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RESEARCH NOTE: Arm’s “Blackhawk” CPU Is An Audacious Plan To Have The Best Smartphone CPU Core This Year

For years now, there has been what I consider a healthy, competitive tension between Arm CPU instruction set licensees and Arm’s pe-packaged and pre-validated IP licensees. (I am sure some licensees would challenge me on “healthy” given Apple’s performance.) I think it made sense that Arm would enable time to market and capability “rabbits” per market (geographically/platform) like Apple which would invest around $500M into designing custom CPUs based on an Arm ISA license. This way, Arm didn’t ...

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