“If you add up all the smartphones and the tablets and the digital televisions and the PCs… and cast your eye forward a few years we see a large opportunity of perhaps 3 billion to 4 billion units per annum, but we see an embedded market that’s maybe 30 billion to 40 billion units per annum, and so that’s where we get the factor ten.”
As part of its first quarter results for 2012, the microprocessor company said the number of chips based on its architecture increased by 15 percent during the period to hit 800 million. In comparison, chips for mobile phones and computers remained fairly static compared to the year before at 1.1 billion units.
East also claims to be unfazed by the efforts of PC giant Intel to break into the mobile space:
“The semiconductor world has always been a world of full of competition and our business thrives on competition. Our business model is about enabling many different semiconductor companies to create product offerings based around ARM technology and that means that you get tremendous diversity of solutions and that stimulates innovation. Having additional stimulation through a competitor like Intel using an alternative architecture only makes the ARM products even better.”
ARM architecture is the most widely used 32-bit instruction set architecture in numbers produced. ARM’s microprocessor cores are in about 98% of the more than one billion mobile phones sold each year.