Mobile phone chips need desktop GPU, and Qualcomm is under great pressure, but ARM's own son Mali is facing a crisis.

At present, there are more and more news about Samsung's next-generation Exynos processor. The biggest change is that it will use the GPU license of AMD RDNA architecture, that is, Exynos will integrate the desktop-level GPU architecture, which is another huge change since Samsung Exynos abandoned the mongoose core.

regarding RDNA architecture, AMD officially claims that it was born for games, which is much more efficient than the previous generation GCN game scenes. game consoles including Sony PS and Microsoft Xbox all adopt this GPU architecture. in addition, it is very important that RDNA architecture is very flexible, which can be used for high-performance graphics cards or integrated into low-power chips.

Samsung's next-generation Exynos 22 can basically confirm that it is equipped with the RDNA 2 game architecture GPU authorized by AMD. In terms of performance, there are many revelations, and even the GPU is 2.5 times higher than that of the previous generation. Of course, it may be exaggerated, because power consumption must be given priority when it is integrated into the mobile phone, but it should not be a big problem to press Qualcomm Adreno, and it will definitely win in the face of Mali!

This is definitely good news for users, which means that Samsung Exynos may really rise, but it will have an impact on Qualcomm, because it means that Samsung may completely give up Qualcomm's flagship chip and use its own Exynos in the high-end market, while Samsung is the only player in the high-end market of Android. If Samsung gives up, it will still have a great impact on Snapdragon.

but the most influential one is ARM, which has always been the king of mobile phone chips, engaged in instruction set and architecture authorization, and also has GPU authorization, that is, its Mali-based GPU. Although Mali-based GPU has always been a bit lame, it is still gradually improving through continuous efforts, and its market share is not small, competing with Adreno of Qualcomm for the Android market.

However, after the Kirin processor was limited, the shipment of ARM Mali series GPU has already ushered in a sharp drop. If Samsung also abandons Mali, it means that only MediaTek will use the later public version of Mali-G71. Without supporters, Mali may face a huge crisis.

We all know that Snapdragon 888' s GPU Qualcomm actually squeezed toothpaste once. The reason is very simple. Adreno is very strong, and there is no need for Qualcomm to squeeze toothpaste violently. However, if Samsung adopts RDNA-based GPU, Qualcomm is bound to exert its efforts in GPU. Generally speaking, the first and second place fight, and the third place dies, resulting in a decrease in market share. Coupled with the competition between RDNA and Adreno, Mali is bound to become a victim.

moreover, Samsung Exynos and Qualcomm have not adopted the public version of the GPU scheme, and the GPU performance is definitely better, which is quite stressful for MediaTek, which continues to adopt the public version of Mali, and will certainly lead to the lack of market competitiveness of the products, so it is not excluded that MediaTek may give up Mali in the future.

at GTC 221, Lao Huang indicated that he would cooperate with MediaTek, and NVIDIA would provide TX3-series GPU architecture license for MediaTek MT8-series SOC. It is necessary to say that MT6 is a chip designed for mobile phones, while MT8 is a chip designed for tablets or notebooks, and of course, there is MT9-series, which is a special chip designed for TV.

Although the mobile phone chip is not mentioned, the tablet computer chip has been authorized by NVIDIA GPU, so the possibility of the mobile phone chip is very great. Moreover, NVIDIA has experience in this field, and the GPU performance of the former Tegra processor is overwhelming. If this is the case, it means that Mali basically has no market, and it will gradually be marginalized or even completely cool.

MediaTek can also get the authorization of PowerVR. This GPU supplier used to be a special supplier of Apple's A-series GPUs, and also made desktop graphics cards. The GPU technology has been iterative, and its strength is very strong. In contrast, Mali is actually the weakest. On the one hand, it is used because of its low cost. On the other hand, everyone uses it except Qualcomm, and no one can laugh at anyone.