> Who is Qualcomms competition ? given that all android phones are running just their chips Mediatek, Samsung, HiSilicon (Huawei) are the high-end competition

> 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.