Keynote talk given at Linaro's LITE kickoff meeting

1. Let’s build platforms,
and not potholes!
Vrajesh Bhavsar
Linaro LITE Kick-off – Jan 2016
IoT Strategy

2. ©ARM 20153

3. ©ARM 20154
Anything that could be connected,will be…
Farming
Environmental
Energy Grid
Home Automation
Identity &
Tracking
Logistics &
Shipping Building
Management Connected
Car
Social&
Local
Healthcare

4. ©ARM 20155
ARM is increasingly diversified
69%
mobile
devices
7%
home
ARM-based chip shipments - 2004
5%
embedded
19%
enterprise
40%
mobile devices
ARM licenses signed - 2004
30%
embedded
computers
10%
home
20%
enterprise
applications

5. ©ARM 20156
40%
mobile devices
ARM licenses signed - 2004
30%
embedded
computers
10%
home
20%
enterprise
applications
40%
embedded
computers
ARM licenses signed - 2014
30%
mobile
devices
10%
home
20%
enterprise
ARM is increasingly diversified
45%
mobile
devices
34%
embedded
computers
5%
home
ARM-based chip shipments - 2014
16%
enterprise

6. ©ARM 20157
2010 2015
4x
segments
5x
members
10x
engineers
Software collaboration across ecosystem

7. ©ARM 20158
Linaro embraces new segments
§ Linaro Enterprise Group (LEG)
§ Engineering the core server technologies not available onARM systems yet
§ Optimising the overall performance for the required software workloads
§ Linaro Networking Group (LNG)
§ OpenDataPlane:Full multicore, Expanding API for networking platforms
§ LNG Kernels (RT & NonRT)
§ Linaro Home Group (LHG)
§ Working collaboratively on Linux software platforms delivering media via optimized and
secure video frameworks
§ Linaro Mobile Group (LMG)
§ Collaborate with members to consolidate and optimize open source software, enabling
industry leadingARM based Mobile products

8. ©ARM 20159
1.1bn
Other
Source: Gartner, 2015
0.6bn
Industrial
1.8bn
Smart City
1.6bn
Smart
Home
Preparing for the explosive growth of IoT
60%
CAGR
40%
CAGR
20%
CAGR
50%
CAGR
Expected number of IoT devices shipped in 2020
New ecosystems. New business models. New opportunities forARM.

9. ©ARM 201510
Broad Market Penetration
smartphone
>95%
market
share
tablet
>85%
market
share
>25%
market
share
microcontrollers
>60%
market
share
wireless
connectivity
consumer
electronics
wearables
>90%
market
share
storage
>90%
market
share
>95%
market
share
>55%
market
share
automotive
infotainment

10. ©ARM 201511
Software is eating the world
MarcAndreessen,a16z

11. ©ARM 201512
Technology Shift
§ Ongoing shift towards mobile + cloud
§ Addressing connectivity,security, privacy, data explosion & much more…
§ Add IoT + Embedded to that!
§ Impacts strategy,time to market & business models
§ Business models have gravitated towards platform stickiness &
maintaining user engagement
§ Teams tend to be lean, focus on developing only their value prop
§ Leverage the open source community as much as possible
§ Rely a lot on partners & ecosystem/service providers to pick up the load

12. ©ARM 201513
Current Software Landscape
§ Software is increasingly becoming free for basic use
§ Free/open platforms are winning market share
§ Cloud & mobile developers are looking for same ease of use on every
platform
§ For these developers,it is very important to have the ability to see
under the hood & make sure things are how they need
§ Accustomed to staying “vendor free”,but look to getting help/services
as needed

13. ©ARM 201514
Open Source trends – key facts from 2015
§ 78% of companies run major operations on open source
§ Only 3% don’t use OSS at all
§ Open source usage is 2x compared to 2010
§ >66% consider OSS options before proprietary
§ Great recruiting tool for >50% companies
§ >$1B invested byVCs in open source startups
§ Open source services businesses continue to grow
§ Improved margins, competitive edge,TTM
§ Google,Apple,Nvidia, Qualcomm, etc. – you name it!

14. ©ARM 201515
IoT will not be built by embedded developers
VC investment and expected investment,Pitchbook.comand ARM estimates,2015
8m
web
9m
mobile
600k
embedded
$1.5bn
IoT startup
investment in 2015

15. ©ARM 201516
Imagine a world where…
§ From the wide choice ofARM-based devices,you chose the perfect one
for you
§ Price, performance, power, form, quality,etc.
§ And what software you ran on it was up to you…
§ Android, BSD, CentOS, ChromeOS, RHEL,SUSE, Tizen,Symbian, Ubuntu, Windows,
Yocto/OE, etc …or something we haven’t even thought of yet
§ But once you made that choice,it should all just work!
§ For you, your developers,3rd party developers & eventually - Enhanced
experiences for the end consumers

16. ©ARM 201517
Hardware platforms – the new gold rush

17. ©ARM 201518
Long tail of new platforms

18. ©ARM 201519
Building great platforms…
§ (Hardware + software) platforms are the drivers of success
§ Open source & standards are building blocks to get there
§ We believe greatly in Linaro and continue to fully support it
§ Let’s work on short term outputs & long term vision for the LITE group
§ Significant benefits to the ARM Partnership

19. ©ARM 201520
Thank you!