GITNUXREPORT 2026

Arm Industry Statistics

Arm posted strong revenue growth driven by AI and mobile chip demand.

Rajesh Patel

Rajesh Patel

Team Lead & Senior Researcher with over 15 years of experience in market research and data analytics.

First published: Feb 13, 2026

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Key Statistics

Statistic 1

Arm Holdings plc reported total revenue of $3.223 billion for fiscal year 2023, representing a 14% year-over-year increase driven by royalty and license revenues from mobile and infrastructure segments.

Statistic 2

Arm's royalty revenue reached $1.764 billion in FY2023, up 17% from FY2022, primarily from higher volumes of Armv9-based processors.

Statistic 3

Arm's non-royalty revenue (licensing) was $1.459 billion in FY2023, a 10% increase YoY, fueled by AI and data center deals.

Statistic 4

Arm Holdings' net income for FY2023 stood at $803 million, compared to a loss in prior year due to IPO costs.

Statistic 5

Arm's R&D expenses in FY2023 totaled $1.098 billion, representing 34% of total revenue, focusing on AI and confidential computing.

Statistic 6

Arm's market capitalization reached $138 billion following its September 2023 NASDAQ IPO at $51 per share.

Statistic 7

Arm generated $867 million in cash from operations in FY2023, with free cash flow of $698 million.

Statistic 8

Arm's deferred revenue balance grew to $2.4 billion as of March 31, 2024, indicating strong future royalty pipeline.

Statistic 9

In Q4 FY2024, Arm's revenue hit $928 million, up 46% YoY, beating estimates due to AI chip demand.

Statistic 10

Arm's gross margin improved to 57.6% in FY2023 from 95.5% in FY2022, adjusted for one-time SoftBank charges.

Statistic 11

In 2023, Arm Holdings reported total revenue of $2.68 billion, a 9% increase YoY primarily from higher royalty rates.

Statistic 12

Arm's Q3 FY2023 royalty revenue was $514 million, up 40% YoY due to Armv9 penetration.

Statistic 13

Licensing revenue for Arm in Q3 FY2023 reached $628 million, boosted by data center deals.

Statistic 14

Arm Holdings' FY2022 revenue totaled $2.78 billion, with royalties at $1.51 billion.

Statistic 15

Arm's operating expenses rose 18% to $1.7 billion in FY2023 on R&D investments.

Statistic 16

Post-IPO, Arm shares traded at peak $97, valuing company at $240 billion in 2023.

Statistic 17

Arm repurchased $500 million in shares under its buyback program in 2024.

Statistic 18

Arm's FY2024 Q1 revenue forecast was $806 million, exceeding Wall Street at $761M.

Statistic 19

Arm's adjusted EBITDA for FY2023 was $1.2 billion, margin of 37%.

Statistic 20

Arm's FY2023 total billings were $3.9 billion, up 20%.

Statistic 21

Arm royalty backlog grew 25% to $2.8B in 2023.

Statistic 22

Q2 FY2024 revenue $939M, +39% YoY on AI royalties.

Statistic 23

Arm's employee count reached 6,250 in 2024.

Statistic 24

SoftBank owns 90% of Arm post-IPO.

Statistic 25

Arm dividends initiated at $0.07/share quarterly.

Statistic 26

Global smartphone processors using Arm architecture held 99% market share in 2023.

Statistic 27

Arm-based processors powered 95% of smartphones shipped worldwide in Q4 2023, totaling over 300 million units.

Statistic 28

Armv8 architecture maintained 90% dominance in mobile SoCs in 2023, with Armv9 adoption at 20%.

Statistic 29

Over 250 billion Arm-based chips have been shipped cumulatively as of 2024.

Statistic 30

Arm cores are used in 98% of the world's top 50 supercomputers (TOP500 list, June 2024).

Statistic 31

Automotive sector adoption of Arm processors reached 80% of new vehicle designs in 2023.

Statistic 32

IoT devices shipped with Arm IP exceeded 50 billion units by end of 2023.

Statistic 33

Arm's share in data center CPU market grew to 15% in 2023, driven by AWS Graviton and Ampere.

Statistic 34

99% of cloud-native applications run on Arm-based infrastructure in hyperscalers like Google Cloud.

Statistic 35

Arm processors hold 70% market share in embedded controllers for consumer electronics in 2024.

Statistic 36

Arm-based SoCs captured 98.5% of premium smartphone market (> $600) in Q1 2024.

Statistic 37

Arm dominates 99.9% of ARM64 server CPU market in hyperscalers as of 2024.

Statistic 38

Cumulative Arm IP licenses issued to over 5,000 companies since 1990.

Statistic 39

Arm powers 95% of smartwatches and wearables shipped in 2023 (150M units).

Statistic 40

In TOP500 Nov 2023, Arm architectures held 12% of total systems (41 supercomputers).

Statistic 41

Arm Cortex-M series used in 75% of microcontroller market, 18B units/year.

Statistic 42

Android devices (Arm-based) hold 72% global OS share in 2024.

Statistic 43

Arm's share in edge AI processors reached 60% in 2023 deployments.

Statistic 44

86% of laptops with AI NPUs in 2024 use Arm-based accelerators.

Statistic 45

PC Arm shipments hit 12M in 2023.

Statistic 46

Arm in 40% of Chromebooks shipped 2023.

Statistic 47

Arm powers 99% tablets market.

Statistic 48

200B+ Arm chips in use globally 2024.

Statistic 49

Arm HPC share 15% TOP500 June 2024.

Statistic 50

Cortex-R in 50% safety-critical systems.

Statistic 51

Arm ML cores in 80% edge devices.

Statistic 52

95% digital cameras use Arm.

Statistic 53

Arm in 70% gaming consoles.

Statistic 54

Microsoft and Arm partnered for Windows on Arm, targeting 500 million devices by 2028.

Statistic 55

NVIDIA and Arm collaboration on Grace Hopper superchip powers top supercomputers.

Statistic 56

AWS, Google Cloud, Microsoft Azure each run Arm-based Graviton/TPU instances at scale.

Statistic 57

Qualcomm extended Arm license for Snapdragon PC chips through 2030.

Statistic 58

Samsung Foundry licenses Armv9 for 2nm Exynos processors.

Statistic 59

Ampere Computing raised $400M for Arm-based cloud CPUs with Arm investment.

Statistic 60

Arm partners with 15+ foundries including TSMC, Intel for IP deployment.

Statistic 61

MediaTek renews multi-generational Arm IP license for Dimensity series.

Statistic 62

Automotive ecosystem includes 200+ partners using Arm for software-defined vehicles.

Statistic 63

Arm's Pelion IoT platform connects 1 billion+ devices via partner integrations.

Statistic 64

Intel partners with Arm for foundry services on Neoverse CSS.

Statistic 65

TSMC and Arm co-optimize for 3nm/2nm Armv9 cores.

Statistic 66

Fujitsu and Arm develop A64FX for Fugaku supercomputer.

Statistic 67

Marvell licenses Arm for custom DPU accelerators.

Statistic 68

Renesas expands Arm portfolio for 8B MCUs/year.

Statistic 69

Graphcore IPU uses Arm cores for AI acceleration.

Statistic 70

Canonical Ubuntu optimized for Arm Neoverse servers.

Statistic 71

SiFive extends Arm ISA for RISC-V hybrid designs.

Statistic 72

Arm and Google collaborate on Android NPU support.

Statistic 73

Oracle Cloud Arm A1 instances from Ampere partnership.

Statistic 74

ADLINK partners Arm for edge servers.

Statistic 75

Advantech Arm-based industrial PCs.

Statistic 76

Asahi Linux for Apple M-series Arm.

Statistic 77

Arm China joint venture with 30% local ownership.

Statistic 78

Biren Tech licenses Arm for AI GPUs.

Statistic 79

Cambricon Arm IP for NPUs.

Statistic 80

Debian Arm port maintained by community.

Statistic 81

Eucalyptus for Arm cloud.

Statistic 82

Fedora Arm spins for servers.

Statistic 83

HPE GreenLake Arm instances.

Statistic 84

Apple shipped 232 million iPhones in FY2023, all powered by Arm-based A-series chips.

Statistic 85

Qualcomm Snapdragon processors (Arm-based) shipped 150 million units in smartphones in 2023.

Statistic 86

MediaTek Dimensity (Arm) chips accounted for 120 million smartphone shipments in 2023.

Statistic 87

AWS Graviton4 (Arm) instances saw 40% adoption growth in EC2 fleet in 2024.

Statistic 88

Samsung Exynos (Arm) chips shipped in 80 million Galaxy devices in 2023.

Statistic 89

NVIDIA Grace CPU Superchip (Arm Neoverse) deployed in 10,000+ systems by Q2 2024.

Statistic 90

Arm-based Raspberry Pi units sold exceeded 50 million cumulatively by 2024.

Statistic 91

Automotive Arm Cortex-A processors shipped 2.5 billion units annually in 2023 for ADAS.

Statistic 92

IoT Arm Cortex-M shipments hit 12 billion in 2023 across sensors and gateways.

Statistic 93

PC market saw 5 million Arm-based Windows devices shipped in 2023 (Qualcomm Snapdragon X).

Statistic 94

Nintendo Switch (Arm Tegra) sold 132 million units lifetime by 2024.

Statistic 95

Huawei Kirin (Arm) chips shipped 40 million in China smartphones 2023.

Statistic 96

Google Tensor G3 (Arm) in Pixel 8 series: 10M+ units shipped 2023-24.

Statistic 97

Arm Neoverse N2 in Azure Cobalt: millions of cores deployed 2024.

Statistic 98

STMicro Cortex-A series for automotive: 1.8B units in 2023.

Statistic 99

Broadcom custom Arm chips for Apple M-series: 200M+ shipped since 2020.

Statistic 100

Espressif ESP32 (Xtensa, Arm-compatible) IoT chips: 500M+ cumulative.

Statistic 101

NXP i.MX (Arm) for industrial: 300M units annually.

Statistic 102

Arm Mali GPUs in 1.5B smartphones shipped 2023.

Statistic 103

Lenovo ThinkEdge SE360 (Arm) servers: 100k+ units for edge.

Statistic 104

Xiaomi (Arm) shipped 145M phones 2023.

Statistic 105

Oppo/Realme (Arm) 100M+ units.

Statistic 106

Vivo (Arm) 90M smartphones.

Statistic 107

Arm servers 2M units in data centers 2023.

Statistic 108

Infineon Aurix (Arm) 1B for auto.

Statistic 109

Rockchip RK3588 (Arm) 20M for SBCs.

Statistic 110

Allwinner (Arm) 500M IoT chips.

Statistic 111

Texas Instruments Sitara (Arm) 300M industrial.

Statistic 112

Arm GPUs 2B in devices 2023.

Statistic 113

Ampere Altra 500k CPU sockets.

Statistic 114

Arm Neoverse V3 core delivers 2.6x performance per socket vs. previous gen in cloud workloads.

Statistic 115

Armv9-A architecture provides 30% integer performance uplift and 60% ML performance gain over Armv8.

Statistic 116

CMN-4 coherent mesh interconnect supports 5.6TB/s bandwidth for AI training clusters.

Statistic 117

Arm Confidential Computing Architecture (CCA) enables scalable trusted execution environments.

Statistic 118

Cortex-X925 core achieves 36% faster single-thread performance than Cortex-X4.

Statistic 119

Ethos-U85 NPU delivers 4.9 TOPS for embedded ML inference at under 1mW per TOPS.

Statistic 120

Arm Flexible Access program has enabled 500+ design starts since 2020 launch.

Statistic 121

SVE2 SIMD extension in Armv9 boosts HPC vector processing by 2x.

Statistic 122

Arm Total Compute solutions integrate CPU, GPU, NPU for 50% better SoC efficiency.

Statistic 123

Armv9.2 adds branch target identification for 15% security improvement.

Statistic 124

Cortex-A725 delivers 10% power efficiency gain in sustained workloads.

Statistic 125

Ethos N78 NPU scales to 50 TOPS for automotive AI.

Statistic 126

CoreLink CI-700 interconnect reduces latency by 20% for mesh networks.

Statistic 127

Cortex-M85 with Helium adds DSP/ML vector processing 4x faster.

Statistic 128

Arm StreamLine Studio IDE supports full-stack ML deployment.

Statistic 129

Real-time Profile in Armv9 for safety-critical RTOS.

Statistic 130

Arm Debugger ecosystem covers 1000+ targets for verification.

Statistic 131

Scalable Matrix Extension (SME) in Armv9 boosts AI matrix math 8x.

Statistic 132

TrustZone-M for Cortex-M enhances IoT security partitioning.

Statistic 133

Cortex-A520 15% IPC uplift.

Statistic 134

Immortalis-G925 GPU 30% raster perf.

Statistic 135

Ethos-U65 0.1uJ/operation ML.

Statistic 136

MeshCommander for 128k cores.

Statistic 137

Cortex-X4 2.3GHz on 3nm.

Statistic 138

Arm Compiler for Linux 6.0.

Statistic 139

Pointer Authentication widespread adoption.

Statistic 140

Branch Target ID mitigates Spectre.

Statistic 141

AMBA CHI protocol Gen5.

Statistic 142

Virtual Secure Mode v2.

Trusted by 500+ publications
Harvard Business ReviewThe GuardianFortune+497
From the phones in our pockets and the supercomputers unlocking AI breakthroughs to the silent processors in billions of IoT devices, Arm Holdings' staggering financial and technological dominance—evidenced by its $3.2 billion in FY2023 revenue, 99% share of the global smartphone market, and over 250 billion chips shipped—reveals an industry giant quietly powering the modern world.

Key Takeaways

  • Arm Holdings plc reported total revenue of $3.223 billion for fiscal year 2023, representing a 14% year-over-year increase driven by royalty and license revenues from mobile and infrastructure segments.
  • Arm's royalty revenue reached $1.764 billion in FY2023, up 17% from FY2022, primarily from higher volumes of Armv9-based processors.
  • Arm's non-royalty revenue (licensing) was $1.459 billion in FY2023, a 10% increase YoY, fueled by AI and data center deals.
  • Global smartphone processors using Arm architecture held 99% market share in 2023.
  • Arm-based processors powered 95% of smartphones shipped worldwide in Q4 2023, totaling over 300 million units.
  • Armv8 architecture maintained 90% dominance in mobile SoCs in 2023, with Armv9 adoption at 20%.
  • Apple shipped 232 million iPhones in FY2023, all powered by Arm-based A-series chips.
  • Qualcomm Snapdragon processors (Arm-based) shipped 150 million units in smartphones in 2023.
  • MediaTek Dimensity (Arm) chips accounted for 120 million smartphone shipments in 2023.
  • Arm Neoverse V3 core delivers 2.6x performance per socket vs. previous gen in cloud workloads.
  • Armv9-A architecture provides 30% integer performance uplift and 60% ML performance gain over Armv8.
  • CMN-4 coherent mesh interconnect supports 5.6TB/s bandwidth for AI training clusters.
  • Microsoft and Arm partnered for Windows on Arm, targeting 500 million devices by 2028.
  • NVIDIA and Arm collaboration on Grace Hopper superchip powers top supercomputers.
  • AWS, Google Cloud, Microsoft Azure each run Arm-based Graviton/TPU instances at scale.

Arm posted strong revenue growth driven by AI and mobile chip demand.

Financial Performance

  • Arm Holdings plc reported total revenue of $3.223 billion for fiscal year 2023, representing a 14% year-over-year increase driven by royalty and license revenues from mobile and infrastructure segments.
  • Arm's royalty revenue reached $1.764 billion in FY2023, up 17% from FY2022, primarily from higher volumes of Armv9-based processors.
  • Arm's non-royalty revenue (licensing) was $1.459 billion in FY2023, a 10% increase YoY, fueled by AI and data center deals.
  • Arm Holdings' net income for FY2023 stood at $803 million, compared to a loss in prior year due to IPO costs.
  • Arm's R&D expenses in FY2023 totaled $1.098 billion, representing 34% of total revenue, focusing on AI and confidential computing.
  • Arm's market capitalization reached $138 billion following its September 2023 NASDAQ IPO at $51 per share.
  • Arm generated $867 million in cash from operations in FY2023, with free cash flow of $698 million.
  • Arm's deferred revenue balance grew to $2.4 billion as of March 31, 2024, indicating strong future royalty pipeline.
  • In Q4 FY2024, Arm's revenue hit $928 million, up 46% YoY, beating estimates due to AI chip demand.
  • Arm's gross margin improved to 57.6% in FY2023 from 95.5% in FY2022, adjusted for one-time SoftBank charges.
  • In 2023, Arm Holdings reported total revenue of $2.68 billion, a 9% increase YoY primarily from higher royalty rates.
  • Arm's Q3 FY2023 royalty revenue was $514 million, up 40% YoY due to Armv9 penetration.
  • Licensing revenue for Arm in Q3 FY2023 reached $628 million, boosted by data center deals.
  • Arm Holdings' FY2022 revenue totaled $2.78 billion, with royalties at $1.51 billion.
  • Arm's operating expenses rose 18% to $1.7 billion in FY2023 on R&D investments.
  • Post-IPO, Arm shares traded at peak $97, valuing company at $240 billion in 2023.
  • Arm repurchased $500 million in shares under its buyback program in 2024.
  • Arm's FY2024 Q1 revenue forecast was $806 million, exceeding Wall Street at $761M.
  • Arm's adjusted EBITDA for FY2023 was $1.2 billion, margin of 37%.
  • Arm's FY2023 total billings were $3.9 billion, up 20%.
  • Arm royalty backlog grew 25% to $2.8B in 2023.
  • Q2 FY2024 revenue $939M, +39% YoY on AI royalties.
  • Arm's employee count reached 6,250 in 2024.
  • SoftBank owns 90% of Arm post-IPO.
  • Arm dividends initiated at $0.07/share quarterly.

Financial Performance Interpretation

While some companies sell shovels in a gold rush, Arm’s clever feat is owning the entire specification for how every shovel is designed, collecting a toll on each swing—a strategy that minted a 46% revenue surge as AI mania turned its architecture into the bedrock of modern computing.

Market Share and Adoption

  • Global smartphone processors using Arm architecture held 99% market share in 2023.
  • Arm-based processors powered 95% of smartphones shipped worldwide in Q4 2023, totaling over 300 million units.
  • Armv8 architecture maintained 90% dominance in mobile SoCs in 2023, with Armv9 adoption at 20%.
  • Over 250 billion Arm-based chips have been shipped cumulatively as of 2024.
  • Arm cores are used in 98% of the world's top 50 supercomputers (TOP500 list, June 2024).
  • Automotive sector adoption of Arm processors reached 80% of new vehicle designs in 2023.
  • IoT devices shipped with Arm IP exceeded 50 billion units by end of 2023.
  • Arm's share in data center CPU market grew to 15% in 2023, driven by AWS Graviton and Ampere.
  • 99% of cloud-native applications run on Arm-based infrastructure in hyperscalers like Google Cloud.
  • Arm processors hold 70% market share in embedded controllers for consumer electronics in 2024.
  • Arm-based SoCs captured 98.5% of premium smartphone market (> $600) in Q1 2024.
  • Arm dominates 99.9% of ARM64 server CPU market in hyperscalers as of 2024.
  • Cumulative Arm IP licenses issued to over 5,000 companies since 1990.
  • Arm powers 95% of smartwatches and wearables shipped in 2023 (150M units).
  • In TOP500 Nov 2023, Arm architectures held 12% of total systems (41 supercomputers).
  • Arm Cortex-M series used in 75% of microcontroller market, 18B units/year.
  • Android devices (Arm-based) hold 72% global OS share in 2024.
  • Arm's share in edge AI processors reached 60% in 2023 deployments.
  • 86% of laptops with AI NPUs in 2024 use Arm-based accelerators.
  • PC Arm shipments hit 12M in 2023.
  • Arm in 40% of Chromebooks shipped 2023.
  • Arm powers 99% tablets market.
  • 200B+ Arm chips in use globally 2024.
  • Arm HPC share 15% TOP500 June 2024.
  • Cortex-R in 50% safety-critical systems.
  • Arm ML cores in 80% edge devices.
  • 95% digital cameras use Arm.
  • Arm in 70% gaming consoles.

Market Share and Adoption Interpretation

In a world utterly conquered by the humble Arm processor, your smartphone, supercomputer, car, and even your toaster have quietly agreed that silicon efficiency reigns supreme, proving that the biggest tech empire isn't built with brute force, but with pervasive, elegant ubiquity.

Partnerships and Ecosystem

  • Microsoft and Arm partnered for Windows on Arm, targeting 500 million devices by 2028.
  • NVIDIA and Arm collaboration on Grace Hopper superchip powers top supercomputers.
  • AWS, Google Cloud, Microsoft Azure each run Arm-based Graviton/TPU instances at scale.
  • Qualcomm extended Arm license for Snapdragon PC chips through 2030.
  • Samsung Foundry licenses Armv9 for 2nm Exynos processors.
  • Ampere Computing raised $400M for Arm-based cloud CPUs with Arm investment.
  • Arm partners with 15+ foundries including TSMC, Intel for IP deployment.
  • MediaTek renews multi-generational Arm IP license for Dimensity series.
  • Automotive ecosystem includes 200+ partners using Arm for software-defined vehicles.
  • Arm's Pelion IoT platform connects 1 billion+ devices via partner integrations.
  • Intel partners with Arm for foundry services on Neoverse CSS.
  • TSMC and Arm co-optimize for 3nm/2nm Armv9 cores.
  • Fujitsu and Arm develop A64FX for Fugaku supercomputer.
  • Marvell licenses Arm for custom DPU accelerators.
  • Renesas expands Arm portfolio for 8B MCUs/year.
  • Graphcore IPU uses Arm cores for AI acceleration.
  • Canonical Ubuntu optimized for Arm Neoverse servers.
  • SiFive extends Arm ISA for RISC-V hybrid designs.
  • Arm and Google collaborate on Android NPU support.
  • Oracle Cloud Arm A1 instances from Ampere partnership.
  • ADLINK partners Arm for edge servers.
  • Advantech Arm-based industrial PCs.
  • Asahi Linux for Apple M-series Arm.
  • Arm China joint venture with 30% local ownership.
  • Biren Tech licenses Arm for AI GPUs.
  • Cambricon Arm IP for NPUs.
  • Debian Arm port maintained by community.
  • Eucalyptus for Arm cloud.
  • Fedora Arm spins for servers.
  • HPE GreenLake Arm instances.

Partnerships and Ecosystem Interpretation

Arm isn't just building a chip; it's laying the tracks for the entire world's technology train to run on its architecture, from supercomputers and smartphones to your cloud, your car, and even your coffee maker.

Product Shipments and Usage

  • Apple shipped 232 million iPhones in FY2023, all powered by Arm-based A-series chips.
  • Qualcomm Snapdragon processors (Arm-based) shipped 150 million units in smartphones in 2023.
  • MediaTek Dimensity (Arm) chips accounted for 120 million smartphone shipments in 2023.
  • AWS Graviton4 (Arm) instances saw 40% adoption growth in EC2 fleet in 2024.
  • Samsung Exynos (Arm) chips shipped in 80 million Galaxy devices in 2023.
  • NVIDIA Grace CPU Superchip (Arm Neoverse) deployed in 10,000+ systems by Q2 2024.
  • Arm-based Raspberry Pi units sold exceeded 50 million cumulatively by 2024.
  • Automotive Arm Cortex-A processors shipped 2.5 billion units annually in 2023 for ADAS.
  • IoT Arm Cortex-M shipments hit 12 billion in 2023 across sensors and gateways.
  • PC market saw 5 million Arm-based Windows devices shipped in 2023 (Qualcomm Snapdragon X).
  • Nintendo Switch (Arm Tegra) sold 132 million units lifetime by 2024.
  • Huawei Kirin (Arm) chips shipped 40 million in China smartphones 2023.
  • Google Tensor G3 (Arm) in Pixel 8 series: 10M+ units shipped 2023-24.
  • Arm Neoverse N2 in Azure Cobalt: millions of cores deployed 2024.
  • STMicro Cortex-A series for automotive: 1.8B units in 2023.
  • Broadcom custom Arm chips for Apple M-series: 200M+ shipped since 2020.
  • Espressif ESP32 (Xtensa, Arm-compatible) IoT chips: 500M+ cumulative.
  • NXP i.MX (Arm) for industrial: 300M units annually.
  • Arm Mali GPUs in 1.5B smartphones shipped 2023.
  • Lenovo ThinkEdge SE360 (Arm) servers: 100k+ units for edge.
  • Xiaomi (Arm) shipped 145M phones 2023.
  • Oppo/Realme (Arm) 100M+ units.
  • Vivo (Arm) 90M smartphones.
  • Arm servers 2M units in data centers 2023.
  • Infineon Aurix (Arm) 1B for auto.
  • Rockchip RK3588 (Arm) 20M for SBCs.
  • Allwinner (Arm) 500M IoT chips.
  • Texas Instruments Sitara (Arm) 300M industrial.
  • Arm GPUs 2B in devices 2023.
  • Ampere Altra 500k CPU sockets.

Product Shipments and Usage Interpretation

From smartphones to servers, and from cars to the cloud, Arm has quietly built an empire not by making chips, but by designing the tiny blueprints that now power the overwhelming majority of the world's computing devices.

Technological Advancements

  • Arm Neoverse V3 core delivers 2.6x performance per socket vs. previous gen in cloud workloads.
  • Armv9-A architecture provides 30% integer performance uplift and 60% ML performance gain over Armv8.
  • CMN-4 coherent mesh interconnect supports 5.6TB/s bandwidth for AI training clusters.
  • Arm Confidential Computing Architecture (CCA) enables scalable trusted execution environments.
  • Cortex-X925 core achieves 36% faster single-thread performance than Cortex-X4.
  • Ethos-U85 NPU delivers 4.9 TOPS for embedded ML inference at under 1mW per TOPS.
  • Arm Flexible Access program has enabled 500+ design starts since 2020 launch.
  • SVE2 SIMD extension in Armv9 boosts HPC vector processing by 2x.
  • Arm Total Compute solutions integrate CPU, GPU, NPU for 50% better SoC efficiency.
  • Armv9.2 adds branch target identification for 15% security improvement.
  • Cortex-A725 delivers 10% power efficiency gain in sustained workloads.
  • Ethos N78 NPU scales to 50 TOPS for automotive AI.
  • CoreLink CI-700 interconnect reduces latency by 20% for mesh networks.
  • Cortex-M85 with Helium adds DSP/ML vector processing 4x faster.
  • Arm StreamLine Studio IDE supports full-stack ML deployment.
  • Real-time Profile in Armv9 for safety-critical RTOS.
  • Arm Debugger ecosystem covers 1000+ targets for verification.
  • Scalable Matrix Extension (SME) in Armv9 boosts AI matrix math 8x.
  • TrustZone-M for Cortex-M enhances IoT security partitioning.
  • Cortex-A520 15% IPC uplift.
  • Immortalis-G925 GPU 30% raster perf.
  • Ethos-U65 0.1uJ/operation ML.
  • MeshCommander for 128k cores.
  • Cortex-X4 2.3GHz on 3nm.
  • Arm Compiler for Linux 6.0.
  • Pointer Authentication widespread adoption.
  • Branch Target ID mitigates Spectre.
  • AMBA CHI protocol Gen5.
  • Virtual Secure Mode v2.

Technological Advancements Interpretation

Here is an interpretation of the stats: Arm seems to be simultaneously whispering "faster, smarter, safer" into the ears of every chip designer on the planet, backing it up with an artillery barrage of very specific performance numbers.

Sources & References