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What is the impact of ARM's "disconnection"? China has not been hit as a soft rib

via:C114中国通信网     time:2019/5/25 20:03:35     readed:347

In a statement, ARM said it was "complying with all the latest regulations set by the U.S. government" but refused to address them.HUAWEIThe current status of the contract provides more information. Huawei, on the other hand, is quite generous, saying, "We value close relationships with our partners, but we also recognize the pressure some of them are under because of politically motivated decisions. We believe that this unfortunate situation can be solved. Our first task remains to continue to provide world-class technology and products to global customers.

Last Wednesday, the U.S. Department of Commerce put Huawei and its 68 affiliates on the so-called "entity list" and banned them from acquiring components and related technologies from U.S. companies without the approval of the U.S. government. On Monday, the United States decided to delay the ban on Huawei for another 90 days on the grounds that Huawei and its business partners need time to upgrade their software and deal with some contractual obligations.

As a processor design architecture for most mobile devices, ARM architecture has been widely used in Hess chips and Huawei products, including the well-known Kirin chips and the latest release of this year's chips for mobile devices.The serverThe Kupeng 920 chip, such as the CPU of Kirin 980, uses the Cortex A76 and Z56 micro-architectures of ARM, while the GPU uses the Mali G76 core of ARM. But just now Huawei has announced that "all high-end chips can be built by themselves", and ARM, a non-American company, has been blatantly "cut off" regardless of the 90-day buffer period. What is the reason behind it?

According to ARM, its design includes technology originated in the United States. It is true that ARM has R&D centers in Austin, Texas, and San Jose, California, where some of the technology comes from. But the definition of "25% American native technology" itself is vague and has a lot of room for operation. Infineon, Panasonic, Panasonic, etc.ToshibaAfter evaluating and investigating, TSMC has chosen to support Huawei and has always been quite close to China (or the Chinese market?). ARM can obviously do the same.

In fact, ARM's move is likely to be inspired by its parent company, Softbank of Japan. Softbank has been pushing for the merger of Sprint, its third-largest U.S. operator, with T-Mobile, its fourth-largest operator, which has never been approved before. At this time, the dawn is just emerging. It is feared that against the wishes of the U.S. government, it will cause trouble, and that positive greetings may turn on the green light. Interestingly, Abenjust acquired most of Sprint's equity for $22 billion in 2013, and ARM for about $32 billion in 2016. Its stake in Alibaba was valued at more than $100 billion, and it had cashed $10 billion in 2016.

Fortunately, the blow did not hit China as a soft rib. According to the information obtained by C114 and other media analysis, first of all, Huawei has obtained the permanent authorization of the latest version of ARMv8 architecture (instruction set) of ARM. At most, it can not obtain the authorization of technical support and subsequent architecture versions. ARM "disconnection" can not affect its design and development of chips based on the acquired architecture. Huawei and Haisi also have the ability to upgrade the kernel based on the instruction set they have acquired, and even "magic" the instruction set to keep up with the performance of subsequent ARM updates.

At the same time, even if the ARM architecture is not available in the future, Huawei can switch to other architectures, such as open source RISC-V. Imagination, which is second only to ARM in GPU design, is now a Chinese-owned company. Although it will take some time to replace the spare tire and it will inevitably experience "pain", I believe that the sufficient stock of the previous spare tire will be enough to support it through the running-in period.

Archimedes said, "Just give me a fulcrum, and you can tilt the whole earth up." In terms of Huawei's technological strength and its never-stingy investment in R&D, if we give it a framework, we can turn up the whole industry.

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