Aggressively Pursuing New Markets
ARM has had a pretty fascinating history, but for most of its time on this Earth it has not been a very public facing company. After the release of the iPhone and ARM’s dominance in the mobile market, they decided to push their PR efforts up a few notches. Now we finally were able to see some of the inner workings of a company that was once a little known low power CPU designer that licensed cores out to third parties.
The company was not always as aggressive as what we are seeing now. The mobile space for a long time was dominated by multiple architectures that all have eventually faded away. ARM held steady with design improvements and good customer relations that ensured that they would continue into the future. After the release of the original iPhone, the world changed. Happily for us, ARM changed as well. In previous years ARM would announce products, but they would be at least three years away and few people took notice of what they were up to. I originally started paying attention to ARM as I thought that their cores might have the ability to power mobile gaming and perhaps be integrated into future consoles so that there would be a unified architecture that these providers could lean upon. This was back when the 3DS and PSP were still selling millions of units.
This of course never came to pass as I had expected it to, but at least ARM did make it into the Nintendo Switch. ARM worked hard to quickly put faster, more efficient parts out the door. They also went on a buying spree and acquired several graphics startups that would eventually contribute to the now quite formidable Mali GPU family of products. Today we have an extensive lineup of parts that can be bundled into a tremendous amount of configurations. ARM has a virtual monopoly in the cellphone market because they have been willing to work with anyone who wants to license their designs, technologies, and architectures. This is actually a relatively healthy “monopoly” because the partners do the work to mix and match features to provide unique products to the marketplace. Architectural licensees like Apple, Qualcomm, and Samsung all differentiate their products as well and provide direct competition to the ARM designed cores that are licensed to other players.
Today we are seeing a new direction from ARM that has never been officially explored. We have been given a roadmap of the next two generations of products from the company that are intended to compete in not only the cellphone market, but also in the laptop market. ARM has thrown down the gauntlet and their sights are set on Intel and AMD. Not only is ARM showing us the codenames for these products, but also the relative performance.