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Do you by any chance have concrete data or a source for the “by quantity and value” ? I don’t doubt at all that it’s true, but I’d love to understand better wh
by TomVDB 8y ago
Do you by any chance have concrete data or a source for the “by quantity and value” ?
I don’t doubt at all that it’s true, but I’d love to understand better what ARM’s exposure really is.
- rwmj 8y agoI don't have figures for revenue, but ARM break out their volumes by Cortex line here, see the first KPI spreadsheet: https://www.arm.com/company/investors/financial-results https://www.arm.com/company/investors/financial-results
- TomVDB 8y agoSummary units breakdown: Classic ARM (7,9,11): 16% Cortex-A: 19% Cortex-R: 7% Cortex-M: 58% Of course, there is probably a large difference in licensing and royalty cost between the A series and the M series. Based on the numbers above, it wouldn’t surprise me if the A series results in higher revenue than the M.
- rwmj 8y agoOh sure, but I still wouldn't feel happy telling my shareholders that circa 75% of my product volume could disappear. And if that happened it would necessarily leave Cortex-A vulnerable (the Innovator's Dilemma in action).