Arm 与高通：解析一场关键的产业争端

本报告研究了 Arm 诉 Qualcomm 诉讼及其影响，总结了争议的许可和技术问题、其对行业的意义、收入风险、市场定位、合作伙伴关係的影响以及对主要利益相关者的战略建议。

实际好处：

• Arm 需要改革其许可模式，以平衡客製化架构开发和标准核心许可，保护智慧财产权 (IP) 并防止未来发生纠纷。
• 软体公司需要投资与架构无关的解决方案，以解决不同 Arm 实现之间日益增长的复杂性。
• 设备製造商必须建立支援多种处理器架构的灵活产品路线图。尤其是考虑到 Arm 预测的个人电脑、汽车和其他新兴产业将会成长。

重要问题的答案：

• 引发此次争议的基本许可和技术问题是什么？
• Arm 与高通之争的核心意义及其对产业的重要性是什么？
• 这场纠纷将在短期和长期对 Arm 和高通的业务和策略影响力产生什么影响？
• 这会对 Arm 和高通的策略伙伴关係产生什么影响？

研究亮点：

• 全面分析 Arm 与 Qualcomm 之争对半导体产业的影响，包括市场影响、策略转变与生态系统演变
• 智慧型手机、个人电脑和汽车领域 CPU 出货量的详细市场数据和预测，重点在于 2030 年 Arm 的渗透率
• 对产业动态的策略性考虑，包括授权模式、竞争变化及其对软体生态系统的影响
• 技术评估涵盖架构比较、授权框架以及跨不同运算领域的平台相容性
• 业务影响评估，包括收入风险、市场定位、合作伙伴关係影响以及向主要利害关係人提出的策略建议

目录

第 1 章：主要发现

第 2 章关键预测

第 3 章 Arm 与 Qualcomm：对生态系的主要影响

第四章 衝突性质分析

• 许可证背景与演变
• 凤凰猎户座的演化
• 技术架构分析

第 5 章建议与总结

• 策略建议
• 结论

Actionable Benefits:

• Arm needs to reform its licensing model to balance custom architecture development with standard core licensing, preventing future disputes while protecting Intellectual Property (IP) rights.
• Software companies must invest in architecture-agnostic solutions to handle the growing complexity between different Arm implementations.
• Device manufacturers should create flexible product roadmaps to support multiple processor architectures, especially given Arm's projected growth in Personal Computers (PCs), automotive, and other emerging verticals.

Critical Questions Answered:

• What are the fundamental licensing and technical issues driving the dispute?
• What is the core impact of the Arm-Qualcomm dispute and why does it matter to the industry?
• How will this dispute impact Arm and Qualcomm's business and strategic influence both in the short term and in the long term?
• What are the implications for Arm and Qualcomm's strategic partners?

Research Highlights:

• Comprehensive analysis of the Arm-Qualcomm dispute's impact on the semiconductor industry, including market implications, strategic shifts, and ecosystem evolution.
• Detailed market data and forecasts for Central Processing Unit (CPU) shipments across smartphones, PCs, and automotive segments, with specific a focus on Arm penetration through 2030.
• Strategic insights on industry dynamics, including licensing models, competitive landscape changes, and software ecosystem implications.
• Technical assessment covering architectural comparisons, licensing frameworks, and platform compatibility across different computing segments.
• Business impact evaluation, including revenue risks, market positioning, partnership implications, and strategic recommendations for key stakeholders.

Who Should Read This?

• Original Equipment Manufacturer (OEM) and software makers' Chief Technology Officers (CTOs) and Chief Operations Officers (COOs).
• Product architects to understand architectural choices that will impact product roadmaps and future computing platforms.
• Strategic planning directors to plan for potential supply chain disruptions and ecosystem shifts.
• Semiconductor procurement officers to understand supply risks and strategic sourcing decisions.
• Investors who need help with predicting industry trends and market shifts.
• End users and Chief Information Officers (CIOs) who need to navigate enterprise computing choices.

TABLE OF CONTENTS

1 KEY FINDINGS

2 KEY FORECASTS

3 ARM VERSUS QUALCOMM KEY IMPLICATIONS FOR THE ECOSYSTEM

4 ANALYZING THE NATURE OF THE DISPUTE

• 4.1 LICENSING BACKGROUND AND EVOLUTION
• 4.2 THE PHOENIXORYON TRANSITION
• 4.3 TECHNICAL ARCHITECTURE ANALYSIS

5 RECOMMENDATIONS AND TAKEAWAYS

• 5.1 STRATEGIC RECOMMENDATIONS
• 5.2 CONCLUSION