Electronics IP Industry – Q1 2012

Outlook

While Q1 2012 industry shipments declined sequentially, most analysts expect the industry to recover in the second half. In that context, ARM expects that group dollar revenues for the full‐year 2012 will be in line with current market expectations.

Lest we forget, this is what ARM said about 2012 last quarter: “For full-year 2012, the global macro-economic situation remains uncertain and is likely to influence consumer and enterprise spending, thereby potentially impacting semiconductor revenues and industry confidence.  Assuming the macroeconomic situation does not deteriorate significantly, ARM expects group dollar revenues for the full-year to be at least in line with current market expectations of just over $860 million.”

People Count

As of March 31, 2012, ARM had 2,176 full‐time employees, a net increase of 60 since the start of the year. At the end of March, the group had 892 employees based in the UK, 563 in the USA, 258 in Continental Europe, 317 in India and 146 in the Asia Pacific region.

(Recall that last year, ARM enjoyed some $392,970 in revenue per employee).

ARM self description:

ARM designs the technology that lies at the heart of advanced digital products, from wireless, networking and consumer entertainment solutions to imaging, automotive, security and storage devices. ARM’s comprehensive product offering includes 32-bit RISC microprocessors, graphics processors, video engines, enabling software, cell libraries, embedded memories, high-speed connectivity products, peripherals and development tools. Combined with comprehensive design services, training, support and maintenance, and the company’s broad Partner community, they provide a total system solution that offers a fast, reliable path to market for leading electronics companies. More information on ARM is available at http://www.arm.com.

ARM is a registered trademarks of ARM Limited. ARM7, ARM9, ARM11, Cortex and Mali are trademarks of ARM Limited. All other brands or product names are the property of their respective holders. “ARM” is used to represent ARM Holdings plc; its operating company ARM Limited; and the regional subsidiaries: ARM Inc.; ARM KK; ARM Korea Ltd.; ARM Taiwan Limited; ARM France SAS; ARM Consulting (Shanghai) Co. Ltd.; ARM Belgium Services BVBA; ARM GermanyGmbH; ARM Embedded Technologies Pvt. Ltd.; ARM Norway AS; and ARM Sweden AB.

DAC News from ARM:

 

No doubt all readers of EDACafe.com are fully aware that San Francisco CA will be the host city for this year’s Design Automation Conference June 3 through June 7, 2012.

 

 

Most EDA vendors and supporting organizations (including IBSystems’ EDACafe) will be represented. ARM and its partners will of course be there.   

The ARM architecture is at the foundation of over 30% of all consumer devices in the world. Join ARM and its Partners at DAC 2012 and increase your expertise to optimize your ARM processor-based solutions.

Events

Hear from ARM's CTO Mike Muller as he presents the DAC keynote: "Scaling for 2020 Solutions"
Tuesday, June 5, 2012 - 9:00 to 9:45 AM
Comparing the original ARM design of 1985 to those of today's latest microprocessors, ARM CTO Mike Muller - in this special keynote address - will look at how far design strategies have evolved. How has EDA contributed to enable these advances in systems, hardware, operating systems, and applications, and how have business models influenced this evolution over 25 years? Mike will discuss possible design solutions for the next decade -- from tiny embedded sensors through to cloud-based servers, which together will enable and drive the "Internet of Things."

Visit ARM in Booth 1414

Monday, June 4 - Wednesday, June 6
Learn more about ARM's processor technologies and Artisan® physical IP. Discover how to quickly optimize these solutions for your designs. The ARM demo of big.LITTLE processing technology introduces a flexible approach to power and performance management that redefines the traditional relationships. The ARM Processor Optimization Pack™ (POP) solution details a new way to achieve an optimized ARM core implementation across a broad envelope of power, performance and area optimization points. 

You'll also hear presentations from ARM technologists and subject-matter experts on topics, including: Low-power design, FinFET and advanced technology, and processor optimization, as well as success stories of collaborative efforts on ARM-based solutions from customers and partners. Check out ARM's daily theater schedule for DAC. 

NEW at DAC! Don't miss the ARM Connected Community Pavilion, Booth 802

DAC and ARM have partnered to bring to DAC the ARM Connected Community Pavilion, where you'll be able to see some of the latest innovations from ARM's EDA and Embedded Partners. Stop by to check out their solutions and become eligible for a special ARM giveaway. The ARM Connected Community is a global network of more than 900 companies aligned to provide a complete solution, from design to manufacture and end use, for products based on the ARM architecture.

 

 

Bar Graph Source: Google Finance

 



 


On May 2, 2012 CEVA, Inc. (NASDAQ: CEVA), the vendor that correctly states that it is the leading licensor of silicon intellectual property (SIP) platform solutions and DSP cores for the mobile handset, portable and consumer electronics markets, announced its financial results for the first quarter ended March 31, 2012.

Total revenue for the first quarter of 2012 was $15.112 million, virtually flat compared to $15.052 million for the first quarter of 2011. Licensing revenue for the first quarter of 2012 was $5.1 million, flat compared to $5.1 million reported for the same quarter a year ago. Royalty revenue for the first quarter of 2012 was $9.1 million compared to $9.2 million reported for the first quarter of 2011. Revenue from services for the first quarter of 2012 was $0.9 million, an increase of 21% compared to $0.7 million reported for the first quarter of 2011.

Gideon Wertheizer, Chief Executive Officer, stated, "Driven by strong licensing activities, we generated revenue and earnings results at the high-end of our expectations. We are particularly happy to augment our already strong customer base in baseband with new licensees who will use our DSPs for advanced audio processing in smart phones."

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