Self-driving vehicles driving future growth in ARM's  Chip IP. Next growth market? 

"Another promising area is network equipment, the connective tissue of the internet. As the cost of storing and processing data has plummeted over the past two decades, the cost of managing all the resulting traffic has rocketed. Arm is betting that the world will need more machines that are designed to shuttle data around efficiently, and to keep networks secure as they do so. The company’s share of the infrastructure market has increased from 5% in 2011 to 20%." The Economist 

Longer term, Eric Hennenhoefer, who runs Arm’s research division in Cambridge, says that the firm is working on designs for chips which can harvest the energy they need to run from the environment around them, instead of requiring some built-in power source.

The reason? His team forecasts that there will not be enough Lithium in the world to build the batteries required for the trillions of computers required to power people, business, infrastructure- tomorrow's digitally transformed world.

Hence processors will have to get by without batteries harvesting energy from low level natural radiation, movement or other new sources.

Masayoshi Son is famed for the long view and with ARM's dominance in processor design and IP delivery has the ideal digital "crystal ball" to forecast that future.