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Im truly ignorant on this. Who is Qualcomms competition ? given that all android phones are running just their chips, whats their incentive to catch up to Apple
by bilal4hmed 6y ago
Im truly ignorant on this. Who is Qualcomms competition ? given that all android phones are running just their chips, whats their incentive to catch up to Apple when they can just waddle along their current path.
- kyriakos 6y agoApple taking over the arm laptop market is now their competition. Qualcomm was to gain big if Windows on ARM took off and chewed off a part of the x86 marketshare, but as the author of the parent comment suggested there's a chance apple could leapfrog everyone and they won't be able to catch up meaning less windows devices. qualcomm would be at loss.
- bilal4hmed 6y agothank you for explaining. Im also the original commentator lol. I still worry about us entering in to a monoculture.
- kyriakos 6y agoSorry missed that :)
- mappu 6y ago> Who is Qualcomms competition ? given that all android phones are running just their chips Mediatek, Samsung, HiSilicon (Huawei) are the high-end competition that produce competitive smartphone SoCs with the latest ARM cores. Rockchip and Allwinner are the low-mid-end competition that produce a huge volume of low cost smartphone SoCs. For smartphones, since anyone can license an A76 (or better) core from ARM themselves, Qualcomm's key moat is really in their modem IP - where the competition is Huawei, Unisoc, and whoever ends up purchasing Intel's out-to-pasture 5G division. Amlogic, Broadcom (Raspberry Pi), Cavium (Servers + NAS appliances), Renesas (Automotive), NVIDIA, Ampere (Servers), and now Amazon (Graviton2) are all major ARM SoC manufacturers somewhat outside the direct Android smartphone space.