MTBS-TV: The Future Computing Ecosystem Overview, Jon Peddie Research

The Arm IPO—background and possibilities - Predictions, potentials, and pitfalls In the first part of this report, we look at the buildup to the Arm IPO. We look at where the company is on the starting blocks, pose questions about valuation, and the edge IoT and data center opportunities. The second section covers the competitive landscape, Arm product pricing models, why Arm GPU isn’t in the desktop and data center yet, and the relationship with Arm China. The third section covers the failed sale to Nvidia—and the reported new strategy for Arm growth revealed through the dispute with Qualcomm, including new licensing and royalty models and the chipset business. The report is full of insights, predictions, and some never-before-revealed aspects of Arm China and the IP industry.

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