根據(jù)ARM公司首席執(zhí)行官Simon Segars預計，2013年 Mali 繪圖 IP 核心出貨量可望超過3億套的規(guī)模，較2012年1.5億套出貨量增加一倍以上。 Simon Segars從今年7月1日起接掌ARM CEO一職，他在首度參與該公司財報會議時告訴分析師，截至目前為止， Mali 今年的出貨量已經超過2012年的總出貨量，達到了1.8億的出貨規(guī)模。對于ARM來說，下半年通常會帶來更高的出貨量與營收，尤其還得力于智能手機、平板電腦與電視等以消費IC為主的市場帶動。因此，2013年ARM Mali 出貨量將超過3億，且上看4億套。 2013年2月，ARM多媒體處理器部門總經理Pete Hutton曾經表示， Mali GPU 出貨量將突破2.4億套，但其中大約只有2 5%來自采用 Mali 授權的合作伙伴，在全球經濟逐漸轉好的情況下，ARM期待在今年下半年交出超越這一數(shù)字的好成績。

ARM Mali 出貨量成長
Source：ARM；單位百萬美元0Y3esmc

Segars還引述最近取得的高階設計訂單── Mali 獲三星(Samsung) Exynos 5 Octa 采用。他表示今年第二季高階智能手機成長30%，而入門級智能手機的成長也持續(xù)推動 Correx-A 與 Mali 系列核心市場。 Segars 表示雖未針對 Mali 設定2013年出貨目標，但他認為 Mali 產品組合即定位于取得更多市占率。他還表示，透過開發(fā)內部繪圖核心更有機會說服SoC公司改變策略，同時開始采用外包?！霸谶@方面的考量和處理器是相同的。對于繪圖核心而言，還必須支持 OpenCL 和 Renderscript 等標準，許多公司也必須考慮是否應該采用外包策略。 高通公司(Qualcomm Inc.)在其 Snapdragon 應用處理器中加入內部開發(fā)的繪圖引擎，這可能成為ARM、Imagination或其它GPU授權商的目標。不過，隨著Nvidia公司宣布計劃授權其先 進的GPU技術后，這種情況在最近幾周以來已經變得更復雜了。 此外，蘋果公司(Apple)也為其帶來一些影響市場成長的跡象。作為一家主要的消費電子設備供貨商，蘋果雖然授權ARM架構，但也投資于其自有的應用處理器設計；同時，盡管持續(xù)投資于Imagination以及授權其核心，但預計也將著手設計繪圖核心。 Segars認為，業(yè)界的整體趨勢正邁向外包趨勢，而蘋果可能是一種特殊情況。他說：“蘋果公司擁有非常吸引人的端至端解決方案，不但資金充足且相當獨特。” ARM第二季營收為2.643億美元，較2012年同期成長24%。該公司在2Q13稅前盈利為8,660萬英磅(約1.3億美元)，較2012年同期的6,650萬英磅(約1億美元)大幅增加30%。該公司預計第三季營收將持續(xù)成長，并看好2013全年營收表現(xiàn)。 本文授權編譯自EE Times，版權所有，謝絕轉載 編譯：Susan Hong 參考英文原文：ARM's Mali Shipments Beat Expectations，by Peter Clarke

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{pagination} ARM's Mali Shipments Beat Expectations Peter Clarke LONDON — Mali graphics IP core shipments are on course to be more than 300 million units in 2013, more than doubling the 150 million units shipped in 2012, according to Simon Segars, CEO of processor IP licensor ARM Holdings plc. Segars, speaking at his first financial results conference since taking over as CEO of ARM on July 1, told analysts that Mali year-to-date shipments were already ahead of the total achieved for 2012. A slide presentation indicates that the year-to-date figure is about 180 million Mali units shipped (see below). For ARM the second half of the year usually includes higher shipments and revenues, and particularly so in consumer-oriented ICs such as chips for smartphones, tablet computers, and televisions. As a result, ARM's Mali shipments in 2013 look set to be closer to 400 million units than 300 million. In February 2013 ARM executives in the media processing division said that they expected Mali GPU shipments to exceed 240 million units, but pointed out that only about 25 percent of Mali licensees had come to market at that time. In the absence of some global economic catastrophe in the second half, ARM looks set to blow past that figure in 2013. Mali royalty shipments in millions of units. (Source: ARM, July 24, 2013) Segars also referenced a recent high-end design win for Mali with Samsung inside the Exynos 5 Octa and said that, while the market for premium smartphones grew 30 percent year-on-year in the second quarter, entry-level smartphones are driving shipments of both Correx-A series and Mali series cores. In a telephone call, Segars told EE Times there is no particular target for Mali shipments in 2013, but he thinks the product lineup is well placed to take market share. He also said that there was opportunity to persuade SoC companies with internal graphics development to change tack and start outsourcing. "It is the same argument as with processors. In graphics there is a need to support standards such as OpenCL and Renderscript. Companies always need to consider if they should outsource." Qualcomm Inc., which includes internally developed graphics engines within its Snapdragon range of application processors, could be a target for ARM, Imagination, and other GPU licensors. However, the situation has been made more complicated in recent weeks with the announcement that Nvidia Corp. plans to license its advanced GPU technology into the market. There are also some signs of a contrarian trend with Apple. Primarily a vendor of consumer electronics equipment, Apple is investing in its own application processor design, albeit based on an ARM architectural license, and is expected by some to engage in graphics design despite having been an investor in Imagination and licensee of its cores. Segars argues that the general trend is towards outsourcing, and Apple is probably a special case. "Apple has a very compelling end-to-end solution, but it is very well funded and is fairly unique in that," he told us. ARM's second-quarter revenues were $264.3 million, up 24 percent on the equivalent figure in 2Q12. The company made a profit before tax of ￡86.6 million (about US$130 million) in 2Q13 compared to ￡66.5 million (about $100 million) in 2Q12.