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ARM Opportunity in Mobile Computing

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1
ARM Holdings plc
Merrill Lynch Investor Call
Warren East, CEO
Ian Drew, VP Marketing
Ian Thornton, Investor Relations
3rd
December 2008
2
Cautionary Statement Concerning Forward-Looking
Statements
This presentation contains forward-looking statements as defined in section 102 of the Private
Securities Litigation Reform Act of 1995. These statements are subject to risk factors
associated with the semiconductor and intellectual property businesses. When used in this
document, the words “anticipates”, “may”, “can”, “believes”, “expects”, “projects”, “intends”,
“likely”, similar expressions and any other statements that are not historical facts, in each case
as they relate to ARM, its management or its businesses and financial performance and
condition are intended to identify those assertions as forward-looking statements. It is believed
that the expectations reflected in these statements are reasonable, but they may be affected by
a variety of variables, many of which are beyond our control. These variables could cause
actual results or trends to differ materially and include, but are not limited to: failure to realize
the benefits of our recent acquisitions, unforeseen liabilities arising from our recent
acquisitions, price fluctuations, actual demand, the availability of software and operating
systems compatible with our intellectual property, the continued demand for products including
ARM’s intellectual property, delays in the design process or delays in a customer’s project that
uses ARM’s technology, the success of our semiconductor partners, loss of market and
industry competition, exchange and currency fluctuations, any future strategic investments or
acquisitions, rapid technological change, regulatory developments, ARM’s ability to negotiate,
structure, monitor and enforce agreements for the determination and payment of royalties,
actual or potential litigation, changes in tax laws, interest rates and access to capital markets,
political, economic and financial market conditions in various countries and regions and capital
expenditure requirements.
More information about potential factors that could affect ARM’s business and financial results
is included in ARM’s Annual Report on Form 20-F for the fiscal year ended December 31, 2007
including (without limitation) under the captions, “Risk Factors” and “Management’s Discussion
and Analysis of Financial Condition and Results of Operations,” which is on file with the
Securities and Exchange Commission (the “SEC”) and available at the SEC’s website at
www.sec.gov.
3
ARM Overview
ARM designs and licenses technology that lies
at the heart of advanced digital products
ARM has licensed its designs
more than 550 times to over 200
semiconductor companies
Each quarter ARM signs another
10-20 processor licenses
ARM receives a royalty for every
chip based on our designs
Over 12 billion ARM based chips
shipped – 1bn reported in Q308
4
1.7B ARMs in Mobile Devices in 2007
TAM Units (M) 2007
Devices
2007 ARM
Processors*
2012
Devices
Smartphone & MID 140 350 400
Feature Phone 735 1,140 600
Low end Phone 225 200 400
TOTAL 1,100 1,690 1,400
Key trends
Full Web 2.0-in-your-pocket driving performance
requirements
User-experience driving advanced graphics
All day use requires full performance at lowest power
+130m ARM11-based smartphones shipped already
Cortex-A powered devices started shipping in Q308
Market moving to Multi-Processing with
Cortex-A9 MPCore
*ARM estimates
Next generation Smartphone potential
High-end, multi-core applications processor
Baseband processor
2D/3D graphics processor
Connectivity (UWB/Bluetooth) controller
Networking (WiFi/WiMAX) controller
Peripheral (Touchscreen, positional sensor) controller
Physical IP
…
Source: Gartner, Strategy Analytics, Informa and ARM estimates
5
Accessing the Internet Everywhere
Classic PC – hours of use
MIDs
Smartphones
ARM technology delivers
days-of-use in ultraportables
Adding ARM for web browsing and
email delivers all-day use
Freedom!
Days of use
FrequentRecharging
6
0
200
400
600
800
1000
2008 2009 2010 2011 2012
Notebook Computers
Netbook
UMPCs
New MID Sales
PortableNavigation Devices
Portable Media Players
Smartphones
Mobile Computing Opportunity
Internet connectivity is already the ‘next step’ in mobile devices
Individuals demand complete internet experience and full day use
ARM is applications processor in 80% of mobile internet devices
Types of Mobile Internet Devices
Source: Gartner, Strategy Analytics, ARM estimates
ARM
New market opportunity
7
Requirements for Mobile Computing
Always on and always connected
Need balance of performance and
low-power for an full day battery life
Low cost and highly differentiated
Product for your lifestyle – business, gamer,
socially networked
Supporting rich internet application
Applications and data are stored in the cloud or on the device
Graphical UI
+ touchscreen
Connected
widgets
Digital
Compass
& Motion
sensor
HSDPA +
WiFi
Web & Walk
3.2”
HTC G1 – ARM11 running web 2.0
Keeping you connected and engaged
8
ARM vs Intel: Price, Power, Performance
Cortex-A8 based TI OMAP3440 is single-chip,
Intel Centrino Atom platform is a two-chip solution
Intel Atom Apps Processor
Applications Processor
3G Baseband
EDGE Baseband
2G Baseband
$45-$165
$10-$20
$6-7
Source:Companydata
$7-8
$3-4
ARM
based
0
20
40
60
80
100
120
140
160
Sleep Average
Milliwatts
Intel Atom multi-Vt
45nm 800MHz
ARM Cortex-A8
45LP 800MHz
Sleep Average
Intel 0.8 days 0.4 days
ARM Weeks 6.9 days
Core Power Measurements
at Same Performance
Life from a 1400mAh Battery
Processor Core Only
>100x
18x
* TI OMAP™ 3530 550MHz with 256KB L2 Cache, Mistral OMAP3530 with 128MB
DRAM, Debian Linux, Mozilla FireFox 3 “Fennec” Browser
** Intel® Atom™ N270 (1.6GHz, 533 MHz FSB, 512KB L2), Acer Aspire One with 512MB
DRAM, Linpus Linux® Lite, Mozilla FireFox3 browser. System clock set to 800MHz
*** Results are scaled to 800MHz based on TI OMAP™ 3530 results
9
Rich Internet Software on ARM
Wide range of PC-class OSes and browsers on ARM
Firefox, IE, Opera, Safari
Android, Symbian, Windows Mobile & Ubuntu
Android is the first mainstream complete
mobile phone stack to be open sourced
Canonical’s Ubuntu is main Linux OS for PCs
Ubuntu is being ported to Cortex processors for
high-performance, low-power mobile computing
ARM and Canonical collaboration driven by
consumer demands for internet experience everywhere
Adobe & Microsoft are bringing a fully optimized
Flash and Silverlight for downloaded applications
Video players, games, music, advertising
Java – ARM9 onwards includes Java acceleration
10
Company Product Core Speed
3D
Graphics
HDVideo
Radios
Linux
Window
Mobile
Window
Embedded
Cortex-A8
Licensee
Cortex-A9
Licensee
NVIDIA Tegra™ 610
ARM11
MPCore™
800 MHz
Samsung 6410 ARM11 667 MHz SD
Qualcomm SnapDragon™
Cortex- Class
Architecture
License
1 GHz
TI OMAP™ 3 Cortex-A8 800 MHz
Marvell PXA3##
ARM11-Class
Architecture
License
803 MHz SD
MID/Hybrid Netbook
2009
Cortex-A8, minimum 256MB, start of
integrated radios and GPS
Cortex-A8 and first Cortex-A9, minimum
512MB, rollout of SATA, PCI-e
2010
Cortex-A8 and Cortex-A9, minimum
512MB, highly integrated and cost
reduced solutions … radios, GPS,
accelerometers
Cortex-A9: Mix of single and multi-core, multi
GB memory, start of integration for cost
reduction
ARM Partners Delivery Today
11
Mobile Computing Technology
12
ARM Mobile Computing Ecosystem
1313
ARM is in More Than Phones & MIDs
ARM is shipping more than 1B cores a quarter – third of all units are
into non-mobile devices
ARM is in top 3 DTVs shipping in the US
Browser functionality needed in a wide range of applications
STB, TVs, gaming, PNDs, car infotainment
If it has a screen it can be connected
ARM enables that rich internet experience
across multiple screens
14