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VC & CVC Stream: The Missing Piece Michael Dimelow VP Business Development, ARM.

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Presentation on theme: "VC & CVC Stream: The Missing Piece Michael Dimelow VP Business Development, ARM."— Presentation transcript:

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2 VC & CVC Stream: The Missing Piece Michael Dimelow VP Business Development, ARM

3 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

4 How many ARM’s Do You Have? Average Selling Price of a Semiconductor Chip Opportunity >$25$10-15$3-6$1-2 Volume

5 Strategic Investor: Semi & Software Investment Goals: 1.Direct involvement in ecosystem 2.Window to technology 3.Long-term group revenue 4.Financial return Investment strategies: 1.Actively expand ARM ecosystem 2.Seed markets with ARM Technology 3.Explore new business models 4.Appropriate return

6 Example – Calxeda Inc Engagements 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

7 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

8 Contacts: or or Thank you


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