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> Do you foresee this putting a great deal of performance-related pressure on Qualcomm that wasn't there before

Possibly. Although I don't doubt Apple may have superior expertise in designing ARM chips (which sounds strange when comparing to the #1 ARM chip maker), I think one of the main reasons Qualcomm hasn't been able to match Apple is that Qualcomm has to optimize its chip for a variety of OEM needs.

Apple on the other hand, could even push the TDP by 20% on its chip, if it know that it can make up for that loss of efficiency with more optimized software that's developed specifically for that chip.

The AMD partnership is very interesting. I hope they double down on that.

Fun fact: Qualcomm wanted to buy AMD in 2015, but because of some terrible management and engineering choices with the Snapdragon 810, which led to a sales slump that year, the board was so furious that i wanted to sell Qualcomm's chip business! (and sell just modems).

Of course, that would have been a terrible idea, business-wise, which is why if Broadcom buys Qualcomm I hope it does get rid of that board and Qualcomm's CEO from day one.

Another fun fact: Qualcomm's Adreno GPU is AMD's old Mobile Radeon GPU division, and Adreno is an anagram of Radeon.

I've been hoping someone like Qualcomm or Samsung buys AMD. Perhaps it may actually do that eventually, with or without Broadcom's help. Then we can see some real competition against Intel, and AMD alone simply lacks the funds to compete head-on with Intel in many areas.

Also, now I'm starting to wonder if Broadcom knew about this deal and it's why it wanted to buy Qualcomm now.



> I think one of the main reasons Qualcomm hasn't been able to match Apple is that Qualcomm has to optimize its chip for a variety of OEM needs.

This just makes no sense at all. So you are saying some OEM's want slow chips? No, of course not. Or are you saying that Samsung S8 has different needs to LG V30 or to the Google Pixel? No, of course not. There needs are all the same.


Smartphones and tablets are not Qualcomm’a only market by far. They have plenty of other customers, too.




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