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DWS15 - Future Digital Economy Forum - ARM - Eric Lalardie

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DWS15 - Future Digital Economy Forum - ARM - Eric Lalardie

  1. 1. 1 “The Arm ecosystem is building the secure and trusted future we are being sold!” Eric LALARDIE Director Business Development EMEAI Eric.Lalardie@arm.com +33 6 07 83 09 60
  2. 2. 2 ARM’sVision Technology that invisibly enables opportunity for a globally connected population
  3. 3. 3 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
  4. 4. 4 Broad Market Penetration: ~12BARM 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
  5. 5. 5 We are the world’s primary mobile compute architecture 88%Of mobile computing devices are ARM based55% CAGR in 5 years 0 400 800 1200 1600 2000 2009 2014 Smartphones ARM Tablets x86 Tablets x86 Laptops Volume(MillionUnits) Source: Gartner and ARM data
  6. 6. 6 Sensors to smartphones to servers
  7. 7. 7 More than Moore Panel Discussion
  8. 8. 8 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. 9. 9 Cost still matters: 25 years of innovation
  10. 10. 10 Semico Capex 2015 (as ofAugust 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 foundriesTSMC,GF, UMC,SMIC accounting for 28%  + Samsung (hybrid: SiliconVendor + foundry) take it to 47%  Mobile market driving the manufacturing technologies investments  Top 15 capital expenditure spenders 2014 and 2015. Source:Semico Research.
  11. 11. 11 ThankYou! Eric.Lalardie@arm.com +33 6 07 83 09 60

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