Another big trend in the coming months will be 64-bit mobile processors, which phone makers are demanding even though most applications can't take advantage of them, Gwennap said.
"I think people weren't really expecting things to move so quickly," Gwennap said. Apple's introduction and heavy promotion of its 64-bit processor in the iPhone 5s has set off that chip envy, he said. Arm now says it has signed 30 licenses for its 64-bit V8 chip architecture. The 64-bit trend will probably reach midrange smartphones by the end of this year with chips based on Arm's Cortex A53 technology, Gwennap said.
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