Arm技术发展历史与趋势分析

2017 Licensing: 141 is the mid-point of normal range
Historic licensing 190
15
170
14
150
130
13
17 16
110
Year 13 14 15 16 17
Average = 70
58 45
AveHale Waihona Puke Baiduage = 39
16
Withdrawn from licensing
Historic licensing 190
15
170
14
150
130
16
13
110
Year 13 14 15 16 17
Average = 70
45
Average = 39
16
Withdrawn from licensing
0
Classic Cortex-A
Av.=15
Cortex-R
Cortex-M
for mobile
Value ($)
Volume # chips
Arm gaining share in embedded Royalty rate increasing
Arm-powered SoCs shipped (billions)
Arm-based chip shipments
20 120bn
small business units in large companies
DesignStart – Enabling the entire industry to build chips
244
Cortex-M licenses in
284
days in Fiscal 2017
DesignStart Pro Launched 20 June 2017 License-fee free; royalty bearing
Arm Royalty Revenue
+20%
+12%
Value ($)
Volume # chips
Strong growth in memory and graphics for data centre
Value ($)
Volume # chips
Strong growth in MCUs; slower growth in apps
• Market forecasts • Arm China JV • New technology for smartphones and IoT
Licensing
2017 Licensing: Revenue
$700m $600m
3% 2%
$500m $400m
20%
$300m
4%
$200m
$100m
$0m 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
2017 Licensing: Revenue
$700m
$600m
$500m $400m
10%
$300m
$200m
$100m
$0m 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
A backward glance and a forward view
Arm技术发展历史与趋势分析
Arm update
A Backward Glance: Progress
• Financials • Investments / hiring • Meltdown / Spectre
A Forward View:
6,000
+21%
5,000
+19%
+23%
4,000
+16%
3,000
+18%
+13%
2,000
1,000
0 2012
2013
2014
2015
2016
2017
Non-Engineering
Engineering
Arm recruitment is consistent with previous years
Focus on retaining quality as well as quantity; and on cultural and organisational integration
Expect to sustain this run rate for next 2-3 years
Revenues, investments and profits
15 Arm-based chips shipped to date
10
5
0 1991
39%
Market share in 2017
21.3bn 17.7bn
Calendar Years 2017
Investments Profitability
Investing in engineering to increase productive output
>2600 Cortex-M downloads to date
DesignStart Eval Launched end June 2017 No fees. Evaluation only.
Optimised for FPGA
17
302
2017 Licensing: 385 licenses signed
22
Av.=22
Mali
Royalties
2017: Industry growth vs Arm growth
$410bn
Overall Semiconductor
Industry
+22%
+14%
$165bn
Relevant Semiconductor
Industry
+17%
+9%
$1.1bn
Investment strategy
£1,600m £1,400m £1,200m £1,000m
£800m £600m £400m £200m
0
Classic Cortex-A
Av.=15
Cortex-R
Cortex-M
22
Av.=22
Mali
DesignStart Pro – Launched June 2017
• Arm’s most popular processors have no up-front fee
• First 5,000 chips also royalty free • Click-to-accept licensing agreement • Targeted at academia, start-ups and