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The market will soon be saturated with the 64-bit ARM processor


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The market will soon be saturated with the 64-bit ARM processor


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POSTER: computer news   ||   THE MARKET WILL SOON BE SATURATED WITH THE 64-BIT ARM PROCESSOR

DATE:2015-12-08

By its own estimates ARM, the expansion rate of  the 64-bit processors in the smartphone segment were higher than expected. By the end of this year, 75% of all new smartphones will be equipped with processors with the architecture ARMv8-A. In the third quarter, the share of new smartphones with eight cores ranged between 20-40%. Of course, new processors and architectures still have growth potential.

According to Northland Securities analysts  , the market is close to saturation of 64-bit solutions ARM, and the growth of royalties volume   in this area in the coming years will slow down. If in the previous five years it reached the annual average of 18% in the next five years it will not exceed 8-12% per year. About 60% of its revenue from licensing ARM processors computing form for smartphones, so the impact on other segments of the market revenue will not be as significant . The following year, the license fee for the use of Mali graphics architecture and eight-core processor will grow faster than  the use of 64-bit ARM.

In the server segment  the 64-bit ARM processors will not put significant pressure on x86-compatible competitors. The total volume of revenue share server processors with ARM architecture by 2020 will account for no more than 3-5%. Based on these forecasts, stock market analysts have recognized ARM shares slightly less profitable investment than before.

 


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