him less.The victory of Arm in this court dispute, according to Qualcomm, could untie its hands in the abuse of its own powers in relations with licensees.
Meta* has signed an agreement with Arm processor developer Qualcomm to create special custom chipsets designed for next-generation Quest series VR headsets.The companies announced this at the IFA in Berlin.Image source: 3D NewsThe two companies will work together to design future chipsets based on Qualcomm's Snapdragon XR platform.As reported by Reuters, the agreement demonstrates the dependence of Meta * of Qualcomm, even as the company began developing their own solutions for virtual, augmented and mixed reality devices.According to the head of Meta * Mark Zuckerberg (Mark Zuckerberg), \"Unlike cell phones, building VR brings new, multi-dimensional challenges in spatial computing...\" For example, there are a number of challenges to be met in optimizing the price and form factor of the devices.According to Zuckerberg, Meta* is still in the early stages of development, and \"deep technical integration\" with a processor developer will help VR technology move toward a multi-dimensional computing platform.Meta* has been actively investing in wearable device technology like transparent AR/VR glasses.For years, the company has relied on off-the-shelf Qualcomm chipsets to build its own VR devices, including the latest version of the Quest 2 headset, which is based on the Snapdragon XR2 chip.Image Source: 3D NewsThe chipsets being co-built will not be exclusively used by Meta*.However, they will be optimized for Quest system specifications.Financial terms of the deal have not yet been disclosed.The agreement covers only VR-devices and Meta* will continue to develop its own semiconductor solutions with other functionality.According to Meta*, there may be situations in which the company prefers off-the-shelf semiconductor solutions, but it is working on customization with industry partners while developing its own solutions.Moreover, Meta* can use both its own and partner platforms in the same products.* Included in the list of public associations and religious organizations in respect of which there is an effective court decision to liquidate or ban their activities on the grounds provided by Federal Law № 114-FZ \"On Counteracting Extremist Activity\" dated 25.07.2002.
Arm has sued Qualcomm and Nuvia.They are accused of violating license agreements signed with Arm, as well as the trademark rights of the British chip developer.Image source: QualcommThe Qualcomm company has dominated the mobile chipset market for years.However, things are not going well in the PC segment.To boost its potential in the PC market, Qualcomm last year acquired startup Nuvia, which was developing computer Arm processors that, in theory, could compete with Apple's solutions in the mobile and desktop segments.UK Arm works with two types of customers: companies that use its development as the basis for their own chips, and companies that license only Arm instruction sets for their own processors.Qualcomm and Nuvia have had agreements with Arm in both areas for years.However, the licenses are not transferable from company to company and differ in detail.Therefore, according to Arm, Qualcomm with the acquisition of Nuvia \"tried to hijack Nuvia's licenses without Arm's consent.\" From this, the British developer concluded that the licensing agreements signed between it, Qualcomm and Nuvia individually were thus violated.In this regard, in March 2022 Arm revoked licenses from Nuvia to use its technology.However, the latter continued to develop chips with a set of its software instructions.As a result, Arm went to court to prohibit the development of certain Nuvia chips, which can still use its technology.In addition, the company is seeking compensation for infringement of its trademark rights.Arm's lawsuit could set back Qualcomm and Nuvia's efforts to develop chips for laptops, desktops and servers for many months.It could also result in hefty fines for both companies.
AMD will unveil Radeon RX 7000 graphics cards on the latest RDNA 3 architecture graphics processors tonight. The start of the presentation,...