ARM aims high

Undeterred by Intel’s costly attempts to buy the mobile IC market or by Intel’s push-back against assaults on the data-centre, ARM has forecast some aggressive expectations for its success in those areas.

ARM expects to double its royalties from mobile computing applications in the next five years, says CFO Chris Kennedy, this will take the figure to around $750 million.

Units are expected to grow 7% CAGR till 2020, and the increasing ARM content in SoCs e.g. Mali, physical IP, video, new cores etc will also support an increase in rates.

ARM has upped its expected share of the 2020 networking market from 35% to 45% which could represent about $50 million in royalties.

In the data-centre, ARM has increased its 2020 market expectation from around 10% to 25% which could represent royalties worth another $50 million.