New "Fabric" for ARM
It is not much of a stretch to say that ARM has had a pretty impressive run for the past 10 years since we started paying attention to the company from a consumer point of view. It took 22 years for ARM to power 50 billion chips that had been shipped. It took another 4 years to hit the next 50 billion. Now ARM expects to ship around 100 billion chips in the next four years.
Last year we saw the introduction of multiple technologies from ARM in the shape of the latest Cortex-A CPUs and a new generation of Mali GPUs. ARM has been near the forefront of applying their designs to the latest, cutting edge process technologies offered by Samsung and TSMC. This change of pace has been refreshing considering that a few years ago they would announce a new architecture and expect to see it in new phones and devices about 3 years from that point. Intel attempted a concerted push into mobile and ARM responded by tightening up their portfolio and aggressively pushing release dates.
This year appears no different for ARM as we expect new technologies to be announced again later this year that will update their offerings as well as process technology partnerships with the major pure-play foundries. The first glimpse of what we can expect is ARM's announcement today of their DynamIQ technology.
DynamIQ can be viewed as a portfolio of technologies that will power the next generation of ARM CPUs, GPUs, and potentially accelerators. This encompasses power delivery, power control, connectivity, and topologies.