v8, ARM’s 64-bit processor, looks like a hit. Seven licences were signed in Q2, making 50 in all. “50 v8 licences signed – 100 to go,” says ARM evp Pete Hutton.
ARM’s business works on the principle that a dollop of jam today delivers another dollop of jam in two to three years’ time when today’s licence deals will have translated into chips being sold in the market earning royalties.
The revenue ARM gets from selling licences is pretty much the same as it gets from royalties.
However the v8 licences seem set to deliver royalties quite quickly. Three chip-makers have announced 64-bit chips to go into the server and networking markets.
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