Investing for Innovation. Warren East CEO

Transcription

1 Investing for Innovation Warren East CEO 1

2 Growth, Opportunity and Partnership Growing faster than the market Investing in growth opportunities Working together, creating solutions 2

3 Growing Faster than the Market Together we are growing faster than the rest of the market Semiconductor industry outpaces the global economy ARM processor based semiconductors growing at 5x growth of industry ARM Physical IP based semiconductors growing at 7x growth of industry Compound annual growth rates ARM free library parts (units) 60% Revenue from ARM based chips 40% Semi industry revenues ($) 7.5% Global GDP ($) 3.5% ARM PIPD parts ARM based chips Units (M) Semiconductor industry Global economy 3

4 Growth Through Market Penetration Achieving growth by increased penetration Embedded segment is the fastest growing market for ARM ARM is making gains over legacy architectures in established markets such as automotive Chassis and body-control growth rate over 50%* Major automotive manufacturers requesting Cortex -R4F processor for next generation systems BMW Mini Seagate DAVE * ARM estimate ** CAGR ( ) Future Horizons 2007 Growth in rapidly evolving markets Wireless networking growing by 22%** WiFi, WiMAX, Ethernet and Bluetooth all on same chip ARM RealView tools support increasingly complex designs as multiple standards are integrated onto single SoCs 4

5 Growth Through Market Evolution Smartphone market continues to develop Expected to triple by 2010 Up to five ARM based chips in today s smartphones Processor Performance Packages of Advantage optimized memories and standard cells for latest ARM processors New products introduce new capabilities WiFi tablets Windows Sideshow in laptop screens and bags ARM developing multimedia and software solutions for new markets, such as Mali 3D graphics and TrustZone security software 5

6 Connected Mobile Computing Increasing battery life Phones and Connected Mobile Devices Laptops and Ultra Mobile PCs Always On Intermittent Usage Time 6

7 Uncompromised Internet on ARM Nokia N800 with ARM delivers uncompromised internet Leveraging Mozilla and Opera Browsers, Flash 9 support enough said Across the same 57 websites1 both ARM and PC platforms exhibit the same internet experience with the same set of plug-ins and fonts 1 Results generated using 57 Websites using Intel IA Internet Test Methodology (from Intel s Analyst Presentation, April 2007) CJK fonts refers to Chinese Japanese and Korean fonts 7

8 Investing in Processors for Computing Now announcing Total Accumulating Processor Licenses Continued licensing of both mature and new technology 1993 Cortex-A9 Cortex-A9 MPCore 8 Cortex-A8 Cortex-A8 57 ARM11TM Family ARM1176JZ-S 227 ARM9TM Family 151 ARM7TM Family ARM926EJ-S ARM7TDMI-S Available Now Note: License data is as announced licenses as of June 30th

9 Investing in Software for Computing Demonstrating the strength of partnership. ARM and industry leaders are creating a free software and application framework for Linux-based mobile computing Marvell, MontaVista, Movial, Mozilla, Samsung, and Texas Instruments Based on Linux, Gnome Mobile and Mozilla Firefox Wednesday, October 3rd Sponsored Technical Presentations 10am-4pm Panel Discussion, Moderated by Jim McGregor (Ballroom G/H) 3pm Demonstration of Linux Mobile Computing Platform 6-8pm Thursday, October 4th Eco-system Partner Presentations 9am-4pm Demonstration of the Linux Mobile Computing Platform 12pm-2pm 9

10 Investing in System Analysis Software engineering typically requires an optimization phase Identify bottlenecks by measuring run times and call frequencies Modify code and confirm that changes have a beneficial effect RealView Profiler provides Analysis of production software running for minutes, hours or days Powerful performance visualization Mapping of bottlenecks back to source Selective speed optimization without impacting overall code size Analysis of code coverage for quality assurance Optimization becomes part of every developer s role 10

11 Investing in 3D Graphics Advanced user experience driving need for graphics hardware User interface, location based services, gaming, browsing If it has a screen, it needs graphics acceleration ARM has long history in products with great graphics DO ARM60 Many products since: Mali is ARM hardware and software solution Leadership in high-performance graphics Mali55 / Mali200 - SEVEN licensees and counting Mali-jsr184 - NINE OEM licensees and counting See Mali in action on the ARM stand 11

12 Investing in Physical IP Physical and processor IP jointly developed and integrated Libraries developed with PPA points you need and with appropriate PVT, views, etc. Processor Performance Packages of optimized Advantage memories and cells embistrx to improve yield with large and distributed RAMs and caches For lowest power at any performance point ARM and UMC have collaborated on a 65nm Silicon on Insulator (SoI) process Much less power than standard CMOS Same 40% CMOS SOI CMOS SOI Performance Power ARM is accelerating 32nm low power technology roadmap for leadership in the development of Physical IP 12

13 Investing in New Channels Cortex-M1 processor developed for FPGA Dramatically increases ARM design starts Increases ecosystem around ARM partnership New channels to new markets Low cost Cortex-M1 solutions Altera Cyclone III kit from Arrow Electronics in November Actel provide Cortex-M1 as free download Flexible, vendor-independent RTL license Direct license from ARM for OEMs using any major FPGA Driving business to ARM Partners At high volumes, OEMs will cost reduce on ASIC Clear migration from Cortex-M1 to Cortex-M3 processor Customer benefits from software and tools compatibility 13

14 Investing in Support for the Partnership Improving support for customers Average support response time improved from 5 days (2001) to 0.5 day (2007) Improving support for ecosystem New on-demand Information Center for technical information: reference manuals, app notes and FAQs Technical forums for community of ARM hardware and software developers >500,000 views in June

15 Maturing Semiconductor Industry Industry is restructuring to focus on profitable opportunities Consolidation, private equity buyouts and semiconductor unit spin-offs Industry delivering less growth, needs to reduce risk exposure R&D costs are increasing $75M for a 32nm design (VLSI Research) Big bets in R&D threaten profitability De-risk new investments and match cost profile with revenue profile ATI acquired by AMD Freescale acquired by equity NXP acquired by equity Freescale spun out Globespan acquired by Conexant Revenue Agere acquired by LSI Conexant spins out Jazz, Mindspeed, Skyworks Freescale joins Common Platform IDMs out-source manufacturing 12% Growth % Growth

16 Outsourcing Good for the Value Chain We all make money out of the digital world value-chain Slower growth is an opportunity for cost-sharing business models Semiconductor manufacturers are outsourcing IP, software and tools development and design services We need to work together to provide best products, excellent support and fast turn-around-times Thanks to our sponsors 16

17 Investing in the Ecosystem Complete ecosystems are fundamental to the ARM strategy New products and new markets need the correct ecosystem Cortex-M1 in FPGA Connected Mobile Computing Mali in Mobile Gaming 17

18 ARM Connected Community over

19 ARM Connected Community Members Networking with ARM licensees, OEMs and third parties Co-marketing with ARM ARM Connected logo, press releases Advertising with featured OEM products Your ARM supporting products on the ARM website with lead-generation tool ( Submit articles or advertise in IQ and IQ Online Sponsor and present at the ARM DevCon Promotion of your ARM-based demos at tradeshows Contact: Lori Kate Smith 19

20 Introducing Paul Kocher President and Chief Scientist of Cryptography Research Inc. Combating the Increasing Sophistication of the Hacking Community 20