Who are ARM’s top ten customers?. Peter writes…
The leading customer of processor technology licensor ARM Holdings plc (Cambridge, England) by revenue contribution in 2010, according to Nomura Equities Research, comes as a bit of a surprise. The financial brokerage and analysis house says it was Intel Corp (Santa Clara, CA).
That was my reaction too and it begs the question: what ARM-supplied services, licenses or royalties was Intel paying millions of dollars for in 2010? ARM’s revenue in 2010 was $631.3 million so a 7 percent contribution means that about $44 million flowed from Intel to ARM—according to Nomura.
I am scratching my head to make sense of this. Could it be some hard disk drive controller that Intel makes by the bucket-load includes an ARM core? Or is there some ARM core that has made its way into some dusty, otherwise-forgotten corner of an Intel memory controller or image processing block that has ended up in an Intel microprocessor?