FTA: “Now the SHD Group's forthcoming estimates raise this number to 21+ billion chips by 2031, eclipsing $2 billion in total revenue by this point“
That’s about $0,10 per CPU, so we’re looking at low-performance units. Also, Intel’s revenues are about $50 billion a year, AMDs about $25 billion. ⇒ I expect they count # of CPUs, not revenue or profit.
Might still mean ARM should be concerned about the bottom of their market, though, even if RISC-V currently only takes market away from other incumbents.
Someone•3h ago
That’s about $0,10 per CPU, so we’re looking at low-performance units. Also, Intel’s revenues are about $50 billion a year, AMDs about $25 billion. ⇒ I expect they count # of CPUs, not revenue or profit.
Might still mean ARM should be concerned about the bottom of their market, though, even if RISC-V currently only takes market away from other incumbents.