Arm needs to reform its licensing model to balance custom architecture development with standard core licensing, preventing future disputes while protecting Intellectual Property (IP) rights.
Software companies must invest in architecture-agnostic solutions to handle the growing complexity between different Arm implementations.
Device manufacturers should create flexible product roadmaps to support multiple processor architectures, especially given Arm's projected growth in Personal Computers (PCs), automotive, and other emerging verticals.
Critical Questions Answered
What are the fundamental licensing and technical issues driving the dispute?
What is the core impact of the Arm-Qualcomm dispute and why does it matter to the industry?
How will this dispute impact Arm and Qualcomm’s business and strategic influence both in the short term and in the long term?
What are the implications for Arm and Qualcomm’s strategic partners?
Research Highlights
Comprehensive analysis of the Arm-Qualcomm dispute's impact on the semiconductor industry, including market implications, strategic shifts, and ecosystem evolution.
Detailed market data and forecasts for Central Processing Unit (CPU) shipments across smartphones, PCs, and automotive segments, with specific a focus on Arm penetration through 2030.
Strategic insights on industry dynamics, including licensing models, competitive landscape changes, and software ecosystem implications.
Technical assessment covering architectural comparisons, licensing frameworks, and platform compatibility across different computing segments.
Business impact evaluation, including revenue risks, market positioning, partnership implications, and strategic recommendations for key stakeholders.
Who Should Read This?
Original Equipment Manufacturer (OEM) and software makers’ Chief Technology Officers (CTOs) and Chief Operations Officers (COOs).
Product architects to understand architectural choices that will impact product roadmaps and future computing platforms.
Strategic planning directors to plan for potential supply chain disruptions and ecosystem shifts.
Semiconductor procurement officers to understand supply risks and strategic sourcing decisions.
Investors who need help with predicting industry trends and market shifts.
End users and Chief Information Officers (CIOs) who need to navigate enterprise computing choices.
Table of Contents
1. KEY FINDINGS
2. KEY FORECASTS
3. ARM VERSUS QUALCOMM: KEY IMPLICATIONS FOR THE ECOSYSTEM
