高通与Arm在美国特拉华州联邦法院就长期纠纷展开陪审团审判1。高通指控Arm扣留芯片测试工具、向媒体泄露许可协议终止威胁,从而损害了高通与Meta的芯片交易1。根据高通的诉求,Arm应停止向其收取可能价值数十亿美元的特许权使用费,停收期限最长可达5年1。
双方的争议根源在于芯片架构授权费用的计算方式1。按照2013年签署的架构授权协议,每颗包含至少5个CPU核心的芯片专利费被设定上限为1.88美元1。然而随着芯片设计的演进,Arm计算架构第10版(ARMv10)相比第9版(ARMv9)的授权费大幅上涨1,800%1。部分数据中心芯片已配置高达288个CPU核心,在现有协议框架下费用计算出现严重失衡1。
Meta因Arm的授权威胁合同价值缩水1.7亿美元1。Arm方面则主张Meta主动转向AI眼镜路线并非由其威胁所致,同时质疑高通在芯片核心数大幅增加的情况下仍按2013年协议的低价标准计费1。高通与Arm的协议有效期至2033年1。值得注意的是,Arm曾于2022年起诉高通,而高通在2024年获得了一次关键胜利1。
Qualcomm and Arm are engaged in a five-day jury trial in the U.S. District Court for the District of Delaware over long-standing disputes between the two companies 1. Qualcomm has accused Arm of withholding chip testing tools and leaking threats to terminate licensing agreements to the media, actions the chipmaker claims damaged its chipset collaboration with Meta 1. The company is seeking to halt payments of potentially billions of dollars in royalties to Arm for up to five years 1.
At the heart of the dispute lies a significant pricing disagreement. Under a 2013 architecture licensing agreement, patent fees for each chip containing at least five CPU cores are capped at $1.88 per unit 1. However, the licensing costs for Arm's tenth-generation architecture (ARMv10) have surged by approximately 1,800 percent compared to the ninth generation (ARMv9) 1. Arm counters that Meta independently shifted its focus toward an artificial intelligence eyeglasses product line, not due to Arm's actions 1. The company also contends that Qualcomm has significantly increased the number of CPU cores in its chips while continuing to pay fees based on the outdated 2013 agreement's lower rates 1. Some data center chips now contain as many as 288 CPU cores 1.
Arm initiated its own lawsuit against Qualcomm in 2022, and Qualcomm achieved a key legal victory in 2024 1. The licensing agreement between the two parties remains valid through 2033 1. Meta's contract value decreased by $170 million due to Arm's threat to suspend authorization 1.
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