Wednesday, May 22nd 2019

ARM Revokes Huawei's Chip IP Licence

As the trade war between the US and China continues to unfold, we are seeing major US companies ban or stop providing service to China's technology giant Huawei. Now, it looks like the trade war has crossed the ocean and reached the UK. This time, UK based ARM Holdings, the provider of mobile chip IP for nearly all smartphones and tablets, has revoked the license it has given Huawei.

According to the BBC, ARM Holdings employees were instructed to suspend all interactions with Huawei, and to send a note informing Huawei that "due to an unfortunate situation, they were not allowed to provide support, deliver technology (whether software, code, or other updates), engage in technical discussions, or otherwise discuss technical matters with Huawei, HiSilicon or any of the other named entities." The news came from an internal ARM document the BBC has obtained.
So, what does this mean?

For starters, let's elaborate a bit on what exactly ARM's business is, and what connections they have with Huawei. ARM is the license provider of the ARM processor IP, which is used in all CPUs that are built around the ARM instruction set architecture. That means that whenever a microchip is designed using the ARM ISA, in order to be commercially sold, ARM needs to approve it. Those approvals are of course followed by a fixed fee the licensee is paying. How does that affect Huawei you might ask. A lot, actually. ARM is found in every chip Huawei designs and sells. Huawei's subsidiary, HiSilicon actually designs the chips, but that makes no difference. There exists a company called "ARM-China" but it has terminated the contract with Huawei as well.

The big questions now is, whether this termination affects existing devices sitting on retailer shelves, existing processors sitting in warehouses, chips currently being fabricated, or only future chip designs. In the worst case it could mean that Huawei is facing an immediate sales ban of all their phones or tablets using ARM processors, which will be a huge deal for the company.

What I think will happen in the short-term, is that they will most likely try to outsource chip manufacturing to someone with a license, like MediaTek (China) or Samsung (Korea), or adopt another industry standard ISA. A good candidate for that would be RISC-V, which is a (relatively) new and open architecture that requires no licensing. Having seen huge growth in China for all kinds of applications, from AI to IoT, RISC-V would be a logical decision, especially since the architecture is royalty-free.

But there is a problem. Currently, all of Huawei's efforts have been focused on Android, which is basically tailor-made for ARM chips. Android, mind you, is running on top of Linux, which has been ported to various other architectures in the past. The Linux kernel itself already supports RISC-V, and is available in distributions like Debian, Fedora, FreeBSD and NetBSD, so there exists a possibility that Huawei will build its new software and hardware stack on top of those.
Source: BBC
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88 Comments on ARM Revokes Huawei's Chip IP Licence

#26
FordGT90Concept
"I go fast!1!11!1!"
FreedomEclipseThe irony about this here is about around a year ago, the UK Government were ready to green light plans for China to build a nuclear power station here in the UK for us that probably would of been powerful enough to run a quarter of the UK. Obviously security issues were considered and re-considered and the construction never went ahead but the fact that they even considered it was a laughable one. Its as silly as inviting Russia in to build our Nuclear Submarines.
China is really the only country actively building boiling water reactors and pressurized water reactors right now. There really isn't many (any) options for alternatives unless you're willing to take on the enormous R&D effort yourself which...no one wants to because cost/benefit isn't there.

But yes, obvious security concerns are obvious. Makes one wonder how secure the reactors in China are. How many state-sponsored actors already have means to cause mass meltdowns in China? Scary thought.

Advantage of old nuclear reactors built during the Cold War being decommissioned today is there are really no systems to even hack.
Posted on Reply
#27
R0H1T
Vya DomusThis gets more and more bizarre with each passing day. I find it hard to believe this trade ban would reach out this far to ARM. Sure they have their Austin Texas center which usually produces the high performance parts like the A7X core IP and you can say that's US bound but what about the rest ? The low power stuff like the A5X core IP usually comes out of places like Cambridge/Budapest .



Nothing as far as I am concerned, even Apple that make their own custom cores still need the custom license from ARM for the ISA compatiblity. It's too much of a hurdle for Huawei to start making their own microarhitecure/ISA and their own software, they're without question dead.
They have a perpetual license to ARM v8 & I assume anything before that, they can also make custom cores. However they'll still have to pay royalty & we don't know the licensing fine print or contingencies in extenuating circumstances like these.
At a press event in January, Huawei explained their licensing structure with ARM.

i.guancha.cn/news/social/2019/0 ... 705158.png
i.guancha.cn/news/social/2019/0 ... 714644.png

The slide shows the different tiers of the ARM license, and that Huawei's license is the very top tier.

The bottom red bar of the slide says:

- Huawei has perpetual license to the ARMv8 architecture
- Huawei owns the IP relating to the ARMv8 architecture, and has the right to further develop it independently
- Huawei has the capability to independently develop the ARM architecture, unaffected by outside events

What this means is that:

- The only things that Huawei loses is support from ARM and access to future ARM architectures
- There's no legal barrier for it to manufacture and sell its own ARM variants

Source: www.guancha.cn/internation/2019 ... 2745.shtml
arstechnica.com/gadgets/2019/05/softbanks-arm-cuts-ties-with-huawei-leaving-future-chip-production-in-doubt/?comments=1&post=37404259
Posted on Reply
#28
Shihab
It's refreshing to see that the UK's still following the Blair era whoring to the US. </s>

On a more serious note, I really hope Huawei/China start fighting this with all the -economical- teeth and claws they have. Not really a fan of this de facto monopoly the US has on the tech world, and someone really should have a stand to this political bullying.
Couldn't have imagined I'd be backing the CPC in this life, but whaddya know...
Posted on Reply
#29
Bansaku
They don't care. I am sure they already have copy all the ins and outs of ARM's tech.
Posted on Reply
#30
R-T-B
Aqeel ShahzadOk now the question is what other alternate does the chinese giant left with if ARM has done this ?
I sorta answered that above. They have home grown MIPS64 chips.
Posted on Reply
#31
R-T-B
Vya DomusNothing as far as I am concerned, even Apple that make their own custom cores still need the custom license from ARM for the ISA compatiblity. It's too much of a hurdle for Huawei to start making their own microarhitecure/ISA and their own software, they're without question dead.
You guys obviously missed my posts.

China currently holds the number one (or did very recently) place in super computers with it's homegrown, domestic designed loongson based MIPS64 system supercomputers. Android fully supports MIPS64. If you think losing an arm license means 0 options you could not be more wrong.
BansakuThey don't care. I am sure they already have copy all the ins and outs of ARM's tech.
They don't need to. They already did just that with MIPS.
Posted on Reply
#32
R0H1T
While your logic is sound the facts wrt supercomputers doesn't hold up, Loongson is so 2018 ~ Summit has held the top spot on the super computing list for nearly a year now. Heck the top 2 are IBM systems.
Posted on Reply
#33
Unregistered
ARM just shot themselves in the FOOT

:D


Seriously, only thing this does is prevent ARM from collecting royalties...
Posted on Edit | Reply
#34
R-T-B
R0H1TWhile your logic is sound the facts wrt supercomputers doesn't hold up, Loongson is so 2018 ~ Summit has held the top spot on the super computing list for nearly a year now. Heck the top 2 are IBM systems.
I did say "or did very recently." Loongson is still very high up there.

The most recent TOP500 is a little old (few months), but pegs them third:
Sierra’s ascendance pushed China’s Sunway TaihuLight supercomputer, installed at the National Supercomputing Center in Wuxi, into third place. Prior to last June, it had held the top position on the TOP500 list for two years with its HPL performance of 93.0 petaflops. TaihuLight was developed by China’s National Research Center of Parallel Computer Engineering & Technology (NRCPC).
Still respectable and useful tech.
Posted on Reply
#35
R0H1T
The problem with Loongson is we don't know how it holds up against the best/fastest designs of ARM, let alone Power or x86 chips. Which is to say that MIPS might be a great alternative to ARM, for China, but the actual performance on ground, outside of super computers, is anybody's guess atm. China can use it for domestic consumption but in the rest of the world they'll have to compete with ARM, Intel, AMD etc.
Posted on Reply
#36
R-T-B
R0H1TWhich is to say that MIPS might be a great alternative to ARM, for China, but the actual performance on groesund, outside of super computers, is anybody's guess atm.
There have been MIPS based notebooks produced by them. They are interesting little octocores. I applies for one from my previous work but was denied. Oh well.

Anyways what I hear is that it's rather energy efficient. I have no idea how the performance scales, but going from a literal 800MHz brick PC called the Fuloong (what I worked on) to a Supercomputer and Octocore MIPS notebook in only 4 years suggest the design is very flexible already.
Posted on Reply
#37
btarunr
Editor & Senior Moderator
It's good that Kissinger's monster finally has some resistance.

As RTB (I think) said in the last thread, this will herald a "silicon curtain" between the [real] east and west rivaling the iron curtain of the 20th century. Locked out technologies, un-interoperable architecture, alien software, etc. Not good.
Posted on Reply
#38
FordGT90Concept
"I go fast!1!11!1!"
China loves firewalls. If they're denied access to the great world, why wouldn't they focus on controlling their own populations? They already do that to a massive extent--this is an obvious shove towards the direction they were already going. Either the Chinese accept it, or they resist overthrowing their government. The choice is theirs to make...and bare the costs it brings.

...but no, that's an overly pessimistic view of the situation. More realistic is that Huawei is put out to pasture and China pretends like it never existed. Life goes on...and China probably tries to pull the same stunt with ZTE. It took almost a decade for the west to shut the door on Huawei, contingency plans have probably been in motion for a long time already.
Posted on Reply
#39
Zubasa
ErrorThis is starting to look like a conspiracy. The UK is not the US, and AFAIK Huawei haven't infringed on ARM's IP ...
FordGT90ConceptI can't think of any direct causality between US legal action and ARM's decision so I assume ARM simply doesn't want anything to do with the sinking ship that is Huawei.
ARM might be based in the UK, but it is now own by SoftBank which is a Japanese company.
It is not like a country that had been nuked twice by the USA, and still has US military base and an entire Carrier Strike Group station there would say no to Trump.
Posted on Reply
#40
FordGT90Concept
"I go fast!1!11!1!"
www.zdnet.com/article/japan-telcos-pull-back-sale-of-new-huawei-smartphones/
www.cnbc.com/2019/05/23/panasonic-suspends-some-shipments-to-huawei-amid-us-blacklist.html
The Osaka-based company does not have a major production site for components in the United States, but it said the ban applies to goods having 25% or more of U.S.-originated technologies or materials.
US's military is in and around Japan at Japan's request (off topic):
en.wikipedia.org/wiki/U.S.–Japan_Status_of_Forces_Agreement
Posted on Reply
#41
lexluthermiester
R-T-BIt will certainly deeply wound them. Not certain it will kill them however.
While Android supports MIPS, there are problems with ARM native code which most Android devices run on. Couple that with the fact that Google has banned new devices from the Play store and it's game over for them. FDroid and Aptoide are good and have a lot of great apps, but are no replacements for the official Play store.
Posted on Reply
#42
phanbuey
ShihabyoooIt's refreshing to see that the UK's still following the Blair era whoring to the US. </s>

On a more serious note, I really hope Huawei/China start fighting this with all the -economical- teeth and claws they have. Not really a fan of this de facto monopoly the US has on the tech world, and someone really should have a stand to this political bullying.
Couldn't have imagined I'd be backing the CPC in this life, but whaddya know...
Careful what you wish for. When the CPC becomes more dominant than the US, I think you will see a whole different dimension of monopoly.
Posted on Reply
#43
Bones
ShihabyoooIt's refreshing to see that the UK's still following the Blair era whoring to the US. </s>

On a more serious note, I really hope Huawei/China start fighting this with all the -economical- teeth and claws they have. Not really a fan of this de facto monopoly the US has on the tech world, and someone really should have a stand to this political bullying.
Couldn't have imagined I'd be backing the CPC in this life, but whaddya know...
phanbueyCareful what you wish for. When the CPC becomes more dominant than the US, I think you will see a whole different dimension of monopoly.
You certainly will, China is out for no one but itself in the end and that's been their goal and endgame for a very long time. If you honestly believe China woudn't make every attempt to take over and control things in your part of the world you really are blind. It's what they've been doing, not in what they say or promise because that speaks louder than any words spoken over it.

China only keeps agreements as long as it suits them to, this pattern has been repeated over and over again which in itself proves what they really have in mind. Actions in the Yellow Sea by building those "Islands" to assume more direct control over it is yet another example of just how agressive towards this end they are. Everyone that's not part of China itself is an adversary in their eyes like it or not - Expect them to play fair, ain't happening.
I have to say in all fairness the US and others aren't innocent either, that's just the truth but the overall means and goal of such is something that matters to everyone no matter where you are.

I can assure you once China gets it's claws into your system and takes over you'll change your mind.....That is if you're not part of it yourself and if you're not, you are a problem to be solved.
And they will solve it if at all possible by any means required of them.
Posted on Reply
#44
Lorec
FreedomEclipseAnother thing which is also kinda ironic is that EPIC Games is part owned by a big chinese company which has ties to the chinese government but somehow they arent a security risk at all. While telecommunications is of course more important than some software you can install on your PC. It could still become a threat if Tencent buys a bigger stake in the company and start having their own people write the software for the launcher so they could put in all sorts of spyware and backdoors etc etc and its funny because a lot of people play fortenight.
I like how You mentioned tencent there,
if that would actually be so, is there a chance of for example blizzard backing out from diablo immortal? XD
or like Epic going under?
I know its far fetched but yeah.
Itd only make sense if US was more wary of other Chinese companies from now on...
Posted on Reply
#45
FreedomEclipse
~Technological Technocrat~
LorecI like how You mentioned tencent there,
if that would actually be so, is there a chance of for example blizzard backing out from diablo immortal? XD
or like Epic going under?
I know its far fetched but yeah.
Itd only make sense if US was more wary of other Chinese companies from now on...
Tencent are one of these huge billion dollar conglomerates that have stakes iin almost everything or own a lot of businesses.

If you were a business on its last legs in terms of finances. You wouldn't turn down money from foreign investors...

Tencent supposedly owns some 48.2% stake in epic. So epic still gets to do as they please to a certain extent
Posted on Reply
#47
SoNic67
RenaldEnjoy your +300% price in the next few month.
And China can enjoy going back to selling nothing... You have to read to see what was China before they stolen all the Western IP with complicity of greedy CEO's.
One starting point:
en.wikipedia.org/wiki/Great_Chinese_Famine
Posted on Reply
#49
pat-roner
Dante UchihaMicrosoft creates a criminal monopoly, obliges to use the problematic software (W10) and still steals our data. Facebook does the same... And no one goes to war.

But when Huawei supposedly collects data the end of the world begins... great.
Yeah, the US was not caught spying on the whole world a couple of years ago either
Posted on Reply
#50
kapone32
But when Huawei supposedly collects data the end of the world begins... great.
[/QUOTE]

The major difference between those companies is that both Microsoft and Facebook were in markets that their governments did not appreciate the dangers of until it was too late. The problem with Huawei is that the data collection is done at the hardware level and goes right back to the manufacturer. Just like the data that Snodden released on the States put a shudder in Western countries' to ban 5G from Huawei. Not because they are Huawei but because they are a Chinese company that has official and unofficial ties to the government. China is trying very hard to take over the world.
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