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.
snvzz•4mo ago
>That’s about $0,10 per CPU, so we’re looking at low-performance units
Unsurprising, as the high-performance ones, implementing RVA23, are only set to appear in 2026.
jononor•4mo ago
RISC-V is doing great in microcontrollers. From 10 cent Cortex-M0 competitors by WCH etc, to dual core WiFi/BLE enabled devices by Espressif etc, competing with Cortex M33. On Embedded Linux class devices the ARM Cortex Axx reign supreme, until one hits X86 industrial PC territory. I think these trends will continue, but RISC-V will likely get stronger in all of these as time goes on.
brucehoult•3mo ago
Note that, other than not having an FPU, the "Hazard3" RISC-V core in the Raspberry Pi Pico 2 (RP2350) is very competitive with the latest Arm Cortex M33 in the same chip, despite being the part time (purely at home) work of a single engineer. And fully open source with a permissive Apache 2.0 license.
jononor•3mo ago
Yeah and this was RPi first step into RISC-V. It seems to have been quite successful? So perhaps in a couple of generations from now we will see a pure RISC-V chip from them?
Someone•4mo 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.
snvzz•4mo ago
Unsurprising, as the high-performance ones, implementing RVA23, are only set to appear in 2026.