Arm vs. Qualcomm : 주요 산업 분쟁 분석

Actionable Benefits:

• 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

4 ANALYZING THE NATURE OF THE DISPUTE

• 4.1 LICENSING BACKGROUND AND EVOLUTION
• 4.2 THE PHOENIXORYON TRANSITION
• 4.3 TECHNICAL ARCHITECTURE ANALYSIS

5 RECOMMENDATIONS AND TAKEAWAYS

• 5.1 STRATEGIC RECOMMENDATIONS
• 5.2 CONCLUSION