Mike Muller Chief Technology Officer. Judge Business School Feb 2016

Transcription

1 Mike Muller Chief Technology Officer Judge Business School Feb 2016

2 We re going to sell millions H Hauser

3 BBC Model B ARM1 ARM Holdings BBC micro:bit

4 1983 Compass DynaTAC Paper Lotus123 Osborne

5 1985 ARM TM MEMC1 VIDC1 IOC1 A500 VIDC 1MByte RAM + 128KByte MEMC ROM for OS + APPs IOC ARM

6 ARM Founded 27 th Nov M cash from Apple 250K cash from VLSI 1.5M of IP & 12 engineers from Acorn Proof of concept Acorn Archimedes No patents, no independent customers, product not ready for mass market A barn, some energy, belief, experience 1 Partner VLSI Technology 1 OS Acorn RISCOS Some SW development tools We re going to be the global standard Robin Saxby

7 The Early Days SWOT Analysis 5 yr plan 1yr operation plan, Monthly reporting Mean & lean Cash is King Tight cost control pay freezes 92 Profitable, generating cash since 93 Think global, act local Customer focussed Partnership model First USA, Europe then Japan

8 It s all about customers and the business model

9 1990 Innovation in Business Model ARM IP Chip Company nvidia nvidia Royalty Royalty Royalty Product Company SONY SONY

10 1993 The Tipping Point Mosaic 1994 v1.0 DVD Game Boy Zarlink Orion GPS 1 st ARM GPS 1 st ARM PDA 1 st Consumer GSM 1 st ThinkPad

11 (1998) 1997 (1993)

12 2003 Unplugged 2004

13 It s all about the people

14 People Need to be Organised Heads Early Success The Early Days: Hand to Mouth POG Growth ISO

15 FTSE Name Billion People 26 Sky 18,221 30, Compass Group 17, , Legal & General Group 15,556 10, ARM Holdings 14,622 3, CRH 14,495 76, BAE Systems 14,312 84, Standard Chartered 14,198 86, SSE 14,163 20, Tesco 13, ,000

16 Today 2000 people have been with ARM less than 2 years We, not I Passion for progress Be your brilliant self

17 M Learning about growth IPO Dot Com Crash 10% RIF Unmanaged SAP 2004 CRM Banking Crisis Managed

18 The smartphone is the defining technology of the age 2008 March 2015

19

20 Moore's Law /35,000 ARM1 2u 1.2u 0.8u 0.6u 3u 2u 1.2u.8u.6u.35u 90nm.13u.18u.25u 45nm 64nm 16nm 32nm

21 Moore's Law ARM1 3u ARM7TDMI.6u Cortex-M0.18u CortexA57 16nm

22 Moore's Law CPU SOC Mobile Phone SOC Microcontroller SOC Smart Phone ARM1 3u ARM7TDMI.6u Cortex-M0.18u CortexA57 16nm

23 Why so few ARMs Partnership Scale Roadmap Longevity Stickiness Pricing

24 It s all about the (eco)system

25 What Makes ARM Sticky OEMs our customers customer Large Software Ecosystem Our Hardware Mediation Customers of two communities ARM

26 ARM Partner Chip Shipments 12 ARM-powered SoCs Shipped (Billions)

27 Everything Connected 12 billion ARM-based chips shipped in 2014 alone 75 Billion total

28 Servers and networking Cavium Cloud RAN

29 Beyond servers Barcelona Super computing Center Sandia Labs HPC US DOE FastForward HPC

30 Last years favorite product Energy harvesting BLE insulin pen 400μJ energy from lid removal Cortex-M0 based

31 Moore's Law for imprinting 1000 Blu-ray 100 kgates /cm 2 10 Cortex-M0 2 4LM DVD 1 5 4LM 5 2LM CD

32 By 2020: explosive growth expected for IoT Expected number of IoT devices shipped in B Smart Mobile 6% CAGR 58% CAGR New ecosystems and business models are emerging 1.6B Smart Home 1.8B Smart City IoT 43% CAGR 54% CAGR 1.1B Auto. 0.6B Industrial 21% CAGR Source: Gartner, 2015

33 The Opportunity is Before Us Farming Environmental Energy Grid Home Automation Order and Delivery Logistics & Shipping Building Management Connected Car Social & Local Healthcare

34 It s all about the money

35 What s changed? Attack Security architecture Attack Attack Attack Attack

36 We need to enable secure < $1 microcontroller designs done by people with absolutely no security experience

37 Sensors Need Software and Security IP and Web to the edge IoT Services Little Data End-to-End Security, Web, Data Objects & Management BIG DATA

38 mbed Clients mbed OS and TrustZone

39 250 entrants, 68 countries, six continents, 10 finalists, two winners

40 Khushi Baby (KB), a wearable platform to bridge the world s immunization gap, is a system for tracking vaccination and mobilization in the last mile.

41 SoaPen is a wearable soap redesigned to encourage hand washing amongst children to reduce the risk of catching and spreading disease thereby.

42 The trademarks featured in this presentation are registered and/or unregistered trademarks of ARM Limited (or its subsidiaries) in the EU and/or elsewhere. All rights reserved. All other marks featured may be trademarks of their respective owners. Copyright 2015 ARM Limited