> Either they make ISA license fees much higher (risk losing customers to RISCV)
If ARM goes down this path, it'll be a classic “innovator's dilemma” cycle leading to disruption.
ARM is clearly the superior incumbent technology, with a vast software base, billions of devices, extremely optimized designs, and huge amounts of engineering experience at the companies that use it; RISC-V is less capable on all counts.
And yet RISC-V is likely to eat ARM's lunch gradually—and then rapidly—over the next decade or so, due to being cheaper to build new cores on.
If ARM goes down this path, it'll be a classic “innovator's dilemma” cycle leading to disruption.
ARM is clearly the superior incumbent technology, with a vast software base, billions of devices, extremely optimized designs, and huge amounts of engineering experience at the companies that use it; RISC-V is less capable on all counts.
And yet RISC-V is likely to eat ARM's lunch gradually—and then rapidly—over the next decade or so, due to being cheaper to build new cores on.