Comment by ksec

>1. Do you believe they can design better cores than Apple and Qualcomm (and other big tech)?

Define better. Because ARM is delivering better CPU Core and Value through their C1 and C2 without having its customer setting up its own R&D on CPU design. Not to mention the GPU and other IPs that comes with it.

> But that might not last as long since everyone wants to differentiate and design their own cores.

That is easier said than done. Had that been the case, the largest Hyperscaler of all, Amazon would have had their own CPU core on Graviton. Designing CPU Core is one thing, making them and integrating them properly to suit their own workload is an entirely separate effort.

>So Arm's business model has to change if they want to survive.

They can continue to do what they are doing today to survive perfectly fine. I assume you want change because you want them to grow.

Also, ARM's business model isn't just on Smartphone. There are billions of places if not trillions of places where ARM core exist.