In recent times,Smartphone pricing has increased,A certain extent comes from the increase in components price,But Arm is likely to become another variable。According to relevant media reports,Arm plans to change patent fee collection model,and adjust the fee,Notified including Qualcomm、Samsung、MediaTek、Millet、Major manufacturers including OPPO and vivo,But most customers are not willing to accept。
In Arm's original business model,Chip manufacturers will be charged a fee based on a certain proportion of the average chip price,To authorize its Arm architecture,Even chips such as Apple A series and M series that have been greatly modified are based on Arm's authorization.,Still have to pay patent fees。Now Arm plans to change the fee basis to charge a certain proportion of the average price of terminal equipment,Each mobile phone charges an authorization fee of 1-2%。
Because the average price of smartphones is much higher than the average price of chips,This means that after Arm changes the charging mode,The patent fee that the manufacturer needs to pay will be at least several times higher than before,This will be the first time Arm has dramatically changed its business model in decades。If smartphone manufacturers continue to sell products at the same price in the future,Only reduce profit margins,If the selling price is increased,That is, transfer this part of the cost to the user。
Almost all mobile terminals on the market use Arm architecture chips,It's hard to get rid of it in a short period of time,Arm can significantly increase profits in a short period of time。Rumors point out,There is a "special type of agreement" between Arm and Apple,Probably the only unaffected manufacturer,Don't worry about this。
Arm will go to the US for IPO later this year,It is likely that the final decision will be announced before this。