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@ 2018/10/1935 million ARM vs 1.6 million "other“ wafers
There is one big change that is happening in the manufacturing equipment industry and ARM used its ARMTechCon to educate us about the big change. Drew Henry, SVP of infrastructure at ARM, pointed out in its presentation that ARM silicon wafer production ends up in 35 million wafers.
The competition - the X86 alliance - amounts to 1.6 million wafers, so there is a clear distinction between the players. You could argue that ARM has incredible number of customers and ranges across the industries. The mix of wafers that ARM customers are using is extremely wide but some of the leading-edge node adopters get all the spotlight.
Apple uses ARM architecture for its phones and A series processors and it is already producing millions of 7nm devices. Huawei - an ARM Cortex customer, is using 7nm and will get to volume sales rather fast with its Kirin 980 processor. Qualcomm 7nm is just around the corner, and they all use ARM. Nvidia uses ARM for some of its automotive devices and ARM ends up in millions of IoT devices due to its power efficiency.
There is one big change that is happening in the manufacturing equipment industry and ARM used its ARMTechCon to educate us about the big change. Drew Henry, SVP of infrastructure at ARM, pointed out in its presentation that ARM silicon wafer production ends up in 35 million wafers.
The competition - the X86 alliance - amounts to 1.6 million wafers, so there is a clear distinction between the players. You could argue that ARM has incredible number of customers and ranges across the industries. The mix of wafers that ARM customers are using is extremely wide but some of the leading-edge node adopters get all the spotlight.
Apple uses ARM architecture for its phones and A series processors and it is already producing millions of 7nm devices. Huawei - an ARM Cortex customer, is using 7nm and will get to volume sales rather fast with its Kirin 980 processor. Qualcomm 7nm is just around the corner, and they all use ARM. Nvidia uses ARM for some of its automotive devices and ARM ends up in millions of IoT devices due to its power efficiency.
