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> There's too much competition from the likes of Samsung, MediaTek and until the US ban, Hi Silicon(Huawei). ARM chips are a race to the bottom in terms of pric
by bhouston 2y ago
> There's too much competition from the likes of Samsung, MediaTek and until the US ban, Hi Silicon(Huawei). ARM chips are a race to the bottom in terms of price with a market dominated by companies from Asia
Yes, without proprietary technology, margins are slim.
But Qualcomm has somewhat succeeded in this area anyhow. I guess they took the ARM base but innovated on top of it in order to command higher margins.
- deleted 2y ago[deleted]
- Cumpiler69 2y ago>But Qualcomm has somewhat succeeded in this area anyhow It's wasn't just anyhow. Qualcomm succeed in the mobile SoC space because they also had the best modems in the industry (name comes form Quality Communications after all). And also the best mobile GPU IP they bought from ATI.
- kasabali 2y agoYou forgot also the best lawyers in the industry