When the traditional leader of the MCU market Freescale introduced a microcontroller based on ARM CortextM4, when the most stubborn Japanese MCU manufacturers adopting their own proprietary protocols also began to fully enter the MCU architecture based on the ARM CortextM core, ARM has completely proud to say that They won the MCU market.
A recent "MCU Technology Innovation and Embedded Applications Conference" can be said to be the best example of ARM demonstrating its victory. Companies such as NXP Semiconductors, STMicroelectronics, Freescale, Nuvoton, Fujitsu, Texas Instruments, and Atmel have all joined the MCU market, and have expressed their support for ARMCortextM from different perspectives. From M0 to M4, vendors The entry point is not the same.
Kim Yu-chih, Marketing Director of Greater China, NXP Semiconductors, had an astonishing statement at the meeting: “We think that the classification of the MCU market in the future will have to be rewritten. MCU products will no longer be divided into 8-bit, 16-bit and 32-bit products, but will be divided into According to the M0 core, M3 core and M4 core and other types of ARM core points.†Although his words are somewhat radical, so that many companies are still focused on 8-bit products are not very comfortable listening, but it is not entirely unreasonable. “32-bit MCUs have entered the era of sub-dollars (less than US$1), and the price advantage of traditional 8051 MCUs is being lost. Companies such as New Tang have already indicated that they will introduce the M051 controller with a price of 55 cents. This market is more likely in the future. Dropped to 40 cents or 30 cents, the speed of M0's replacement of 8051 is accelerating, and the number of authorized M0s will increase significantly next year.†The head of ARM also said at the meeting. Since the M0 structure MCU requires less code than the 8051, the cost of Flash can be further reduced. And most importantly, the performance of the M0-based MCU is significantly higher than that of the 8051, from 8 bits to 32 bits, and the power consumption is also lower, so this alternative is already a general trend.
However, Wu Jianming, the MCU marketing manager of STMicroelectronics in Hong Kong/South China, which is also an authorized ARM user, is not as radical as Jin Yujie. He pointed out: “There is still a big market for 8-bit MCUs. Some cars, Customers in the communications or industrial control field have spent a considerable amount of time on the current 8-bit MCUs that have been certified.These manufacturers have long certification cycles and require stringent device reliability and practicality. So I think M0 instead of 8-bit MCU is not so fast in these markets." Obviously, his view is related to the launch of ST's Cortex M0 products next year. However, although he is still cheering for STMicroelectronics' 8-bit MCU market, he has to list his success on CortextM3 this year: "STMicroelectronics' M3-based MCU shipment growth in 2009 500%, and in the first quarter of this year, M3-based MCUs have accounted for more than 80% of the total Italian STM32 controllers. The conversion of 32-bit MCUs to the M3 architecture is an indisputable fact, Wu Jianming said.
It is reported that only STMicroelectronics M3 controller shipments this year up to 100M, the growth is quite alarming, such as by 0.02 cents per torrent basis, ARM receives royalties. Moreover, this explosive demand has led to STMicroelectronics MCU supply tight, next year STMicroelectronics production capacity needs to be increased 3-5 times.
However, STMicroelectronics is only one of ARM's largest customers in the MCU market. So far, more than 60 companies worldwide have been authorized by ARMCortextM, and there are nearly ten manufacturers in mainland China. Although M3 is currently the majority of authorized for this, but with the MO to replace the 8051 acceleration, M0 authorization number and shipments will rapidly erupt. Therefore, let ARM be pleased not only with the rapid increase in the number of licenses, but also with the royalty revenue generated by the rapid increase in shipments, which will allow ARM to finally get rid of the embarrassing state of applause. In recent years, ARM has made the world look good, Wall Street is optimistic, and the stock market value has been rising. However, its sales have been incredibly low at around US$600 million. The reason is that from authorizing an ARM core to mass-producing its chips. The goods need to be cultivated for quite some time.
According to data, it will take an average of six years from the authorized ARM core to ship the chip to 1 million pieces. Of course, this time will be greatly shortened, and from the outbreak of CortextM shipments this year, the ARM collection will receive a soft hand in the next few years, and sales will quickly break through.
Although each of the above MCU vendors has different driving points, their similar support for ARM means that the era of dedicated architecture in the MCU market is passing. A common era for its CortextM core has arrived.
A recent "MCU Technology Innovation and Embedded Applications Conference" can be said to be the best example of ARM demonstrating its victory. Companies such as NXP Semiconductors, STMicroelectronics, Freescale, Nuvoton, Fujitsu, Texas Instruments, and Atmel have all joined the MCU market, and have expressed their support for ARMCortextM from different perspectives. From M0 to M4, vendors The entry point is not the same.
Kim Yu-chih, Marketing Director of Greater China, NXP Semiconductors, had an astonishing statement at the meeting: “We think that the classification of the MCU market in the future will have to be rewritten. MCU products will no longer be divided into 8-bit, 16-bit and 32-bit products, but will be divided into According to the M0 core, M3 core and M4 core and other types of ARM core points.†Although his words are somewhat radical, so that many companies are still focused on 8-bit products are not very comfortable listening, but it is not entirely unreasonable. “32-bit MCUs have entered the era of sub-dollars (less than US$1), and the price advantage of traditional 8051 MCUs is being lost. Companies such as New Tang have already indicated that they will introduce the M051 controller with a price of 55 cents. This market is more likely in the future. Dropped to 40 cents or 30 cents, the speed of M0's replacement of 8051 is accelerating, and the number of authorized M0s will increase significantly next year.†The head of ARM also said at the meeting. Since the M0 structure MCU requires less code than the 8051, the cost of Flash can be further reduced. And most importantly, the performance of the M0-based MCU is significantly higher than that of the 8051, from 8 bits to 32 bits, and the power consumption is also lower, so this alternative is already a general trend.
However, Wu Jianming, the MCU marketing manager of STMicroelectronics in Hong Kong/South China, which is also an authorized ARM user, is not as radical as Jin Yujie. He pointed out: “There is still a big market for 8-bit MCUs. Some cars, Customers in the communications or industrial control field have spent a considerable amount of time on the current 8-bit MCUs that have been certified.These manufacturers have long certification cycles and require stringent device reliability and practicality. So I think M0 instead of 8-bit MCU is not so fast in these markets." Obviously, his view is related to the launch of ST's Cortex M0 products next year. However, although he is still cheering for STMicroelectronics' 8-bit MCU market, he has to list his success on CortextM3 this year: "STMicroelectronics' M3-based MCU shipment growth in 2009 500%, and in the first quarter of this year, M3-based MCUs have accounted for more than 80% of the total Italian STM32 controllers. The conversion of 32-bit MCUs to the M3 architecture is an indisputable fact, Wu Jianming said.
It is reported that only STMicroelectronics M3 controller shipments this year up to 100M, the growth is quite alarming, such as by 0.02 cents per torrent basis, ARM receives royalties. Moreover, this explosive demand has led to STMicroelectronics MCU supply tight, next year STMicroelectronics production capacity needs to be increased 3-5 times.
However, STMicroelectronics is only one of ARM's largest customers in the MCU market. So far, more than 60 companies worldwide have been authorized by ARMCortextM, and there are nearly ten manufacturers in mainland China. Although M3 is currently the majority of authorized for this, but with the MO to replace the 8051 acceleration, M0 authorization number and shipments will rapidly erupt. Therefore, let ARM be pleased not only with the rapid increase in the number of licenses, but also with the royalty revenue generated by the rapid increase in shipments, which will allow ARM to finally get rid of the embarrassing state of applause. In recent years, ARM has made the world look good, Wall Street is optimistic, and the stock market value has been rising. However, its sales have been incredibly low at around US$600 million. The reason is that from authorizing an ARM core to mass-producing its chips. The goods need to be cultivated for quite some time.
According to data, it will take an average of six years from the authorized ARM core to ship the chip to 1 million pieces. Of course, this time will be greatly shortened, and from the outbreak of CortextM shipments this year, the ARM collection will receive a soft hand in the next few years, and sales will quickly break through.
Although each of the above MCU vendors has different driving points, their similar support for ARM means that the era of dedicated architecture in the MCU market is passing. A common era for its CortextM core has arrived.