AMEYA360:Arm’s Gambit Could Rattle Relationships

发布时间：2023-04-25 11:22
作者：AMEYA360
来源：网络
阅读量：1740

　　In anticipation of one of the biggest IPOs of the year, Arm is changing its licensing model and developing its own mobile processors — moves that are being contested by some of its biggest customers and device makers and will dramatically shift market dynamics and the supply chain.Arm’s Gambit Could Rattle Relationships.

AMEYA360:Arm’s Gambit Could Rattle Relationships

　　Almost all smartphone and tablet vendors currently use Arm-based processors for their devices, purchasing them from Qualcomm, MediaTek, Samsung, and HiSilicon. Currently Arm collects a licensing fee for each chip manufactured.

　　Instead of licensing its technology to semiconductor companies such as Qualcomm and MediaTek, collecting around 1 percent to 2 percent of the chips’ selling price, Arm wants to collect a percentage of the devices’ average retail value. According to some sources, Softbank and Arm are trying to collect a substantial share of the revenues of mobile device vendors.

　　Arm’s clout in the mobile market is considerable. Last month, Arm’s owner Softbank released its 2023 financial report highlighting the increase of Arm’s technology adoption across the entire computing ecosystem, including mobile, gaming, automotive, and billions of microcontrollers.

　　At the same time, Softbank’s financial report acknowledged that a principal risk to Arm’s business was the “significant concentration” in its customer base. In 2022, 86 percent of its revenue came from the company’s 20 biggest customers, so “the loss of a small number of key customers could significantly impact the group’s growth.”


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