Arm and Qualcomm’s dispute over Qualcomm’s Snapdragon X Elite chips is continuing in court this week, with executives from each company taking the stand and attempting to downplay the accusations from the other side.
If you haven’t been following along, the crux of the issue is Qualcomm’s purchase of a chip design firm called Nuvia in 2021. Nuvia was originally founded by ex-Apple chip designers to create high-performance Arm chips for servers, but Qualcomm took an interest in Nuvia’s work and acquired the company to help it create high-end Snapdragon processors for consumer PCs instead. Arm claims that this was a violation of its licensing agreements with Nuvia and is seeking to have all chips based on Nuvia technology destroyed.
According to Reuters, Arm CEO Rene Haas testified this week that the Nuvia acquisition is depriving Arm of about $50 million a year, on top of the roughly $300 million a year in fees that Qualcomm already pays Arm to use its instruction set and some elements of its chip designs. This is because Qualcomm pays Arm lower royalty rates than Nuvia had agreed to pay when it was still an independent company.
For its part, Qualcomm argued that Arm was mainly trying to push Qualcomm out of the PC market because Arm had its own plans to create high-end PC chips, though Haas claimed that Arm was merely exploring possible future options. Nuvia founder and current Qualcomm Senior VP of Engineering Gerard Williams III also testified that Arm’s technology comprises “one percent or less” of Qualcomm’s finished chip designs, minimizing Arm’s contributions to Snapdragon chips.
Although testimony is ongoing, Reuters reports that a jury verdict in the trial “could come as soon as this week.”
If it succeeds, Arm could potentially halt sales of all Snapdragon chips with Nuvia’s technology in them, which at this point includes both the Snapdragon X Elite and Plus chips for Windows PCs and the Snapdragon 8 Elite chips that Qualcomm recently introduced for high-end Android phones.
For some PC buyers, doing a clean install of Windows right out of the box is part of the setup ritual. But for Arm-based PCs, including the Copilot+ PCs with Snapdragon X Plus and Elite chips in them, it hasn’t been possible in the same way. Microsoft (mostly) hasn’t offered generic install media that can be used to reinstall Windows on an Arm PC from scratch.
Microsoft is fixing that today—the company finally has a download page for the official Arm release of Windows 11, linked to but separate from the ISOs for the x86 versions of Windows. These are useful not just for because-I-feel-like-it clean installs, but for reinstalling Windows after you’ve upgraded your SSD and setting up Windows virtual machines on Arm-based PCs and Macs.
Previously, Microsoft did offer install media for some Windows Insider Preview Arm builds, though these are for beta versions of Windows that may or may not be feature-complete or stable. Various apps, scripts, and websites also exist to grab files from Microsoft’s servers and build “unofficial” ISOs for the Arm version of Windows, though obviously this is more complicated than just downloading a single file directly.
Any company that makes Arm chips must license technology from Arm Holdings plc, the British company that develops the instruction set. Companies can license the instruction set and create their own CPU designs or license one of Arm’s ready-made Cortex CPU core designs to incorporate into their own chips.
Bloomberg reports that Arm is canceling Qualcomm’s license, an escalation of a fight that began in late 2022 when Arm sued Qualcomm over its acquisition of Nuvia in 2021. Arm has given Qualcomm 60 days’ notice of the cancellation, giving the companies two months to come to some kind of agreement before Qualcomm is forced to stop manufacturing and selling its Arm chips.
A Qualcomm spokesperson told Bloomberg that Arm Holdings plc was attempting to “strong-arm a longtime partner” and that Qualcomm was “confident that Qualcomm’s rights under its agreement with Arm will be affirmed.”
Qualcomm bought Nuvia to assist with developing high-performance Arm chips that could compete with x86 chips from Intel and AMD as well as Apple Silicon chips in iPhones and Macs—Nuvia was founded by people who had headed up Apple’s chip design team for years. Arm claimed that the acquisition “caused Nuvia to breach its Arm licenses,” and Arm demanded that Qualcomm and Nuvia destroy any designs that Nuvia had created pre-acquisition.
The Snapdragon 8 Elite is the follow-up to last year’s Snapdragon 8 Gen 3—yet another change to the naming convention that Qualcomm uses for its high-end phone chips, though, as usual, the number 8 is still involved. The 8 Elite uses a “brand-new, 2nd-generation Qualcomm Oryon CPU” with clock speeds up to 4.32 GHz, which Qualcomm says will improve performance by about 45 percent compared to the Snapdragon 8 Gen 3.
Rather than a mix of large, medium, and small CPU cores as it has used in the past, the 8 Elite has two “Prime” cores for hitting that high peak clock speed, while the other six are all “Performance” cores that peak at a lower 3.53 GHz. But it doesn’t look like Qualcomm is using a mix of different CPU architectures anymore, choosing to distinguish the higher-performing core from the lower-performing ones by clock speed alone.
Qualcomm promises a similar 40 percent performance boost from the new Adreno 830 GPU. The chip also includes a marginally improved Snapdragon X80 5G modem, up from an X75 modem in the Snapdragon 8 Gen 3—its main improvement appears to be support for additional antennas, for a total of six, but the download speed still tops out at a theoretical 10Gbps. Wi-Fi 7 support appears to be the same as in the 8 Gen 3, but the 8 Elite does support the Bluetooth 6.0 standard, up from Bluetooth 5.4 in the 8 Gen 3.
Enlarge/ An Arm sample image meant to show off its new “Accuracy Super Resolution” upscaling tech.
Arm
Some of the best Arm processors come from companies like Apple and Qualcomm, which license Arm’s processor instruction set but create their own custom or semi-custom CPU designs. But Arm continues to plug away on its own CPU and GPU architectures and related technologies, and the company has announced that it’s getting into the crowded field of graphics upscaling technology.
Arm’s Accuracy Super Resolution (ASR) is a temporal upscaler that is based on AMD’s open source FidelityFX Super Resolution 2, which Arm says allows developers to “benefit from the familiar API and configuration options.” (This AMD presentation from GDC 2023 gets into some of the differences between different kinds of upscalers.)
AMD’s FSR and Nvidia’s DLSS on gaming PCs are mostly sold as a way to boost graphical fidelity—increasing frame rates beyond 60 fps or rendering “4K” images on graphics cards that are too slow to do those things natively, for example. But since Arm devices are still (mostly, for now) phones and tablets, Arm is leaning into the potential power savings that are possible with lower GPU use. A less-busy GPU also runs cooler, reducing the likelihood of thermal throttling; Arm mentions reduced throttling as a benefit of ASR, though it doesn’t say how much of ASR’s performance advantage over FSR is attributable to reduced throttling.
“Using [ASR] rendered high-quality results at a stable, low temperature,” writes Arm Director for Ecosystem Strategy Peter Hodges. “Rendering at a native resolution inevitably led to undesirable thermal throttling, which in games can ruin the user experience and shorten engagement.”
Why not just use FSR2 without modification? Arm claims that the ASR upscaling tech has been tuned to reduce GPU usage and to run well on devices without a ton of memory bandwidth—think low-power mobile GPUs with integrated graphics rather than desktop-class graphics cards. ASR’s GPU use is as little as one-third of FSR2’s at the same target resolutions and scaling factors. Arm also claims that ASR delivers roughly 20 to 40 percent better frame rates than FSR2 on Arm devices, depending on the settings you’re using.
Arm also says that reduced GPU usage when using ASR can lead to lower heat and improved battery life.
Arm
Arm says that ASR runs faster and uses less power than FSR on the same mobile hardware.
Arm
Arm says it used “a commercial mobile device that features an Arm Immortalis-G720 GPU” for its performance testing and that it worked with MediaTek to corroborate its power consumption numbers “using a Dimensity 9300 handset.”
When the ASR spec is released, it will be up to OS makers and game developers to implement it. Apple will likely stick with its own MetalFX upscaling technology—also derived from AMD’s FSR, for what that’s worth. Microsoft is pushing “Automatic Super Resolution” on Arm devices while also attempting to develop a vendor-agnostic upscaling API in “DirectSR.” Qualcomm announced Snapdragon Game Super Resolution a little over a year ago.
Arm’s upscaler has the benefit of being hardware-agnostic and also open-source (Arm says it “want[s] to share [ASR] with the developer community under an MIT open-source license”) so that other upscalers can benefit from its improvements. Qualcomm’s upscaler is also a simpler spatial upscaler a la AMD’s first-generation FSR algorithm, so Arm’s upscaler could also end up producing superior image quality on the same GPUs.
We’re undeniably getting into that one xkcd comic about the proliferation of standards territory here, but it’s at least interesting to see different companies using graphics upscaling technology to solve problems other than “make games look nicer.”
We are quickly barreling toward an age of viable Arm-powered Windows laptops with the upcoming launch of Qualcomm’s Snapdragon X Elite CPU. Hardware options are great, but getting useful computers out of them will require a lot of new software, and a big one has just launched: Chrome for Windows on Arm.
Google has had a nightly “canary” build running since January, but now it has a blog post up touting a production-ready version of Chrome for “Arm-compatible Windows PCs powered by Snapdragon.” That’s right, Qualcomm has a big hand in this release, too, with its own press announcement touting Google’s browser release for its upcoming chip. Google promises a native version of Chrome will be “fully optimized for your PC’s [Arm] hardware and operating system to make browsing the web faster and smoother.”
Apple upended laptop CPU architecture when it dumped Intel and launched the Arm-based Apple Silicon M1. A few years later and Qualcomm is ready to answer—mostly by buying a company full of Apple Silicon veterans—with the upcoming launch of the Snapdragon X Elite chip. Qualcomm claims the X Elite will bring Apple Silicon-class hardware to Windows, but the chip isn’t out yet—it’s due for a “mid-2024” release. Most of the software you’ll be running will still be written in x86 and need to go through a translation layer, which will slow things down, but at least it won’t have to be your primary browser.
Google says the release will be out this week. Assuming you don’t have an Arm laptop yet, you can visit “google.com/chrome,” scroll all the way down to the footer, and click “other platforms,” which will eventually show the new release.
Enlarge/ Is it not a strange fate that we should suffer so much fear and doubt for so small a thing? So small a thing!
Andrew Cunningham
The business arm of Raspberry Pi is preparing to make an initial public offering (IPO) in London. CEO Eben Upton tells Ars that should the IPO happen, it will let Raspberry Pi’s not-for-profit side expand by “at least a factor of 2X.” And while it’s “an understandable thing” that Raspberry Pi enthusiasts could be concerned, “while I’m involved in running the thing, I don’t expect people to see any change in how we do things.”
CEO Eben Upton confirmed in an interview with Bloomberg News that Raspberry Pi had appointed bankers at London firms Peel Hunt and Jefferies to prepare for “when the IPO market reopens.”
Raspberry previously raised money from Sony and semiconductor and software design firm ARM, and it sought public investment. Upton denied or didn’t quite deny IPO rumors in 2021, and Bloomberg reported Raspberry Pi was considering an IPO in early 2022. After ARM took a minority stake in the company in November 2023, Raspberry Pi was valued at roughly 400 million pounds, or just over $500 million.
Given the company’s gradual recovery from pandemic supply chain shortages, and the success of the Raspberry Pi 5 launch, the company’s IPO will likely jump above that level, even with a listing in the UK rather than the more typical US IPO. Upton told The Register that “the business is in a much better place than it was last time we looked at it [an IPO]. We partly stopped because the markets got bad. And we partly stopped because our business became unpredictable.”
News of the potential transformation of Raspberry Pi Ltd from the private arm of the education-minded Raspberry Pi Foundation into a publicly traded company, obligated to generate profits for shareholders, reverberated about the way you’d expect on Reddit, Hacker News, and elsewhere. Many pointed with concern to the company’s decision to prioritize small business customers requiring Pi boards for their businesses as a portent of what investors might prioritize. Many expressed confusion over the commercial entity’s relationship to the foundation and what an IPO meant for that arrangement.
Seeing comments after the Bloomberg story, Upton said he understood concerns about a potential shift in mission or a change in the pricing structure. “It’s a good thing, in that people care about us,” Upton said in a phone interview. But he noted that Raspberry Pi’s business arm has had both strategic and private investors in its history, along with a majority shareholder in its Foundation (which in 2016 owned 75 percent of shares), and that he doesn’t see changes to what Pi has built.
“What Raspberry Pi [builds] are the products we want to buy, and then we sell them to people like us,” Upton said. “Certainly, while I’m involved in it, I can’t imagine an environment in which the hobbyists are not going to be incredibly important.”
The IPO is “about the foundation,” Upton said, with that charitable arm selling some of its majority stake in the business entity to raise funds and expand. (“We’ve not cooked up some new way for a not-for-profit to do an IPO, no,” he noted.) The foundation was previously funded by dividends from the business side, Upton said. “We do this transaction, and the proceeds of that transaction allow the foundation to train teachers, run clubs, expand programs, and… do those things at, at least, a factor of 2X. That’s what I’m most excited about.”
Asked about concerns that Raspberry Pi could focus its attention on higher-volume customers after public investors are involved, Upton said there would be “no change” to the kinds of products Pi makes, and that makers are “culturally important to us.” Upton noted that Raspberry Pi, apart from a single retail store, doesn’t sell Pis directly but through resellers. Margin structures at Raspberry Pi have “stayed the same all the way through,” Upton said and should remain so after the IPO.
Raspberry Pi’s lower-cost products, like the Zero 2 W and Pico, are fulfilling the educational and tinkering missions of the project, now at far better capability and lower price points than the original Pi products, Upton said. “If people think that an IPO means we’re going to … push prices up, push the margins up, push down the feature sets, the only answer we can give is, watch us. Keep watching,” he said. “Let’s look at it in 15, 20 years’ time.”
This post was updated at 2: 30 pm ET on January 30 to include an Ars interview with Raspberry Pi CEO Eben Upton.
