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I see, but why others like Qualcomm are doing it then? They are OK with low margins?
by shmerl 11mo ago
I see, but why others like Qualcomm are doing it then? They are OK with low margins?
- ACCount37 11mo agoQualcomm has a massive "value add" because they own the modem. As well as a doom stack of patents on all things cellular. You need a modem if you want to make a smartphone. And Qualcomm makes sure to, first, make some parts of the modem a part of their SoC, and second, never give a better deal on a standalone modem than on a modem and SoC combo. Sure, AMD could make their own modem, but it took Apple ages to develop a modem in-house. And AMD could partner with someone like Mediatek and use their hardware - but, again, that would require Mediatek to prop up their competition in SoC space, so, don't expect good deals.
- shmerl 11mo agoNot every scenario for such chips is a smartphone, but as you said, AMD could as well develop their own modem. I would prefer them to start with WiFi though, since Intel made their latest chips impossible to use with AMD CPUs.
- ACCount37 11mo agoThe problem is whether it's worth doing. As opposed to: putting the same amount of effort into CPU/GPU/NPU development and getting a better return.
- axiolite 11mo ago> AMD could as well develop their own modem. That didn't work out well when Intel tried it.
- shmerl 11mo agoWhat exactly went wrong?
- axiolite 11mo agohttps://www.xda-developers.com/intel-leaving-5g-business-completely/ https://www.xda-developers.com/intel-leaving-5g-business-com... https://www.extremetech.com/mobile/302822-intel-blames-qualcomm-modem-business-failure-ftc-ruling https://www.extremetech.com/mobile/302822-intel-blames-qualc...
- shmerl 11mo agoSeems more like a symptom of Intel's general issues, not of this being useless. But who knows. I agree though that Qualcomm is causing a lot of anti-competitive problems.