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Comment by LeFantome

1 year ago

Wow, this has been settled already? I mean, I am sure ARM will appeal.

ARM did massive damage to their ecosystem for nothing. There will for sure be consequences of suing your largest customer.

Lots of people that would have defaulted to licensing designed off ARM for whatever chips they have planned will now be considering RISC-V instead. ARM just accelerated the timeline for their biggest future competitor. Genius.

RISC-V is not anywhere near competitive to ARM at the level that Qualcomm operates.

I’ve written about that here: https://benhouston3d.com/blog/risc-v-in-2024-is-slow

  • Your otherwise on point piece contains the common misconception that ARM began in embedded systems. When they started they had a full computer system that had very competitive CPU performance for the time: https://en.m.wikipedia.org/wiki/Acorn_Archimedes

    They pivoted to embedded shortly after spinning off into a separate company.

    • Not to be pedantic, but…

      Acorn Computers started off much earlier (I owned an Acorn Atom when it was released) which begat the Electron, then the BBC Micro and then the Archimedes.

      At that time ARM was just an architecture owned by Acorn. They created it with VSLI technology (Acorn’s Silicon partner) and used the first RISC chip in the BBC Micro before then pivoting it to the Archimedes.

      Whilst Acorn itself was initially purchased by Olivetti, who eventually sold what remained years later to Morgan Stanley.

      The ARM division was spun off as “Advanced RISC Machines” in a deal with both Apple, and VSLI Technology after Olivetti came onto the scene.

      It is this company that we now know as Arm Holdings.

      So it’s not entirely accurate to claim “they had a full computer system” as that was Acorn Computers, PLC.

      1 reply →

  • It would be more accurate to say that there haven't been any RISC-V designs for Qualcomm's market segment yet.

    As far as I am aware, there is nothing about the RISC-V architecture which inherently prevents it from ever being competitive with ARM. The people designing their own cores just haven't bothered to do so yet.

    RISC-V isn't competitive in 2024, but that doesn't mean that it still won't be competitive in 2030 or 2035. If you were starting a project today at a company like Amazon or Google to develop a fully custom core, would you really stick with ARM - knowing what they tried to do with Qualcomm?

    • > RISC-V isn't competitive in 2024, but that doesn't mean that it still won't be competitive in 2030 or 2035.

      We can't know and won't for up to until 2030 or 2035. Humans are just not very good when it comes projecting the future (if predictions of 1950-60's were correct, I would be typing this up from my cozy cosmic dwelling on a Jovian or a Saturnian moon after all).

      History has had numerous examples when better ISA and CPU designs have lost out to a combination or mysteries and other compounding factors that are usually attributed to «market forces» (whatever that means to whomever). The 1980-90's were the heydays of some of the most brilliant ISA designs and nearly everyone was confident that a design X or Y would become dominant, or the next best thing, or anywhere in between. Yet, we were left with a x86 monopoly for several decades that has only recently turned into a duopoly because of the arrival of ARM into the mainstream and through a completely unexpected vector: the advent of smartphones. It was not the turn than anyone expected.

      And since innovations tend to be product oriented, it is not possible to even design, leave alone build, a product with something does not exist yet. Breaking a new ground in the CPU design requires an involvement of a large number of driving and very un–mysterious (so to speak) forces, exorbitant investment (from the product design and manufacturing perspectives) that are available to the largest incumbents only. And even that is not guaranteed as we have seen it with the Itanium architecture.

      So unless the incumbents commit and follow through, it is not likely (at least not obvious) that RISC-V will enter the mainstream and will rather remain a niche (albeit a viable one). Within the realms of possibility it can be assessed as «maybe» at this very moment.

      1 reply →

    • But then there is the software ecosystem issue.

      Having a competitive CPU is 1% of the job. Then you need To have a competitive SoC (oh and not infringe IP), so that you can build the software ecosystem, which is the hard bit.

      15 replies →

    • > As far as I am aware, there is nothing about the RISC-V architecture which inherently prevents it from ever being competitive with ARM

      Lack of reg+shifted reg addressing mode and or things like BFI/UBFX/TBZ

      The perpetual promise of magic fusion inside the cores has not played out. No core exists to my knowledge that fuses more than two instructions at a time. Most of those take more than two to make. Thus no core exists that could fuse them.

      26 replies →

    • >would you really stick with ARM - knowing what they tried to do with Qualcomm?

      Business are actually happen how the ALA is proven in court.

  • Your statement that "RISC-V in 2024 is slow" gets followed by a crazy sequitur that this will continue to be the case for a long time.

    Ventana announced their second-gen Veyron 2 core at the beginning of this year and they are releasing a 192-core 4nm chip using it in 2025. They claim Veyron 2 is an 8-wide decoder with a uop cache allowing up to 15-wide issue and a 512-bit vector unit too. In raw numbers, they claim SpecInt per chip is significantly higher than an EPYC 9754 (Zen4) with the same TDP.

    We can argue about what things will look like after it launches, but it certainly crushes the idea that RISC-V isn't going to be competing with ARM any time soon.

    • In my article I only say that it is currently slow and that there are various initiatives to make it fast and I am hopeful for the future.

      1 reply →

  • RISCV is an instruction set, but you compare ASICs

    If qualcomm changes instruction decoding over you’ll likely see a dramatic difference

  • Not everyone is trying to make a chip for a phone. There are plenty of low compute applications which just need something.

    • Correct.

      Also correct: RISC-V is not anywhere near competitive to ARM at the level that Qualcomm operates.

  • How is Geekbench any good at comparing RISC-V to ARM? Geekbench isn't a native RISC-V application, let alone has the wherewithal to correctly report any basic information like frequency or core count. You haven't even prefaced these either, and drew conclusions from them.

    Also, actually searching the chip in question is impossible.

  • But for many other customers, who might need something like an A0 core, it's a strong signal to consider RISC-V instead.

  • If you're talking physical chips you can buy off the shelf, sure.

    But if you're talking IP, which would be what matters for the argument being made (core IP to use on new design), here's where we at (thanks to camel-cdr- on reddit[0]):

    (rule of thumb SPEC2006*10 = SPEC2017)

    SiFive P870-D: >18 SpecINT2006/GHz, >2 SpecINT2017/GHz

    Akeana 5300: 25 SpecINT2006/GHz @ 3GHz

    Tenstorrent Ascalon: >18 SpecINT2006/GHz, IIRC they mentioned targeting 18-20 at a high frequency

    Some references for comparing:

    Apple M1: 21.7 SpecINT2006/GHz, 2.33 SpecINT2017/GHz

    Apple M4: 2.6 SpecINT2017/GHz

    Zen5 9950x: 1.8 SpecINT2017/GHz

    Current license-able RISC-V IP is certainly not slow.

    0. https://www.reddit.com/r/hardware/comments/1gpssxy/x8664_pat...