If you look at the products these chips are in and see the breakdown. Cost of IP license from ARM, price to make that chip and price that chip sold in that product, let alone the final product price. The margins are thinest in ARM's area and for each chip they sell, the others down the line do have larger margins. I don't have TMSC's production costs and what they charge at hand, but i'd hazard that what TMSC make per chip is possibly more than what ARM makes per chip.
Maybe why SOftbank want to raise those licence costs and that is with alternatives now about, not that easy an equation than just raising those costs as many for controllers that RISCV become more than fine for and some HD manufacturers already transitioning for a few cents extra savings currently, let alone if ARM license increased.
Sure ARM here there and everywhere but it got that way as much on the cheap costs of using that IP as much as the array of IP packaged up. So yip they make money, but it's if you breakdown how they make money, ARM are regular/reliable, hence less spikes in income either way.
Logicaly, for ARM to increase revenue, it would need to branch out into other markets. Nvidia honestly would be a good fit for that over shafting licensing costs, which may well see an increase, but for what softbank wants for returns - ARM would not wear out the level of increases they would want and Softbank know this - hence sell or IPO them best for Softbank and also ARM.
> I don't have TMSC's production costs and what they charge at hand, but i'd hazard that what TMSC make per chip is possibly more than what ARM makes per chip.
Most ARM chips made aren’t pushing 7nm ultra expensive processes - and you are probably still correct.
Maybe why SOftbank want to raise those licence costs and that is with alternatives now about, not that easy an equation than just raising those costs as many for controllers that RISCV become more than fine for and some HD manufacturers already transitioning for a few cents extra savings currently, let alone if ARM license increased.
Sure ARM here there and everywhere but it got that way as much on the cheap costs of using that IP as much as the array of IP packaged up. So yip they make money, but it's if you breakdown how they make money, ARM are regular/reliable, hence less spikes in income either way.
Logicaly, for ARM to increase revenue, it would need to branch out into other markets. Nvidia honestly would be a good fit for that over shafting licensing costs, which may well see an increase, but for what softbank wants for returns - ARM would not wear out the level of increases they would want and Softbank know this - hence sell or IPO them best for Softbank and also ARM.