June 5th, Dr. Hauser Arm co-founder, said in an interview, if the United States continue to implement the ban on Huawei, Arm and US companies (including Google, Apple) will suffer long-term losses. He said that the ban in the short term, Huawei "destructive large", but in the long term, to "Arm, Google and other companies is very destructive."
It reported that, in order to express anger Arm company was forced to end the relationship with the Chinese ICT giant Huawei Dr. Hauser encourage companies to stand up against the practice of US President Donald Trump. He believes that doing so is critical to the success of exports outside the US technology company's future.
Under the ban, Huawei-related suppliers are accurate calculation of product compliance with policy requirements, trying to avoid risks.
Previously, Arm 21Tech Chinese side told reporters: "Arm China attaches great importance to our long-term partner Hass, we are actively communicate, to seek a proper solution in line with current laws and norms."
Limited short-term impact
Arm is an internationally renowned chip architecture licensing company, it is important that its business model is mainly related to the design and licensing of IP, rather than actual production and sale of semiconductor chips. Huawei, Apple, Qualcomm and other companies are authorized after receiving Arm architecture, design and development of mobile phone chips.
It is reported that more than 95% of smart phones and tablet PCs in the world are adopting Arm processor chip architecture, because Arm using reduced instruction set (RISC), a high performance, low cost, and power consumption characteristics of the province. So it's architecture is ideal for small-size low-power products in the field, in the mobile terminal, Arm natural position of absolute dominance.
While rival Intel X86 adhere to the route complex instruction set (CISC), and have the advantage of high-performance, high-power, high-density operation when executed, so the PC and server market, Intel's dominance.
In 2016, Japan's Softbank announced for $ 31 billion acquisition of Arm. In 2018, the official carrier Arm China joint venture, the Chinese investor shares accounted for 51%, Arm shares accounted for 49% of the joint venture will take over all operations in the country's Arm. But the key lies in the patent or the parent company Arm, Arm China can not be related to authorization.
Arm and Intel distinctive, but for smart phones, Arm architecture is the key to the chip.
Hass in 2013 made the Arm architecture license, that can transform Arm original architecture and instruction set extended or reduced. At present, Huawei has Arm architecture (v8) a permanent authorization.
The semiconductor industry veteran, said the chain 21Tech: "v8 in the range, as long as been updated, Huawei can be used to v8.2 is currently little short-term impact, within a year, a conservative estimate of the impact should be limited.."
Merchants electronics analyst Fang Jing, also said that Huawei's early life and Arm signed authorization Arm v8 architecture, the new product development will not be affected temporarily. At the same time there is no need to worry about Arm stop. Technical support will affect the company's new product development.
He analyzes, Arm IP licensing from hard to easy into architecture license, soft core license, hardcore authorized three categories. Which Hass and Apple, Qualcomm is the same architecture license, Arm provides only the most basic instruction set. And other domestic manufacturers are mostly soft-core license, Arm will provide comprehensive RTL. By contrast shows the Hass R & D capabilities.
This means that, as long as sufficient strength, Hass can also choose to expand your definition of instruction. However, the aforementioned veterans point out, Arm evolution of each generation of new instruction set, basically TSMC will invest verification, EDA companies will provide development kits to assist. If you want to get yourself a set of Huawei, it is necessary to consider the EDA tools with TSMC's process can not cope.
In addition, the parties competing view, is even more concerned about the progress Arm v9, because the contract had not been involved in the future of Huawei products. So if the embargo can not be resolved before the launch of v9 words, or reduce Hass competitiveness.
v9 launch time is uncertain, it is also possible to lift the ban before the launch, on the whole, limited impact on the short term, does not affect new product development.
Ecological each other
Look Arm, Arm had planned a conference in China temporarily canceled, may be subject to the ban affected. The semiconductor eco ICT industry is that you have me, I have you, with the fate of the industry chain.
Both sides to stop cooperation, Arm also injured. "For the most damage Arm, it should be in the server space .Arm in small server market share (Intel is dominant), but Huawei is put into force Arm most server companies. If the game is Huawei, Arm that it broke off." the above-mentioned chain people said.
In the end we will find that the hardest is not designed chip, but set up an ecology that surrounds you. Arm naturally hope that more and more companies use its products, Huawei is a big player in the ecology. For Arm, the hope that one more ally, rather than a new competitor.
This year Huawei is pushing its Arm chip, for example, 7nm of Kunpeng 920 can provide higher performance at lower power consumption for data centers. The parameters, Kunpeng 920 clocked at up to 2.6GHz, single-chip support for 64 core. At the same time, Huawei also launched a server equipped with TaiShan Kunpeng 920, mainly used in large data, distributed storage, Arm native application scenarios.
"In fact Arm to really use up one of the biggest ecological problem, and for now, this whole ecological progress Arm is relatively fast, we all know AWS instance Arm released in the cloud, which is a landmark event. This results many open-source software, is now actively carrying out the migration Arm. "Qiu Long, president of Huawei's intelligent computing Business unit told 21Tech," the second point, a lot of server business software companies have begun to consider the gradual introduction of the operating system kernel and applications for Arm software, of course, eco-Arm server storage software manufacturers also need other support, with everyone together to build this ecosystem. "
For eco-Arm, director William Xu, president of Huawei has also told the media that, from 2018 to 2025, the amount of data growth will reach 18 times, Arm industry will usher in a new development opportunities.
Whether Arm for Huawei or Huawei for Arm, for mutual business ecosystem have played a very important role.
Ren also said: "We do not exclude the United States, narrowly self-growth, or to grow together if not on the supply situation really happens, we have no difficulty because of all the high-end chip we can manufacture their own.."
He said that in times of peace, Huawei has always been "1 + 1" policy, the United States bought half of the company's chips, half with their own chips. Despite the much lower cost of its own multi-chip, or the higher price of US chip, because we can not be isolated from the world, it should be integrated into the world.
"Friendship between our company and the United States for decades to form, not a piece of paper can be destroyed. We still have to buy US large-scale devices in the future, as long as it can to secure the approval of Washington's now time to hurry, half past one would estimate the grant are not allowed, the buffer is ok. they can be approved, we will still keep in touch with normal trade uS companies to jointly build human information society, rather than a loner to build the information society. "Ren On the Road .