DWS15 - Future Digital Economy Forum - ARM - Eric Lalardie
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1 “The Arm ecosystem is building the secure and trusted future we are being sold!” Eric LALARDIE Director Business Development EMEAI [email protected] +33 6 07 83 09 60
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Transcript of DWS15 - Future Digital Economy Forum - ARM - Eric Lalardie
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“The Arm ecosystem is building the secure and trusted future we are being sold!”
Eric LALARDIE Director Business Development EMEAI
+33 6 07 83 09 60
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ARM’s Vision Technology that invisibly enables opportunity for a globally connected population
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ARM Introduction
Global leader in the development of semiconductor IP R&D outsourcing for semiconductor companies & OEMs
Innovative business model yields high margins Upfront licence fee – flexible licensing models Ongoing royalties – typically based on a percentage of chip price Technology reused across multiple applications
Long-term, secular growth markets
~1,200 licences
Growing by >120 every year
Over 380 potential
royalty payers
12.0 bn ARM-based chips in 2014
~20% CAGR over last 5 years
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Broad Market Penetration: ~12B ARM base chips in 2014
smartphone
>95% market
share
tablet
>85% market
share
>25% market
share
microcontrollers
>60% market
share
wireless
connectivity
consumer
electronics
wearables
>90% market
share
storage
>90% market
share
>95% market
share
>55% market
share
automotive
infotainment
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We are the world’s primary mobile compute architecture
88% Of mobile
computing devices
are
ARM based 55% CAGR in
5 years 0
400
800
1200
1600
2000
2009 2014
Smartphones
ARM Tablets
x86 Tablets
x86 Laptops
Volu
me (
Mill
ion U
nits)
Source: Gartner and ARM data
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Sensors to smartphones to servers
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More than Moore Panel Discussion
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80x Higher compute
performance
Continuous journey of innovation
158x Higher GPU
performance
24x Higher screen
resolution
5x Increase in
environmental
sensors
HTC DREAM/T-Mobile G1, ARM11 handset compared to ARMv8-A based Samsung Galaxy S6 Edge
2009
2015
9
Cost still matters: 25 years of innovation
10
Semico Capex 2015 (as of August 2015)
Capex for 2015 ~$68.7B vs $63.3B in 2014
The top 15 account for 89% of the total spending
The top 3 account for 47%
Foundries investing big times: 4 are pure foundries TSMC, GF, UMC, SMIC
accounting for 28% + Samsung (hybrid: Silicon Vendor + foundry) take
it to 47%
Mobile market driving the manufacturing
technologies investments
Top 15 capital expenditure spenders 2014 and 2015. Source: Semico Research.
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