Yeah, sure, remind me what were Qualcomm results last year. 10 billions?
But, don't get me wrong, I wouldn't spit on McDonalds 6 billions either and the soybean market is one of the fastest growing in the agrifood business, with huge volume traded, probably one of the most profitable commodity at the moment.
> Yeah, sure, remind me what were Qualcomm results last year. 10 billions?
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?
Now that's kind of a rhetorical question, not sure a clear answer exists, at least not outside Qualcomm internal finance figures. Food for thought, though.
(That's sort of the logic behind RISC-V as well. The basic ISA and the chip that implements it is a commodity, the value comes from all the application specific extra stuff tacked on to the SoC.)
> 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.
SoC market is mcdonalds. its huge in the same way the soybean industry is huge. zero margin commodity.