armArm90%Avast ecosystemolofmobiledevices1,000+armPartnee70%ne100BILLIONArm-based chips26ARM20190X2019/2/24
26 ARM201901 2019/2/24
A1.3ARMResponsibility27Lookingtowardsasustainable&connectedfuture Constant goal is to increase the power efficiency Grow and retain an exceptional team while minimizing environmentalimpact Thisisgood for customers andthe environmentARM2019012019/2/24
A1.3 ARM Responsibility ARM201901 2019/2/24 27 Looking towards a sustainable & connected future Constant goal is to increase the power efficiency Grow and retain an exceptional team while minimizing environmental impact This is good for customers and the environment
A1.4 Why ARM28ARM designs technology that would be difficultand expensive forPartnersAcompanyspends$100millioneachyearThewholeindustry spends $20billioneachyear Itis more cost effectivefor Partnersto license from ARMthantodevelopARM2019012019/2/24
A1.4 Why ARM ARM201901 2019/2/24 28 ARM designs technology that would be difficult and expensive for Partners A company spends $100 million each year The whole industry spends $20 billion each year It is more cost effective for Partners to license from ARM than to develop
Al.5BusinessMode29ExtraardinaryEcosystem ofpartnersgeating products optirmisedfor ARMTechnologyTechnology0nCollaborationSmartchipARMOEMhnologyDesigns-SemiCoFuture TechnologyNeeceMoreeridenteffectiveconaumeelectronics&enterpriseequipmentUcensefee($Royaltyper chip($)KesProducdt deliveryKnowledge andARM2019012019/2/24
A1.5 Business Model ARM201901 2019/2/24 29
A1.6ARMEcosystem30 ARM Ecosystem also ARM Connected CommunityThereare1100companieswithintheCommunity This facilitatesthe opportunities for companies to increase design-winand shorten time-to-marketThis serves as a competitive advantage and barrierfor other IPcompaniesARM2019012019/2/24
A1.6 ARM Ecosystem ARM201901 2019/2/24 30 ARM Ecosystem also ARM Connected Community There are 1100 companies within the Community This facilitates the opportunities for companies to increase design-win and shorten time-to-market This serves as a competitive advantage and barrier for other IP companies