Reports that Arm is planning to make changes in its licensing for some of its major clients have caused a stir in the semiconductor community. Omdia here examines the motivations behind and potential consequences of Arm's reported actions.
RISC and opportunity for Arm’s licensees following recent reports
The Analyst Team
Edward Wilford
Senior Principal Analyst
Edward mainly focuses on the semiconductors behind any device that can be considered IoT or embedded/connected and the other technologies that might be attached (AI/ML, security, etc.). He has extensive experience segmenting the industry and forecasting those segments by company, application, and technology.
Edward started in the industry in 2016 when he joined Arm as a market intelligence (MI) analyst, at the time doubling the number of analysts looking at market share and forecasting. He led MI analysis in the automotive and IoT pillar, joining shipment data provided by partners to market data, and preparing 10-year forecasts by application. He has a BA from Durham and an MPhil from Cambridge in linguistics with a focus on syntax, and he is currently taking a part-time MS in business analytics at the University of Bath.
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