When hardware companies fail to provide sufficient competition to an extortionate monopoly, the layer1 companies react after feeling the burn for too long. If

When hardware companies fail to provide sufficient competition to an extortionate monopoly, the layer1 companies react after feeling the burn for too long. If Nvidia, Amd and Intel were in a battle for offering the best VFM, none of these companies would be hopping into hardware. Apple's strong commitment to chip making coincides with years of stagnation from Qualcomm and Intel. From my experience, companies love nothing more than a 3rd party that solves your problem for you, better than you and at a price that's easily cheaper than what I'd cost to build it in-house. This is especially true when the 3rd party product is an internal spec (gpu, cpu) rather than a competing platform (android auto) There is a reason car companies don't build their own speakers or tires....but still try to build their own UI (no matter how bad)