Hardware Podcasts

Episode 12: Arm's Business Model Shift

The Circuit · 28 Mar 2023 · 40m · Episode 12

What this episode covers

Ben Bajarin and Jay Goldberg discuss a Financial Times report that Arm is shifting its business model from traditional royalties to a percentage of the selling price (ASP) of end products, a move driven by SoftBank's desire to maximize Arm's IPO valuation. They analyze the potential unintended consequences, such as penalizing RISC-V startups and pushing architecture licensees like Apple and NVIDIA back toward custom core development. The hosts also explore the broader implications for IP licensing, comparing Arm's challenges to Qualcomm's historical litigation, and examine the evolving landscape of intellectual property protection in China.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Arm, Qualcomm, Apple, NVIDIA, Broadcom, MediaTek, SoftBank, Rambus, Synopsys, Cadence, Huawei, Vivo, OPPO, Expedera
Also
RISC-V

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