三星AMD联手,手机GPU也要AMD Yes了?

三星与AMD在今天宣布了达成多年合作协议, 在合作中,三星电子半导体将得到来自AMD的图形IP的授权,并将其用于三星的移动GPU中。这一举措对于移动图形领域来说近乎是颠覆性的,因为它标志着三星将在未来的Exynos芯片组中推进自己的内部GPU架构的产品化。

此前,据传三星早在2012年就开始了自己的“S-GPU”研究部门的工作。目前三星将新的IP移交给了位于圣何塞的一个名为“ACL”(Advanced Computing Lab,先进计算实验室)的新部门,后者与SARC(三星奥斯汀研发中心)签订了联合章程。而三星在SARC则主要设计移动CPU和存储控制器IP。

通过合作,三星将得到来自AMD授权的“定制图形IP”。但是目前官方并未对这个IP讲述太多,事实上关于这个IP到底是什么,通过过去的事例其实可以一窥一二。

三星自己的GPU架构已经经历了长达7年时间的发展,并且已经集成到测试的硅芯片组中。除非这笔交易是几年前签署仅仅在今天才公开宣布,否则这可能意味着目前人们热议的IP仅仅只是一项专利交易,目前的产品不会是整合了AMD公司的新架构IP的设计。以此来看, 外界宣称的拳打高通多少有点夸大其词。至少在目前,这可能仍旧不够现实。当然如果假设错误,自然另当别论。

三星新的GPU IP是首个从零开始的设计。双方的声明可能意味着三星从AMD购买专利箱使其免受其他行业参与者可能提起的诉讼。也有可能声明意味着三星放弃了自己的内部核心计算设计,转而采用AMD的新IP。公告特别提及了“定制的图形IP是基于最近宣布的高度可拓展的RDNA图形架构”。AMD CEO苏姿丰也表示,它“标志性地扩大了用户群以及发展了生态”。从这句话延伸开来,如果单单是知识产权专利,AMD CEO的扩大生态系统显然没有意义。这似乎也意味着三星将从事实上采用这款IP。

此外,这份授权协议也提到了覆盖范围包括智能手机在内的移动设备。似乎这也意味着三星并不会在诸如笔记本电脑这样的设备上使用新的图形IP。而这或许才是让众人热议的话题之所在,如果三星采用来AMD的图形IP,那么今后市场将会发生什么样的变化?

目前, 智能手机SoC供应商主要包括高通、三星、联发科以及苹果。而苹果A系列处理器GPU又以其强悍的性能当仁不让,其次是高通骁龙芯片中的GPU,三星Exynos和联发科Heilo芯片由于采用ARM公版GPU架构,在性能上略输一筹。但是如今占据安卓系统半壁江山的高通骁龙芯片中的Adenro系列GPU,其前身也与AMD有着若干联系。如今,三星与AMD的合作,最为感到压力的或许还是此前提及的高通。但到底能否给这个市场带来新的变化,或许我们需要拭目以待。

对此,你怎么看?

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