ARM's Impact on the Chip Market: 100M China-Designed SoCs Shipped in 2013by Anand Lal Shimpi on May 6, 2014 8:00 AM EST
At its second ever Tech Day, ARM shared a pretty interesting slide about its impact on the mobile SoC market. ARM's business model allows for pretty much anyone to be a player in the SoC space. This is in stark contrast to the PC business that's dominated by a single silicon player, with perhaps one lower volume second source. ARM's IP licensing business has paved the way for a number of low cost SoC vendors, particularly those based in China, to enjoy substantial marketshare. While we've only reviewed a single MediaTek based device on AnandTech, the numbers out there are increasing tremendously.
Tablets in particular are the perfect target for low cost SoCs given that you can successfully ship a WiFi-only design. ARM's chart above shows just how successful its China-based SoC vendors have been in the tablet space, shipping over 100M SoCs in 2013 (~40% of ARM's tablet business).