ARM is dropping Qualcomm’s chip design license

23 October 2024
The current situation traces its roots to a legal dispute between the two firms from 2022.

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Luke, 24 Oct 2024I think you are making quite a wild guess and conclusions. ... moreA54 was much better than A53 and it manage to enter top 10 of most sold device is that coincidence?

Xiaomi downgrade it's midrange a lot since note 10 series from 13 series they started upping their specs and has solid lowend too, their sales dropped after note series and now they are increasing again is that coincidence?

There is correlation of better specification and sales with data but you guys just want to deny with "trust me bro" evidence.

Also S24 did sell more than S23 and both sell better than S22.

From Samsung resuts
"the Galaxy S24 series achieved double-digit year-on-year growth in both shipments and revenue over its predecessor for both the second quarter and the first half of the year, demonstrating the continued success of the series."

https://news.samsung.com/global/samsung-electronics-announces-results-for-second-quarter-of-2024

So where did you get information S24U sold less? Because Samsung themselves says increase by double figure.

    Anonymous, 24 Oct 2024Samsung doesn't speak for all the consumer market. Onl... moreSpot on.

    If this actually happens, which I highly doubt it will as it would be a major blow to both Arm and Qualcomm. The likes of MediaTek have been seriously upping their game over recent years and look ready and poised to step in and take advantage. The Android market as a whole will adjust and carry on.

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      • Luke
      • xIj
      • 24 Oct 2024

      Hemedans, 24 Oct 2024Man soc Matter a lot, -S21 had worse sales than S20 and S1... moreI think you are making quite a wild guess and conclusions.

      S24u is definitely not selling well. It was given for free with contacts basically.. S22u has 70%+ failure rate (sim card detection)...s23u was a niche product.

      The regular S series and S+ are simply iPhone wannabe devices without any reason for high price tag. Again given for free with contract.

      SoC is not the reason for sales figures of A series.
      A50-A52s were so good, while A53&54 offered nothing new. Hence both flopped. A55 is having a form factor and weight of a brick, it literally scares people in shops.
      Put in consideration also constant price increase, which Samsung is doing and you get the explanation
      ..

      So ymmw, but no one looks at specs if they cannot hold a phone or buy it for reasonable price. Samsung went 100% towards Apple design and pricing and...is losing.

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        • Anonymous
        • vaS
        • 24 Oct 2024

        Hemedans, 24 Oct 2024Man soc Matter a lot, -S21 had worse sales than S20 and S1... moreSamsung doesn't speak for all the consumer market. Only the vocal users on the internet talk about SOCs. There's other brands to choose from.

          Hemedans, 24 Oct 2024Man soc Matter a lot, -S21 had worse sales than S20 and S1... more'So this nonsense that Consumer buy phone not soc isn't 100% true.'

          Jeez, you must live in a very small bubble. In my experience the vast majority of smartphone users I talk to don't even know what SoC their device has. And you seriously believe all those sales trends you pointed out were all solely down to what SoC was included, there were no other factors what so ever????

          Because if that were true, then I suppose I'd have to agree, unless Qualcomm and Arm can come to an agreement asap, then Android effectively dies this December and Apple have won the smartphone wars.

          Congratulations to Apple I guess 🤷‍♂️

            DaFink, 24 Oct 2024This isn't a 'Fanboy' issue, at least not in... moreMan soc Matter a lot,
            -S21 had worse sales than S20 and S10
            -S22 had worse sales and fail to reach target
            -S23 immediately had more sales than S22
            -S24 had more sales than s23
            -S25 expected to sale more than S24

            You can see trend better soc, better sales.

            Not just That even lowend And Midrange you can see trend, the only Samsung A5x which failed to enter top 10 most sold devices it Samsung A53 which coincident had worse soc, same to A1x, A15 now is most sold A1x for years coincident has most powerfull soc for A1x.

            So this nonsense that Consumer buy phone not soc isn't 100% true.

              Hemedans, 24 Oct 2024So explain to me, since S23 era Samsung sales increase a lo... moreThis isn't a 'Fanboy' issue, at least not in the way you are presenting it. And what you fail to realise is that the vast majority of customers care little to nothing about the what SoC a device has. They buy smartphones, not SoC's, your putting all of a smartphone's sales success or lack thereof down to one single component.

              Again, how many reading this are just going to abandon Android and switch to iOS if they cannot have the 8 Elite???

              Is that your intention???

                DaFink, 24 Oct 2024None of that makes a lick of sense. Simply put, the only wa... moreSo explain to me, since S23 era Samsung sales increase a lot, Xiaomi, and others they sell more highend and this year snapdragon will have its biggest ever increase of shipment due to 8 elite.

                While iphone have lowest sale which only happened 6 years Ago, from last year to this year sales are dropping quarter to quarter.

                Q1 this year
                https://www.bbc.com/news/articles/c99zxzjqw2ko

                Q2 this year
                https://www.forbes.com/sites/dereksaul/2024/08/01/apple-reports-record-june-earnings-despite-worst-iphone-sales-in-years/


                Where did iphone customers go? Where did Android Highend customers came from?

                One thing you fail to realize not all customers are fanboys, some would just buy phones to do XXX if one phone do better than another in that specific thing they will pick it.

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                  • Anonymous
                  • 0Cg
                  • 24 Oct 2024

                  leledumbo, 24 Oct 2024ah... arm screaming "give me more money!" to qualcomm.Honestly, If you check their finances, then ARM really doesn't earn that much money considering how many ARM based chips are sold or how much their customers earn.
                  Their operating income was only $76.5M, with revenues of $3.23B.
                  On the other hand Qualcomm's operating income was $8.65B, with revenues of $35.82B.

                    ah... arm screaming "give me more money!" to qualcomm.

                      Hemedans, 23 Oct 2024Current Snapdragon soc use Nuvia (Oryon) cores made by form... moreNone of that makes a lick of sense. Simply put, the only way Apple would benefit from this is if all you Android fans who are looking to upgrade your devices to Android devices featuring an new Snapdragon SoC’s (8 Elite etc), will now instead just switch over to Apple and iOS.

                      Now I don’t doubt some of the higher ups at Apple will get a chuckle out of this considering the whole Nuvia situation, but I think the likes of MediaTek would see a benefit’s long before Apple does…….

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                        • Anonymous
                        • CbA
                        • 24 Oct 2024

                        PhoneAddictedTR, 23 Oct 2024what are you smoking my friend?Looks like you are smoking.
                        The only party that gets benefited from this feud is apple.

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                          • Anonymous
                          • rK9
                          • 24 Oct 2024

                          WickedS, 23 Oct 2024Snapdragon have the license to make custom cores. The compa... moreIt is Qualcomm that's acting greedy. The server chip license was sold to the startup at preferential rates which are not transferable.

                            I wonder what the future of smartphone and ARM PC will be like. If MediaTek can act fast on making their own Windows ARM chip, that would be great. Also, this could give a chance for RISC-V to shine.

                              Techgeek91, 23 Oct 2024seems like mediatek bribing arm for this step.....That's easier said than done when Mediatek was more focus in developing a AI PC chip in collaboration with Nvidia.

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                                • Hi
                                • 39x
                                • 23 Oct 2024

                                best is mediatek.

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                                  • Anonymous
                                  • Fv1
                                  • 23 Oct 2024

                                  The arm cpu war on laptops/desktops is just getting heated.. this aint good. Will Apple gain a huge lead in CPU technology like they did when being the first 64bit mobile CPU?

                                    Anonymous, 23 Oct 2024Qualcomm will not be able to deliver snapdragon 8 elite, so... morewhat are you smoking my friend?

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                                      • Anonymous
                                      • 0qB
                                      • 23 Oct 2024

                                      Ouch... that's quite a blow.
                                      I'm a Snapdragon fan, does that mean I have to move to Mediatek or *shudders* exynos!?

                                        Anonymous, 23 Oct 2024And that should changeIf Samsung use it then yes, Only Samsung And Huawei has more than 5% of premium marketshare, Samsung 17% and Huawei 5%, after them you have Xiaomi around 2% and others have 1% or less.

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