facing ARM, RISC-V’s rise in IoT promises to be rapid

Microchip architectures have been marked in recent years by Intel’s x86 for CPUs and ARM for smartphones and mobile devices, the latter now spanning almost everything from IoT sensors to data centers.

According to the research firm Counterpoint Research, the architectures market weighed $ 5.2 billion in 2020 and is expected to grow rapidly to reach $ 8.6 billion by 2025, driven by demand in many growing sectors: artificial intelligence, 5G, HPC ( High Performance Computing), autonomous car …

And if ARM takes 37% of the chip architectures market today, the situation could change in the coming years with the new emergence of architecture. RISC-V.

Analysts estimate that RISC-V will account for 25% of the IoT market by mid-decade and 10% of the connected / autonomous automotive market. They consider that the sector is reaching an inflection point which will require more diversified and open approaches.

The starting point for purely Chinese electronics?

RISC-V already appears as a potential response to the risk of ARM taking over by Nvidia, whose acquisition process is proving complicated by requests for details equal to the concerns about maintaining access to the architectures.

The success of RISC-V could also be boosted by china efforts to circumvent the restrictions on access to North American technologies. Counterpoint Research thus evokes a “cold war in semiconductors“which would encourage Chinese industry to turn to this architecture to strengthen its intellectual property and develop its own chip design capabilities in order to end its dependence on the Western world.

It remains to be seen whether the ecosystem, whose backers are predominantly Chinese, will be powerful and organized enough to truly overshadow ARM in the coming years.


Source: GNT – actualités by www.generation-nt.com.

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