How Arm Powers Chips By Apple, Amazon, Google And More
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- Опубліковано 12 тра 2024
- Arm beat expectations in its first post-IPO earnings report Wednesday. Its low-power chip architecture is in nearly every smartphone, replaced Intel’s x86 processors in Apple’s Mac computers, and is the basis for Qualcomm’s PC processors, and Amazon’s data center chips. CNBC went to Arm in Cambridge, England, to find out how it became the year’s biggest IPO despite 20% of revenue coming from China, struggling smartphone sales, and a failed $40 billion acquisition attempt by Nvidia.
Chapters:
00:00 - Introduction
02:46 - Apple and smartphone dominance
06:12 - Cash and competition
08:40 - Diversification and IP
12:01 - China and other risks
Produced by: Katie Tarasov
Edited by: Evan Lee Miller
Supervising Producer: Jeniece Pettitt
Animation: Jason Reginato, Christina Locopo
Camera: Sydney Boyo, Katie Brigham, Max Thurlow
Additional Footage: AMD, Apple, Arm, Getty Images, Google, Intel, Microsoft, Nvidia, Samsung, TSMC
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How Arm Powers Chips By Apple, Amazon, Google And More
Props to ARM for the paradigm shift in RISC chips 👍
IBM never learns. Power could've been the shift to RISC chips if IBM weren't so short-sighted and insist on being the sole maker of Power CPUs instead of licensing the tech.
That's why its called: Advanced Risc Machine (ARM)
You guys realize Arm is the cpu in the Raspberry Pi? Take any $50 Android set-top box, it’s powered by Arm.
Anybody paying Apple prices for Raspberry Pi hardware is a sucker.
Sigh... ARM is hardly RISC. There are hundreds of instructions. Its ALOT fewer than x86, but if you want RISC, go with RISC-V or MIPS.
@@kayakMike1000 It depends which architecture you're referring to. ARM has multiple ISAs.. Their 16 bit thumb instruction set is a RISC.
Nobody I know was hoping NVIDIA would be able to buy ARM. That would've been awful for the market.
This is what happens with capitalism. Imagine Apple buying ARM. They could have easily done it since it's the most valued company on Earth. So much for the free market lmao. There are limits to a 'free market'. Everybody needs to understand that. It works well at the grass roots level but starts falling apart pretty easily as 'companies' and 'free market' don't mix and 'companies' are not a 'person'.
@@SahilP2648capitalism
I don't think Nvidia buying ARM would have blocked others from making ARM chips. Nvidia wasn't after controlling the licenses (although I'm sure they would have enjoyed royalties), it was for making CPUs. Like what they're about to do anyway, but yesrs earlier. It doesn't matter now, because the license will soon open up to everybody anyway. It's funny how much hate gets directly at Nvidia for being an alledged monopoly, but no one points out ARM'S exclusive deal with Qualcomn (working for Samsung and Google to compete with Apple), which thankfully ends soon.
exactly, Capitalism actually turns quite evil when it gets huge like the USA.. look at big AG and Pharma for example.. @@SahilP2648
@@SahilP2648Verily, an ignorance exudes and I take neither the effort nor time to elucidate your qualms. If the force be, steel up and study at least some economics- from Cantilon to Smith, then Ricardo and Say- across to Mises and Hayek. And if you understood all that, the case of Marx and Keynes, also especially for you a study of Stigler. Then I’ll see if you and yours alike will spout the same fallacies.
In hindsight, knowing the rapid advancements in AI today, I think it was a good idea NVIDIA failed at buying ARM. Keep the competition active.
Antitrust issue averted😅
Pretty sure only Nvidia powers AI. Graphics cards, run teraflops of computations a second, and Nvidia has long been developing their technology to work with neural networks and the future of ai processing. CPU's don't power AI. Also Nvidia doesn't compete with ARM. They compete with AMD. Intel and AMD compete with arm. Would be interesting to know how the most advanced processing company would have used arm. But we'll never know cause some regulator didn't think it was the thing to do. And by doing so hurts the value of ARM, since it can't be sold now. Major incentive for equity holding employees to think about moving to a different company.
On that point, ARM went public in 2023 and was bought by soft bank for 32 billion dollars well below what Nvidia offered. What does it matter if Nvidia bought it or Soft Bank bought it, shouldn't they get to reap the rewards of all their work for the best value possible? Just because they are brilliant at what they do doesn't mean we should tell them they can't sell their company.
For those who don’t know the history of ARM.
In October 1983, Sophie Wilson began designing the instruction set for one of the first reduced instruction set computer (RISC) processors, the Acorn RISC Machine (ARM). The ARM1 was delivered on 26 April 1985 and worked first time. This processor type was later to become one of the most successful IP cores - a licensed CPU core - and by 2012 was being used in 95% of smartphones.
Wilson designed Acorn Replay, the video architecture for Acorn machines. This included operating system extensions for video access, as well as the codecs, optimised to run high frame rate video on ARM CPUs from the ARM 2 onwards. You can’t own or patent a brain.
Do you know when ARM instruction set patent expires ?
@@JohnNy-ni9np No, but Steve Jobs bought a big chunk of Arm way before he died, I think at present the Arm Instruction set 9 is used by the Apple Silicon Chips. Steve wanted control of Arm, but I think he got 30%.. way back he preferred RISC instruction set.
The thing I remember most about the ARM story was when it was described as a functional CPU that was turned off, not powered but was running on the residual power available in the off state. That started the understanding that this architecture was seriously power efficient. And likely led to its being adopted where power costs are crucial to the device. I still wonder why X86 can't do something with their more power hungry processors, well past tense since I know they are better at it since 20 MHZ was a fast CPU.
What Apple has been able to do so far with their inhouse ARM chips is extraordinary. It'll be an interesting space to watch.
@@raslanismail9691 if they had simply bought someone’s processor, I’d agree.
@@raslanismail9691Apple has his own chip design with ARM. Without Apple ability to move to Arm, they probably would have stayed on small devices. Credit is due to Both. You need a software powerhouse to make things happen.
Yes but who is going to pay so much money for Apple equipment that you can’t upgrade or even service? Arm has already taken over the cheap Android set top box market. All Apple does is they take a $85 Android box, put Mac-OS on it, absolutely lock the system down, and charge 10x to 25x the going rate.
People are only stupid, like, once. After that we wise up.
It really blows my mind how good Apple Silicon is.
Realistically, I could get by on an M1 Air with 8GB. The memory would be tight, but Apple handles it so well I think it would still be a fluid experience for most of what I do in Logic.
The game was changed in laptop computing with the release of M1.
@@baybae92 All the talk of not enough RAM etc.... The Apple silicon is powering good computers.
What ARM is doing with chips is amazing as a MacBook Pro owner/user the leap from Intel to ARM was great I love my M1 laptop I’ve never heard the fan come on and my computer works much better and fast than when I had an intel based Mac
Is the M1 capable of running your legacy x86 apps? Has it been a seamless transition?
Apple is certainly a huge part of where ARM is heading.
@@ronch550honestly the majority of the apps I use updated their software to be compatible but the x86 apps work just fine
AMD 7840u... 13 hours of battery life... on a 5nm node.
@@ronch550My M1 Pro does everything I want it to. It’s like nothing changed. I just do whatever the hell I want with it and everything just works.
With x86 we can choose individual parts like ram but arm archtecture companys build entire device in a board and sell it to you , which give no room for upgrades
Fun fact ARM started out as acorn computers that built low end computers for schools in the UK
Saw RISC-V in action in a SBC compute form factor recently. It's performance was impressive given that in the last 12 months the best that RISC-V had to offer was just a raw chipset...at best. RISC-V has made incredible gains in the last few months in producing real hardware based on the instruction set. Those gains are bigger than what ARM has done over the entire existence of ARM. ARM is fairly proprietary and there's a distinct lack of software support on the open source side of things. In short, RISC-V based computing _might_ be headed to overtaking other instruction sets in terms of popularity within the next couple of years (x86/x64 and arm64).
Thats some detailed bullcrap right there.
RISC-V could be the future. Apple has a deal with ARM till 2040 as you saw in the video, but if RISC-V is going to be better and they don't have to pay for royalties and licenses, Apple might switch to RISC-V and that will change the entire industry again for decades to come. Apple might develop Rosetta3.
Yep. RISC-V is the future.
For a particular application, I ported an ARM-based (ATSAMD51 Cortex M4) chip to an ESP32-S2 SoC, and the code ran fine, but the peripherals did not. The ATSAM51's peripherals worked exactly as expected, while those on the ESP=32 did not -- the ADCs were wildly non-linear and could not be tweaked, the serial port required bit stuffing at the start, etc. I don't know whether ARM provides the design for the peripherals, or just the CPU, but the ARM chip worked a lot better, its peripherals were much more sophisticated/flexible, and the documentation was good (not great -- the RP2040 chip has great documentation). The ESP32's documentation was terrible.
@@SahilP2648 we don't need apple for this. when risc-v takes over the market share due to cost effectiveness, support and versatility... apple will simply buy ARM and complete their walled garden. win-win for everyone
I have an ARM-based computer and it's often a pain to find software. Glad to see the big players are shifting towards it, it'll highly incentivize developers if they lead rhe ecosystem
You must be using Surface Pro X. I have M2 Max MBP and I am not having any issues. Mainly has to do with Rosetta2 for compatibility which is lacking on Windows. Microsoft developers are crap compared to Apple's. That is why Windows is crap on ARM. It will take years if ever, for Microsoft to bring compatibility % anywhere near Apple's M-series chips. Other than that, it depends on each company whether they want to compile their apps for ARM. Sometimes it is as simple as selecting a few options in your IDE and hitting the 'Build' button. Other times you will have to rearchitect a lot of things, something which companies won't do because of time, money and overall resources.
@@SahilP2648Yeah but windows isn’t solely shifting their entire focus to ARM, that’s different from just calling Windows developers crap. Not every program will benefit from transitioning to ARM
@@Aman-ti4qu you must be living under a rock because any Windows laptop in 2023 has battery life of 5 hrs max using 'Battery saver' mode which doesn't even work, and blaring fans all the time while idle. I am not talking about normal apps and how apps can take advantage of the new architecture. In terms of efficiency, Windows and x86 together are the worst combination on Earth. I am a software developer and I have a work M2 Max MBP and MBA for personal use. The MBA doesn't even have a fan. And my work MBP doesn't use a fan even when building my project. This is the main use case. I bought my personal MBA just because of battery efficiency and Unix shell. Otherwise I don't even like Apple products. They are the most expensive products on Earth and before the M-series Macs, buying a Mac was pretty useless.
@@SahilP2648 You must be living under a rock because AMD 7040u CPUs for laptops can offer up to 30 hours of battery life.
what kind of software can't you find?
i love CNBC for providing such informative materials
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Apple had a huge roll in starting ARM and RISC, it was a joint venture between Apple, Acorn Computers and VLSI Tech. Apple needed a low power draw processor for it's upcoming Newton PDA they started development on in 1987 (Which shipped in 1993), so Apple VP Larry Tesler contacted the cofounder of Acorn Computers and with a 3 million investment helped start ARM.
x86 (Intel and AMD) use CISC instruction sets whereas ARM uses RISC instruction sets, in 1994 Apple released Macs using RISC chips (non ARM) developed by Motorola and IBM but moved back to Intel CISC chips in 2005 due to the lack of development of the RISC chips at the time, then in 2020 Apple released the Arm based M series chips to transition back to RISC.
CNBC should also do similar videos on Applied Materials, Lam research, KLA,.... as they are behind the scene key players of chips manufacturing.
I never heard of those company before. Which company uses their chips? Not sure if i would want to hop on into using their chips on my pc.
@@ba5tard They don't make chips, they are the companies that make the process of making the chips possible, they make the sophisticated equipment that are used in the fabrication of chips.
You won't have chips on your PC without those companies.
Oh wow thats even interesting. I thought they make chips like those manufacturing company that uses machine like injection molding and so on.
Please make video of those. I haven't heard any of those companies before and would eager to learn more.
ASML??
pretty cool to see you in those videos over and over and seeing the belly growing haha, will be sad to not see you later when you'll take the break i love those videos super well done and very constructive good job team!
Many companies are investing heavily in RISC-V. We may soon get a video titled, “The Fall of ARM”.
😂
RELAX brodah
Quality content, thanks for the video!
I'm disappointed that no mention was made of "Acorn RISC Machine", the origin of the ARM initialism. I used to own an Acorn Archimedes which was based on an early generation of ARM CPU, and managed to have a quick and very usable GUI on a computer with a low clock speed (only 8 MHz) and without a lot of RAM (4MB). It was much faster than equivalent Intel CPUs of the time, and was cheaper to produce because it used fewer transistors on the chip. I think it's cool that this RISC (Reduced Instruction Set) architecture lives on in phones and other devices.
Yes I owned one as well. The difference between working on a Mainframe and Acorn was ridiculous
The ARMs race is officially on!
yea, so my idea is to nuanced. but basically a part of the cpu checks certain processing areas and based on the content of the process it can have a risc do first, etc attached. Also this seperate but still on chip for i/o reasons part could also "uncrash" a running system by monitoring register areas and LKG configurations.
Great Info!! Many thnx for this IMP insight into Chips industry!
Interesting there was no mention of the ARM based Microsoft Surface RT from 2012. It was arm based windows 8 device. It couldn't run regular windows software, everything went through the windows store.
Now with the Snapdragon X Elite coming out it's about to be again in an even bigger way!
the video should give a introduction of semiconductor history, stuff like CISC vs RISC, how intel kills RISC, why IBM PowerPC fails on RISC, how ARM rides success on Apple's I series
firstly thank you very much for your tutorials. Can you indicate a book or training focused in technical analisys? I'm a beginner and I need to learn more about it to be a good operator on this market. Thank you!
i try to use on my cloud server but its hard to let work some programs as they don't support it.
Makes me remember the Acorn computers in the 80s - same company
excited for RISC!
ARM is good for streamline processing.
But i wouldn't want ARM on PC, because 86x or 86-64 is very versatile and flexible.
ARM not so much.
Decade ago Intel launched its 64 architecture in mobile platform, in collaboration with Asus.
Performance in 64 chip was pretty good.
Still miss that platform/mobile performance segment.
Sadly they gave up.
Now Windows OS could run x86 applications, don’t you know that?
And were you talking about ia64 from Intel? That’s a disaster, due to its very bad backward compatibility.
@@MM-ng2nk Nope, I'm talking about Intel Atom SoC like- Z3580.
It was pretty good.
As for Windows on ARM, don't care.
Just like wrapping WINE compatibility in linux.
I just don't like that experience.
Beautiful episode 👌🏻
Their RISC paid off
ARM is getter stronger by the day.
The next king of AI.
"RISC architecture is going to change everything". "Yeah, RISC is good." People have been saying that since 1995 !
lol
But it is,? Look at apple m1 chip and snapdragon 8 gen 3, genshin 60 FPS on mobile phone? No problem
Are you suggesting the industry and the IBM ms and Intel cartel didn't stop slow the rise of risc learn tour history FANBOY X86 BELONGS IN THE 1970S COMPUTATION FACT
Thank you, Katie. What a great, in-depth understanding of tech for a reporter! Please keep it going. You're a jewel of the tech reporting community.
Thank u so much for this video. I am going to share this
My iPhone 15 Pro has a A17 Pro ARM chip that is comparable to a full fledge PC absolutely incredible.
A low-end PC, perhaps. X86 advances haven’t just stalled. They’re still getting faster, and a modern HEDT processor can still blow any ARM chip out of the water.
@@cgraham6agreed but the chip will also be using 5 times the power well outside of its efficiency range
@@IPv4Address No argument that ARM is the more power efficient architecture, but that's not the claim OP made.
@@cgraham6 yea true i’m just saying if you scale up ARM chips I think you can easily beat x86 for the same amount of power
@@cgraham6 I was mainly referencing the M1 chip the A17 Pro is damn near close. Nonetheless computing tech is out of this world be it x86 & ARM. My grandmother of 76 years of age is the first person I heard mention this has to be Alien Tech lol
Pity no mention of the true origin of Arm coming out of the brains of Sophie Wilson and Steve Furber at Acorn.
Is this riscv without the lock? Or is that a trick?
I can definitely see RISC-V replacing ARM in the near future.
RISC-V is the future. Open standard allows more innovation and more companies to contribute with great ideas.
I don't understand though why ARM stock is sooo underperforming since launch if the company is marketed sooo lofty and omnipresent in current devices.
because that is how the stock is, up and down
@@user-up8qs9oi1g
i know thats how they behave.
but for ARM is mostly down.
no Up (or any Upward movement is imediately canxeled before it can evan meet the initial 61$ mark of the IPO)
AMD Bergamo is the benchmark to beat. ARM can do whatever, but they will never get to that level if they don't have companies with that kind of expertise. AWS is not a chipmaker, they developed their Graviton for their own custom work loads.
ARM being a company is still insane.
We should focus on riscv
2:12 ARM faced plenty of RISC
I just learned how to clean a grill at McDonalds. 😅
Thank you for great reporting
No doubt when Arm architecture based chips r most widely used around the globe. From Acorn garage UK company to one of the most successful company in the world - congrats and well done folks!
14:47 "We had a shortage of talent"
Lies. There is no shortage of anybody. You can't pay the price to train the Entry Level graduate from school at your company or pay a juicy salary for a Senior Developer then what type of shortage is there? The one you CAN'T pay for.
I'm still confused about ARM. Won't there patents eventually expired? What exactly do they own or do? Can't Apple do their own designs eventually?
patents last a long time.
Well there's a difference between parents and copyrights. Also there's the compatibility problem with certain things being able to only run on risc-v versus arm. The reason why they switched to arm was because of Intel being stagnant, they were expensive, and they wanted to make their ecosystem more interconnected. Risc-v isn't really mature enough yet for Apple to switch their cash cow over to it.
No, patents last a long time. As the CEO described it; ARM is basically the architecture of chips ie: it plans and controls chip functioning. Think of it like, if all buildings were chips, then ARM is the architecture who has the blueprint of the building, this blueprint will be used by the engineer (chip manufacturers like intel, qualcomm, apple, tsmc)
Maybe eventually but it's still a long way. Chip manufacturing is probably the most specialized industry on the planet meaning only few highly specialized companies can manufacture them. Besides those patent licences aren't going away anytime soon.
Chip architecture is changing every day. ARM is constantly evolving, the architecture is constantly changing. New instruction sets are added, old ones are improved, etc. They are constantly patenting new products.
Chip architecture. It's like the plans to build a home. The architecture tells the chip what to do.
what is arm litography ?
I'm quite glad we're shifting to ARM. Though legacy x86 PCs are undoubtedly still important, x86 and ARM PCs can coexist for a while until people can ditch their x86 PCs.
This is karma for Intel, which, for decades, has wanted to keep x86 all to itself. Well, they're finally realizing the fruits of their labor but I suppose history couldn't have had it any other way; they can now embrace ARM also with all their resources, resources that they couldn't have acquired if they allowed everyone to built x86 chips to compete with their own x86 CPUs for revenue.
Thx ❤ utube team 🎉
I hope this video mentions Acorn Computers.
That originators of ARM.
"60% of our revenue is from royalties" - sounds like RISC-V will be poaching market share sooner rather than later
Good report.
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Great informative report
merci a vous❤
shoulda covered RISC-V!
The chip business is a money maker especially in todays tech world we live in 💯💵👍🏼
There is a free alternative to ARM: RISC-V is open-source architecture that any company can use in any way without paying royalty of a dime. In the long run, many applications of CPU chips will switch to RISC-V in the long run, just as they switched from x86 to ARM. It will not happen in 10 years, but after 20 years, ARM will be same position as current x86.
Just a Linux has taken over the OS market from Windows during the last decades right?
@@renegarcia2857pretty much 😂😂
This is sounding like an advertisement.
I honestly think apple’s next architecture switch would be to risc-v because it’s an open standard
but not until 2040. it's still way long ahead and a new alternative/competitor to RISC-V may have already appeared at that point.,
When have you known Apple to ever do anything open lol
They are not 'doing open'. They could still be 'using open'.
Apple and open standards? Now there's an oxymoron.
@@PatrickAlongi Apple uses open standards all the time as a cost saving measure. That's why all their systems use a modified BSD kernel. The switch to RISC-V to save on royalties is exactly the type of thing they would do.
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Who knows? THere newer PC's started using the x86 platform. Phones, etc. I don't know. But that is the advantage of Unix based OS's.
ARM stands for Advanced R.I.S.C Machine. Is reduced instruction set computing the way to go?
What is the point of this video?
🎉🎉thanks
Her sound🔥👌
The world really need arm alternative ASAP to stop their monopoly
Snapdragon X Elite Windows laptops coming out in June!
Arm Holdings, a UK-based company that designs the architecture for computer chips, has had a successful IPO valued above $54 billion. Arm's architecture is used in more than 250 billion computer chips, including those used by Apple, Nvidia, Google, Microsoft, Amazon, Samsung, Intel, and Taiwan Semiconductor Manufacturing Company. The company licenses its instruction sets to companies that make central processing units (CPUs), and collects royalties on every chip shipped with its technology. Arm chips are known for using less power than rival x86, the older traditional PC and server architecture used by CPU giants Intel and Advanced Micro Devices. The surge in adoption of Arm is due to being the basis for Apple's M-series of processors, Amazon Web Services' custom server chips, and Qualcomm's flagship Snapdragon chips. Nvidia and AMD are also reportedly working on Arm-based PC chips. However, Arm has also faced risks, including receiving about 20% of its revenue from China and the recent major sales slump in smartphones, which almost all contain Arm processors.
Imagine if Nvidia or Apple bought ARM.
As if their products dont already cost and arm and a leg
first line says arm CPU. dont you mean arm Achitecture CPU. Arm is broad.
All fun and games, but remember that by the end of the day, the actul chip manufacturing (not the IP or design) is still being done massively by TSMC; that's a huge argument IMO that if intel manages to manufacture their 1,8 nm by 2025 they will revolt the market; many will have to go with them for the risks of producing in Taiwan
No mention of Windows on ARM in the video.
Softbank should have just sold 51% of ARM
I hope that chips are made on a profitable way and are focussed on innovating, kind regards.
I'm glad the girl in the video and I are on the same page. I just nodded my head as well and didn't get any of it!
RISC-V actually
ARM = Acorn RISC Machine, because Acorn Computers made the first designs in the 80s.
10:53 He uses XFCE! 😀
How is exactly 20% revenue from a single country - a risk... for the firm? Care to explain pls?
Apple shows the world that Arm can win in a PC, AWS is showing Arm can win in a server. NVIDA will show how Arm can win in A.I., but there are many other companies that have invested in Arm from the start, it's yet to be seen but Arm is well on its way to being the architect that will save millions which is worth billions.
Nice for Bitcoins and Planet,Bonk ,AI
Awesome, is ARM from Great Britain or its just headquartered there?.
AMD 7040u laptops have some laptop having 30 hours battery life on x86. So it is not true that ARM is more efficient in laptop and compute environment. EPYC is even more efficient than some of AWS Graviton CPU in cloud environment. ARM is simply better in mobiles, but for the rest, it is not true.
What a drastically shift in industry
If I bet all my money to for chip it will be RISC-V, not Arm
Honest question: "who needs Intel?"
You
USA needs it😂
@@ogone1465 they're a global company
Their tens of millions of customers?
Legacy systems and compatibility other than that there is no reason to continue using X86
0:00 Sayeth whaaaaaa?
Doesnt apple literally design the circuitry all in-house with ARM having 0 input, they just use the instruction set?
ARM CPUs is THE BRAIN + BRAWN behind any mobile device on earth!
Brilliant ..... S. 😀😀
ARM and TronOS are future 😊
Market capitalization of Arm Holdings (ARM)
Market cap: $65.51 Billion
As of December 2023 Arm Holdings has a market cap of $65.51 Billion. This makes Arm Holdings the world's 249th most valuable company
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A great video.
It's truly a sign of the times where these companies would rather used objectively weaker chips because they have practically unlimited resources so they can just offset the difference with even more chips all they care about is reducing energy usage bc its a recurring cost however if we just fixed our dirty energy problem we could run massive x86 data centers with no worry of energy consumption and less materials/space used and a cleaner environment but NAH let's just use the more energy efficient chips instead
I/we planned ARM (and Arm) too.
Risc-5 is not only alternative - it's open source. And better then arm. It's bit weird you guys gave it only one line and only in context of China.
7:22 interesting
What's wrong with China in the mix?