why dont you pull up 4Q results press release - go to page 6. The royalty breakdown is the key point. Last quarter ARM had 270M cortex A units per quarter (11% of total units were cortex A x 2.5bn units) which in my book is over 1bn units annualised. They also said during 3Q that this was 8% of the units (or 35% of royalty sales) so they saw a c. 40% qoq increase in cortex A chips. Pretty good eh.
ARM does make a tiny royalty, but maybe that's why the eco-system is thriving and no one feels ripped off.
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