Arm 與高通：解析一場關鍵的產業爭端

本報告研究了 Arm 訴 Qualcomm 訴訟及其影響，總結了爭議的許可和技術問題、其對行業的意義、收入風險、市場定位、合作夥伴關係的影響以及對主要利益相關者的戰略建議。

實際好處：

• Arm 需要改革其許可模式，以平衡客製化架構開發和標準核心許可，保護智慧財產權 (IP) 並防止未來發生糾紛。
• 軟體公司需要投資與架構無關的解決方案，以解決不同 Arm 實現之間日益增長的複雜性。
• 設備製造商必須建立支援多種處理器架構的靈活產品路線圖。尤其是考慮到 Arm 預測的個人電腦、汽車和其他新興產業將會成長。

重要問題的答案：

• 引發此次爭議的基本許可和技術問題是什麼？
• Arm 與高通之爭的核心意義及其對產業的重要性是什麼？
• 這場糾紛將在短期和長期對 Arm 和高通的業務和策略影響力產生什麼影響？
• 這會對 Arm 和高通的策略夥伴關係產生什麼影響？

研究亮點：

• 全面分析 Arm 與 Qualcomm 之爭對半導體產業的影響，包括市場影響、策略轉變與生態系統演變
• 智慧型手機、個人電腦和汽車領域 CPU 出貨量的詳細市場數據和預測，重點在於 2030 年 Arm 的滲透率
• 對產業動態的策略性考慮，包括授權模式、競爭變化及其對軟體生態系統的影響
• 技術評估涵蓋架構比較、授權框架以及跨不同運算領域的平台相容性
• 業務影響評估，包括收入風險、市場定位、合作夥伴關係影響以及向主要利害關係人提出的策略建議

目錄

第 1 章：主要發現

第 2 章關鍵預測

第 3 章 Arm 與 Qualcomm：對生態系的主要影響

第四章 衝突性質分析

• 許可證背景與演變
• 鳳凰獵戶座的演化
• 技術架構分析

第 5 章建議與總結

• 策略建議
• 結論

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