Electronics IP Industry – Q2 2012

In Pence, IFRS EPS were 2.83 in Q2 2012, up 4.81% sequentially vs. 2.70 in Q1 2012, and up year-over-year 45.63% over 1.93 in Q2 2011.

In US$, IFRS EPS were $0.044 in Q2 2012, up 1.15% sequentially vs. $0.0435 in Q1 2012, and up year-over-year 44.37% over $0.03069 EPS in Q2 2011.                

The fx factors used by ARMH: 1.57 for Q2 2012, 1.61 for Q2 2011, and 1.59 for Q1 2012. 

  ARM Progress on key growth drivers in Q2 2012

• Growth in adoption of ARM® processor technology

o 23 processor licenses signed across key target markets from microcontrollers to mobile computing

o ARM’s momentum in networking continues with an ARMv8 architecture license for intelligent networking applications, and Freescale announcing its first ARM-processor based chips for network infrastructure

• Growth in shipments of chips based on ARM processor technology to 2.0 billion chips shipped into a wide range of applications, up 9% year-on-year compared with industry shipments being down 4%

   o Processor royalties grew 14% year-on-year compared with a decline in industry revenues of 7%

• Growth in outsourcing of new technology o 3 Mali™ graphics processor licenses signed in Q2, of which two were with new customers for Mali technology

   o 5 physical IP Processor Optimization Packs licensed, enhancing ARM’s royalty opportunity per chip


Warren East, Chief Executive Officer, said:

“ARM’s royalty revenues continued to outperform the overall semiconductor industry as our customers gained market share within existing markets and launched products which are taking ARM technology into new markets.”


Warren East

“This quarter we have seen multiple market leaders announce exciting new products including computers and servers from Dell and Microsoft, and embedded applications from Freescale and Toshiba. In addition, ARM and TSMC announced a partnership to optimize next generation ARM processors and physical IP and TSMC's FinFET process technology. All of these new products are the result of technology engagements over many years, and ARM's long-term commitment to invest in the development of innovative technology.”


ARM enters the second half of 2012 with a record order backlog and a robust opportunity pipeline. Relevant data for the second quarter, being the shipment period for ARM’s Q3 royalties, points to a small sequential increase in industry revenues. Q4 royalties are harder to predict as macroeconomic uncertainty may impact consumer confidence, and some analysts have become less confident in the semiconductor industry outlook in the second half. However, building on our strong performance in the first half, we expect overall Group dollar revenues for full year 2012 to be in line with (previously-stated) market expectations.


As of June 30, 2012, ARM had 2,253 full-time employees, a net increase of 137 since the start of the year, with 77 new employees in Q2 2012 alone. At the end of June, the Group had 921 employees based in the UK, 573 in the US, 279 in Continental Europe, 317 in India and 163 in the Asia Pacific region.

If all four quarters of 2012 produced the same amount of revenues as Q2 2012, ARM would enjoy revenues per full time employee of $378,162 for the full year in 2012.


ARM designs the technology that lays at the heart of advanced digital products, from wireless, networking and consumer entertainment solutions to imaging, automotive, security and storage devices. ARM’s comprehensive product offering includes 32-bit RISC microprocessors, graphics processors, video engines, enabling software, cell libraries, embedded memories, high-speed connectivity products, peripherals and development tools. Combined with comprehensive design services, training, support and maintenance, and the company’s broad Partner community, they provide a total system solution that offers a fast, reliable path to market for leading electronics companies. More information on ARM is available at http://www.arm.com.

ARM is a registered trademarks of ARM Limited. ARM7, ARM9, ARM11, Cortex and Mali are trademarks of ARM Limited. All other brands or product names are the property of their respective holders. “ARM” is used to represent ARM Holdings plc; its operating company ARM Limited; and the regional subsidiaries: ARM Inc.; ARM KK; ARM Korea Ltd.; ARM Taiwan Limited; ARM France SAS; ARM Consulting (Shanghai) Co. Ltd.; ARM Belgium Services BVBA; ARM Germany GmbH; ARM Embedded Technologies Pvt. Ltd.; ARM Norway AS; and ARM Sweden AB.





Bar Graph Source: Google Finance



Q2 2012 REV                       135.5 million GBP 

Q2 2012 NET INC               39.4   million GBP  

Q2 2012 EPS                           2.83 pence


08/10/12 CLOSING STOCK PRICE: $27.10

    08/10/12 MKT CAP                          $12.44B

08/10/12  STOCK PRICE RANGE: $26.63 – $27.16

    52 WEEK RANGE: $21.64 – $31.55




On July 31, 2012 CEVA, Inc. announced its financial results for the second quarter ended June 30, 2012.

CEVA makes DSP cores (DSP = Digital Signal Processor) and platform solutions for the mobile, digital home and networking markets. For more than twenty years, CEVA has been licensing a portfolio of DSPs, platforms and software to leading semiconductor vendors and original equipment manufacturer (OEM) companies worldwide. CEVA's IP portfolio includes comprehensive technologies for cellular baseband (2G / 3G / 4G), multimedia, HD video, HD audio, voice over packet (VoP), Bluetooth, Serial Attached SCSI (SAS) and Serial ATA (SATA).

Headquartered in Mountain View, California, CEVA has 190 employees worldwide, with design centers in Israel and Ireland, and sales and support offices located in Europe, the US and throughout Asia. To date, more than 3 billion CEVA-powered chips have been shipped worldwide, for a wide range of diverse end markets. In 2011 alone, CEVA licensees shipped more than 1 billion CEVA-powered products. Recent industry data from The Linley Group reported CEVA’s share of the licensable DSP market at 78%.

With more than 200 licensees and 300 licensing agreements signed to date, CEVA’s comprehensive customer base includes many of the world’s leading semiconductor and consumer electronics companies. Broadcom, Broadlight, Icom, Intel, Intersil, Marvell, Mediatek, Mindspeed, MStar, NEC, NXP, Nufront, PMC-Sierra, Renesas, Samsung, Sharp, Solomon Systech, Sony, Spreadtrum, ST Ericsson, Sunplus, VIA Telecom and Xincomm all leverage CEVA’s industry-leading DSP cores and IP solutions. These companies incorporate CEVA IP into application-specific integrated circuits (“ASICs”) and application-specific standard products (“ASSPs”) that they manufacture, market and sell to consumer electronics companies.

The CEVA business model consists of three components; upfront license fees; royalty revenue from every chip sold by its customers incorporating CEVA IP, and; revenues from related customer support, development tools and maintenance.

CEVA was created through the combination of the DSP IP licensing division of DSP Group, Inc. and Parthus Technologies plc (“Parthus”) in November 2002. CEVA is traded on both NASDAQ Global Market ( CEVA) and the London Stock Exchange ( CVA).

CEVA Second Quarter 2012 Financial Results Highlights

-- Strategic licensing agreement signed with Tier 1 handset OEM for LTE products

-- First license agreement for CEVA-XC4000 DSP for LTE- Advanced

-- Repurchased 670,000 shares for approximately $11.3 million during the quarter

Total revenue for the second quarter of 2012 was $13.59 million, a sequential decrease of 10.06% compared to $15.11 million in Q1 2012, and a decrease of 5.56% year over year compared to $14.39 million for the second quarter of 2011.

Licensing revenue for the second quarter of 2012 was $5.4 million, an increase of 3% compared to $5.2 million reported for the second quarter of 2011. Royalty revenue for the second quarter of 2012 was $7.6 million, compared to $8.3 million reported for the second quarter of 2011. Revenue from services for the second quarter of 2012 was $0.6 million, compared to $0.9 million reported for the second quarter of 2011.

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