Chip companies are in chaos: Apple is engaged in 5G baseband, PC chips, and Qualcomm is also working on PCs
To be honest, in the past many years, the chip circle has been very stable. Intel and AMD are engaged in X86 architecture chips, mainly focusing on the PC direction.
ARM, Qualcomm, MediaTek, Apple and other manufacturers are engaged in mobile chips based on the ARM architecture, mainly in the field of mobile devices such as mobile phones and the Internet of Things; nvidia is mainly focused on GPU. Although everyone crossed borders occasionally, they were more restrained and rarely attacked the opponent’s field in an all-round way.
But now, it seems that the battle of this chip circle is getting more and more chaotic, everyone is fighting all over the place, and there is no so-called clear line.
First, Apple made the M1 chip last year, and attacked the PC, and it was extraordinary when it shot. The M1 chip caught Intel by surprise, and the PRO and MAX versions of the M1 upgraded version launched this year even smashed the chips of Intel and AMD. Apple has completely abandoned the X86 architecture and turned to the ARM architecture.
In fact, not only Apple is using the ARM architecture to attack the PC field, but Qualcomm is also doing the same. Recently, it has also stated that it is inevitable for PCs to switch to Arm, so Qualcomm announced that it will develop a new PC processor based on the Arm architecture. Windows PCs set performance benchmarks”, and it is clear that they have to learn from Apple and declare war on Intel.
Of course, another change is that Apple, which has been using other people’s baseband chips in the past, is also developing 5G basebands. According to Qualcomm, only about 20% of iPhones will use Qualcomm basebands in 2023, which means that Apple’s self-developed basebands To be the main force.
In fact, it is not just Apple and Qualcomm that are constantly moving. Like nvidia’s current GPU, it is not only a graphics card, but also used in the fields of supercomputing, artificial intelligence, metaverse, etc., and it is PK with chips of ARM, X86 and other architectures.
Huawei, Alibaba, etc. also use ARM-based chips to enter the server market, which is also robbing X86 for their jobs. AMD is said to have moved into the mobile field, first licensing the GPU to Samsung, and also developing mobile processors by itself, robbing Qualcomm. waiting rice bowl.
It can be seen that these chip companies now have no clear boundaries anymore. Everyone is fighting in chaos and constantly crossing borders. Of course, this is a good thing for consumers. Only when there is competition can there be good products.
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