©2018ArmLimitedTokyo18May2018AbackwardglanceandaforwardviewIanThornton,HeadofInvestorRelationsArmLimitedisasubsidiaryof©2018ArmLimited2ArmupdateABackwardGlance:Progressin2017•Financials•Investments/hiring•Meltdown/SpectreAForwardView:•Marketforecasts•ArmChinaJV•NewtechnologyforsmartphonesandIoT©2018ArmLimited3©Arm20183Licensing©2018ArmLimited42017Licensing:Revenue$0m$100m$200m$300m$400m$500m$600m$700m20052006200720082009201020112012201320142015201620173%2%20%4%©2018ArmLimited52017Licensing:Revenue$0m$100m$200m$300m$400m$500m$600m$700m200520062007200820092010201120122013201420152016201710%©2018ArmLimited62017Licensing:141isthemid-pointofnormalrange11013015017019015161714Historiclicensing14161715Year1313Cortex-ACortex-RCortex-MMaliClassic0451658Average=39Average=70WithdrawnfromlicensingAv.=1522Av.=22©2018ArmLimited7DesignStartPro–LaunchedJune2017•Arm’smostpopularprocessorshavenoup-frontfee•First5,000chipsalsoroyaltyfree•Click-to-acceptlicensingagreement•Targetedatacademia,start-upsandsmallbusinessunitsinlargecompanies©2018ArmLimited8DesignStart–Enablingtheentireindustrytobuildchips244Cortex-Mlicensesin284daysinFiscal2017DesignStartProLaunched20June2017License-feefree;royaltybearing>2600Cortex-MdownloadstodateDesignStartEvalLaunchedendJune2017Nofees.Evaluationonly.OptimisedforFPGA©2018ArmLimited92017Licensing:385licensessigned11013015017019015161714Historiclicensing14161715Year1313Cortex-ACortex-RCortex-MMaliClassic04516302Average=39Average=70WithdrawnfromlicensingAv.=1522Av.=22©2018ArmLimited10©Arm201810Royalties©2018ArmLimited112017:IndustrygrowthvsArmgrowthValue($)Volume#chipsOverallSemiconductorIndustry+22%+14%Stronggrowthinmemoryandgraphicsfordatacentre$410bnValue($)Volume#chipsRelevantSemiconductorIndustry+9%+17%StronggrowthinMCUs;slowergrowthinappsformobile$165bnValue($)Volume#chipsArmRoyaltyRevenue+12%+20%ArmgainingshareinembeddedRoyaltyrateincreasing$1.1bn©2018ArmLimited120510152019912017Arm-basedchipshipmentsArm-poweredSoCsshippe...
