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There is no strategic fit for ARM at Apple. They have a perpetual license already and design their own chips. They don’t need the customer and antitrust headach
by valuearb 6y ago
There is no strategic fit for ARM at Apple. They have a perpetual license already and design their own chips. They don’t need the customer and antitrust headaches to pay over 10x revenues for the ARM licensing business.
- manquer 6y agoI am not sure any antitrust concerns would remotely be applicable in the case of an apple buy.there is no overlap of ARM biz to apple. Same as google or MS buying phone manufacturers and shutting down/selling parts they don't like. Apple could shutdown the licensing just to keep competitors behind, if they did that it would set back all their android competitors by 5-10 years atleast and potentially fragment the chip market . Maintaining the iphone chip dominance is definitely worth 40B .
- valuearb 6y agoTheir competitors already have their licenses. They’d continue to develop newer versions, and Apple couldn’t stop them. Some fragmentation would occur (though they’d probably create an industry group to coordinate). So Apple would create minimal disruption and a huge antitrust case that they would lose. Why do you think Apple would be this dumb?