Agreed. What I was trying to get at is that the ARM designs plus the TSMC fabs are a big part of Apple's success here. The pieces are out there where someone e

Agreed. What I was trying to get at is that the ARM designs plus the TSMC fabs are a big part of Apple's success here. The pieces are out there where someone else could put together an ARM based package that's more competitive with Apple. In retrospect, maybe it's more likely to see something like this from Nvidia than Qualcomm. Even then, it's hard to say how competitive that CPU would be. Just based on Microsoft's Surface with it's half-assed Qualcomm CPU, it seems feasible though.