DWS15 - Future Digital Economy Forum - ARM - Eric Lalardie

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Devices & Hardware

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
ARM’sVision
Technology that invisibly enables opportunity for a globally connected population

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
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
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

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
Cost still matters: 25 years of innovation

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
ThankYou!
Eric.Lalardie@arm.com
+33 6 07 83 09 60

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