> Will they go the way of Intel by incentivizing their customers build their own SOCs? Intel still only have one legitimate competitor in the x86 space and the

> Will they go the way of Intel by incentivizing their customers build their own SOCs? Intel still only have one legitimate competitor in the x86 space and they can at least get a bit of the business they're losing back through their emergent FAB outsourcing division. They also seem to be throwing a bunch of stuff at the wall and some of it might stick! Qualcomm seems to be keeping their head just above water. I suspect that's going to change quite rapidly though. Every generation the gap between Snapdragon, Dimensity, and Exynos gets narrower and narrower. However, this coming generation might finally do them in. The Dimensity 2000 looks like it's going to be a monster and the next generation Exynos is about to pick up some RDNA 2 IP, so who knows what that crazy thing is going to do.