ARM Technology Update & Trend 2011Q1

Transcription

1 ARM Technology Update & Trend 2011Q1 1 1

2 ARM Founded 27 th Nov 1990 A barn, some energy, experience and belief: We re going to be the Global Standard Originally 12 employees, now >1,900 Profitable and cash generative since 1993 Public April 98 NASDAQ and LSE Two decades of Partnership success 8 Partners at first Partner meeting 400 Partners at 2010 Partner meeting 2 2

3 The ARM Vision A world where all electronic products and services are based upon energy efficient technology from ARM, making life better for everyone 3

4 The ARM Business Model Global leader in the development of semiconductor IP R&D outsourcing for semiconductor companies Innovative business model yields high margins Upfront license fee flexible licensing models Ongoing royalties typically based on a percentage of chip price Technology reused across multiple applications Long-term, secular growth markets Approximately 750 licenses Grows by every year More than 250 potential royalty payers >6bn ARM-based chips in 10 >25% CAGR over last 5 years 4

5 FY 2010 Revenue Summary ($) PD FY 2010 $m FY 2009 $m Licensing % Royalty % PD Total % PIPD Licensing % Royalty* % PIPD Total % Development Systems % Services % Total Revenue % Includes catch-up PD royalties in FY 2010 of $9.0m and in FY 2009 of nil * Includes catch-up royalties in FY 2010 of $1.8m and in FY 2009 of $5.0m 5

6 Revenue Split Analysis 100% 6% 11% 5% 9% % of $ Revenues 75% 50% 25% 42% 41% 33% Licensing 53% Royalties 0% Services Development Systems PIPD Licensing PD Licensing PIPD Royalties PD Royalties 6

7 ARM Product Update 7 7

8 ARM Organization Specialist divisions provide best-in-class products Corporate customer interfaces for high levels of customer satisfaction. 8

9 ARM Classic Processor Portfolio Classic, market-proven processor technology 220+ partners 660+ licenses 18Bu+ shipped ARMv6 x1-4 ARM11 MPCore ARM1176JZ(F)-S ARM1156T2(F)-S ARM1136J(F)-S ARMv5 ARM926EJ-S ARM968E-S ARM7EJ-S ARM946E-S ARMv4 ARM922T ARM7TDMI(S) SC100 9

10 ARM Cortex Advanced Processors Architectural innovation, compatibility across diverse application spectrum ARM Cortex-A family: Applications processors for featurerich OS and 3 rd party applications ARM Cortex-R family: Embedded processors for real-time signal processing, control applications ARM Cortex-M family: Microcontroller-oriented processors for MCU, ASSP, and SoC applications Cortex-A8 x1-4 Cortex-A5 Cortex-R4 x1-4 Cortex-A15 x1-4 Cortex-A9 Cortex-M4 Cortex-R7 Cortex-R5 SC300 Cortex -M3 Cortex-M1 Cortex-M0 Unparalleled Applicability 10

11 Cortex-A15 Breakthrough Technology Breakthrough processor technology 1.2+ GHz in 32/28LP with multi-issue, out-of-order, superscalar pipeline 3.5 DMIPS/MHz per core Significantly improved floating-point, NEON and stream performance Integrated low-latency L2 and SCU Performance and power scalability via 1-4X SMP, addition of Kingfisher Delivering key new features Hardware enhanced OS virtualization AMBA 4 system coherency Advanced power mgmt 1 TB physical addressing ECC protection on L1/L2 Estimated PPA Cortex-A15 MPCore 1-4X NEON/FPU Data Engine Integer CPU Virtualization, 40b PA L1 Caches with ECC Direct Cache Transfers CoreSight Multicore Debug and Trace Generic Interrupt Control and Distribution NEON/FPU Data Engine Integer CPU Virtualization, 40b PA L1 Caches with ECC Snoop Control Unit (SCU) and L2 Cache Snoop Filtering Private Peripherals NEON/FPU Data Engine Integer CPU Virtualization, 40b PA L1 Caches with ECC Accelerator Coherence NEON/FPU Data Engine Integer CPU Virtualization, 40b PA L1 Caches with ECC Error Correction 128-bit AMBA4 - Advanced Coherent Bus Interface CP 32LP (Projected from RVtTrials) Configuration 2x CPU, NEON, FPU, 2x32K L1, 64 IRQ, ACP, dual-axi, PTM, PL310, 12T, Mixed-Vt, fast mem TSMC 40G (Targets for Trials) 2x CPU, NEON, FPU, 2x32K L1, 64 IRQ, ACP, dual-axi, PTM, PL310,12T, RVt, fast mem Frequency (MHz) Performance (Agg. DMIPS) Total area (mm 2 ) 8.5** 13.5** Power efficiency (DMIPS/mW) 5.9* 5.9* * Target dynamic power profile. Frequency assumes 10% OCV, no OD ** Area is from engineering floorplan. Currently lower-utilization 11

12 Cortex-R7 Breakthrough Technology Optimized for high-performance, real-time and safety critical apps Estimated PPA SP/DP FPU Advanced real-time capabilities 25% more efficient, 20% more MHz High performance hardware divide Low latency periph port for optimised I/O ECC support for soft and hard errors FPU with optimised single precision support 1-2X core with full cache, DMA and I/O coherency Integer CPU L1 Caches with ECC Direct Cache Transfers Zero wait state local memory (TCM) with slave port ETM with full data trace Low latency RAM through a dedicated AXI interface TSMC 28nm (storage/baseband) Configuration 2x CPU, SP FPU, 2x32K L1, 64 IRQ, ACP, dual-axi, ETM, 12T, RVt, fast mem Cortex-R7 MPCore 1-2X CoreSight Multicore Debug and Trace Generic Interrupt Control and Distribution ETM with Data trace MPU TCM Integrated Snoop Control Unit (SCU) Snoop Filtering 64-bit AXI Bus Interface SP/DP FPU Integer CPU L1 Caches with ECC Private Peripherals ETM with Data trace MPU TCM Accelerator Coherence TSMC 65LP (automotive) 2x CPU, SP FPU, 2x32K L1, 64 IRQ, ACP, dual-axi, ETM, 10T, RVt, fast mem Frequency (MHz) 1GHz est. 360MHz est. Performance (DMIPS) 4600 est est. Total area (mm 2 ) 1.7 est est. Power efficiency(dmips/mw) >11 est. >5 est. Error 32-bit AXI peripheral port Correction 64-bit AXI Local Interface 12

13 Cortex-M4 processor micro-architecure ARMv7ME Architecture Thumb-2 Technology + DSP and SIMD extensions Single cycle MAC (Up to 32 x > 64) Optional single precision FPU Integrated configurable NVIC Compatible with Cortex-M3 Microarchitecture 3-stage pipeline with branch speculation 3x AHB-Lite Bus Interfaces Configurable for ultra low power Deep Sleep Mode, Wakeup Interrupt Controller Power down features for Floating Point Unit Dotted boxes denote optional blocks Flexible configurations for wider applicability Configurable Interrupt Controller (1-240 Interrupts and Priorities) Optional Memory Protection Unit Optional Debug & Trace Implement example: Cortex-M4 on 60LP Performance: Frequency range 150Mhz Mhz; Dhrystone 2.1 = 1.25 DMIPS/MHz Power: Less than 40 uw/mhz at 150MHz; Enables MP3 decode in < 0.5mW! Area: Minimum configuration =~ 65K gates; Optional FPU =~ 25K gates 13

14 System Design Division (SDD) Enabling all developers to get the best from their ARM-based system ARM Tools enabling the best system design Increase software performance and quality Start software development ahead of silicon Deliver projects on time and on budget 14

15 ARM Development Products ASICs and ASSPs MCUs and Smartcards Software Development RVDS 4.0 DS-5 MDK-ARM RL-ARM System Simulation FastModels µvision simulator Target Connection RVI, RVT2 DSTREAM ULINK2 ULINKPro Boards Hardware platforms Eval boards MPS 15

16 Media Processing Division Creating the multimedia IP to bring visual entertainment to life High quality video images Professional graphics displays ARM Mali technology Energy-efficient technology Small footprint, flexible and scalable multimedia IP Designed to complement ARM processor cores 16

17 Mali Graphics Processing Units (GPUs) Portfolio of 3D graphics accelerators to scale with display resolution and image complexity Mali-55, the world s smallest OpenGL ES 1.1 compliant graphics core Mali-200, the world s most widely licensed embedded graphics processing unit (GPU) Mali-400MP, the world s first multi-core embedded GPU Class leading anti-aliasing technology for high quality graphical displays Energy-efficient implementation to complement the ARM processor core Lowering system bandwidth requirements for embedded systems 17

18 Market Trend 18 18

19 Connectivity is Driving The Future Source: Adapted from Morgan Stanley, Nov

20 Visual Computing is Coming to Life Constant connectivity Energy efficiency Cloud storage and processing Seamless user interfaces Everything contextual Software applications Content The Mobile Internet Smartphones The Internet of Things 20

21 Billions of Internet-Connected Screens With choice of suppliers, OEMs are innovating with new types of products ARM technology can be used for applications processing, connectivity and storage Standard software is available today and enables all form factors to connect to the internet and display all the web pages, play videos, network with friends... TAM(m) Form Factor 2014 Mobile 1,600 Home 350 Mobile Computers 500 Media players 200 Automotive Multimedia 100 Other* 250 Total 3 billion *Includes PND, photo-frames, etc ABI Research, IDC, Gartner and ARM forecasts 21

22 Opportunities and Trends in Mobile *ARM estimates TAM Units (M) ARM cores* 2013 Smartphone Feature Phone Low end Phone Cordless Phone Bluetooth (non phone) PMP Key trends Full Web 2.0-in-your-pocket driving performance requirements ARM11 mid-tier and for low-cost e.g. Infineon X-Gold User-experience driving advanced GPU requirements Long battery life requires best-in-class tools for maximum efficiency and code density Cortex-A powered devices expected in 2H 08 Market moving to Multi-Processing with Cortex-A9 MPCore Next generation Smartphone potential High-end, multi-core applications processor Baseband processor 2D/3D graphics processor Connectivity (UWB/Bluetooth) controller Networking (WiFi/WiMAX) controller Peripheral (Touchscreen, positional sensor) controller Physical IP Source: Gartner, Strategy Analytics, Informa and ARM estimates 22

23 The ARM Mobile Ecosystem ARM Tools, System IP, Models, Physical IP High-quality platforms Smartphones outsell notebooks Full Web in your pocket Battery life remains critical HSDPA and WiFi now a reality Single-chip ARM11 processor for low cost OS Choice Enabling Developers 23

24 Opportunities and Trends in Home *ARM estimates TAM Units (M) ARM cores* 2013 STB DTV DSC Gaming Key trends HD everywhere (capture to display) Online content delivery and Rich Internet Applications driving performance requirements Seamless Web 2.0 browsing a requirement Java important in MHP/Tru2Way/Blu-Ray/GEM Advanced UI expectations with consumers Multiple room TV feeds, DCAS/DRM, DLNA, MoCA... Content providers drive casual gaming Source: Dataquest, Gartner, IMS, Nikkei and ARM estimates Next generation set top box potential High-end, multi-core applications processor 2D/3D graphics processor (Mali GPU) Video decode / transcode processors Connectivity (UWB/Wireless HD) controller Multiple networking (WiFi/WiMAX) controller Storage (Flash) controller Intelligent remote control processor Physical IP & System IP Performance profiling / debug (RVDS) 24

25 Solutions For DTV / STB / BD Segment STB DTV BluRay CPU ARM11 / Cortex-A8; Cortex-A9 ARM11 / Cortex-A8; Cortex-A9 Cortex-A8; Cortex-A9 Memory MB MB 1GB+ Graphics GPU Video Mali-200 / Mali-400 MP 2/3D Graphics Mali-200 / Mali-400 MP Dual SD/HD Multi-std decode SD/HD Multistd decode Dual SD/HD Multistd decode Audio Software Software Software Java For Tru2Way / MHP boxes Tru2Way Required (CDC) Internet/ Browser Some Some Required (profile 2.0) 25

26 The ARM Home Ecosystem ARM Tools, System IP, Models, Physical IP High-quality platforms OS Middleware Standards Web2.0 ready with super-responsive CPUs Advanced UI based on 3D GPU Benchmarks Security Enabling Developers 26

27 Opportunities and Trends in Enterprise *ARM estimates TAM Units (M) ARM cores* 2013 Storage: HDD/SDD Printers Networking Key trends Faster WAN/LAN ports and more touching of data (for QoS, security/virus detection types of services) Increasing flash read/write data rates, implementing ECC and wear-levelling algorithms Memory and IO constraining packet processing performance WAN data rates towards 10Gbps Power dissipation is becoming a limiting factor Convergence is increasing UI requirements and software complexity Next generation printer potential High-end rasterization processor Printer head servo control MCU Low-end 2D/3D graphics processor for UI Touchscreen controller Connectivity (UWB/Bluetooth) controller Networking (WiFi) controller Performance-optimized Physical IP libraries Source: Gartner, IMS, Semico, In-Stat, IDC and ARM estimates 27

28 The ARM Enterprise Ecosystem ARM Tools, System IP, Models, Physical IP High-quality platforms Fast networks required as data requirements increase Storage increases as content and security requirements grow Memory and IO constraining packet processing performance WAN data rates towards 10Gbps Power dissipation is becoming a limiting factor OS Middleware Standards Enabling Developers 28

29 Opportunities in Embedded *ARM estimates TAM Units (M) ARM cores* 2008 MSS 2013 Automotive % 1700 Smartcard % 5000 MCU % 4000 Key Trends OEMs demanding standard architecture to reduce costs through increased software reuse and diversity of supply Government legislation on lowering energy consumption driving demand for smarter appliances and smart metering Ultra-low leakage physical IP extracting more value from older process nodes Embedded Market Drivers Smart meters and smartcards Smarter white goods and toys Mixed signal Small area networks (Zigbee, NFC) Automotive: body, chassis, powertrain controllers Efficient motor control Source: Gartner, IMS, Semicast, Strategy Analytics and ARM estimates 29

30 ARM in Technology that Sells Cars Safety and Driver Assistance ARM in over 65% of EBS and 40% of airbag Fault Robust technology enabled Integration with modeling tools for Driver Assistance and Active/Passive Safety Integration Navigation and Car Multimedia Convergence with PND market Driver Information: LCD prices driving adoption of virtual dashboard ARM Ecosystem enables strategic platforms opportunities such as Ford + Microsoft Sync 30

31 The ARM Embedded Ecosystem ARM Tools, System IP, Models, Physical IP High-quality platforms Single architecture for software reuse Falling LCD prices and low-power graphics processors driving adoption of virtual dashboard Increasing software development costs drive migration to 32-bit for easier development and software reuse Low power a key success driver in MCU 32-bit Smartcards increase real estate available to network operators on phones OS Middleware Standards Enabling Developers 31

32 Mobile Computing All Day Use ARM technology enables world s leading mobile computers ARM11 in most of today s smartphones Cortex-A class Web2.0 phones now shipping Pegatron Netbook Datawind Ubisurfer Palm Pre (Cortex-A) PC software vendors are developing software for ARM-based mobile computers Abobe Flash, Canonical Ubuntu, Microsoft Silverlight, Mozilla Firefox OEMs announcing laptops and netbooks using ARM Dell Latitude ON* uses ARM processor for and internet running on Linux Netbooks with 1GHz Cortex-A Lenovo Skylight processors now delivering all-day use Sharp Netwalker Dell Latitude ON E4200 Mobinnova Netbook HTC Dream (ARM11) *According to industry reports 32

33 ARM Opportunity in Mobile Computing Camera ARM Opportunity per Mobile Computer Touch screen Applications Processor Mobile Computer Market Growth Forecast ~500M Storage BT/Wi-Fi/GPS 3G Baseband Opportunity Relative Royalty ARM Market Share Apps Processor $$$$ TBD 3G Baseband $$$ 100% Storage $ 50% BT/Wi-Fi/GPS $ 50% Touch screen $ <10% Camera $ <5% $ = Relative unit of royalty Source: ABI Research, Gartner, ARM estimates ARM Royalty Opportunity in 2014 Assumption: ARM receives a 20c royalty for each ARM-based applications processor and another 20c for the other chips in device ARM share of applications processor shipments 1% 25% 50% 100% ARM based apps processors 5m 125m 250m 500m Royalty from apps processor $1m $25m $50m $100m Royalty from other chips $100m $100m $100m $100m Total royalty contribution $101m $125m $150m $200m 33

34 The ARM Mobile Computing Ecosystem ARM Tools, System IP, Models, Physical IP High-quality platforms Full desktop-class support is enabled Browser has become an application platform ARM Cortex-A8/Cortex-A9 + Mali deliver PC class performance. Web is SW not HW dependent Battery life is critical HSDPA and WiFi a reality today OS Middleware Enabling Developers 34

35 Future in your hands 35 35

36 ARM Puts the Future in Your Hands 20+ billion cores to date ARM11 TM Family ARMv6 Cortex-A Family ARMv7 Mali Graphics Video 100+ billion cores accumulated after next 10 yrs ARMv5 Cortex-R Family ARM9 TM Family ARMv4 Cortex-M Family ARM7 TM Family

37 ARM Enabling Partnership for Growth Continuous investment in R&D Robust roadmaps for processors, implementation, system IP, graphics, tools and more The ARM Connected Community DesignStart online access to IP Solution Center for Android (SCA) CMSIS MCU software interface standard Linaro Founding Partners: ARM, Freescale, IBM, Samsung, ST-Ericsson and Texas Instruments Collaborative engineering enables easier, quicker development of optimized open source devices 37

38 ARM Connected Community 800+ Connect, Collaborate, Create accelerating innovation 38