The IP company's next chapter will be the most challenging as it extends into new application segments.
For his part, ARM CEO Warren East doesn't underestimate the
challenge. He also isn't daunted by it. In an interview this week,
"The real answer is [maintaining focus during
expansion is] hard. That's why as shareholders you pay us money.
Focus and operating in multiple places is an oxymoron. [But]
when you look at ARM technology ... you do develop the mobile
stuff and it is actually quite applicable."
He pointed to the big product announcements of the week the
ARM A57 and A53.
"We put a bit of a server slant on these things to
promote the fact that we are getting closer to ARM in servers.
But the reality is for the first few years there will be more
57s and 53s in mobile."
East said "a big chunk" of development is the same, while "clearly
there's a little bit of creating the right [embedded] ecosystem
that's slightly different than the ecosystem from servers. You have
to do an ecosystem that's a little different. I don't think it's that
much of a challenge."
Time will tell, of course, whether ARM's relentless growth and
success will translate into these new markets and whether those of
you who are designing embedded systems or servers will
embrace ARM. Or whether the words from the old
Grateful Dead tune will echo from Cambridge:
"Midnight on a carousel ride,
Reaching for the gold ring, down inside.
Never could reach it, just slipped away but I tried."
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