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Last week was ARM’s quarterly earnings call. Simon Segars, the CEO, and Tim Score, the CFO, presented from London.
First, the numbers:
Atmel (and ARM) announced yesterday that Atmel has licensed a portfolio of ARM IP for devices that require video, image and display capabilities. This portfolio includes Cortex-A7 (a 32-bit core), Mali-V500 (a video accelerator), Mali-DP500 (a display processor) and TrustZone technology (security technology). These can… Read More
From last week: “Chipmakers can’t afford to wait on the sidelines, hoping their standard fare gets picked up and fits in with one of these [#IoT]teams.” This week, it’s ARM, Freescale, and Silicon Labs joining with Google and others on Thread. Yet another consortium? A lot more to this story.… Read More
I have heard about ARM processor for the very first time in 1990, when I was interviewed by ES2 Design Center manager before being hired to subcontract an ASIC design for ES2. I don’t know why, but I remember very well that he told me about two of the ES2 partners: ARM as a processor IP core provider and TSMC as a Foundry partner if, by chance,… Read More
Baseball loves a good switch hitter – from Frisch to Mantle to Rose to Murray to Jones, they are a rare and valuable commodity. AMD is calling on ambidexterity for its processors in 2015 and beyond, this week tipping plans for 20nm “Project SkyBridge” parts in either ARM or X86 with a common footprint. What remains to be seen is where… Read More
ARM announced their Q1 results yesterday. Having just written that Intel lost $1B in mobile, I guess I could have used the title “ARM didn’t lose $1B in mobile.” They made $100M (on revenues of $300M). So let’s start off with what their results actually were and then look at what other things of interest … Read More
I think that the answer is pretty obvious, but the interesting point is to figure out which processor type, and which part of revenues, up-front license or royalties? One of my customers, let’s call him Mr. X, ask me to clarify this point. Mr. X has bought the excellent report from Gartner “Market Share: Semiconductor Design Intellectual… Read More
To further my quest to comprehend the latest trends in the semiconductor industry continues, I spent the morning with SEMI at the “The Silicon Valley Breakfast Forum: Internet of Things (IoT) – Driving the Microelectronics Revolution” seminar. I’m a big fan of the breakfast seminar concept. I’m up early anyway and it is … Read More
Qualcomm’s Snapdragon 810 announcement this week may seem like just another mondo-core SoC on a way-cool TSMC 20nm advanced process. Looking past the technology shows an understated genius in creating a roadmap – and why yours and most everyone else’s probably sucks.… Read More
For most devices, the on ramp to the Internet of Things means wireless, connecting a microcontroller or SoC via some kind of radio. It seems every merchant semiconductor company and embedded software firm has jumped on board the IoT wagon. There is a litany of chips, modules, operating systems, and protocol stacks already, and … Read More
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