Tuesday, February 10, 2015

Product Differentiation - All Look The Same, Need To Go Down Deep To Custom ARM Processors


Leading edge smartphone (Apple, Samsung, HTC, Xiaomi) try to differentiate their products by hardware, software, and ecosystem. Competition has become so fierce that it is no longer enough to differentiate by these three factors. The differentiator now has moved down to the PROCESSOR. Instead of just licensing the processor (ARM), system development companies now want to only license the processor ARCHITECTURE (ARM), which is one level lower than just the processor. Apple has already gone down the path with its custom and market first ARM 64-bit processor. Qualcomm poopooed it, but now is quietly trying to catch up.

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