NVIDIA announced yesterday its $40 billion acquisition of arm, which may not end in the next few years. NVIDIA's approach to arm may affect several semiconductor companies, but for NVIDIA, they have a chance to return to the mobile phone market this time.
In yesterday's report, it was reported that NVIDIA was trying to appease manufacturers,Announced not to participate in CPU design, not to do mobile phone chipBut all the promises are not fixed,NVIDIA may not make its own mobile phone chip for the time being, but its GPU license is different。
Foreign media reported that,Huang Renxun, CEO of NVIDIA, responded to the question of whether previous arm customers could integrate NVIDIA's GPU and AI technology into their SOC chips. Lao Huang confirmed this possibility.
In other words, on the ARM CPU, NVIDIA's commitment is to ensure that it will continue to be independent and neutral, and that it will not change at will. After all, this part is the most concerned and sensitive part of arm customers.
But in other places where NVIDIA is strong and arm is weak, it is possible for NVIDIA to plug in its own technology.
We all know that arm is also actively promoting its own GPU IP authorization after acquiring Mali. In recent years, Huawei, MediaTek and even Samsung have begun to adopt arm Mali GPU.
However, compared with the mobile GPU of Qualcomm and imgtech, the performance and energy efficiency of Mali GPU are still insufficient. NVIDIA is certainly very powerful in GPU technology.
If NVIDIA's geforce GPU can re-enter the mobile chip market,So this will be 8 years after HTC used Tegra 3 in 2012, NVIDIA will return to the mobile chip market.
The most brilliant time of NVIDIA mobile phone processor was probably 2013. Xiaomi company used Tegra 4 processor on Xiaomi mobile phone 3, and then... There was no such processor.
It's not the first time NVIDIA has announced to provide GPU authorization. After Tegra 4's failure, it is not the first time that NVIDIA has announced to provide GPU authorization,NVIDIA announced the opening of Kepler GPU license in 2013It's just that there have been no customers for seven years.
The reason why they are not used is not complicated, that is, powerful manufacturers have developed their own GPUs, such as Qualcomm and apple now. Other companies can directly buy the public version or powervr license,Samsung announced last year that it was licensed by AMD's rDNA GPUIt's a precedent.
Now NVIDIA has arm in hand. In the future, we are not afraid of no customers. We don't want to use geforce GPU for authorization. Let's talk about CPU authorization.
In other words, NVIDIA's entry into the mobile GPU market is also a good thing,For example, a rtx-ray special effect on your mobile phone.......