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Download Michael Dimelow, VP Business Development, ARM
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VC & CVC Stream: The Missing Piece Michael Dimelow VP Business Development, ARM ARM Introduction • Global leader in the development of semiconductor IP - R&D outsourcing • Innovative business model yields high margins - license, royalties, technology reuse • Long-term, secular growth markets Approximately 1000 licenses Growing by ~100 every year Over 330 potential royalty payers 8.7bn ARM-based chips in ‘12 ~25% CAGR over last 5 years Volume How many ARM’s Do You Have? Opportunity $1-2 $3-6 $10-15 Average Selling Price of a Semiconductor Chip >$25 Strategic Investor: Semi & Software Investment Goals: 1. 2. 3. 4. Direct involvement in ecosystem Window to technology Long-term group revenue Financial return Investment strategies: 1. 2. 3. 4. Actively expand ARM ecosystem Seed markets with ARM Technology Explore new business models Appropriate return Example – Calxeda Inc Company Overview: • Developing server chips based on ARM technology • Fabless semiconductor company ARM Ownership: • Undisclosed Strategic Rationale for Investment: • Establish presence in low power server chips Recent Events: • Significant customer traction for ultra low power compute • Closed $55 Million Funding Round Q4’2012 Engagements Working with Financials • Actively seek co-investors that: – Keep the company focused on the day job – Have a history of building businesses – Healthy debate with strategic’s for the benefit of the company • Visibility of complementary deal flow – Jointly qualify business model and technology fields – Identify portfolio collaboration opportunities • ARM is an active investor – Where an investment continues to serve a strategic purpose Thank you Contacts: [email protected] or +44 77 1000 5575 [email protected] or +44 79 8030 2218
