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Don't think of ARM (ARMH) as a mere CPU core developer. Shipments of chips containing ARM's Mali...

Don't think of ARM (ARMH) as a mere CPU core developer. Shipments of chips containing ARM's Mali graphics processor (GPU) cores are expected to double this year to 100M, according to marketing exec Kevin Smith. Smith adds Mali cores are now found in 70% of "graphics-enabled" HDTVs, 50% of Android tablets, and 20% of Android phones. Mali competes with GPU cores from Imagination (IGNMF.PK), which are used in Apple's A5 and many other mobile processors.
Comments (2)
  • Yaron Ron Reuven
    , contributor
    Comments (458) | Send Message
     
    he's picking that number right out of a hat with high hopes and dreams he ends up being remotely right. this guy clearly doesnt realize how little royalty and licensing money $ARMH gets on each chip. They have to sell about 2.5 Billion more Mali chips just to make 100mm in revenues, thats more than 30% of their total chips. and just in case anyone was wondering, the market these chips are used in (TV's) is struggling. in so many words........NOT HAPPENING
    22 Jun 2012, 05:21 PM Reply Like
  • chipset
    , contributor
    Comments (107) | Send Message
     
    Ron

     

    You should really stop making comments about subjects you are clearly not qualified to give.

     

    "....this guy clearly doesn't realize how little royalty and licensing money $ARMH gets on each chip...."

     

    This guy being Kevin Smith of ARM!!!

     

    http://bit.ly/L9ULVV

     

    The 100m quoted is shipment of chips and not revenues

     

    ".....ARM's partners are forecast to ship more than 100 million Mali GPUs in 2012, up over 100% from 2011 levels, Smith indicated. The anticipated shipment rise – driven by brisk demand for Android smartphones and tablets, and China's growing smart-TV market – will boost ARM's presence significantly in the global GPU-IP market this year, Smith added......"

     

    Anyway, Kevin Smith, the rest of the ARM workforce and those of us who actually truly understand the ARM business model know that ARM don't get "licensing money" on each chip

     

    Seriously Ron, please go and learn how this business works and you'll make fewer mistakes.
    25 Jun 2012, 09:53 AM Reply Like
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