I'm not really sure how this pertains to On/Fairchild. On produces a few MCUs but as far as I know it's not a significant part of their business. My point was

I'm not really sure how this pertains to On/Fairchild. On produces a few MCUs but as far as I know it's not a significant part of their business. My point was that there are massively more applications that require supporting electronics, which is what these two companies specialize in, than there are cell phones built. I also don't think your size numbers are realistic. You're not building Cortex A57's on the same process as Microchip is building PIC18s. Completely different size scales and completely different fabrication lines. It's not like Fairchild/On could just 'pick up' a contract to build SoCs on the lines they use to build PWM motor controllers.