this post was submitted on 30 Nov 2023
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ARM was originally a joint venture of british Acorn Computers, Apple, and VLSI. There will be no ARM without investment from Apple back then. Their history goes all the way back and Apple used their ARM processor in the Newton back in 1997.
It it is still incredibly good deal for ARM to get all the fees for selling instruction sets. Apple still needs to design their processors themselves and pay for manufacturing.
This may change in the future when RISC-V may or may not take over. But it seems ARM will be ok for next 18 years with Apple contract.
Apple makes less than 5% of their revenue, how is it an incredible deal for them? And how are they going to be ok for the next 18 years if Apple makes such a small percentage of their revenue?
ARM is mostly attorneys and engineers. They don’t produce chips, they don’t need expensive end user support, they don’t have the same types of expenditures most companies have to deal with. They are exclusively B2B sales.
They are very happy with apple because apple showcases what ARM IS can do and in turn generates lots of hype. Do you think all those comparisons between the A series chips and Qualcomm every generation are for nothing? Or apple silicon standing up against Intel desktop?