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兩大巨頭正面剛!Arm下達“最後通牒”,高通或被取消芯片設計許可

全球半導體行業掀起驚濤駭浪,兩大芯片巨頭Arm、高通正面互剛。

受此影響,高通美股盤前大跌5%,Arm股價微跌0.58%。

手機、AI PC市場或受影響

據彭博報道,Arm已向其長期合作伙伴高通發出取消芯片技術許可協議(TLA)的強制通知,稱如果雙方不能解決糾紛,就要在60天內取消後者的設計架構授權。

高通是智能手機處理器和調制解調器的最大製造商,Arm是全球最具影響力的芯片公司之一。

兩者之間的衝突有可能擾亂智能手機和個人電腦市場,並影響雙方的財務和運營。

每年,高通都將銷售數億台處理器,用於大多數Android智能手機。

如果Arm的取消協議生效,高通可能不得不停止銷售佔其約390億美元收入大部分的產品,否則將面臨鉅額索賠。

表面來看,Arm與高通之間的衝突源於此前的一起收購。

2021年,高通斥資14億美元收購了同為Arm授權客户的芯片設計初創公司Nuvia。

收購完成後,Nuvia對高通的業務發生了關鍵作用,其開發的Oryon架構被融入到高通的AI PC芯片產品線。

本週早些時候,高通還宣佈計劃將第二代Oryon架構引入其更廣泛使用的智能手機驍龍芯片。

不過,這也引起Arm、高通、Nucia三者之間的授權糾紛。

Arm表示,高通公司收購Nuvia後未能就新的許可協議進行重新談判,而高通則認為,現有協議涵蓋了其收購Nuvia的活動。

隨後2022年8月,Arm公司以違反合同和商標侵權、授權費率、Nuvia的IP歸屬等理由與高通對簿公堂。

Arm表示,目前為微軟Copilot+筆記本電腦計劃的設計是Nuvia芯片的直接技術後代,並已取消了這些芯片的許可。 

對於此次下發的強制通知,高通發言人表示:“ARM 的做法一如既往——更多毫無根據的威脅,旨在脅迫長期合作伙伴,干擾我們性能領先的CPU,並提高專利費率,而不管我們架構許可下的廣泛權利。”

競爭關係加劇

從根本上來看,Arm和高通產生糾紛的原因在於,Arm和高通的業務重合度有所增加,利益衝突加劇。

在首席執行官Rene Haas的領導下,Arm已轉向提供更完整的芯片設計,即不需要高通等中間商,可以直接將這些設計交給合同製造商。

與此同時,高通正在逐漸放棄使用Arm的設計,而是優先考慮自己的設計,這可能會使它成為Arm利潤較低的客户。

而且,高通還在向計算等新領域擴張,而Arm也在推動該領域的發展。這就意味着,雙方之間的競爭關係加劇,合作關係變弱。

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