Acquisitions and Developments Hint at a Future Beyond the Current Arm Stronghold of Mobile Devices
The potential acquisition of Arm by NVIDIA for US$40 billion announced in September 2020 has once again brought the Arm ecosystem into focus. Historically, Arm has had huge success in power-constrained CPU for use in devices where power consumption is critical, or where the processing task is not hugely complex or varied, such as mobile devices, televisions, set-top boxes, and sensors used for IoT applications. Arm dominates these markets, facing little or no competition. On the other hand, Intel and AMD have enjoyed a similar level of dominance and success with their x86 CPU in the server, desktop, and notebook markets, but this dominance is about to be challenged.
Developments from major players including AWS’s Graviton2, Microsoft’s Windows 10 on Arm, Apple’s M1 chip, Qualcomm’s Snapdragon 8Cx platform, and NVIDIA’s Grace chip all hint at a future...
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