← Back to context

Comment by addaon

2 hours ago

> Qualcomm, Broadcom, MediaTek, NVIDIA, AMD, Marvell, Rockchip, Allwinner

Five of these are race-to-the-bottom business models. One is use-the-legal-system-to-retain-your-customers. The last two don't make cell phone class parts, and probably wouldn't be interested in the margins.

I mention this to make a point -- the quality of the A18 that you (reasonably) want in a smaller, niche-market phone isn't a coincidence, it's a consequence of the designer being able to justify the investment because it acts as a market differentiator. PASemi would never have been able to do that on its own, any more than MediaTek has -- customers have no brand faithfulness to cell phone processor manufacturers, so as long as the OEM can freely move between them the distinction must be on price, at the cost of performance. There are upsides to the more open market you imagine in your alternate history, but it would come with the downside of the high end of the market being less developed, and flat out worse, due to less segmentation being possible.

Qualcomm and Apple processors have similar performance.

Most customers have no brand faithfulness to desktop processor manufacturers. Why would this stagnate phone processor development when it did not stagnate desktop processor development?

  • > Why would this stagnate phone processor development when it did not stagnate desktop processor development?

    Hasn't it? See the impact the M1 family made.