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ARM expected to benefit from 64-bit CPU, microcontroller growth

  • With Apple having kicked off the 64-bit ARM (ARMH) mobile processor era this fall, many other companies are expected to launch 64-bit ARM-powered smartphones and tablets in 2014, notes the Micrprocessor Report's Mike Demler. That, in turn, should provide a boost to ARM's CPU royalty rates.
  • Already, Qualcomm has announced a mid-range 64-bit Snapdragon processor (features four ARM Cortex A53 cores) and Samsung has promised its next-gen Exynos mobile CPUs will be 64-bit. Also, Intel has demoed a tablet running on a 64-bit version of Android and the chip giant's (x86-based) Bay Trail Atom CPU.
  • Demler also expects strong demand for microcontrollers running on ARM's low-power Cortex-M CPUs (previous), which power a variety of intelligent embedded/wearable devices. At the same time, he notes ARM faces competition here from Synopsys' (SNPS) ARC CPU cores, as well as some smaller firms.
  • ARM has called the embedded market its biggest opportunity. The company recently bought Sensinode, a startup offering a software platform that provides Web connectivity for embedded devices.
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