ARM NVIDIA Acquisition Impact On Video Surveillance

JH
John Honovich
Sep 16, 2020
IPVM

Michael Archer is a contact of ours who lives in China. He used to work for Sunell and has a lot of experience on the manufacturing side.

He raised the idea for a post examining the impact of NVIDIA acquiring ARM. His basic point is that ARM is an underlying technology to lots of video surveillance products and that this may expand the sanction impact on Hikua et al.

** ******* *** *********:

** ** *** *** ****,********* *********** ************ ******** *** * ******** *** of $*********. ***** **** ******** ********* the ** ********* ******* *** $*********, so ******* *** ******** **** * profit.

Used **********

** **** ****** ***** ******* *** ARM ******** *******, ********* *** ***** of *****, *******, ****** ***, **** all ******** **** *** ********** *** their *** *******

**** ** **** **** *** **** of ******** ********, ** ***********,*********,********** ***** ******* **** **** **** of *** **** ******, ** *** low *****, *** *** ******* ****1.5% - *.*% on unit sales, it’s a low price to pay than develop your own unsupported processor. These SoC do all the hard work, and very much the crux part of all these devices.

Potential ********

**** *** ***** ** ********* ** ARM ** *** ******, ** ***** be **** *** ********** ******** *** to ******** ******* ** *** *********, thus ****** ** * ***** ***** for *** **** ******** ********, *** a ************ ****** ** ***** *******, such ** *******, ******* ********, *** devices ***.

ARM ** *****

***** **** * ***** ****** ** licensees ** ***** *** *** * joint ******* **** * **% *****, and **** ***** ******* * ***** conflict ******* *** *** *** *** fired *** ******* ** *****, ** reported ********** *******. **** *** *** ** ** reported ** ** ******, *** ********* Nvidia ***** ** ***** ****.

******* ******* *** *****, ** ***** seem **** *** *** ***** **** without * *****, **** ******** **** the *** ******** *** ******** **** to **** ** ***** ******** **********.

Future ********

******* ** *** ******, ** ****** ARM/Nvidia *** *** ** * ***** to **** ******* **** *****, ** would **** ***** **** ****** ***** term ******, *******, **** ****, ** would ** ***** *** ********** **** need ** ******* ******** ** ******* the ********* ** *** *******.

Already ******

****** ******* **** ****** ***** **** orders ** **** *** ** ******** of *** *** ************ ** ******** last **** ******* ******

ARM & ***** **********

**** **** *** ******** ***** **********, which **** ** ****** *** ******** history ** *** ************ *****, **** never ********* *** ****** ***** ** run **** ** ******* *******. ** fact, ***** *** ** *** ******** after *** **** ********* ****** ** deliver ** **** *******. **** ******* computers *** ** ****** *** ** such **********, ** ** *** ** Intel **********.*** ** **** ****** **** ***** are ******** ***** **** ** ***** of **’* ******** *******

*****

* **** ******** ** ***** ************* are ***** ** *** *** ** AMD64 (** ******)*** **** *** ***** * ******** of ***** ****** ** **** ******** for *** *** **************** **** ******** ******* ***** ** ARM **** *** ****** *** ***** on *** *********** ** *** ***** core, *** * **** ******* ** libraries, **** ****** **** ****** ***** thrown **** *** ***.

**** * *********** ***********, *** *** base ***** *** ******* *** *******, with *** *********** ** * ********, but *** **** **** ** **** in *** **** ** ***** ********* stable. ******* *** ***** ****** ** best *** ***. ******* *** *******, but ******** ****** ** * ******** part ** *** ******* ** ****.

x86 ** ***** *******.

AMD did a joint venture with Zhaoxin which produced their own CPUs for the Domestic Chinese market with some additional hardware, thought the fabrication of devices were done in Taiwan.

Alternative ******** ********?

**, ** ** *** *** *** of *** ****** **** *****, ** would ** **** ** ******* *** any ******** ***** ** *********, ******* the *** ** * ******** ********.***** *** ******* ********** ***** *** not **** ** *** ****** ********* like ***/***** *** ***** ******** ******** but *** **** ** * *** of ***** *** ********* *********. ******* Face-Detection ****** ******* ********* *** *** HiSilicon **** *** ***** **********, *** it ** **% ****** **** ***** use ** *** **** ****** ** the *** *** ****.

***** * ***'* ***** ** ****** publish ****, ** ***** ** *** basis *** * **** ******. **** really ** *** ****** ** *** acquiring ****** ** ***** ************? *** much ** ***** ************ **** ***'* technology? * ***'* **** *** * think ****** ** ***** **** *** is ********** * *** ** ******** in ***** ************.

****** **** ** ** ****** / ARM *** ******* ***********@**************.***** **** **** ***** ****. ** can ******* ********* ******* ****.

JH
John Honovich
Sep 16, 2020
IPVM

******* ****** ** * ******* ** ours *** ***** ** *****. ** used ** **** *** ****** *** has * *** ** ********** ** the ************* ****.

** ****** *** **** *** * post ********* *** ****** ******** ********* ***. *** ***** ***** ** **** ARM ** ** ********** ********** ** lots ** ***** ************ ******** *** that **** *** ****** *** ******** impact ** ***** ** **.

** ******* *** *********:

** ** *** *** ****,********* *********** ************ ******** *** * ******** *** of $*********. ***** **** ******** ********* the ** ********* ******* *** $*********, so ******* *** ******** **** * profit.

Used **********

** **** ****** ***** ******* *** ARM ******** *******, ********* *** ***** of *****, *******, ****** ***, **** all ******** **** *** ********** *** their *** *******

**** ** **** **** *** **** of ******** ********, ** ***********,*********,********** ***** ******* **** **** **** of *** **** ******, ** *** low *****, *** *** ******* ****1.5% - *.*% on unit sales, it’s a low price to pay than develop your own unsupported processor. These SoC do all the hard work, and very much the crux part of all these devices.

Potential ********

**** *** ***** ** ********* ** ARM ** *** ******, ** ***** be **** *** ********** ******** *** to ******** ******* ** *** *********, thus ****** ** * ***** ***** for *** **** ******** ********, *** a ************ ****** ** ***** *******, such ** *******, ******* ********, *** devices ***.

ARM ** *****

***** **** * ***** ****** ** licensees ** ***** *** *** * joint ******* **** * **% *****, and **** ***** ******* * ***** conflict ******* *** *** *** *** fired *** ******* ** *****, ** reported ********** *******. **** *** *** ** ** reported ** ** ******, *** ********* Nvidia ***** ** ***** ****.

******* ******* *** *****, ** ***** seem **** *** *** ***** **** without * *****, **** ******** **** the *** ******** *** ******** **** to **** ** ***** ******** **********.

Future ********

******* ** *** ******, ** ****** ARM/Nvidia *** *** ** * ***** to **** ******* **** *****, ** would **** ***** **** ****** ***** term ******, *******, **** ****, ** would ** ***** *** ********** **** need ** ******* ******** ** ******* the ********* ** *** *******.

Already ******

****** ******* **** ****** ***** **** orders ** **** *** ** ******** of *** *** ************ ** ******** last **** ******* ******

ARM & ***** **********

**** **** *** ******** ***** **********, which **** ** ****** *** ******** history ** *** ************ *****, **** never ********* *** ****** ***** ** run **** ** ******* *******. ** fact, ***** *** ** *** ******** after *** **** ********* ****** ** deliver ** **** *******. **** ******* computers *** ** ****** *** ** such **********, ** ** *** ** Intel **********.*** ** **** ****** **** ***** are ******** ***** **** ** ***** of **’* ******** *******

*****

* **** ******** ** ***** ************* are ***** ** *** *** ** AMD64 (** ******)*** **** *** ***** * ******** of ***** ****** ** **** ******** for *** *** **************** **** ******** ******* ***** ** ARM **** *** ****** *** ***** on *** *********** ** *** ***** core, *** * **** ******* ** libraries, **** ****** **** ****** ***** thrown **** *** ***.

**** * *********** ***********, *** *** base ***** *** ******* *** *******, with *** *********** ** * ********, but *** **** **** ** **** in *** **** ** ***** ********* stable. ******* *** ***** ****** ** best *** ***. ******* *** *******, but ******** ****** ** * ******** part ** *** ******* ** ****.

x86 ** ***** *******.

AMD did a joint venture with Zhaoxin which produced their own CPUs for the Domestic Chinese market with some additional hardware, thought the fabrication of devices were done in Taiwan.

Alternative ******** ********?

**, ** ** *** *** *** of *** ****** **** *****, ** would ** **** ** ******* *** any ******** ***** ** *********, ******* the *** ** * ******** ********.***** *** ******* ********** ***** *** not **** ** *** ****** ********* like ***/***** *** ***** ******** ******** but *** **** ** * *** of ***** *** ********* *********. ******* Face-Detection ****** ******* ********* *** *** HiSilicon **** *** ***** **********, *** it ** **% ****** **** ***** use ** *** **** ****** ** the *** *** ****.

***** * ***'* ***** ** ****** publish ****, ** ***** ** *** basis *** * **** ******. **** really ** *** ****** ** *** acquiring ****** ** ***** ************? *** much ** ***** ************ **** ***'* technology? * ***'* **** *** * think ****** ** ***** **** *** is ********** * *** ** ******** in ***** ************.

****** **** ** ** ****** / ARM *** ******* ***********@**************.***** **** **** ***** ****. ** can ******* ********* ******* ****.

JH
John Honovich
Sep 16, 2020
IPVM

****'* ********, *** ****** ** +************ registered ** ** ** *****.

IC
Isabella Cheng
Sep 16, 2020
IPVMU Certified

**** ******** ********** **:**

****** *****: "*** ********* ***** ** ******* ** that *** ******* ********* ** *** IP ** *** *** ******** *****, the ****** ** *** ** ** the ******** ****** ** ****** *******- the ** ** *** *** **********, developed **** * ******* ** *********. The ** **** **** ** *** UK, *** ** ** *** **** stay ** *** **, ******** ** advance *** ********** ** **. *** origin ** *** ********** ***’* ******. As * ******, *** **** *** that *** ******* ** ** ******** company ****** * ******** ******* **** doesn’t ****** ****** ******* ** *** way."

*****'* ********* *** **** **-***** ** argument- ************ ** ****** ** ************* ****** ** ***** ***** *** an******** **** ** **** ********* ************** *** **** ** ****** **********

JH
John Honovich
Sep 16, 2020
IPVM

*** **** ******* *** ** *** but ** ***** ***** ** ***** about ****. ***** *** ** ********** applies **** *********** ** ******** *** rules *** ***** **** * ***'* want ** ******* ** ***********.

JH
John Honovich
Sep 18, 2020
IPVM

********, *** *** ***** ***** ** this ********** -*** **** ** ********* **** ***** **** ***** ***. If ****** ******, ** *** **** re-evaluate ***** * ****.

IC
Isabella Cheng
Sep 18, 2020
IPVMU Certified

***** ***** ** **********- ******* *** now.

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