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Don’t think this will ever fly. According to [^0] Qualcomm has 38% of the Mobile AP (application processor) market including apple, which is mostly if not all A
by panda88888 4y ago
Don’t think this will ever fly. According to [^0] Qualcomm has 38% of the Mobile AP (application processor) market including apple, which is mostly if not all ARM. Exclude apple (they don’t sell chips), and it is 50%.
[^0] https://news.strategyanalytics.com/press-releases/press-release-details/2022/Strategy-Analytics-MediaTek-Exited-2021-with-Over-75-Million-Unit-Lead-Over-Qualcomm-in-Smartphone-Apps-Processors/default.aspx https://news.strategyanalytics.com/press-releases/press-rele...
- ksec 4y agoARM's IP is much broader than just Mobile AP. It is also worth pointing out the percentage you quote is Revenue Share, not unit volume. Qualcomm's AP business isn't exactly in as good position as many think it is.
- bediger4000 4y agoThe current antitrust doctrine is immediate harm to consumers. Apparently only 1 quarter of lower prices is enough to decide no harm. I don't think antitrust prevents this.