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Embedded microcontroller market to drive 150bn ARM chip sales by 2020
FORGET PCS, SERVERS, TABLETS AND SMARTPHONES, the market for microcontrollers in embedded systems is where ARM thinks it will sell the most chips in the next decade.
In a pre-show Computex press conference on Monday, ARM president Tudor Brown said the burgeoning market for microcontrollers, which effectively enable machine-to-machine communication in the much-talked about brave new world of the "internet of things", would help the firm shift a whopping 150bn chips by 2020.
This "biggest market of all" is not quite there at the moment, he admitted, but will become more important for the firm in time than all of its smartphone and tablet successes, and this even given that ARM is predicting it will have a 50 per cent market share in the mobile PC space by 2015.
Brown was also keen to highlight some less well-known areas of ARM's business, including connected TVs and more intriguingly, the automotive industry.
It's not all about on-board infotainment systems either, with ARM already powering 50 per cent of all modern braking systems on the market while its chips can be found in engine control (Cortex- R), electric steering, airbag systems (Cortex-M) and more, Brown was keen to reveal.
ARM's lead mobile strategist, James Bruce, told The INQUIRER that car manufacturers are particularly drawn by the chips' real-time response, which is a must when you're talking about advanced braking systems, for example, as well as the usual low cost, power efficient advantages which the firm is known for. µ
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From the point of view of pervasive computing, an arena that I'm sure I heard Intel saying they were looking to dominate, ARM have effectively got it sown up. Sure, Intel sell a few million chips, and they do make a handsome profit out of that, but ARM's licensees sell billions of them. That's very pervasive indeed!
When (probably not 'if' anymore) ARM chips start denting the server market then I reckon Intel could be in big trouble.
I really hope ARM do make a massive dent in Intel and to a lesser degree AMD's sales. It will be nice to have a UK firm go massive in this sector. Also it will mean competition keeping prices of their competitors...well competetive I suppose.
Prepare for some ARM wresting!