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Uncovering a buried treasure – ARM Holdings ARM Holdings is the world's leading semiconductor intellectual property (IP) company by revenue. The company is headquartered in Cambridge, UK. ARM's main activity is the design and licensing of IP for low-power RISC microprocessors. Its key customers include Apple, Qualcomm, and Samsung. ARM cores are the de-facto standard for mobile application processors (smartphones and tablets) and are expanding into a range of new areas including microcontrollers, networking, and servers. Its direct licensing competitor is Imagination Technology, and indirectly, it competes with Intel.
Investment case In the coming year, the key driver for ARM’s business will be royalty growth, the smartphone unit accounts for about 50% of royalty revenues. Other elements which drive its business revenue are:
Revenue/business triggers
Knowledge is power.