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> Neither can really afford to live without the other I imagine that ARM without QCOM will be totally fine. Rockchip is happy to take the low end, MTK will tak
by dmitrygr 2y ago
> Neither can really afford to live without the other
I imagine that ARM without QCOM will be totally fine. Rockchip is happy to take the low end, MTK will take the middle, AAPL already owns the high end.
- snvzz 2y agoWhich "end" is taken by whom does little to explain how ARM will be alright after losing its largest client. Particularly, as it would mean that client would likely switch to RISC-V entirely, thus further accelerating that ecosystem. Which no doubt would hurt ARM.
- wqaatwt 2y agoIt would take years for Qualcomm to catch up. They’d be in a much worse than for example Intel is in now. By the time they had a competitive RISC-V core (just look at how lo no it took them to ship Oryon and it would be much harder) Qualcomm would be either bankrupt of sold for parts.
- snvzz 2y agoThe implicit assumption is that they are starting RISC-V efforts today.
- wqaatwt 2y agoYeah, I’d say the same even if they had already started months ago, maybe even a year or two. Qualcomm bought Nuvia back in 2021, so they didn’t start from scratch. They’d only released their first product this year and it’s not even that competitive (it’s good but certainly not an “x86 killer”. And developing a new ARM core should be significantly easier to begin with. They are also a public corporation it would be virtually impossible for Qualcomm to actually not make some sort of a deal with ARM, the market and their board would just force them to.
- wqaatwt 2y agoWhy would ARM be making more per single Apple chip than they could get from Qualcomm even in the worst case? ARM’s business model is not that great to begin with, losing Qualcomm would have a massive impact (obviously same applies to both companies ).