You gotta dive into the numbers a little deeper!
PD = Processor Div
PIPD = Physical IP Div (Artisan)
DevSys = Development Systems
PD Licensing up 15%
PD Royalty up 14%
PIPD Licensing Down 6%
PIPD Royalty up 25%
DevSys down 4%
Services up 6%
Effectively Processor is the only Div that is doing healthy. Physical IP Div continue to suffer from low Licensing, but saves the day with uptick in royalty. DevSys is also showing smaller sales as well.
Extremely difficult due to the strength and depth of ARM's ecosystem. Moreover, ARM royalties are quite low (which adds to their strength) but also means there is a lot of money to be made in the higher steps of the value chain.
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