{"id":6881,"date":"2024-12-19T03:45:00","date_gmt":"2024-12-19T03:45:00","guid":{"rendered":"https:\/\/www.tantraanalyst.com\/ta\/?p=6881"},"modified":"2024-12-31T11:19:46","modified_gmt":"2024-12-31T11:19:46","slug":"qualcomm-vs-arm-trial-day-3-testimonies-end-dispute-funneled-down-to-two-key-questions","status":"publish","type":"post","link":"https:\/\/www.tantraanalyst.com\/ta\/qualcomm-vs-arm-trial-day-3-testimonies-end-dispute-funneled-down-to-two-key-questions\/","title":{"rendered":"Qualcomm vs. Arm trial, Day 3 \u2013 Testimonies end, dispute funneled down to two key questions"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row fullwidth=&#8221;yes&#8221;][vc_column][vc_column_text]<\/p>\n<h6><span style=\"color: #808080;\"><strong><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-6861 size-full alignright\" src=\"https:\/\/www.tantraanalyst.com\/ta\/wp-content\/uploads\/2024\/12\/Day-3_Arm_Vs_Qualcomm.jpg\" alt=\"\" width=\"700\" height=\"394\" srcset=\"https:\/\/www.tantraanalyst.com\/ta\/wp-content\/uploads\/2024\/12\/Day-3_Arm_Vs_Qualcomm.jpg 700w, https:\/\/www.tantraanalyst.com\/ta\/wp-content\/uploads\/2024\/12\/Day-3_Arm_Vs_Qualcomm-300x169.jpg 300w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/strong><\/span><\/h6>\n<h5><span style=\"color: #000000;\"><strong>Summary of Day 3<\/strong><\/span><\/h5>\n<h6><span style=\"color: #808080;\">Check out the summary of <a style=\"color: #808080;\" href=\"https:\/\/bit.ly\/3P0FVc0\"><span style=\"color: #800000;\">Day 1 here<\/span><\/a> and <span style=\"color: #800000;\"><a style=\"color: #800000;\" href=\"http:\/\/bit.ly\/3BoyAzP\">Day 2 here<\/a>.<\/span><\/span><\/h6>\n<h6><span style=\"color: #808080;\">Significant progress was made on the third day. At the end of the day, the case has boiled down to two questions to be decided by the jury: 1) Whether Qualcomm and\/or Nuvia breached a specific section of the Nuvia ALA (15.1a), which requires Arm to prove that Qualcomm was required to destroy all products using the Nuvia technology that Qualcomm acquired; 2) Whether Qualcomm\u2019s products are licensed under the Qualcomm ALA. The first was the decision by Arm lawyers, and the second is the confirmation asked by Qualcomm.<\/span><\/h6>\n<h6><span style=\"color: #808080;\">The day saw intense cross-examination of Qualcomm expert witness Dr. Murali Annvaram and the testimony of Qualcomm CEO Cristiano Amon. Arm\u2019s lawyer tried to make Dr. Annavaram say that cores are Arm technology, which he didn\u2019t. Cristiano explained that Arm&#8217;s lagging behind Apple in performance was the main reason for buying Nuvia, and he would be happy to get TLA from Arm if it provided high-performance cores even now.<\/span><\/h6>\n<h6><span style=\"color: #808080;\">All the testimonies are now completed. Tomorrow, both parties will make their closing statements, and jury deliberations will begin. If the Jury decides quickly, we might have a decision by tomorrow evening.<\/span><\/h6>\n<h6><span style=\"color: #808080;\">Come back here tomorrow for the fourth day\u2019s update.<\/span><\/h6>\n<h5><span style=\"color: #000000;\"><strong>Highlights of Day 3:<\/strong><\/span><\/h5>\n<ul>\n<li>\n<h6><span style=\"color: #808080;\">Cross-examination of Annavarm was pretty intense. There is a lot of back and forth on defining what Arm Technology is. Although there is a definition of the term in the ALA, the discussion focused on the explanation of &#8220;Confidential Information,&#8221; which seems to suggest that &#8220;Architecture Compliant Core&#8221; is an Arm derivative. Dr. Annavarm didn\u2019t agree to that at all. This is the same thing that was the bone of contention during Gerard Williams&#8217;s testimony on Day 2<\/span><\/h6>\n<\/li>\n<li>\n<h6><span style=\"color: #808080;\">The \u201cArm Technology&#8221; term has been used many, many times during the last three days. It does have a specific definition in the contract. That doesn&#8217;t include any of the work, including design, RTL, and lots of other stuff done by companies like Nuvia to design processors. This is in contrast to how it is mentioned in the definition of &#8220;Confidential Information&#8221; mentioned above. It will be interesting to see how the jury will view this.<\/span><\/h6>\n<\/li>\n<li>\n<h6><span style=\"color: #808080;\">Qualcomm\u2019s counsel turned Arm\u2019s Piano analogy on its head. Arm compared its ISA to a Piano Keyboard design during the opening statement and used it throughout the trial. It claimed that no matter how big or small the Piano is, the keyboard design remains the same and is covered by its license. Qualcomm&#8217;s counsel extended that analogy to show how ridiculous it would be to say that because you designed the keyboard, you own all the pianos in the world. Suggesting that is what Arm is trying to do.<\/span><\/h6>\n<\/li>\n<\/ul>\n<h5><span style=\"color: #000000;\"><strong>Key Points from the testimonies:<\/strong><\/span><\/h5>\n<h6><span style=\"color: #808080;\"><strong>Video depositions from Arm engineers and managers<\/strong><\/span><\/h6>\n<ul>\n<li>\n<h6><span style=\"color: #808080;\">Internal messages suggesting Arm has no basis to sue Qualcomm after the Nuvia acquisition but only after the company ships actual products<\/span><\/h6>\n<\/li>\n<li>\n<h6><span style=\"color: #808080;\">Another opinion is that Arm ARM doesn&#8217;t help in designing processors or developing any features<\/span><\/h6>\n<\/li>\n<li>\n<h6><span style=\"color: #808080;\">For the compute platform (Hamoa), Qualcomm started the project with Nuvia implementer ID and changed it to that of Qualcomm<\/span><\/h6>\n<\/li>\n<li>\n<h6><span style=\"color: #808080;\">Emails suggesting Qualcomm was complaining Arm substantially increased its royalty rates after the company disbanded it&#8217;s custom core effort<\/span><\/h6>\n<\/li>\n<li>\n<h6><span style=\"color: #808080;\">Messages suggesting Qualcomm complained that Apple\u2019s cores have 20-25% better performance than Arm cores<\/span><\/h6>\n<\/li>\n<\/ul>\n<h6><span style=\"color: #808080;\"><strong>Dr. Murali Annavaram \u2013 Qualcomm expert witness<\/strong><\/span><\/h6>\n<ul>\n<li>\n<h6><span style=\"color: #808080;\">Professor at USC, previously worked for Intel and Nokia, lots of awards\/recognitions<\/span><\/h6>\n<\/li>\n<li>\n<h6><span style=\"color: #808080;\">Reviewed source code of Qualcomm and Nuvia RTL<\/span><\/h6>\n<\/li>\n<li>\n<h6><span style=\"color: #808080;\">Explained what microarchitecture is and how designing cores involves switching 15 billion transistors on and off etc, in simple terms to the jury<\/span><\/h6>\n<\/li>\n<li>\n<h6><span style=\"color: #808080;\">1000s of microarchitecture blocks in a chip &#8211; computing, storage, memory, scheduler etc.<\/span><\/h6>\n<\/li>\n<li>\n<h6><span style=\"color: #808080;\">Opined strongly that Nuvia\/ Qualcomm CPU cores do not use or are derived from Arm technology<\/span><\/h6>\n<\/li>\n<li>\n<h6><span style=\"color: #808080;\">Claimed that the commonality between Arm RTL and Qualcomm RTL is less than 1%<\/span><\/h6>\n<\/li>\n<li>\n<h6><span style=\"color: #808080;\">RTL codes are regularly regenerated, so most of the codes in cores will be Qualcomm\u2019s<\/span><\/h6>\n<\/li>\n<li>\n<h6><span style=\"color: #808080;\">The commonality between Nuvia\/Arm RTL codes highlighted by Arm was mostly in comments, not in code<\/span><\/h6>\n<\/li>\n<li>\n<h6><span style=\"color: #808080;\">Long winding back and forth between Arm counsel and Dr. Annavaram on whether Arm complaint cores are derivative of Arm technology. The confusion stems from how they are defined differently in two parts of the contract.<\/span><\/h6>\n<\/li>\n<li>\n<h6><span style=\"color: #808080;\">Annavaram said, he is not a lawyer, and he can\u2019t opine on how it is defined in the contract. But based on his technical knowledge, cores are not a derivative<\/span><\/h6>\n<\/li>\n<\/ul>\n<h6><span style=\"color: #808080;\"><strong>Cristiano Amon<\/strong><\/span><\/h6>\n<ul>\n<li>\n<h6><span style=\"color: #808080;\">Explained Qualcomm and Arm relationship in the last few years \u2013 started with ALA for building the first smartphone SOC, when Arm didn\u2019t have its core<\/span><\/h6>\n<\/li>\n<li>\n<h6><span style=\"color: #808080;\">Arm came to Qualcomm with TLA deal and made the company stop its custom core effort<\/span><\/h6>\n<\/li>\n<li>\n<h6><span style=\"color: #808080;\">Arm fell behind Apple in performance and even behind Intel and AMD in PCs<\/span><\/h6>\n<\/li>\n<li>\n<h6><span style=\"color: #808080;\">Had a few executive-level meetings with Arm to complain about it<\/span><\/h6>\n<\/li>\n<li>\n<h6><span style=\"color: #808080;\">Bought Nuvia because of Gerard Williams, and his reputation at Apple building Apple M series chips<\/span><\/h6>\n<\/li>\n<li>\n<h6><span style=\"color: #808080;\">Worked with Arm\u2019s then-CEO Simon Segars to resolve the Nuvia licensing issue but in vain<\/span><\/h6>\n<\/li>\n<li>\n<h6><span style=\"color: #808080;\">Got a call from TM Roh, head of Samsung Mobile, asking for assurance of supply of Snapdragon chips. He was worried because the chairman of Arm board and SoftBank CEO Masayoshi Son had told him that Qualcomm\u2019s Arm license will expire in 2025 and may not be extended (actually, the contract runs till 2028 with an option to extend for five more years)<\/span><\/h6>\n<\/li>\n<li>\n<h6><span style=\"color: #808080;\">Agreed to Arm\u2019s &#8220;Piano&#8221; analogy but gives qualifications (e.g., accordion also has same keys)<\/span><\/h6>\n<\/li>\n<li>\n<h6><span style=\"color: #808080;\">Went to Nuvia first to create custom CPU but didn\u2019t workout<\/span><\/h6>\n<\/li>\n<li>\n<h6><span style=\"color: #808080;\">Strongly said to many questions that Qualcomm is committed to honoring all contracts, not just license ones<\/span><\/h6>\n<\/li>\n<li>\n<h6><span style=\"color: #808080;\">Qualcomm CFO&#8217;s initial Nuvia price estimate was $500B<\/span><\/h6>\n<\/li>\n<li>\n<h6><span style=\"color: #808080;\">Reiterated that he didn\u2019t believe Qualcomm needed permission from Arm to buy Nuvia but asked for approval anyway to maintain good relationship<\/span><\/h6>\n<\/li>\n<li>\n<h6><span style=\"color: #808080;\">Said it is very unreasonable for Arm to ask for the destruction of Nuvia&#8217;s work, which was not dependent on Arm&#8217;s license<\/span><\/h6>\n<\/li>\n<li>\n<h6><span style=\"color: #808080;\">Was asked about his compensation, for which he replied that he didn\u2019t remember and said it\u2019s public information<\/span><\/h6>\n<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row fullwidth=&#8221;yes&#8221;][vc_column][vc_column_text] Summary of Day 3 Check out the summary of Day 1 here and Day 2 here. Significant progress was made on the third day. At the end of the day, the case has boiled down to two questions to be decided by the jury: 1) Whether Qualcomm and\/or Nuvia breached a specific section [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":6861,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"image","meta":{"mc4wp_mailchimp_campaign":[],"footnotes":""},"categories":[107],"tags":[],"class_list":["post-6881","post","type-post","status-publish","format-image","has-post-thumbnail","hentry","category-blog","post_format-post-format-image"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/posts\/6881","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/comments?post=6881"}],"version-history":[{"count":0,"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/posts\/6881\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/media\/6861"}],"wp:attachment":[{"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/media?parent=6881"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/categories?post=6881"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.tantraanalyst.com\/ta\/wp-json\/wp\/v2\/tags?post=6881"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}