Let's build platforms, and not potholes!
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Transcript of Let's build platforms, and not potholes!
Let’s build platforms,and not potholes!
Vrajesh Bhavsar
Linaro LITE Kick-off – Jan 2016
IoT Strategy
© ARM 2015 4
Anything that could be connected, will be…
Farming
Environmental
Energy Grid
Home Automation
Identity &Tracking
Logistics &Shipping Building
Management ConnectedCar
Social &Local
Healthcare
© ARM 2015 5
ARM is increasingly diversified
69% mobile devices
7%home
ARM-based chip shipments - 2004
5%embedded
19%enterprise
40% mobile devices
ARM licenses signed - 2004
30% embeddedcomputers
10% home
20% enterprise
applications
© ARM 2015 6
40% mobile devices
ARM licenses signed - 2004
30% embeddedcomputers
10% home
20% enterprise
applications
40% embeddedcomputers
ARM licenses signed - 2014
30% mobile devices
10%home
20%enterprise
ARM is increasingly diversified
45% mobile devices
34% embeddedcomputers
5%home
ARM-based chip shipments - 2014
16%enterprise
© ARM 2015 8
Linaro embraces new segments
§ Linaro Enterprise Group (LEG)§ Engineering the core server technologies not available on ARM systems yet§ Optimising the overall performance for the required software workloads
§ Linaro Networking Group (LNG)§ OpenDataPlane: Full multicore, Expanding API for networking platforms§ LNG Kernels (RT & NonRT)
§ Linaro Home Group (LHG)§ Working collaboratively on Linux software platforms delivering media via optimized and
secure video frameworks
§ Linaro Mobile Group (LMG)§ Collaborate with members to consolidate and optimize open source software, enabling
industry leading ARM based Mobile products
© ARM 2015 9
1.1bnOther
Source: Gartner, 2015
0.6bnIndustrial
1.8bnSmart City
1.6bnSmartHome
Preparing for the explosive growth of IoT
60%CAGR
40%CAGR
20%CAGR
50%CAGR
Expected number of IoT devices shipped in 2020
New ecosystems. New business models. New opportunities for ARM.
© ARM 2015 10
Broad Market Penetration
smartphone
>95%market share
tablet
>85%market share
>25%market share
microcontrollers
>60%market share
wirelessconnectivity
consumerelectronics
wearables
>90%market share
storage
>90%market share
>95%market share
>55%market share
automotiveinfotainment
© ARM 2015 12
Technology Shift
§ Ongoing shift towards mobile + cloud§ Addressing connectivity, security, privacy, data explosion & much more…§ Add IoT + Embedded to that!
§ Impacts strategy, time to market & business models§ Business models have gravitated towards platform stickiness &
maintaining user engagement§ Teams tend to be lean, focus on developing only their value prop
§ Leverage the open source community as much as possible§ Rely a lot on partners & ecosystem/service providers to pick up the load
© ARM 2015 13
Current Software Landscape
§ Software is increasingly becoming free for basic use§ Free/open platforms are winning market share§ Cloud & mobile developers are looking for same ease of use on every
platform§ For these developers, it is very important to have the ability to see
under the hood & make sure things are how they need§ Accustomed to staying “vendor free”, but look to getting help/services
as needed
© ARM 2015 14
Open Source trends – key facts from 2015
§ 78% of companies run major operations on open source§ Only 3% don’t use OSS at all
§ Open source usage is 2x compared to 2010§ >66% consider OSS options before proprietary§ Great recruiting tool for >50% companies§ >$1B invested by VCs in open source startups§ Open source services businesses continue to grow§ Improved margins, competitive edge, TTM
§ Google, Apple, Nvidia, Qualcomm, etc. – you name it!
© ARM 2015 15
IoT will not be built by embedded developers
VC investment and expected investment, Pitchbook.com and ARM estimates, 2015
8mweb
9mmobile
600k
embedded
$1.5bn
IoT startupinvestment in 2015
© ARM 2015 16
Imagine a world where…
§ From the wide choice of ARM-based devices, you chose the perfect one for you§ Price, performance, power, form, quality, etc.
§ And what software you ran on it was up to you…§ Android, BSD, CentOS, ChromeOS, RHEL, SUSE, Tizen, Symbian, Ubuntu, Windows,
Yocto/OE, etc …or something we haven’t even thought of yet
§ But once you made that choice, it should all just work!
§ For you, your developers, 3rd party developers & eventually - Enhanced experiences for the end consumers
© ARM 2015 19
Building great platforms…
§ (Hardware + software) platforms are the drivers of success§ Open source & standards are building blocks to get there§ We believe greatly in Linaro and continue to fully support it
§ Let’s work on short term outputs & long term vision for the LITE group
§ Significant benefits to the ARM Partnership