Shulou(Shulou.com)11/24 Report--

Thank CTOnews.com netizens for adding some money to this clue delivery! CTOnews.com, October 28, according to Dylan Patel, an analyst at semiconductor industry analyst SemiAnalysis, according to Qualcomm's counterclaim against Arm, external GPU, NPU or ISP will no longer be allowed in SOC based on Arm public CPU after 2024.

According to the updated Qualcomm counterclaim, after 2024, Arm will no longer license its CPU to semiconductor companies such as Qualcomm under the Technology license Agreement (TLA). Instead, Arm is licensed only to device manufacturers. Arm is said to have told OEM manufacturers that the only way to get an Arm-based chip is to accept Arm's new license terms. Qualcomm alleges that Arm lied to Qualcomm's OEM partners about its license terms.

In addition, Qualcomm claims that Arm told OEM manufacturers that semiconductor manufacturers will not be able to provide other components of the Arm-based SOC, but will provide GPU, NPU and ISP directly under Arm's new license.

In other words, if you still want to use Arm public CPU in 2025, the current Qualcomm Adreno GPU, Samsung's RDNA GPU with AMD, and independent NPU and ISP will all have to be abandoned and switched to Arm.

CTOnews.com learned that Arm mainly designs instruction sets for modern chips, and customers include Qualcomm, Apple and Samsung, whose chips are based on Arm architecture. In terms of the business model, Arm authorizes the instruction set to these companies and collects royalties from them. With Arm's architecture, these companies can produce a variety of custom chips according to their own needs.

Yesterday, Qualcomm countersued Arm that Arm had no legal basis for accusing Qualcomm of violating licensing agreements and trademarks. The dispute between the two sides focused on the chip design license between Arm and Nuvia, and Qualcomm planned to buy chip start-up Nuvia for $1.4 billion. Last month, ARM filed a lawsuit against Qualcomm and Nuvia, accusing them of violating licensing agreements with ARM.

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