Breaking News
Comments
Newest First | Oldest First | Threaded View
<<   <   Page 3 / 3
rajenr
User Rank
Rookie
re: ARM customer ranking
rajenr   1/11/2012 8:36:35 PM
NO RATINGS
I think people forget that ARM has a physical libraries, IO cells libraries and memory compilers and other assorted physical IP as part of the Virage acquisition. Given Intels scale of revenues I am sure thats where the money is coming from. Not ARM CPU licences.

Deepak Sekar
User Rank
Rookie
re: ARM customer ranking
Deepak Sekar   1/11/2012 7:23:25 PM
NO RATINGS
Forgot to say AMD could be due to some legacy ATI products made at TSMC...

Deepak Sekar
User Rank
Rookie
re: ARM customer ranking
Deepak Sekar   1/11/2012 7:18:01 PM
NO RATINGS
If this data is true, it could be due to Intel's acquisition of Infineon's wireless division.

Peter Clarke
User Rank
Blogger
re: ARM customer ranking
Peter Clarke   1/11/2012 6:33:01 PM
NO RATINGS
Intel as ARM's biggest customer is 2010 is odd - but foundry manufacture is good call Rick. Intel maybe making stuff for Apple that includes ARM cores. I wonder who AMD was making stuff for..they were almost (but not quite?) out of manufacturing by 2010 with the creation of Globalfoundries.

rick merritt
User Rank
Blogger
re: ARM customer ranking
rick merritt   1/11/2012 6:08:12 PM
NO RATINGS
The Nomura list, if correct, suggests that ARM gets more of its royalties from companies MAKING chips with its cores as opposed to DESIGNING OR SELLING those chips. That would explain TSMC and Samsung being ahead of say Qualcomm and Apple. And it would imply Intel may be acting as foundry to some ARM-based chips. But this is all guesswork on my part.

Peter Clarke
User Rank
Blogger
re: ARM customer ranking
Peter Clarke   1/11/2012 3:06:57 PM
NO RATINGS
I think ARM's policy has always been not to take too much out of their partners, so as to be the much lower cost option and to be non-threatening. Of course after 20 years of following that policy they are now in a good position to start cranking up license fees and royalty rates. I think initial license fees have gone from about $1 million per core to $5 million but ARM would, I am sure, argue that they are providing much greater performance on ARM15 than on ARM7 so paying more is appropriate. And it is very hard to compare like with like as license varieties have increased. With regard to royalty rates even if ARM does push them up, their customers go to higher and higher volumes thereby earning discounts so that the average ARM royalty per shipped unit is actually going down. According to ARM supplied data it was 6.1 cents per unit in 2007, 5.7 cents in 2008, 5.4 cents in 2009 and 4.8 cents in 2010. But over the same period units shipped per year had gone from 2.9 billion to 6.1 billion.

any1
User Rank
CEO
re: ARM customer ranking
any1   1/11/2012 1:59:39 PM
NO RATINGS
It continues to surprise me that given the ubiquitous presence of ARM cores in all things mobile that their business model does not generate more revenue. Given their out sized importance to many companies you would think that they could charge more.

<<   <   Page 3 / 3


Flash Poll
EE Life
Frankenstein's Fix, Teardowns, Sideshows, Design Contests, Reader Content & More
Engineer's Bookshelf
Caleb Kraft

The Martian: A Delightful Exploration of Math, Mars & Feces
Caleb Kraft
3 comments
To say that Andy Weir's The Martian is an exploration of math, Mars, and feces is a slight simplification. I doubt that the author would have any complaints, though.

The Engineering Life - Around the Web
Caleb Kraft

Surprise TOQ Teardown at EELive!
Caleb Kraft
Post a comment
This year, for EELive! I had a little surprise that I was quite eager to share. Qualcomm had given us a TOQ smart watch in order to award someone a prize. We were given complete freedom to ...

Design Contests & Competitions
Caleb Kraft

Join The Balancing Act With April's Caption Contest
Caleb Kraft
56 comments
Sometimes it can feel like you're really performing in the big tent when presenting your hardware. This month's caption contest exemplifies this wonderfully.

Engineering Investigations
Caleb Kraft

Frankenstein's Fix: The Winners Announced!
Caleb Kraft
8 comments
The Frankenstein's Fix contest for the Tektronix Scope has finally officially come to an end. We had an incredibly amusing live chat earlier today to announce the winners. However, we ...

Top Comments of the Week
Like Us on Facebook
EE Times on Twitter
EE Times Twitter Feed

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)