Qualcomm and Meta have signed a multi-year settlement promising to staff up on customized variations of Qualcomm’s Snapdragon XR chips for the “future roadmap of Quest merchandise” and “different units,” as Mark Zuckerberg put it.
Whereas, in some methods, the transfer is enterprise as ordinary — the Quest 2 is powered by the Snapdragon XR2 chipset — it may present perception into Meta’s compromises because it faces declines in income and tries to maintain the spiraling bills of Mark’s metaverse venture in verify.
What the Qualcomm deal exhibits is that Meta’s upcoming headsets, which reportedly embrace a high-end headset codenamed Cambria and, later, new variations of its cheaper Quest headset, will not run on utterly personalized Meta-designed silicon.
That is regardless of competing firms like Apple, Amazon, and Google making product selections round customized chip designs like M2, Graviton3, and Tensor — and the truth that Meta’s had a staff devoted to doing the identical since 2018. This press launch says the chips can be “personalized” for Meta’s wants. Nonetheless, we do not understand how a lot house that may put between its “premium” units and different producers’ {hardware} that hews carefully to Qualcomm’s Snapdragon XR reference designs.
In April, The Verge reported that Meta workers have been working with semiconductor fabs — the businesses that really produce the bodily chips — to make customized chips for its as-of-yet unannounced AR headset. That very same month, The Data reported that a few of Meta’s efforts to create customized chips have been hitting roadblocks, pushing it to make use of a Qualcomm chip for its second-gen Ray-Bay sensible glasses as an alternative of its personal silicon.
Tyler Yee, a Meta spokesperson, stated that the corporate would not focus on particulars about how its roadmap has developed and would not touch upon any particular plans it might have had for customized chips for Quest merchandise. Nevertheless, Yee did share an announcement on the corporate’s “basic method to customized silicon,” saying that Meta would not consider in a “one-size-fits-all method” for the tech powering its future units.
“There may very well be conditions the place we use off-the-shelf silicon or work with business companions on customizations, whereas additionally exploring our personal novel silicon options. There is also eventualities the place we use each companion and customized options in the identical product,” he stated. “It’s all about doing what is required to create the perfect metaverse experiences attainable.”
The backdrop to all it is a firm dealing with lots of strain. Meta’s income has dipped for the primary time (thanks partially to Apple’s modifications to how apps are allowed to trace customers), and Zuckerberg explicitly said plans to show up the warmth on workers whereas admitting, “I feel a few of you may simply say that this place is not for you. And that self-selection is okay with me.” On the identical time, he is making a large guess on the metaverse — the corporate is spending, and dropping, billions of {dollars} per yr on the venture, which incorporates AR and VR headsets.
It is a high-stakes sport that Meta would presumably wish to play as near the chest as attainable. However for now, it appears the {hardware} clients entry Zuckerberg’s Metaverse with (if they are going to try this in any respect, as an alternative of simply taking part in Beat Saber) will stay powered by someone else’s chips.