ARM Community: ARM TechCon 2011- Investor Event - ARM Community

On Wednesday 26^th October ARM hosted an investor day in Santa Clara, California. The event, which was hosted with Goldman Sachs, coincided with ARM’s annual technology conference (TechCon). Investors and analysts attended Key Note addresses from thought-leading companies in the ARM ecosystem such as Oracle, Microsoft and Avnet. They also enjoyed an ARM-guided tour of TechCon, and were treated to five investor Q&A sessions with ARM executives and key ARM Partners.

During the three days of TechCon there were a number of important announcements, both from ARM and from ARM’s partners. This included the release of ARM’s v8 architecture, which for the first time will allow ARM-based processors to support 64-bit computing. ARMv8 expands the reach of ARM processor technology into applications where 64-bit processing is required, such as servers and high-end networking. Other announcements included the announcement by Applied Micro, a lead licensee for ARM’s v8 architecture, announcing the first ARM-based 64-bit server chips and the opening of an embedded software store with Avnet, a web-based store selling 3^rd party software for ARM-based microcontrollers.

ARM TechCon offered a wealth of examples of ARM’s latest technology in action. Exhibits included gesture recognition Mali-based TVs, Android-based phone watches, healthcare monitoring devices, and ARM’s own Rubik’s Cube solver “CubeStormer”. Perhaps one of the most interesting exhibitions was from TI. They demonstrated the full breadth and applicability of ARM’s Cortex range of processors. All the way from the use of Cortex-A9 in their OMAP™ chip running the latest smartphones and tablets, to their embedded Cortex-R Hercules™ products, aimed at safety critical applications in automotive and healthcare, to their Cortex-M Stellaris™ products aimed at a staggering number of different embedded applications.

Highlights from the investor Q&A sessions included:

• Physical IP: Simon Segars (ARM, EVP & GM for Physical IP), and Ana Hunter (Samsung, VP Foundry Technology) discussing why Samsung LSI transitioned from an internal physical IP design to ARM’s for 65nm and beyond
• Microcontrollers: Jean Anne Booth (Texas Instruments, GM Stellaris MCU) and Gary Atkinson (ARM, Segment Director, Embedded) highlighting the sheer scale of the 32-bit MCU opportunity for ARM and its partners
• Mobile Computing: Mike Muller (ARM, CTO) and Mike Rayfield (NVIDIA, GM Mobile Business Unit) discussing the future of mobile and mobile computing, and the need for efficient computer architectures, like ARM’s big.LITTLE™ implementation, to help manage the increasing performance demands of mobile computing against the tight constraints of current battery technology
• Servers: Ross Goolsby (Calxeda, CFO) and Tom Lantzsch (ARM, EVP Corporate Development) discussing the opportunity for low powered ARM-based servers and how the growth in smartphones and tablet sales is helping to drive the opportunity for server-based products

A full transcript of the sessions is available on the ARM investor relations website.

Next year’s ARM TechCon will again be held at the Santa Clara Convention Center and ARM will be hosting another event for investors and analysts. The date for the 2012 TechCon is 31st of October.

Jonathan Lawton, Business Analyst for Investor Relations, ARM. Jonathan joined the ARM team in 2010 and is, among other things, responsible for helping generate and improve the key metrics that demonstrate ARM’s progress to the investment community. Prior to working at ARM, Jonathan worked as a Business Analyst for Abcam Plc and as an Investment Analyst in the venture capital industry. Jonathan has a Ph.D from the University of Cambridge.
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