Arm取消高通芯片许可协议，390亿美元收入面临风险

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Arm取消高通芯片许可协议，390亿美元收入面临风险

智通财经10-23

智通财经APP获悉，Arm Holdings (ARM.US)正在采取行动取消高通(QCOM.US)的架构许可协议，这是一项允许高通使用 Arm 知识产权设计芯片的合同。这一决定可能会加剧两家公司之间的法律纠纷，并可能对智能手机和个人电脑市场造成重大影响。根据彭博社看到的文件，Arm 已向高通发出了60天的强制通知，以取消该协议，这给了高通八周的时间来解决与 Arm 的纠纷。如果协议被取消，高通...

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知识产权设计芯片的合同。这一决定可能会加剧两家公司之间的法律纠纷，并可能对智能手机和个人电脑市场造成重大影响。根据彭博社看到的文件，Arm 已向高通发出了60天的强制通知，以取消该协议，这给了高通八周的时间来解决与 Arm 的纠纷。如果协议被取消，高通可能不得不停止销售大部分产品，这些产品占其约390亿美元收入的很大一部分，否则将面临巨额索赔。具体来说，这场争端始于2022年，当时 Arm 起诉高通违反合同和侵犯商标权。如今，两家公司即将举行庭审，以解决 Arm 的违约索赔和高通的反诉问题。分歧的焦点在于高通在2021年收购了另一家 Arm 被许可方 Nuvia，而 Arm 表示，高通未能重新谈判合同条款。高通辩称，其现有协议涵盖了其收购的公司 Nuvia 的活动 。据了解，Nuvia 的微处理器设计已成为高通向惠普和微软等公司销售的新型个人电脑芯片的核心，这些处理器是新系列人工智能笔记本电脑的关键组件。高通计划将 Nuvia 的设计引入其更广泛使用的智能手机骁龙芯片。然而，Arm 却表示，此举违反了高通的许可，并要求该公司销毁在收购 Nuvia 之前创建的 Nuvia 设计。由于谈判未能达成解决方案，Nuvia 的许可于2023年2月被终止。值得注意的是，高通依赖于 Arm 公司的指令集，这是芯片用于运行操作系统等软件的基本计算机代码。如果 Arm 坚持终止授权，高通将无法使用 Arm 的指令集进行自己的设计，尽管它可以根据单独的产品协议获得 Arm 的蓝图授权，但这会导致严重延误，并迫使该公司浪费已经完成的工作。事实上，在发生纠纷之前，Arm 和高通是密切的合作伙伴，共同推动了智能手机行业的发展。如今，两家公司都在推行越来越成为竞争对手的战略。Arm 在首席执行官雷内·哈斯的领导下，已转向提供更完整的设计，而高通在首席执行官克里斯蒂亚诺·阿蒙的领导下，正在放弃使用 Arm 的设计，并优先考虑自己的工作。尽管如此，两家公司的技术仍然交织在一起，高通尚未完全脱离 Arm。据悉，Arm 于2016年被软银收购，去年9月，该公司部分股权在一次公开募股中被出售给公众，但这家日本公司仍持有 Arm 80% 以上的股份。Arm 有两种类型的客户：使用其设计作为芯片基础的公司和自行创建半导体并仅获得 Arm 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