British IP chip giant ARM Holdings has announced its fourth quarter and full year 2011 results. They are, as you’d guess, quite good.
Normalised revenues for full year 2011 were $785.0 million, up from 2010’s $631.3 million, or a 24 percent increase.
Fourth quarter revenues were up 21 percent year-on-year to $217 million. In a statement, ARM pointed out that it signed 25 new processor licences over the quarter, including the first for the ARMv8-A architecture, as well as nine Cortex-A and eight Cortex-M licences signed. ARM says a large chunk of its signees were in the digital TV, mobile computers and smartphones markets.
The company managed to ship 1.2 billion chips into smartphones and mobile computers, or a 10 percent increase, while 1 billion chips were shipped into the consumer and embedded digital device markets, up 40 percent year-on-year.
Warren East, CEO at ARM, boasted that 2012 will be another year of growth for the company. East suggested that the world is still infatuated with ARM products and the firm is ploughing money into developing those, too.
What will be interesting for ARM is how it moves into those new markets in the guise of Windows 8 machines. We reported last year that ARM was planning on entering that space. Since, both Intel and ARM are publicly taking a “let the best man win” policy.
ARM’s outlook says it will be exploring new product markets and it has a record order backlog.
While the semiconductor industry, generally speaking, is perceived by some analysts as being on the ropes, ARM is cautiously saying its first quarter revenues for 2012 to reach roughly $200 million, down from Q4 2011. However, the company will continue reaping revenues for each ARM device sold and expects the full year to hit $860 million.