> How much of Qualcomm's profit comes from providing yet another ARM chip vs. all the value-added parts they provide in the ARM SoC's, like all the radio modem

> How much of Qualcomm's profit comes from providing yet another ARM chip vs. all the value-added parts they provide in the ARM SoC's, like all the radio modem stuff necessary for mobile phones? The SoC is the SoC. You can’t magically say "Qualcomm doesn’t make money from SoC which are commodities" and then argue "but actually they make money with the non commodity part because I want to somehow magically split in two something which isn’t splittable". There is no real food for thought here. It is just a profitable market.