Warren East, CEO, ARM
ARM is now a leading supplier of semiconductor IP
in the world. What kind of R&D work is happening in India?
A year ago, ARM had one full-time employee here. Today, we have a small
commercial team-the design center now has 110 people. We do physical IP design
and processor validation support. Today, the Bangalore center is the third
largest ARM location worldwide. We have an increasing number of Indian
customers-both design houses and people who are making products themselves,
and some end customers. ARM has been in India since 1996, but we have been
working through Wipro. In 2004, we
started a similar relationship with the Tatas. They did some work for us on
developmental tools.
When you acquired the design center in Bangalore, were
these Indian partners concerned?
Absolutely. When I was here a year ago, they were very concerned about the
fact that we were going to stop business with them. We assured them that this
was an increase in capacity for ARM. We were looking at acquiring a design
center because of the emerging industry here. We believe that over the next
several years, the market for semiconductors here will grow. It is about talent
and cost, and also about customers.
The money here will flow mainly from the wireless space?
ARM is obviously very well known in the wireless space. All the market
segments that we target will reflect in India. The other market besides mobile
is automotive. Just recently, we announced a new microcontroller called
CortexA8. It will find its way into automotive products.
Cortex is expected to appear in several high-end
applications besides mobile phones. What are these applications?
Today, there is a lot of Internet infrastructure. So ADSL modems, Wi-Fi,
things that enable the digital world to be useful to everyday people. You have
extensions of consumer products, of digital cameras that are growing hugely. If
you look at ARM's five million units, just over 60% is in mobile handsets.
About 40 % is non-mobile handsets, Internet infrastructure, digital cameras,
consumer products, and automotive microcontrollers.
Embedded computing is coming to cameras and phones. What
role will ARM play in the digital world?
We say we are the architecture for the digital world, we are the essence of
the digital age. The microprocessor lends its spirit to the chip. It is at the
heart of the digital product.
ARM never focused on the desktop PC. Why is that?
Initially, we chose not to focus on the desktop PC because we saw no point.
We would have spent a lot of money trying to get designs in. It is a relatively
small volume. Having said that, within the PC, I have a Bluetooth connection, a
wireless LAN connection, a hard disk drive, keyboard controller, there is a
camera involved as well-all those products require ARM microprocessors. The
fact that we are not the central processor in the PC is almost irrelevant.
—Goutam Das
outamd@cybermedia.co.in