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ARM customer ranking

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Peter Clarke
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re: ARM customer ranking
Peter Clarke   1/12/2012 10:14:28 AM
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@kalpak Funny :D But with the the Transitive processor emulation technology developed by Alisdair Rawsthorne at Univ of Manchester that would not be an impossibility. The Transitive technology was used by both Intel and Apple in the mid-2000s, and the technology was eventually bought by IBM as I remember. However, ever I think it was mainly applied to PowerPC-x86 emulations.

Edevaldo
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re: ARM customer ranking
Edevaldo   1/12/2012 3:41:52 PM
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I think that Intel and AMD revenue might be due to some sort of Patent cross licensing.

ARM_Linked
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re: ARM customer ranking
ARM_Linked   1/12/2012 5:15:46 PM
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Hello all, These numbers do not seem stupid but interesting because knowing customers of a company (more, ranking) is always a bit taboo. I posted this discussion in ARM Based Group community because and added ARM's 2010 Annual Report (http://www.linkedin.com/groups/ARM-Inside-in-proportion-7-85447.S.88812149?qid=680c98d6-b2bc-41ab-8f32-dddd59e137cd&trk=group_most_popular-0-b-ttl&goback=%2Egmp_85447%2Egde_85447_member_88812149%2Egmp_85447). Kinldy, ARM-Linked

elPresidente
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re: ARM customer ranking
elPresidente   1/12/2012 5:26:39 PM
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You guys are all techno-paparazzi Who cares?

James_B_Crawshaw
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re: ARM customer ranking
James_B_Crawshaw   1/12/2012 6:06:38 PM
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I asked Bloomberg to check the Intel figure and they said it was an error and they removed it from their database. Pity Nomura didn't check before publishing. I checked with ARM, and Intel (post Infineon wireless acquisition) is a top 10 customer. But ARM have never given a revenue breakdown by customer so I'm not sure where the rest of the Bloomberg data comes from ...

John.Donovan
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re: ARM customer ranking
John.Donovan   1/12/2012 6:18:53 PM
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So where's NXP, an all-ARM company? Surely they're not still paying mostly license fees in contrast to royalties, which is where the real money is. Or are all these other guys just so much bigger?

Peter Clarke
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re: ARM customer ranking
Peter Clarke   1/12/2012 6:44:52 PM
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@james_cranshaw Thanks for that information.

Peter Clarke
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re: ARM customer ranking
Peter Clarke   1/12/2012 6:48:18 PM
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Apart from being of questionable provenece, this list is from 2010, which was that bit earlier in the rise of ARM microcontrollers. The main thing would be that microcontrollers sell for much lower ASPs than microprocessors but the royalty rate tends to be the same percentage rate. So NXP would have to sell a a lot of MCUs to start to climb up any ranking. But perhaps they did in 2011?

fergie1965
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re: ARM customer ranking
fergie1965   1/13/2012 12:23:34 AM
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Not sure how useful this retrospective is, since ARM is just a few weeks away from announcing 2011 (and 4Q11) numbers. However as Peter notes, since this is revenue, you have to look at units multiplied by per chip royalty (which is a % of ASP). More public info - we shared that for 4Q10 (which is based on actual shipments from our silicon partners during 3Q10) that Cortex (A, R and M) was 13% of the 1.8BU shipments for that quarter. We also showed publically that Cortex-A shipments for that quarter was ~55M. So that leaves 234-55 =179M split between Cortex-R and M. MCU shipments for 2010 (which includes some legacy ARM7 and ARM9 devices) was pretty significant overall. But the significantly higher ASPs of apps processors wins out.

vazona
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re: ARM customer ranking
vazona   1/13/2012 12:57:52 AM
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Correction.. ARM acquired Artisan IP, not Virage..

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