The quarterly report of the British ARM holding all been waiting for the discussion deals with SoftBank, but the first CEO of the company immediately upset the public statement on the ban on the discussion of this issue, as well as ARM plans and forecasts for the future in general.
The smartphone market in the first quarter shrank by 10%, manufacturers of components had to be adjusted accordingly stocks. In this correction ARM business affected with a delay, in the second quarter. CPUs for smartphones in the second quarter were sold at 10% less than in the first.
However, in the second quarter of ARM partners produced about 250 million. Processors with architecture ARMv8-A, of which about 110 million. Processors have eight cores. This corresponds to a share of 44%, but its use in smartphones found only a fraction of these processors. In this segment, the share of processors with eight cores reached only 30%, but it is a significant progress compared to the first quarter of this year (25%). A year ago, eight-core processors accounted for only 5% of the range of components for smartphones.
Approximately 65% of all sold in the reporting period smartphones equipped with processors with ARMv8-A architecture. This is the same as in the first quarter, but a year ago, the share of this architecture does not exceed 30%.
processor ARM Cortex-A73 and the graphics system Mali-G71 presented in the last quarter optimized for virtual and augmented reality in mobile devices. Already accumulated ten customers who are ready to use them in their products.
According to the deal with the head of SoftBank sparingly ARM said that the relations with customers, it will have no effect. In the negotiations it took a long time, and ARM made a deal, just making sure that the interests of customers will be taken into account.