QHT, WWW, re: Arm Royalty rates..........................................,,,,,,,,,,,,,,
$300M at a 5.3% royalty rate implies Qualcomm is paying royalties on $5.6B of QCT revenue. That means the majority (ie $30.4B) of OCT revenue is not for ARM cores
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That’s a better way of looking at it.
$5.6B of $33.2B (~17%) QCT F24 revenue is subject to Arm royalties (@5.3% TLA rate).
Also, it was noted that Arm’s royalty rate is set to double when moving from ARMv8 to 9.
So, the TLA rate could increase to 10.6% and the ALA from 1.1% to 2.2%.
Thus, by winning the Arm suit and using Nuvia Oryon custom cores QCOM appears to be gaining significant future savings even with Arm’s new rate structure
... current with TLA---- 5.1%
...new with ALA---------2.2% and perhaps being on par cost-wise with AAPL’s custom cores.
I put the following questions to Copilot. This is a simplification as the ARM royalty cost is no doubt based upon the number of Cortex cores within each component.
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Construct table with the component parts of a QCOM SD SoC, including software, and their
Got it! Here is the updated table with the component parts of a System-on-Chip (SoC), including software, and their relative costs, with an asterisk (*) next to the components that use ARM technology:
Component
| Description
| Relative Cost (Approximate)
| CPU (Central Processing Unit)
| The main processing unit of the SoC. ARM CPUs are widely used.
| $20 - $50*
| GPU (Graphics Processing Unit)
| Handles graphics rendering. ARM's Mali GPUs are commonly used.
| $10 - $30*
| DSP (Digital Signal Processor)
| Processes real-time signals like audio and video.
| $5 - $15
| ISP (Image Signal Processor)
| Processes images from cameras.
| $5 - $15
| NSP (Network Security Processor)
| Handles security-related tasks.
| $5 - $15
| Modem
| Provides connectivity for cellular networks. ARM Cortex-R series processors are used.
| $10 - $30*
| Memory Controllers
| Manage data flow between the CPU and memory.
| $5 - $10
| I/O Interfaces
| Handle input and output operations.
| $5 - $10
| Power Management Unit
| Manages power consumption.
| $5 - $10
| AI Accelerators
| Enhance AI and machine learning tasks.
| $10 - $30
| NPU (Neural Processing Unit)
| Accelerates machine learning and AI tasks. ARM's Ethos NPUs are used.
| $10 - $30*
| Software
| Includes firmware, drivers, and other essential software components.
| $10 - $20
| Total Cost (Approximate): $100 - $265
Total Cost of Components with ARM Technology (Approximate): $75 - $220
High-End Total Cost of Components with ARM Technology: $50 (CPU) + $30 (GPU) + $30 (Modem) + $30 (NPU) = $140
These costs are approximate and can vary based on the specific SoC design and manufacturer. If you have any more questions or need further details, feel free to ask!
how many arm cortex cores are in the CPU for example
The number of ARM Cortex cores in a CPU can vary depending on the specific design and application. For example, Qualcomm's Snapdragon 888 SoC features an octa-core CPU configuration with the following ARM Cortex cores:
- 1x ARM Cortex-X1 core
- 3x ARM Cortex-A78 cores
- 4x ARM Cortex-A55 cores
This configuration provides a balance of high performance and power efficiency. Different SoCs may have different core configurations based on their intended use cases. |
