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ARM Interview at MWC 2016: top trends shaping the mobile industry

2016-03-01
it starts to lock you away reporting live from Mobile World Congress 2016 I'm here with two of my esteemed industry colleagues two gentlemen I had incredible amount of respect for we have ian ferguson and James Bruce essentially they they manage and handle all the communications and marketing forearm on a global basis and you know I had a thought in taxi today guys and that's that you know maybe a lot of you actually don't even know what arm is and so what is armed so thank if you look at arm basically what it is is it's an architecture that we then license to our partners so it's really the building blocks of innovation so it really allows you to have great CPUs great GPUs put on a wide range of soc s what's in slc James system-on-a-chip so if you look traditionally CPUs you would have a cpu and then you'd have lots of chips around it but what happens with an SOC is you basically put a computer on a chip and what that really means is that instead of having a great big PCB as you used to have years ago you can now start having compute computers and really small form factors like this and it really helps to do you know innovative new products absolutely so we actually have chips now that as you fit into a dimple in a golf ball would you believe that's all that you're in fact I see yes just there we saw was a sub 1 and I oh yes it's one point yeah one point one point two millimeters by two millimeter chip yeah heat sensor yeah and we also had we also had the world's smallest computer which was even smaller and totally self powered so I think that's a really good proof point so and I know you're you're into your mobile stuff but just to give you an idea the sort of things that might come down the path people have been exploring actually using chips at the back of the eye when she do a corrective I work so you know you I certainly with my eyes look I got these right so over time they degrade the idea is that technology could actually sort of adjust your eyes over time and and obviously has to get down to the sort of size James is talking about a millimeter by a militant I mean so everything's healing smaller everything is gained more power efficient we're talking about sub 14 nanometer already being planned you know 10 everything's kind of getting a little bit crazy if you know what I mean not only that in the press the pre briefing with Samsung where we solve the galaxy s7 it's still again 14 nanometer for their she knows 88 90 with a bit of controversy behind that Molly and the exhales 88 90 is faster and more power efficient potentially than Snapdragon 820 and we're going to be exploring that very soon with Gary Sims my question to you is there's so many different participants in there SSE ecosystem your partner ecosystem hisilicon Qualcomm xedos rock ship and so many others who's doing the best right now us I think the answer to that is it's very much who's got the best handset for you as a consumer because in the end it's not so much about the benchmarks it's when you as a consumer going there by the phone that you really like and that's the phone you should buy so you're basically saying benchmarking is dead I'm not saying that benchmarking said but what I'm saying is the most important thing to a consumer is you know what's the phone that works for them you it can be a combination obsolete cpu performance GPU performance but also mechanics quality of camera etc I think we're gravitating a lot of way from specs and more towards the user experience you know yes Umar's demand instantaneous camera exactly instantaneous web browsing and so forth and incredibly long battery Linda and of course durability the hardware yum we're talking about just the cure 920 and the excess 88-90 I mean the 80 and 90 is a really substantial improvement over the 74 20 so can we just talk about what Samsung is doing about the excellence well I think if you look at all our partners you know every year they do better associƩs and I mean for example if you look at the 88 90 it's got the Marley graphics in there tht 880 so we're really proud of that and you know just the new graphical user experiences that will deliver two percent more powerful over the previous generation that's right where's the anther you rather I mean that's a really impressive number if you think that's just one years difference and your GPS humans has gone up now I think the critical thing is then to think about but what am I going to do with that sort of increased GPU performance and obviously it's going to enable some great games you know for example using the enlightened technologies to get really nice lighting effects or if you're someone like Ian here who's really into VR you know your VR experience is going to get even better because the more powerful GPU have means you can have a higher frame rate to higher resolution scrubland and that helps the overall user experience talk about VR is it really going to be the next platform so I think the really interesting thing about VRS that were very much at the start and VR is definitely going to be massive it's going to go somewhere the thing is is that we don't actually know where it is it's going to where it's going to end up it's going to do something really good if I could actually predict what it was going to do really good I would actually go and we do a start-up and make lots of money yeah but yeah yeah i'll say i actually think over time this is my personal opinion is that augmented reality is going to be actually bigger than VR hmm okay so actually seeing your real world and then getting extra information you know whether you got a phone and you're holding it up in a new city and you're getting information around that and added to your experience obviously if you're in a car and you're driving and you're getting extra information in addition to what you're seeing I actually think that's going to have a wider set of applications over time compared you are clearly BR that's going to be the ardent gamers and there's going to be a lot of those applications people in industrial applications learning about a really tough task in a virtual world before they go into a coal mine as always it's a lot of things there but I i I'm actually much more of a fan of AR because I think that's going to be wider over time personally I guess the last two questions essentially are what does the future look like and you know what are the challenge what is the next game changer in terms of how all the processors from mobile and everything you guys do essentially so I think the future looks like depends if you're wearing VR goggles or not but assuming that you're not wearing them I think really the future is is we're at the stage now where you're getting all this intelligence connectivity I think the critical thing is how did you actually combine that all together and have should just make it easy such that I walk into my room it's got a arm power TV it's got arm powered lighting systems how does it make the right decisions you know to turn on the light do the heating rate and it's just easy such days I don't have to do any work I don't have to program while the software a lot of software a lot a lot of intelligence yeah and I think the real key thing is really you're going to see all that computing capability just disappear from the typical consumer actors and it just it just does what you want to do the scary times yeah scary good that's very good um no no no I know you guys are way smarter than I am so well that's true um so I mean I think on the direction i'm a big fan of health care we've talked about before salute I think you know using the phone which is already as you say becoming a primary platform for compute I'm going to see I'm going to want to see that really empowering people with health care information and be be better making better choices about what they eat how they exercise and clearly there's some pieces starting with that we're going to see I think that in spades in terms of giving people a much more whether it's used for clinical diagnosis is more of a debate but actually empowering people so I think we'll see that in the handset we're going to see technology everywhere around us and for it to be successful it needs to be almost invisible right just we're going to be able to drive through cities easier because technology just helps us find the weight the right way through we'll find technology they're working on smart yarn you'll be placed in their yard yeah technology allowing my yard yeah I love it already and I'm sure sure yeah go get it now I'm sure you sure you already got something there but you know if you look at where you're going to get heart rate information you're gonna see stuff going taking the setbacks I mean okay this human incentive and then this financial incentive and in terms of the health care is sort of economy yeah prizes babes basically about 28 to 32 percent of the entire 115 trillion dollar a year equal economy health is so important because without health we're dead investor and so in from an insurance standpoint imagine you know you wear a Fitbit you sure you're a non smoking or non drinker you're exercising and eating well and you know as a result you should have to pay less yeah if any at all um and the whole myriad of other situations yeah it's almost limitless hmm but it all starts to the heart of Technology and like you say it does have to be invisible so that's why I love talking to you guys and you know that's why you know we're such good friends but thank you if you yes for you to come by and you continued interested in arm Darcy's right are you blow me away I just I can't even stay on top of the embed and the cortex you know just everything you're doing around IOT m2m wearables smart phones you know essentially making low-power computing accessible to so many billions of people and also all the myriad other benefits for you know less privileged economies that get to participate like 10 you said last year James about the twenty-dollar smartphone but this year we already had a four dollar smartphone you know so which a bit controversial that's right and I I think if you look at smartphones there's a certain price where they can get down to you know twenty dollars or so but then you just beyond that it's really hard to go below that I think what you're going to see it's not so much a reduction in price but just better capabilities for that price oh yeah $20 smartphone in two or three years it's going to be way ahead of the one that you could get two years ago well you know we could talk all day but yeah I've been told by the Josh here that we gotta go wrap it up so is there any final thoughts you guys have on your mind look forward to seeing you next year well I took there uh was the skin testing leader I was looking for it early this little device you guys uh you put it on your skin and it tells you they quality an AGM skin and I'm 32 in it give me a 32 but in here is he's about 65 he got a min went to the only point is she came up and said I was dead so do is 42 and I'm the same a almost the same age you see in and then as I came up at 35 so wonderful what your gentleman you know thank you so much you know and we really appreciate everything for coming by oh thank you so much right thanks so much guys it's arm our other Cambridge you know they are a profound company if you don't know who they are i really recommend you do some research on them because they are part of the evolution of technology in a way that few companies are thanks for uconn would spank you gregarious you like ave reporting live here from mobile Congress 2016 take care guys
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