Chip-design IP (CPU architecture)

Arm Holdings

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.

ARM Updated Jun 21, 2026 1 AI consumers

Money in ▸Apple●Revenue ~$3.2B Qualcomm●NVIDIA●AMD◐Broadcom◐Samsung Electronics◐

Arm HoldingsFY2024 revenue $3.23B

▸ Money outSynopsys◐Cadence Design Systems◐R&D 엔지니어·인건비 (비공개)◐

Financials & Segments

Total revenue · FY2024 revenue $3.23B
Customer concentration · 95%+ of smartphones are ARM-based; customers include Apple, Qualcomm, Samsung, NVIDIA.
Segments · Licensing · Royalty

Revenue from

Apple High confidence· Revenue ~$3.2B · FY2024 · annual revenue
Supplies CPU-architecture IP (license and royalty) to Apple.
Confirms KO Economy6 Published Jan 15, 2026: "Apple, Qualcomm, Samsung, NVIDIA use ARM IP."
Confirms EN Arm IR Published Jul 1, 2024: "FY2024 revenue $3.23B."
Confirms EN SEC EDGAR Published May 22, 2024: "20-F: licensing and royalty revenue."
Qualcomm High confidence
Supplies CPU-architecture IP to Qualcomm.
Confirms KO Economy6 Published Jan 15, 2026: "Apple, Qualcomm, Samsung, NVIDIA use ARM IP."
Confirms KO Korea Economic Daily Published Jan 7, 2026: "Samsung in talks for 2nm foundry."
Confirms EN TrendForce Published Mar 26, 2025: "Leading-edge Snapdragon volume moved to TSMC."
Confirms EN SEC EDGAR Published Nov 6, 2024: "10-K: QCT chipsets and QTL licensing."
Confirms EN Arm IR Published Jul 1, 2024: "FY2024 revenue $3.23B."
Confirms EN SEC EDGAR Published May 22, 2024: "20-F: licensing and royalty revenue."
NVIDIA High confidence
Supplies CPU-architecture IP (license and royalty) to NVIDIA.
Confirms KO Economy6 Published Jan 15, 2026: "Apple, Qualcomm, Samsung, NVIDIA use ARM IP."
Confirms EN Arm IR Published Jul 1, 2024: "FY2024 revenue $3.23B."
Confirms EN SEC EDGAR Published May 22, 2024: "20-F: licensing and royalty revenue."
AMD Medium confidence
Supplies CPU-architecture IP (license and royalty) to AMD.
Confirms KO Economy6 Published Jan 15, 2026: "Apple, Qualcomm, Samsung, NVIDIA use ARM IP."
Confirms EN Arm IR Published Jul 1, 2024: "FY2024 revenue $3.23B."
Confirms EN SEC EDGAR Published May 22, 2024: "20-F: licensing and royalty revenue."
Broadcom Medium confidence
Supplies CPU-architecture IP (license and royalty) to Broadcom.
Confirms KO Economy6 Published Jan 15, 2026: "Apple, Qualcomm, Samsung, NVIDIA use ARM IP."
Confirms EN Arm IR Published Jul 1, 2024: "FY2024 revenue $3.23B."
Confirms EN SEC EDGAR Published May 22, 2024: "20-F: licensing and royalty revenue."
Samsung Electronics Medium confidence
Supplies CPU-architecture IP (license and royalty) to Samsung Electronics.
Confirms KO Economy6 Published Jan 15, 2026: "Apple, Qualcomm, Samsung, NVIDIA use ARM IP."
Confirms EN Arm IR Published Jul 1, 2024: "FY2024 revenue $3.23B."
Confirms EN SEC EDGAR Published May 22, 2024: "20-F: licensing and royalty revenue."

Pays to

Synopsys Medium confidence
Uses/buys EDA design tools from Synopsys.
Confirms EN Arm IR Published Jul 1, 2024: "Design R&D."
Confirms EN SemiAnalysis Published Jun 1, 2024: "Uses EDA for IP design."
Cadence Design Systems Medium confidence
Uses/buys EDA design tools from Cadence Design Systems.
Confirms EN Arm IR Published Jul 1, 2024: "Design R&D."
Confirms EN SemiAnalysis Published Jun 1, 2024: "Uses EDA for IP design."
R&D 엔지니어·인건비 (비공개) Medium confidence
Architecture R&D headcount is the main cost (undisclosed).
Mentions EN SEC EDGAR Published May 22, 2024: "20-F: R&D."

Value-chain ripple (tiers 2–3)

Following node-to-node links up to 3 tiers; each firm is shown once, at its nearest tier.

Leading firms (revenue chain)

T1 Apple, AMD, Broadcom, Qualcomm, Samsung Electronics, NVIDIA
T2 Microsoft, Meta Platforms, Alphabet (Google), Arista Networks, Marvell, Amazon

Beneficiaries (payment chain)

T1 Synopsys, Cadence Design Systems

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