SoftBank’s Arm is seeking the largest Nasdaq IPO in almost two years, targeting a valuation of $60-70bn despite flat revenue and declining net profit.
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Specialist
Former Director at Arm
Agenda
- Arm China’s market strategies, relationship with Arm, plus positioning
- Arm’s cooperation models with leading Chinese semiconductor design companies, IP authorisation models, leading clients’ profile
- Arm’s technological application and development trends in auto and server sectors
- Chinese Arm server chip start-ups’ opportunities
Questions
1.
Could you first analyse Arm China’s market strategies? The company has over 300 clients in China. What is the leading clients’ profile?
2.
Of Arm’s IPs available in China, some are developed by Arm and other IPs are developed by Arm China. The Zhouyi and Star series are developed by Arm China. Could you talk about the main characteristics of them and their client types?
3.
Are some of Arm’s technologies confidential to Arm China? Is it true that core technologies are in the hands of Arm?
4.
Attention has been paid to whether Arm will stop providing domestic companies with offerings one day in the future. What is your opinion?
5.
Could you analyse how independent Arm China is under Arm? What are the main management disputes between Arm and Arm China?
6.
In the auto sector, Arm China is in cooperation with Horizon Robotics, SemiDrive and SiEngine. SiEngine is jointly established by Geely and Arm China. What are the characteristics of Arm’s strategic planning and business models in the field of high-end in-vehicle chips such as autonomous driving and smart cockpit chips, as well as MCUs?
7.
Arm China is in cooperation with SiEngine and Horizon Robotics in the in-vehicle chip field. What are some of its other in-depth cooperations or investments?
8.
SiEngine is jointly invested and established by Geely and Arm China, and it is in cooperation with Black Sesame, SemiDrive and other companies. Can SiEngine develop some core competitive advantages based on such cooperation?
9.
The server sector is also a focus of the Arm architecture market. Could you analyse the application of Arm architecture processors in the server sector and their market growth trends?
10.
Closely-watched domestic start-ups such as Ysemi, HJ Micro and Quillion are also developing Arm CPUs for servers. Could you analyse their market opportunities compared with large technology companies and internet companies?
11.
Do these start-ups develop their servers based on public Arm IPs?
12.
Is it likely that some companies will develop products which can replace Arm products? Which companies may have the potential?
13.
What are the main considerations and strategies of leading cloud service providers such as Amazon, Huawei, Alibaba and Google in producing Arm-based server chips? Will they become third-party suppliers of the chips to other cloud service providers?
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