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Comment by rzerowan | Hacker News Reader

I believe in microcontrollers its already pretty ubiquitous , see their utilisation by WesternDigital with their SwerV core thats already shipping since 2019. At speeds and complexity comparable to desktop/server cores from Intel/AMD they are still lagging in perf though improving as more cores get deployed. Also to add into the mix the whole geopolitics with non-US players hedging. So potential is there will just depend on what will be the base case like Windows was for Intel.

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Firmware & systems dev here, ARM still dominates in the microcontroller space. There are some niche offerings from major vendors but again they are niche. Espressif is the sole exception with their newer ESP32-C series chips, but they can get away with it due to their massive HAL. ARM Cortex is still the standard because there’s a decade or two of inertia behind it.

An apt comparison would be C vs Rust. Yes, Rust may be growing in market share, but C still dominates.

I'm a fellow embedded dev and I agree, arm is still ubiquitous in all applications I've worked on in the past 10 years. I've used the rp2350 in a commercial application recently and whether or not we'd ignore the risc-v cores wasn't even a question. As a hobbyist however I'm glad that they're there!

Just a nit-pick: risc-v isn't limited to the ESP32-C line. All of their chips are risc-v except the OG/S/S2/S3. A few years ago they've stated that the S3 would be the last xtensa chip and they seem to have held to that, the -E, -H, and -P lines released since are all risc-v.

It's not just Espressif's ESP32-C series, it's all their new offerings. The low-end ESP32-C2, C3, C5, C6 and C61, the high-end ESP32-P4, the base ESP32 replacement "all-rounder" ESP32-S21, the ESP32-H2. The last Xtensa-based MCU they released was the S3, 6 years ago.

Non-US hedging will be big for RISC-V in the future, but the geopolitics can also cut the other way. E.g. US banning US companies from using Chinese RISC-V chips, to protect their domestic players. Especially now that intel is partially state-owned.

There is a limit to how much of that the US can do without causing self inflicted damage.

Qualcomm, AMD and Nvidia are heavily investing in RISC-V, Intel's foundry produces RISC-V chips and the US government investment is largely because Intel has a SOTA foundry. Not just x86.

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