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The two companies, both long-time partners of Arm, are extending their collaboration on wearables with a RISC-V Snapdragon Wearable platform to power the next-generation Wear OS solutions.Qualcomm and Google have announced they are building their next-generation wearables on the open-source RISC-V architecture. Adopting RISC-V is a significant departure for two of Arm's largest customers to select the upstart RISC-V open-source CPU for a significant design and is a major blow to Arm.
For Google, the custom Tensor chip in the Pixel 6 and Pixel 7 smartphones is based on Arm's IP. Google also uses Arm-based chips in its data centers and cloud computing platform. But Google has also brought out an early Android OS that supports RISC-V, telegraphing its intent with RISC-V.
The sky is not falling for Arm as they continue to drive Arm designs into products like NVIDIA's Grace CPU and cloud servers and supercomputers worldwide. They currently have a significant performance edge, and of course, their ecosystem is massive, with billions of Arm-powered devices. But the writing is on the walls of Silicon Valley: RISC-V is a viable and easy-to-adopt block of flexible IP that can readily be added to specific logic for specific applications.
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