"There's still a lot of challenges, but we are standing on the shoulders of giants instead of climbing up from scratch."Īdding business in China is crucial for ARM. "Before it was like building something brick by brick, but now it is as though you can build a high-rise in 10 days," said Feng Chen, Rockchip's chief marketing officer. These Chinese upstarts, by contrast, skyrocketed through the rankings by taking the kinds of risks nimbler companies can afford, and by relying on chip designs from United Kingdom's ARM Holdings Plc. Their Asian predecessors such as Taiwan Semiconductor Manufacturing Co and Samsung Electronics, took decades to develop the expertise and scale to make an impact. Rockchip Electronics Co and Allwinner Technology Co increased sales from a combined 0.3 percent of the market for tablet computer processors in 2010 to more than 27 percent just three years later. Two Chinese companies scarcely known outside their home country have amassed almost one-third of the market for tablet chips in less than a half-decade - creating headaches for top semiconductor makers led by Intel Corp.
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