On January 5, data released by the market research organization Strategy Analytics (SA) showed that in 2022, the royalties of ARM unit chips will increase for the third consecutive year, of which the royalties will increase by 19% year-on-year, and shipments will increase by 5% year-on-year.
However, 70% of the royalties come from low-cost MCU chips, and only 15%-20% of the royalties (Cortex-A) come from mobile devices.
According to the "Financial Times" recently reported that in 2022, Arm's total revenue will increase by 35% to 2.7 billion pounds. Among them, the revenue of the automotive business has increased by five times in the past four years, and the growth rate far exceeds that of smartphones and data centers. Waiting for business.
While Arm has made significant strides in developing IP for chips used in data centers in recent years, Arm is currently most focused on the automotive market.
It is reported that Arm has now occupied about 85% of the global car "infotainment" market and 55% of the ADAS market.