1 / 8

VC & CVC Stream: The Missing Piece

VC & CVC Stream: The Missing Piece. Michael Dimelow VP Business Development, ARM. ARM Introduction. Global leader in the development of semiconductor IP - R&D outsourcing Innovative business model yields high margins - license, royalties, technology reuse Long-term, secular growth markets.

morrison
Télécharger la présentation

VC & CVC Stream: The Missing Piece

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. VC & CVC Stream: The Missing Piece Michael DimelowVP Business Development, ARM

  2. ARM Introduction • Global leader in the development of semiconductor IP - R&D outsourcing • Innovative business model yields high margins - license, royalties, technology reuse • Long-term, secular growth markets Approximately 1000 licensesGrowing by ~100 every year Over 330 potential royalty payers 8.7bn ARM-based chips in ‘12~25% CAGR over last 5 years

  3. How many ARM’s Do You Have? Volume Opportunity $1-2 $3-6 $10-15 >$25 Average Selling Price of a Semiconductor Chip

  4. Strategic Investor: Semi & Software • Investment Goals: • Direct involvement in ecosystem • Window to technology • Long-term group revenue • Financial return • Investment strategies: • Actively expand ARM ecosystem • Seed markets with ARM Technology • Explore new business models • Appropriate return

  5. Example – Calxeda Inc Company Overview: • Developing server chips based on ARM technology • Fabless semiconductor company ARM Ownership: • Undisclosed Strategic Rationale for Investment: • Establish presence in low power server chips Recent Events: • Significant customer traction for ultra low power compute • Closed $55 Million Funding Round Q4’2012 Engagements

  6. Working with Financials • Actively seek co-investors that: • Keep the company focused on the day job • Have a history of building businesses • Healthy debate with strategic’s for the benefit of the company • Visibility of complementary deal flow • Jointly qualify business model and technology fields • Identify portfolio collaboration opportunities • ARM is an active investor • Where an investment continues to serve a strategic purpose

  7. Thank you Contacts: michael.dimelow@arm.com or +44 77 1000 5575 adam.bastin@arm.com or +44 79 8030 2218

More Related