A backward glance and a forward view

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1 Arm Limited is a subsidiary of A backward glance and a forward view Ian Thornton, Head of Investor Relations Tokyo 18 May 2018

2 Arm update A Backward Glance: Progress in 2017 Financials Investments / hiring Meltdown / Spectre A Forward View: Market forecasts Arm China JV New technology for smartphones and IoT 2

3 3 Arm Arm Limited Licensing

4 2017 Licensing: Revenue $700m $600m 2% 3% $500m $400m 20% $300m $200m 4% $100m $0m

5 2017 Licensing: Revenue $700m $600m $500m $400m 10% $300m $200m $100m $0m

6 2017 Licensing: 141 is the mid-point of normal range Historic licensing 190 Average = Year Withdrawn from licensing 0 Classic Average = Av.=15 22 Av.=22 Cortex-A Cortex-R Cortex-M Mali 6

7 DesignStart Pro Launched June 2017 Arm s most popular processors have no up-front fee First 5,000 chips also royalty free Click-to-accept licensing agreement Targeted at academia, start-ups and small business units in large companies 7

8 DesignStart Enabling the entire industry to build chips 244 Cortex-M licenses in 284 days in Fiscal 2017 DesignStart Pro Launched 20 June 2017 License-fee free; royalty bearing >2600 Cortex-M downloads to date DesignStart Eval Launched end June 2017 No fees. Evaluation only. Optimised for FPGA 8

9 Licensing: 385 licenses signed 302 Historic licensing 190 Average = Year Withdrawn from licensing 0 Classic Average = Av.=15 22 Av.=22 Cortex-A Cortex-R Cortex-M Mali 9

10 10 Arm Arm Limited Royalties

11 2017: Industry growth vs Arm growth $410bn Overall Semiconductor Industry +22% +14% $165bn Relevant Semiconductor Industry +9% +17% $1.1bn +12% Arm Royalty Revenue +20% Value ($) Volume # chips Value ($) Volume # chips Value ($) Volume # chips Strong growth in memory and graphics for data centre Strong growth in MCUs; slower growth in apps for mobile Arm gaining share in embedded Royalty rate increasing 11

12 Arm-powered SoCs shipped (billions) Arm-based chip shipments bn 120bn 39% 17.7bn Arm-based chips shipped to date Market share in Calendar Years 12

13 Investments Profitability 13 Arm Arm Limited

14 Investing in engineering to increase productive output 6,000 5, % +21% Arm recruitment is consistent with previous years 4,000 3, % +18% +16% +23% Focus on retaining quality as well as quantity; and on cultural and organisational integration 2,000 1, Non-Engineering Engineering Expect to sustain this run rate for next 2-3 years 14

15 Revenues, investments and profits Investment strategy 1,600m 1,400m 1,200m 1,000m 800m 600m 400m Revenue Total Costs Adjusted EBITDA Headcount 7,000 6,000 5,000 4,000 3,000 2,000 Until 2016 revenues grew faster than costs as Arm constrained investment in R&D to enable increasing profits For the current phase of investment Arm expects costs to grow faster than revenues This should yield even greater profits in the future 200m 1,000 0m Fiscal years 15

16 Managing new risks and threats 16 Arm Arm Limited

17 17

18 18 Arm Arm Limited Forward View

19 Forecasting future growth On track for 100 billion Arm-based chips shipped years 4 years 100 billion chips shipped 100 billion chips shipped 1 Trillion chips shipped Confidential

20 Arm s expanding opportunity Mobile Computing Infrastructure Applications processor Other mobile chips Networking Servers Market Share Market Value Market Value $21bn 90% $32bn $14bn 45% $30bn $18bn $14bn 20% $19bn $17bn ~1% $22bn Automotive IVI and ADAS 90% $4bn $20bn $15bn Other automotive chips 10% $8bn $15bn 20

21 Arm s expanding opportunity Embedded Other Markets Total Market Controller in IoT Devices Microcontrollers/ SIM Cards Consumer Electronics Other chips All chips with processors (current TAM) All addressable chips (future TAM) Market Share Market Value Market Value 90% $7bn 20% $17bn $21bn 40% $21bn 40% $7bn 39% $130bn 25% $165bn $20bn $30bn $24bn $27bn $10bn $200bn $220bn 21

22 Our Joint Venture explained Arm China Arm China A new chapter: Building on strong foundations A Joint Venture: Built on strong foundations 22 November 2017 General information pack (inc HR)

23 Arm has great success in China >200 10bn 23 CUSTOMERS 95% Chinese designed SoC based on ARM processor technology Chips shipped by Chinese partners using ARM processor technology x140 Growth in volume shipment by Chinese partners

24 China landscape China is investing to become a net exporter of semiconductors China already has world class chip developers Some companies desire technology optimised for local market Some Government projects are accessible to technology Chinese developed Chinese owned Chinese controlled 24

25 Arm decided to create Arm China Joint Venture 49% 51% Multiple investors Largest single shareholder 25

26 Strong foundation for development in China Sustain access to the Chinese market Increase adoption of Arm technology Partnerships with government & ecosystem Localised products can be licensed globally by Arm Ltd Reduced risk & enable other investment opportunities 26

27 Mobile Image Making smartphones smarter

28 Smartphone Growing volume and technology Mobile - 1.6Bn today, ~2.0Bn by 2022 Smartphone CAGR 4.3% over next 5 years Technology increasing opportunity High-resolution display at all price points enabling capabilities for new and richer user experiences AAA Game play, HD video and AR/MR AI for Natural Language and visual understanding 5G Modem enabling increased compute 3D and 360 video capture and playback Feature phone users transition to 4G smartphones Source: Strategy Analytics and Arm 28

29 Project Trillium: Arm ML for All Devices Arm ML suite of IP: designed for unmatched versatility and scalability: Machine Learning (ML) processor Object Detection (OD) processor Neural Network (NN) software libraries Market growth in units (today to 2028): Mobile - 1.7Bn to 2.2Bn Smart IP Cameras - 160M to 1.3Bn AI-enabled devices - 300M to 3.2Bn 29

30 Machine learning will be everywhere Endpoints Physical to Digital Interface, Long Battery Life Smart Nodes More computer and power available, may be battery powered or not Gateway Node Access to the larger network Infrastructure Core Networking & Servers Industrial Home Client Wearable Heath & Fitness Smart Home End Points MEMS Sensors Connected Medical Speech Recognition Fixed and Mobile Assets AR/VR Smart Home Sensing & Voice Environmental Monitoring Smart Home Appliances Embedded AI Smart Watch (Rich OS) Smart Cameras Transportation Smart Phone Set top box Drones Tablet Smart TVs Small Robots IOT Gateways Home networking 5G/LTE/4G Operator WAN & Retail Wifi Cloud Core Network & Routing Services Data Center 30

31 % Link to embedded Smart speaker design / keyword spotting Voice recognition in device Speaker recognition Keyword recognition 31

32 32

33 The Arm trademarks featured in this presentation are registered trademarks or trademarks of Arm Limited (or its subsidiaries) in the US and/or elsewhere. All rights reserved. All other marks featured may be trademarks of their respective owners. 33

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