The big move.
It is understood that Samsung is cooperating with ARM to develop a new CPU, which has improved the performance of ARM’s previous core by 30%. Prior to this, Samsung only purchased instruction set architecture from ARM to develop CPUs on its own, but now it will be a big change to jointly develop CPUs with ARM.
In terms of GPU, Samsung will cooperate with AMD to improve the heat dissipation and power consumption of ARM’s Mail GPU when carrying high-performance games. In addition, Samsung will also upgrade the neural processing unit NPU and modem to comprehensively improve all aspects of Orion’s performance indicators.
Korean media predict that if Samsung successfully releases a new generation of Orion chips in 2021, the mobile application processor industry will usher in a new round of ranking competition. In particular, due to the impact of the US “Entity List”, Huawei’s Kirin high-end chips may withdraw from the market in the near future. The competition for high-end mobile application processors will mainly focus on Qualcomm and Samsung. After Qualcomm settled patent disputes with major customers such as Apple and Huawei, as well as antitrust lawsuits in various places, Qualcomm’s position in the 5G era has gradually stabilized. At this time, how Samsung’s strategic adjustments can also shake Qualcomm’s position ?
Samsung Electronics Consumer Electronics Division President and CEO H.S Kim at the Consumer Electronics Show (CES) 2020, source: Samsung official website
Abandoning self-developed architecture, Samsung’s huge changes
This time, the highlight of Samsung’s cooperation with ARM and AMD is not only in the joint development of CPU with ARM, but also in AMD’s entry into the mobile market(AMD’s business is mainly on the PC side and data center).
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