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Arm tide surges on
The Arm tide surges on. To increase dollar year-on-year processor royalty revenues by 37% and overall sterling revenues by 24% in Q3 is no mean achievement in a flat semiconductor market.
By David Manners - Electronics Weekly, Oct. 22, 2015 –
"Two reasons," replies Arm vice-president Pete Hutton: "Because we are moving into new markets and deploying new technology."
On the technology side, 64-bit has been a huge success: "250 million v8 cores were shipped in one quarter," says Hutton. "I think we're the highest shipping 64-bit on the planet."
The 64-bit v8s command higher royalties than 32-bit cores, which accounts for some of the royalty surge.
On the markets side, Arm is now in 30% of basestations and, according to one of its licensees, Applied Micro, there is a "rapid" transition underway from MIPS and Power PC to Arm in the embedded market i.e. enterprise networking, storage systems, telecom infrastructure and industrial automation and control.
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