{"slug":"arm","name":"Arm Holdings","name_en":"Arm Holdings","ticker":"ARM","updated_at":"2026-06-21T08:11:12.538672+00:00","canonical":"https://valuechain.wiki/arm","kicker":"반도체 설계 IP (CPU 아키텍처)","kicker_en":"Chip-design IP (CPU architecture)","lead":"CPU 아키텍처 IP를 설계해 라이선스·로열티로 수익을 내는 회사. FY2024(2024.3) 매출 $3.23B. 전 세계 스마트폰의 95%+가 ARM 기반이며 애플·퀄컴·삼성·엔비디아·브로드컴·AMD가 ARM IP로 칩을 만든다. Armv9 전환과 서버·AI로 로열티 성장.","lead_en":"Designs CPU-architecture IP and earns license fees and royalties. FY2024 (ended Mar 2024) revenue $3.23B. Over 95% of smartphones are ARM-based; Apple, Qualcomm, Samsung, NVIDIA, Broadcom and AMD build chips on ARM IP. Armv9 and server/AI drive royalty growth.","segments":{"fy":2024,"parts":[{"name":"라이선스"},{"name":"로열티"}],"total":"FY2024 매출 $3.23B (라이선스+로열티)","concentration":"스마트폰 95%+ ARM 기반. 애플·퀄컴·삼성·엔비디아 고객."},"segments_en":{"parts":[{"name":"Licensing"},{"name":"Royalty"}],"total":"FY2024 revenue $3.23B","concentration":"95%+ of smartphones are ARM-based; customers include Apple, Qualcomm, Samsung, NVIDIA."},"edges":[{"direction":"revenue","counterparty":"Apple","counterparty_slug":"apple","confidence":"high","metric":{"type":"revenue","unit":"USD","basis":"연간 매출","value":3233000000,"period":"FY2024","basis_en":"annual revenue","qualifier":"approx"},"note":"Apple에 CPU 아키텍처 IP(라이선스·로열티) 공급.","note_en":"Supplies CPU-architecture IP (license and royalty) to Apple.","sources":[{"stance":"confirms","publisher":"이코노미6","publisher_en":"Economy6","kind":"news","lang":"ko","published_at":"2026-01-15","url":"https://www.economy6.com/2026/01/arm-stock.html","title":"ARM 홀딩스 실적·엔비디아 관계 정리","title_en":"Arm Holdings results and the NVIDIA relationship","excerpt":"애플·퀄컴·삼성·엔비디아가 ARM IP 사용.","excerpt_en":"Apple, Qualcomm, Samsung, NVIDIA use ARM IP."},{"stance":"confirms","publisher":"Arm IR","publisher_en":"Arm IR","kind":"ir","lang":"en","published_at":"2024-07-01","url":"https://investors.arm.com/static-files/219a3b28-f209-4d74-8bc6-f9e026d55a95","title":"Arm 연차보고서 FY2024","title_en":"Arm Annual Report FY2024","excerpt":"FY2024 매출 $3.23B.","excerpt_en":"FY2024 revenue $3.23B."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-05-22","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ARM&type=20-F","title":"Arm 연례보고서 (20-F)","title_en":"Arm Holdings Form 20-F","excerpt":"20-F: 라이선스·로열티 매출.","excerpt_en":"20-F: licensing and royalty revenue."}]},{"direction":"revenue","counterparty":"Qualcomm","counterparty_slug":"qualcomm","confidence":"high","metric":null,"note":"Qualcomm에 CPU 아키텍처 IP 공급.","note_en":"Supplies CPU-architecture IP to Qualcomm.","sources":[{"stance":"confirms","publisher":"이코노미6","publisher_en":"Economy6","kind":"news","lang":"ko","published_at":"2026-01-15","url":"https://www.economy6.com/2026/01/arm-stock.html","title":"ARM 홀딩스 실적·엔비디아 관계 정리","title_en":"Arm Holdings results and the NVIDIA relationship","excerpt":"애플·퀄컴·삼성·엔비디아가 ARM IP 사용.","excerpt_en":"Apple, Qualcomm, Samsung, NVIDIA use ARM IP."},{"stance":"confirms","publisher":"한국경제","publisher_en":"Korea Economic Daily","kind":"news","lang":"ko","published_at":"2026-01-07","url":"https://www.hankyung.com/article/2026010776221","title":"삼성 파운드리, 퀄컴 물량 따내고 TSMC 추격","title_en":"Samsung Foundry wins Qualcomm orders, chases TSMC","excerpt":"삼성과 2나노 파운드리 재논의.","excerpt_en":"Samsung in talks for 2nm foundry."},{"stance":"confirms","publisher":"TrendForce","publisher_en":"TrendForce","kind":"news","lang":"en","published_at":"2025-03-26","url":"https://www.trendforce.com/news/2025/03/26/news-qualcomm-reportedly-skips-samsung-taps-tsmcs-4nm-for-latest-snapdragon-8s-gen-4/","title":"퀄컴, 스냅드래곤 8s Gen4를 TSMC 4nm로","title_en":"Qualcomm taps TSMC 4nm for Snapdragon 8s Gen 4","excerpt":"스냅드래곤 최첨단 물량 TSMC로.","excerpt_en":"Leading-edge Snapdragon volume moved to TSMC."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-11-06","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=QCOM&type=10-K","title":"Qualcomm 연례보고서 (10-K)","title_en":"Qualcomm Form 10-K","excerpt":"10-K: QCT 칩셋·QTL 라이선스.","excerpt_en":"10-K: QCT chipsets and QTL licensing."},{"stance":"confirms","publisher":"Arm IR","publisher_en":"Arm IR","kind":"ir","lang":"en","published_at":"2024-07-01","url":"https://investors.arm.com/static-files/219a3b28-f209-4d74-8bc6-f9e026d55a95","title":"Arm 연차보고서 FY2024","title_en":"Arm Annual Report FY2024","excerpt":"FY2024 매출 $3.23B.","excerpt_en":"FY2024 revenue $3.23B."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-05-22","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ARM&type=20-F","title":"Arm 연례보고서 (20-F)","title_en":"Arm Holdings Form 20-F","excerpt":"20-F: 라이선스·로열티 매출.","excerpt_en":"20-F: licensing and royalty revenue."}]},{"direction":"revenue","counterparty":"NVIDIA","counterparty_slug":"nvidia","confidence":"high","metric":null,"note":"NVIDIA에 CPU 아키텍처 IP(라이선스·로열티) 공급.","note_en":"Supplies CPU-architecture IP (license and royalty) to NVIDIA.","sources":[{"stance":"confirms","publisher":"이코노미6","publisher_en":"Economy6","kind":"news","lang":"ko","published_at":"2026-01-15","url":"https://www.economy6.com/2026/01/arm-stock.html","title":"ARM 홀딩스 실적·엔비디아 관계 정리","title_en":"Arm Holdings results and the NVIDIA relationship","excerpt":"애플·퀄컴·삼성·엔비디아가 ARM IP 사용.","excerpt_en":"Apple, Qualcomm, Samsung, NVIDIA use ARM IP."},{"stance":"confirms","publisher":"Arm IR","publisher_en":"Arm IR","kind":"ir","lang":"en","published_at":"2024-07-01","url":"https://investors.arm.com/static-files/219a3b28-f209-4d74-8bc6-f9e026d55a95","title":"Arm 연차보고서 FY2024","title_en":"Arm Annual Report FY2024","excerpt":"FY2024 매출 $3.23B.","excerpt_en":"FY2024 revenue $3.23B."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-05-22","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ARM&type=20-F","title":"Arm 연례보고서 (20-F)","title_en":"Arm Holdings Form 20-F","excerpt":"20-F: 라이선스·로열티 매출.","excerpt_en":"20-F: licensing and royalty revenue."}]},{"direction":"revenue","counterparty":"AMD","counterparty_slug":"amd","confidence":"mid","metric":null,"note":"AMD에 CPU 아키텍처 IP(라이선스·로열티) 공급.","note_en":"Supplies CPU-architecture IP (license and royalty) to AMD.","sources":[{"stance":"confirms","publisher":"이코노미6","publisher_en":"Economy6","kind":"news","lang":"ko","published_at":"2026-01-15","url":"https://www.economy6.com/2026/01/arm-stock.html","title":"ARM 홀딩스 실적·엔비디아 관계 정리","title_en":"Arm Holdings results and the NVIDIA relationship","excerpt":"애플·퀄컴·삼성·엔비디아가 ARM IP 사용.","excerpt_en":"Apple, Qualcomm, Samsung, NVIDIA use ARM IP."},{"stance":"confirms","publisher":"Arm IR","publisher_en":"Arm IR","kind":"ir","lang":"en","published_at":"2024-07-01","url":"https://investors.arm.com/static-files/219a3b28-f209-4d74-8bc6-f9e026d55a95","title":"Arm 연차보고서 FY2024","title_en":"Arm Annual Report FY2024","excerpt":"FY2024 매출 $3.23B.","excerpt_en":"FY2024 revenue $3.23B."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-05-22","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ARM&type=20-F","title":"Arm 연례보고서 (20-F)","title_en":"Arm Holdings Form 20-F","excerpt":"20-F: 라이선스·로열티 매출.","excerpt_en":"20-F: licensing and royalty revenue."}]},{"direction":"revenue","counterparty":"Broadcom","counterparty_slug":"broadcom","confidence":"mid","metric":null,"note":"Broadcom에 CPU 아키텍처 IP(라이선스·로열티) 공급.","note_en":"Supplies CPU-architecture IP (license and royalty) to Broadcom.","sources":[{"stance":"confirms","publisher":"이코노미6","publisher_en":"Economy6","kind":"news","lang":"ko","published_at":"2026-01-15","url":"https://www.economy6.com/2026/01/arm-stock.html","title":"ARM 홀딩스 실적·엔비디아 관계 정리","title_en":"Arm Holdings results and the NVIDIA relationship","excerpt":"애플·퀄컴·삼성·엔비디아가 ARM IP 사용.","excerpt_en":"Apple, Qualcomm, Samsung, NVIDIA use ARM IP."},{"stance":"confirms","publisher":"Arm IR","publisher_en":"Arm IR","kind":"ir","lang":"en","published_at":"2024-07-01","url":"https://investors.arm.com/static-files/219a3b28-f209-4d74-8bc6-f9e026d55a95","title":"Arm 연차보고서 FY2024","title_en":"Arm Annual Report FY2024","excerpt":"FY2024 매출 $3.23B.","excerpt_en":"FY2024 revenue $3.23B."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-05-22","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ARM&type=20-F","title":"Arm 연례보고서 (20-F)","title_en":"Arm Holdings Form 20-F","excerpt":"20-F: 라이선스·로열티 매출.","excerpt_en":"20-F: licensing and royalty revenue."}]},{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"mid","metric":null,"note":"Samsung Electronics에 CPU 아키텍처 IP(라이선스·로열티) 공급.","note_en":"Supplies CPU-architecture IP (license and royalty) to Samsung Electronics.","sources":[{"stance":"confirms","publisher":"이코노미6","publisher_en":"Economy6","kind":"news","lang":"ko","published_at":"2026-01-15","url":"https://www.economy6.com/2026/01/arm-stock.html","title":"ARM 홀딩스 실적·엔비디아 관계 정리","title_en":"Arm Holdings results and the NVIDIA relationship","excerpt":"애플·퀄컴·삼성·엔비디아가 ARM IP 사용.","excerpt_en":"Apple, Qualcomm, Samsung, NVIDIA use ARM IP."},{"stance":"confirms","publisher":"Arm IR","publisher_en":"Arm IR","kind":"ir","lang":"en","published_at":"2024-07-01","url":"https://investors.arm.com/static-files/219a3b28-f209-4d74-8bc6-f9e026d55a95","title":"Arm 연차보고서 FY2024","title_en":"Arm Annual Report FY2024","excerpt":"FY2024 매출 $3.23B.","excerpt_en":"FY2024 revenue $3.23B."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-05-22","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ARM&type=20-F","title":"Arm 연례보고서 (20-F)","title_en":"Arm Holdings Form 20-F","excerpt":"20-F: 라이선스·로열티 매출.","excerpt_en":"20-F: licensing and royalty revenue."}]},{"direction":"cost","counterparty":"Synopsys","counterparty_slug":"synopsys","confidence":"mid","metric":null,"note":"Synopsys에서 EDA 설계 툴 매입/사용.","note_en":"Uses/buys EDA design tools from Synopsys.","sources":[{"stance":"confirms","publisher":"Arm IR","publisher_en":"Arm IR","kind":"ir","lang":"en","published_at":"2024-07-01","url":"https://investors.arm.com/static-files/219a3b28-f209-4d74-8bc6-f9e026d55a95","title":"Arm 연차보고서 FY2024","title_en":"Arm Annual Report FY2024","excerpt":"설계 R&D.","excerpt_en":"Design R&D."},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"analysis","lang":"en","published_at":"2024-06-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 입문 (시높시스 31%·케이던스 30%)","title_en":"EDA Market Primer (Synopsys 31%, Cadence 30%)","excerpt":"IP 설계에 EDA 사용.","excerpt_en":"Uses EDA for IP design."}]},{"direction":"cost","counterparty":"Cadence Design Systems","counterparty_slug":"cadence","confidence":"mid","metric":null,"note":"Cadence Design Systems에서 EDA 설계 툴 매입/사용.","note_en":"Uses/buys EDA design tools from Cadence Design Systems.","sources":[{"stance":"confirms","publisher":"Arm IR","publisher_en":"Arm IR","kind":"ir","lang":"en","published_at":"2024-07-01","url":"https://investors.arm.com/static-files/219a3b28-f209-4d74-8bc6-f9e026d55a95","title":"Arm 연차보고서 FY2024","title_en":"Arm Annual Report FY2024","excerpt":"설계 R&D.","excerpt_en":"Design R&D."},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"analysis","lang":"en","published_at":"2024-06-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 입문 (시높시스 31%·케이던스 30%)","title_en":"EDA Market Primer (Synopsys 31%, Cadence 30%)","excerpt":"IP 설계에 EDA 사용.","excerpt_en":"Uses EDA for IP design."}]},{"direction":"cost","counterparty":"R&D 엔지니어·인건비 (비공개)","counterparty_slug":null,"confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"아키텍처 R&D 인력이 최대 원가(비공개).","note_en":"Architecture R&D headcount is the main cost (undisclosed).","sources":[{"stance":"mentions","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-05-22","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ARM&type=20-F","title":"Arm 연례보고서 (20-F)","title_en":"Arm Holdings Form 20-F","excerpt":"20-F: R&D.","excerpt_en":"20-F: R&D."}]}]}