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SoftBank-Backed Arm Plans Major Price Hike: Apple, Qualcomm Supplier Explores Chip Development

SoftBank-Backed Arm Plans Major Price Hike: Apple, Qualcomm Supplier Explores Chip Development

軟銀支持的Arm計劃大幅漲價:蘋果、 高通供應商探索芯片開發
Benzinga ·  01/14 05:27

British chip design firm Arm Holdings (NYSE:ARM) is developing plans to increase prices by up to 300% and has discussed manufacturing its own chips, marking a significant shift in strategy that could reshape its relationship with major customers like Apple Inc. (NASDAQ:AAPL) and Qualcomm Inc. (NASDAQ:QCOM).

英國芯片設計公司Arm Holdings(紐交所:ARM)正在制定計劃,將價格提高最多300%,並討論製造自己的芯片,這標誌着一種重大策略轉變,可能會重新塑造與蘋果公司(納斯達克:AAPL)和高通公司(納斯達克:QCOM)等主要客戶的關係。

What Happened: The SoftBank-controlled company aims to boost annual smartphone revenue by approximately $1 billion over a decade through its "Picasso" initiative, according to court documents revealed during a recent trial with Qualcomm, Reuters reported. The strategy, dating back to 2019, centers on increasing royalty rates for its latest Armv9 computing architecture.

發生了什麼:根據最近與高通的審判中披露的法庭文件,這家軟銀控股的公司計劃在十年內通過其"Picasso"計劃將手機年度營業收入提高約10億美元。該策略追溯至2019年,集中在提高其最新Armv9計算架構的授權費率。

Arm CEO Rene Haas has explored expanding beyond the company's traditional role of selling chip-design blueprints to potentially producing complete chips or chipsets. This move could position Arm as a direct competitor to its current customers, particularly as the company seeks growth beyond its relatively modest $3.23 billion revenue in fiscal 2024.

Arm首席執行官Rene Haas探索了超越公司傳統角色的可能性,即從銷售芯片設計藍圖擴展到可能生產完整的芯片或芯片組。此舉可能使Arm成爲其當前客戶的直接競爭對手,特別是在公司尋求超越其相對溫和的2024財政年度32.3億美元營業收入的情況下。

Internal communications revealed during the trial showed Haas's confidence in competing against customers if Arm entered chip production. "Rest are hosed," Haas wrote in a December 2021 message regarding potential competition with companies like Qualcomm.

在審判中披露的內部通訊顯示,Haas對如果Arm進入芯片生產而與客戶競爭的信心。Haas在2021年12月的一條信息中寫道:"其餘的都完了,"提到與像高通這樣的公司的潛在競爭。

Why It Matters: The strategy shift comes as Arm explores acquiring Ampere Computing LLC, an Oracle Corp.-backed chip designer which was valued at $8 billion in 2021. This potential acquisition could accelerate Arm's evolution from a technology licensor to a complete chipmaker, particularly in the server market.

重要性:策略轉變之際,Arm正探索收購得到甲骨文公司支持的芯片設計公司Ampere Computing LLC,該公司在2021年的估值爲80億美元。這一潛在收購可能加速Arm從技術許可方演變爲完整的芯片製造商,特別是在服務器市場。

Industry analysts express concern about the implications. "It should send a chill down the spine of their customers," said Tantra Analyst founder Prakash Sangam, noting the unexpected nature of Arm's chip-making aspirations.

行業分析師對其影響表示擔憂。"這應該讓他們的客戶感到寒意,"Tantra分析師創始人Prakash Sangam表示,並指出Arm的芯片製造願望的意外性。

Price Action: Arm Holdings PLC's ADR closed at $137.07 on Tuesday, down 2.43% for the day. In after-hours trading, the stock gained 1.26%. Over the past year, the stock has surged by an impressive 100.16%, according to data from Benzinga Pro.

價格變動:Arm Holdings PLC的ADR週二收於137.07美元,當天下跌2.43%。在盤後交易中,股價上漲1.26%。根據Benzinga Pro的數據,過去一年股價上漲了令人印象深刻的100.16%。

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