Expanding Opportunities in Clamshell Devices. Laurence Bryant VP Strategic Marketing

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1 Expanding Opportunities in Clamshell Devices Laurence Bryant VP Strategic Marketing 1

2 PC Mobile Ecosystem Scaling The Richness Of Small Screen Experiences The smartphone and tablet ecosystem is shaping consumers expectations of computing Consumer expectations of thinner and lighter laptops drives adoption of greater efficiency and lower power computing Personal Computing Market (Mpcs) Others Google Apple MSFT By Google (Open Source OS Screenshot) [CC-BY-SA-3.0 ( via Wikimedia Commons (est) Note: Personal computing devices include PCs, Hybrids, Tablets and smartphones Source : Gartner research forecast 2

3 Large Stable Market Awaiting Innovation > $500 Clamshell PCs < $500 Clamshell PCs PC experiences trail smartphone and tablets Clamshell device growth driven by < $500 PCs* Currently a lack of sub-$199 segment addressing the emerging market *Based on Gartner, IDC Q data and ARM internal price band estimates Opportunity to deliver great user experiences at mainstream prices ($200- $399) 3

4 We Can Provide Premium Mobile Experiences On Clamshells All day battery life Rich media content Highly Responsive Devices Trusted platform Market expectations Thin, light, quiet form factors Rich graphics App store access Device and Data Security High Peak Performance Maximum efficiency Maximum Software Re-use Data and device security Common Requirements and Common Platform 4

5 Experience Beats Raw Compute Performance Sony Xperia Z4 Source: Sonymobile.com ASUS Chromebook Flip Source: Asus.com Acer Chromebook Source: Acer.com Alcatel POP10 Source: Alcatelonetouch.com Consumer preference Thin and light form factor All day battery life ( > 10 hours) Always On Always Connected Affordable price ( < $500) Snappy performance Portability drives growth 230Mu (2014) growing to 330 Mu (2019), source IDC 5

6 Leading-Edge Performance is Transforming Rapidly Next Generation: Cortex-A72 Single Core Performance: Single Core Multiple Cores 1 st ARM based Samsung Chromebook launched in 2012 Cortex-A15 boosts performance 2 generations of big.little improve efficiency Cortex-A57 brings 64b efficiency and performance Note4 2H14 Smartphone / Tablet ~49x Multi-Core Performance Cortex-A8 begins the smartphone era 2009 Cortex-A9 Multicore Increase Smartphone and Tablet capability Galaxy SII 2010 Galaxy SIII 2011 Galaxy S Galaxy S x Performance / Core Cortex-A8 0.8 GHz 1 core 6 Cortex-A9 1.2 GHz 2 core Cortex-A9 1.4GHz 4 core Cortex-A GHz 8 core Cortex-A GHz 8 core Cortex-A GHz 8 core Cortex-A57 14nm GHz 8 core Cortex-A72 16nm 2.5GHz 8 core

7 Temp(C) Core M - Package Temperature Running Asphalt ARM SoC vendors provide lower power solutions enabling greater design choices Dell Venue 11 Pro - Core M-5Y10C (2GHz) Galaxy Note 4 Thermal limit 90 C Package 30mm x 16.5mm x 1.05mm POP Package 12x14x1mm 6W SoC power 4.5W Power measured with Intel Power Gadget 7

8 Designing Thin Fanless PCs From Traditional Solutions - Expensive Complex thermal solutions and board layout significantly adds to the cost Thin and Fanless involves key trade-offs in system design Sustained performance is determined by power/performance profile of SOC and the cooling systems used Expensive thermal solution Separate logic and memory packages require bigger boards, adds cost Complicated board layout to achieve thinness 8

9 Cortex-A72: More Performance Within Constrained Envelopes W <1W Single-thread Multi-thread* Memory Core-M (14nm) Cortex-A GHz est (16nm) Intel workloads measured on Dell Venue Pro II. SPEC benchmarks measured using gcc compiler v4.9 with o3 flag. Cortex-A72 measured on RTL with realistic memory system with gcc compiler v4.9 - o3 settings. Multi-threaded workloads use 2C4T Core-M CPU and estimated on 4C Cortex-A72 configuration w/2mb L2 cache. Core-M 5Y10C has maximum rated frequency rating of 2GHz. (Source: ark.intel.com) * For mult-threaded workloads, the Core-M will be thermally limited and not able to reach maximum target frequency Geekbench ST SPECint SPECfp Geekbench MT (4T) SPECintRate (4T) STREAM Add STREAM Copy STREAM Scale STREAM Triad

10 We can provide premium mobile experiences on clamshells Lower Power $150 Entry Point Increased integration and innovation Differentiation through premium features Thin / light / quiet form factors Variety of Price / Performance Range Access to the Mobile Ecosystem Apps for everything 10

11 The ecosystem is now alive to the opportunity Android New clamshell designs from Tier 1 OEMs Productivity ecosystem Kingsoft and Office 365 Microsoft Windows Office suite for Android available Builds for universal apps ChromeOS and Chrome Browser: Android Run Time for Chrome (ARC) within Chrome 11

12 Jide Inc Remix OS Android Based Desktop Operating System Task Bar Switch and Manage Apps Multi-window Keyboard Shortcuts Mouse integration with right click Client File Manager Download manager 12

13 Chromebook Sales* ( MU) Chromebook Forecast, Momentum Ride the Chromebook momentum *Future forecast estimates based on Gartner data and ARM internal estimates Almost all top PC OEMs have launched ARM based Chromebook designs 3 of the top 10 laptops sold on Amazon are Chromebooks Very good momentum in the education segment in US Introducing support for Android apps within Chrome 13

14 ARM The Target for Mobile Developers (China) Most popular Android Games Near 3/4 of Android games being code translation to run on x86 Nearly 4x more native games on ARM x86 ARM 24% 97% 74% Dalvik Native apps Code Translated Dalvik Native apps Source: ARM 14

15 ARM Ecosystem: Delivering True Mobile Experience on PCs Exciting new experiences and form factors determine market success Built on compatibility with mobile OS and apps ARM Silicon vendors offer the highest integration and hardware choices Providing great user experiences for the fastest growing price points from $150 to $400 15