Actionable Benefits
- Arm needs to reform its licensing model to balance custom architecture development with standard core licensing, preventing future disputes while protecting Intellectual Property (IP) rights.
- Software companies must invest in architecture-agnostic solutions to handle the growing complexity between different Arm implementations.
- Device manufacturers should create flexible product roadmaps to support multiple processor architectures, especially given Arm's projected growth in Personal Computers (PCs), automotive, and other emerging verticals.
Research Highlights
- Comprehensive analysis of the Arm-Qualcomm dispute's impact on the semiconductor industry, including market implications, strategic shifts, and ecosystem evolution.
- Detailed market data and forecasts for Central Processing Unit (CPU) shipments across smartphones, PCs, and automotive segments, with specific a focus on Arm penetration through 2030.
- Strategic insights on industry dynamics, including licensing models, competitive landscape changes, and software ecosystem implications.
- Technical assessment covering architectural comparisons, licensing frameworks, and platform compatibility across different computing segments.
- Business impact evaluation, including revenue risks, market positioning, partnership implications, and strategic recommendations for key stakeholders.
Critical Questions Answered
- What are the fundamental licensing and technical issues driving the dispute?
- What is the core impact of the Arm-Qualcomm dispute and why does it matter to the industry?
- How will this dispute impact Arm and Qualcomm’s business and strategic influence both in the short term and in the long term?
- What are the implications for Arm and Qualcomm’s strategic partners?
Who Should Read This?
- Original Equipment Manufacturer (OEM) and software makers’ Chief Technology Officers (CTOs) and Chief Operations Officers (COOs).
- Product architects to understand architectural choices that will impact product roadmaps and future computing platforms.
- Strategic planning directors to plan for potential supply chain disruptions and ecosystem shifts.
- Semiconductor procurement officers to understand supply risks and strategic sourcing decisions.
- Investors who need help with predicting industry trends and market shifts.
- End users and Chief Information Officers (CIOs) who need to navigate enterprise computing choices.
Companies Mentioned
