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Royalties When Our Partners Ship Chips That Contain ARM IP Highly Profitable and Cash Generative Making progress vs strategy Ian Thornton, Head of Investor Relations Arm is a subsidiary of 1 © 2017 Arm Limited Arm update Arm refresher H1 update – Increasing revenues and investments Progress vs strategy • Arm in servers • AI at the edge • Autonomous vehicles 2 © 2017 Arm Limited ARM overview 33 ©© Arm 2017 2017 Arm Limited Chip design – then and now 1961 Today Four transistors Two billion transistors One engineer Thousands of engineers 4 © 2017 Arm Limited A system-on-chip contains multiple blocks of IP Main processor for running the operating system, applications and user interface Graphics processor for generating images Accelerators for frequently-used compute workloads, e.g. image processing, encryption, vision Radio controllers for mobile, wifi, Bluetooth, GPS Hardware controllers for the display, memory, image sensors, power supply, etc Input/Output interfaces for USB, Ethernet, etc 5 © 2017 Arm Limited ARM’s current business ARM develops intellectual property (IP) blocks which are used in silicon chips Our partners combine ARM IP with their own IP to create complete chip designs We earn license fees when we deliver ARM IP to our partners and royalties when our partners ship chips that contain ARM IP Highly profitable and cash generative 6 © 2017 Arm Limited Accelerating investment Investing to create to increase share gains new revenue streams mbed Cloud Generating mbed Cloud Partners $500m free cash flow (2017 forecast) and growing 7 © 2017 Arm Limited Technology trends that will redefine all industries Artificial Intelligence in Autonomous Augmented Hyperscale cloud every device machines reality and connectivity Security and Privacy 8 © 2017 Arm Limited Arm’s business model Arm develops technology that is licensed to semiconductor companies Arm receives an upfront license fee and a royalty on every chip that contains its technology Business Development 1) Arm licenses 2) Partners develop technology to chips and ship chip Partners them to OEMs Technology SemiCo Arm License Fee Partner Chip shipment OEM Customer Per chip royalty Chip payment 3) OEMs sell products containing Arm-based 9 © 2017 Arm Limited chips Licensing 1010 ©© Arm 2017 2017 Arm Limited Q2 Licensing: 26 is the low-end of the normal range Average Historic licensing = 20 60 Q1 50 Q3 Q2 Q3 Q3 Q2 Q1 11 40 Q1 Q4 Average = 8 Q2 30 Q4 7 Average = 5 Q4 Average Q3 Q2 = 4 Q4 Q1 Q1 4 4 Q2 Average 20 = 1 Year 13 14 15 16 17 0 Classic Cortex-A Cortex-R Cortex-M Mali 11 © 2017 Arm Limited 12 © 2017 Arm Limited DesignStart – Enabling the entire industry to build chips 92 Cortex-M licenses in >1700 Cortex-M downloads 92 to date days in Q2 DesignStart Pro DesignStart Eval Launched end June 2017 Launched end June 2017 License-fee free; royalty bearing No fees. Evaluation only. Optimised for FPGA 13 © 2017 Arm Limited Q2 103 Q2 Licensing: 118 licenses signed? Average Historic licensing = 20 60 Q1 50 Q3 Q2 Q3 Q3 Q2 Q1 40 Q1 Q4 Average = 8 Q2 30 Q4 7 Average = 5 Q4 Average Q3 = 4 Q4 Q1 Q1 4 4 Q2 Average 20 = 1 Year 13 14 15 16 17 0 Classic Cortex-A Cortex-R Cortex-M Mali 14 © 2017 Arm Limited Royalties 1515 ©© Arm 2017 2017 Arm Limited Industry growth vs Arm growth (for Q2 2017) $190bn $80bn $0.5bn Overall Relevant Arm Semiconductor Semiconductor Royalty Industry Industry Revenue +29% +21% +19% +16% +11% +9% Value Volume Value Volume Value Volume ($) # chips ($) # chips ($) # chips Strong growth in memory Strong growth in MCUs; Arm gaining share in embedded and graphics for data centre slower growth in apps Royalty rate increasing for mobile 16 © 2017 Arm Limited Is declining average royalty revenue per chip a concern? Average royalty per chip 10.0c 8.0c 6.0c 4.0c 2.0c 0.0c 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 Drivers of average • Chip related: Average sales price of the chip; Arm content per chip • Arm related: Average royalty rate per processor; increased content multipliers Second • Customer mix related: Which customers are winning share • Market mix related: Which markets are growing fastest Biggest impact on average over the long term 17 © 2017 Arm Limited Is declining average royalty revenue per chip a concern? Average royalty per chip 10.0c 8.0c 6.0c 4.0c 2.0c 0.0c 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 Cortex-M Cortex-A 8.0bn 8.0bn 7.0bn 7.0bn 6.0bn 6.0bn 5.0bn 5.0bn 4.0bn 4.0bn 3.0bn 3.0bn 2.0bn 2.0bn 1.0bn 1.0bn 0.0bn 0.0bn 18 © 2017 Arm2006 Limited2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 Investments Profitability 1919 ©© Arm 2017 2017 Arm Limited Investing in engineering to increase productive output Arm recruitment is running at around +1,100 2x previous run rate +586 +608 +488 Focus on retaining quality as well as +388 +329 quantity; and on cultural and organisational integration Will need to sustain this run rate for next 2-3 years 20 © 2017 Arm Limited Investing in people, infrastructure to create new products Costs were higher in H1 2017 as Arm expands R&D capability (£10m) £493m Future cost increases are expected to be £20m consistent with increases in headcount £41m £49m £25m £66m £301m * Share-based compensation was previously included in IFRS “other costs” H1 2016 24% increase Increased Reclass Bonus and Impact of Unwinding H1 2017 in headcount IT, facilities of share- replacement weaker bad debt Costs and other based comp scheme sterling provision Costs 21 © 2017 Arm Limited investments comp* Revenues, profits and profitability Investment strategy H1 £1,400m only 45% Over the past 10 years Arm's Revenue Total Costs revenues grew faster than costs 40% £1,200m IFRS EBIT IFRS Margin 35% £1,000m 30% H1 2017 vs H1 2016 £800m 25% • Revenues +17% 20% £600m • Headcount +24% 15% £400m • Costs +64% 10% £200m • Profits -39% 5% • IFRS Margin * 18% vs 35% £0m 0% 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 H1 2017 Fiscal years * Excluding impact of currency fluctuations as USD/GBP went from 1.27 to 1.32 This contributed to £37m of non-cash costs due to revaluation of long-term contracts. Including these IFRS Margin would be 12%. Note: Excludes certain one-offs - 2013: Write down of MIPS patents (£100m) 22 © 2017 Arm Limited - 2016: Execution costs associated with SoftBank acquisition Progress vs strategy 2323 ©© Arm 2017 2017 Arm Limited Arm in servers 24 © 2017 Arm Limited Server market is changing Server Processor TAM ($) $25bn Standard enterprise $20bn $15bn High-performance computing $10bn $5bn Cloud $0bn 2016 2017 2018 2019 2020 2021 Cloud HPC Standard Server ARM focused on Cloud/HPC 25 © 2017 Arm Limited Arm’s strategy to win share in servers Partnership and collaboration Arm technology Chip Software End user systems Beta First generation Testing Arm v8.0-A No commercial silicon Proof of concepts support Start date: 2008 2010 2012 2014 Arm technology Chip Software End user systems Arm-based chips available from Commercially Production Arm v8.4-A multiple vendors available deployments Latest status: 2017 2017 2017 2017 26 © 2017 Arm Limited Arm technology Arm v7-A Arm v8.0-A Arm v8.2-A Arm v8.4-A Cortex-A15 Cortex-A72 Future Future Cortex-A9 Cortex-A57 Cortex-A75 Future Cortex-A7 Cortex-A53 Cortex-A55 Future Cortex-A5 Cortex-A35 Future Future Architecture released 2004 2011 2015 2017 Multi-core processing 64-bit computing Improved multimedia To be announced Multimedia acceleration Improved multi-core Improved multi-core New Capability Improved multimedia Improved error management Acceleration for AI/ML Acceleration for virtualisation 27 © 2017 Arm Limited Arm-based chips available from multiple vendors 28 © 2017 Arm Limited Arm silicon is competitive with current technology Performance Performance per thread https://www.qualcomm.com/media/documents/qualcomm-centriq-2400-media-deck. 29 © 2017 Arm Limited Performance per Watt Performance per dollar Qualcomm Centriq 2400 processors Arm server software is commercially available All the major open source operating systems are now commercially available for Arm-based servers 30 © 2017 Arm Limited Arm servers are being deployed by cloud companies 31 © 2017 Arm Limited Artifical intelligence at the edge © 2017 Arm Limited Distributing intelligence everywhere Mobile Automotive Robotics Drones Home, surveillance IoT & analytics VR/MR Shipping & logistics 33 © 2017 Arm Limited 34 © 2017 Arm Limited From the cloud to the edge Security Privacy Latency Bandwidth Power and Cost 35 © 2017 Arm Limited Heterogeneity is necessary DSP DSP DSP There is no one size fits all solution DSP DSP DSP Need multiple types of processors to handle this DSP DSP DSP Fixed function works when requirements known in advance, algorithm is well understood, and CPU big CPU big FPGA high performance needed CPU CPU DSP Little Little Programmable cores are essential GPU GPU Acc 36 © 2017 Arm Limited Arm’s approach to AI Machine Learning applications Domain-specific libraries + ML frameworks: TensorFlow, Caffe, MXNet, etc. Tools and libraries from Arm CPUs + GPUs + ISPs + CV engines DSP FPGA ACC 37 © 2017 Arm Limited ARM DynamIQ – Multicore redefined Redesigned memory Advanced compute New single cluster design Greater flexibility sub-system capabilities 38 © 2017 Arm Limited Journey of the autonomous automotive 39 © 2017 Arm Limited “90% of automotive innovation comes from electronics (semiconductors) and software.” – Audi at CES Asia 40 © 2017 Arm Limited Cars run on code F-35 24 Windows 10 60 US Army future combat system 63 Facebook 65 Luxury car in 2010 (IVI) 100 Luxury car in 2016 (+ADAS) 150 Luxury car in 2020 (L3 autonomy) 300~ All Google services 2000 Million lines of code 41 © 2017 Arm Limited Automotive compute in 2020 Cockpit Connected Gateways ~50,000 DMIPS ~20,000 DMIPS Audio Visual, Maps, Traffic, Toll LTE 5G, WiFi, Bluetooth High-end smartphone payment, Google services connecting to CAN FD, LIN, Flexray, Body Electronics 30,000-50,000 DMIPS Rear entertainment, Voice recognition, Ethernet <10,000 DMIPS Main applications processor, Gesture control, Cluster and HUD HVAC, Lighting, Doors, Electric WiFi, modem, sensors, etc.
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