Beruflich Dokumente
Kultur Dokumente
Topics
ARMs Products and Business Model
Technology Trends
Wearable Devices
Q&A
GPU
PC Motherboard
Modular
Bulky
Power-hungry
5
GPU
System-on-Chip (SoC)
Integrated
Miniature
Battery-friendly
Simple OS
Always ON
CPU
Apps.
CPU
ROM
Video
Display
Always ON
GPU
Processor Processor
CPU
Interconnect
Interconnect
FLASH
Enterprise-class OS
SRAM
FLASH
ROM
SRAM
DMC
Vendors
OEMS
Software
Developers
Design Tools
Education and
Training
3 Billion
Embedded processors shipped in 2013
10
>95% share of
smartphones
and tablets
Financial Performance
2013 Revenues
$m
Licensing
447.9
285.6
40%
Royalty
558.9
358.3
50%
Other
110.9
70.7
10%
1,117.7
714.6
Total
COGS
94.8%
Operating Costs
326.5
Operating Margin
49.1%
EPS
364.0
20.6
Cash Generation
344.5
Total Cash
706.3
11
37.2
Gross Margin
% Revs
Technology Trends
Driving the Cambrian Explosion in Innovation
12
13
Premium
Smartphone
CPU
GPU
Mali-400
Data
3G
Features
Mid-range
Feature-phone
CPU
ARMv6 ARM11
GPU
Data
3G
Features
Entry-level
phone
14
CPU
ARMv5 ARM9
GPU
Data
2G only
Features
2014
GPU
Mali-T760
Data
4G
Features
Mid-range
Smartphone
CPU
GPU
Mali-T720/ Mali-450
Data
3G/4G
Features
Entry-level
Smartphone
15
CPU
GPU
Mali-400
Data
3G/2G
Features
Apps Processor
>$15
$10-$15
<$5
2500
2000
1500
5%
CAGR
Premium
>$400
15%
CAGR
Mid Range
20%
CAGR
Entry-level
<$150
1000
500
0
2013
Entry Level
2018
Mid-range
Premium
2mm x 1.6mm
17
18
Motion
Location
Proximity
Humidity
Temperature
Vibration
Weight
Noise
Processor and
electronic sensor
Communications
link to a remote
server
Pulse Rate
Power
Fuel Gauage
19
20
End-to-End Solutions
Billions of Things
21
22
23
Assembler
Platform
1990s
2000s
2010s
Cortex-M
microcontrollers
MCUs
1,000,000+
mbed.org unique visitors in 2012
100,000+
mbed-enabled development
boards shipped
100+
Major OEMs from
diverse industries
are using mbed
110,000 Makers
25
Pebble Watch
Smart watch
26
Fitbit One
Activity + sleep tracker
Parrot AR.Drone
Quadrocopter
August
Home security
GoPro
Hi-Def Personal
Camera
Wearable Technology
27
28
Professional
Elderly
Industrial
Office
Pets
Animals
Lifestyle
Sports
Teenagers
Extreme sports
Health
Kids
Challenges
Small form factor and battery size
What is using the battery?
WiFi
Bluetooth
GPS
Sensors
UI
Applications
2600
mAh
250
mAh
How does the user interface with the device? Does it need always-on connectivity? Can it rely on a remote server?
29
Magnetometer
Application
Processor
Accelerometer
Sensor
Hub
Gyroscope
Touch
Microphone
Luminance
On Chip Memories
Embedded Flash
SRAM
ROM
LCD
E-ink
OLED
Always on
Cortex-M
Bluetooth
WiFi
Interconnect
LEDs
FLASH
ROM
SRAM
MEMS
31
Performance efficiency
Feature rich connectivity
Lowest power
Outstanding energy efficiency
Lowest cost
Low power
8/16-bit Traditional application space
32
Always on
Cortex-M
Cortex-A7 MP
CPU1
CPU0
256KB L2
Low power
bridge
Mali
DP500
Mali
V500
Bluetooth
WiFi
LEDs
FLASH
Mali
400
LCD
E-ink
OLED
ROM
DRAM
MEMS
34
ARMv7-A
8 stage in-order
Single issue
AMBA 3
UP and MP configurations
External L2 cache
ARMv7-A Extensions
8 stage in-order
Partial dual issue
AMBA 4 ACE
Integrated L2 cache
Source - www.ifixit.com
Activity Tracker
Microcontroller
ST Microelectronics / STM32L151C6
ARM Cortex-M3 processor
Accelerometer
Battery charger IC
Texas Instruments / BQ24040
Bluetooth IC
Nordic Semiconductor / nRF8001
Beyond the price and performance benefits, the engineering team enjoyed the code density
offered by the ARM 32-bit part
Source - www.ifixit.com
Smartwatch
3-axis accelerometer
ST Microelectronics / LIS3DH
Microcontroller
ST Microelectronics / STM32F205RE
ARM Cortex-M3 processor
3D digital magnetometer
Freescale / MAG3110
Bluetooth module
Texas Instruments / CC256x
Panasonic / Pan1316
36
Mobile Smartwatch
Omate TrueSmart
Application processor
Mediatek/ 6572A
Dual-core ARM Cortex-A7 processor
ARM Mali-400 GPU
Bluetooth/ WiFi
37
Life Logging
GoPro HERO2 camera
Source - www.ifixit.com
Power management
Austriamicrosystems / AS3713
Microcontroller
Freescale / SCK20DN51Z
ARM Cortex-M4 Processor
Camera SoC
Ambarella / A770
ARM11 Processor
38
Oakley Airwave
39
Key Enablers
Low-power CPUs and
Semiconductor Partners
Volume
Device Categories
40
41