The problem is as far as anyone can tell they are living off the same designs they had a decade ago and not actually coming up with anything new. None of those

The problem is as far as anyone can tell they are living off the same designs they had a decade ago and not actually coming up with anything new. None of those designs are actually able to compete in any segment these days: not performance, not low power, not performance/W. Unless they can somehow be the absolute cheapest option and go for the segment where anything is good enough it's hard to see them make a living, let alone thrive and come up with something new.