alt Hacker News>They just won a significant case in its licensing battle with Arm
did you notice how ARMs stock jumped 5% after that ruling? that tells you everything you need to know.
not to be reddity but reminds me of that scene from The Social Network, where Zuck's buddy couldn't udnerstand how the the record companies winning was actually a massive L.
all the court proved was its total irrelevance to market forces, thats all. ARM is in NVidia accelerators, in Apple phones, in things of actual relevance.
Where is qcom "in"? theyre competing in... laptops!? i could not think of a worse commodity to be in. low volume, no margins, no added value. NPUs? holy snakeoil. again, this edge inferencing that nobody cares about. theres not even a roadmap for anyone to care about it.
>next generation of handheld gaming. If Valve or someone paired with them for the next Steamdeck style project, they'd dominate.
yeah, a market of what, $50M? jeez louise.
>Outside of Snapdragon its basically 5G Telecoms atm
seems to be the only thing going for it.
Replies
So why on earth did ARM sue to stop their release and force a clean-sheet redesign? Other than SoftBank being Softbank.
//ARM’s CEO wrote in a contemporaneous internal message that the Nuvia ALA “had left a route to blow a hole in [ARM’s] revenue plan” because “Qualcomm already ha[d] a v9 architecture license” under its own ALA. That observation led him to vent that “I’m struggling not to be pissed that we set up a route for Qualcomm to collapse the payments to Arm,” which “feels like in our chess game we left ourselves very exposed.”
https://law.justia.com/cases/federal/district-courts/delawar...
Re: Handheld gaming - The dedicated Xbox gaming handheld was cancelled because AMD required a minimum of 10 million units in its contract. With Steam Deck only selling ~5 million units and ASUS ROG/Lenovo Legion only selling 1-2 million MS didn't want to take the risk.
Reduce that BOM, go with ARM, and realise there's an incumbent leaving the market, and you have a compelling argument for Qualcomm. Particularly given the Nintendo Switch 2 sold 1.6M units in June, the highest launch month unit sales for video game hardware in US history
facts brother!
Quoting Arm stock prices is hilarious considering that there is only 10% float available to be traded and 95% of that 10% is owned by institutions already. That stock is so heavily manipulated so the big boys can make insane profits on options.
On the other topic
>>Outside of Snapdragon its basically 5G Telecoms atm
>seems to be the only thing going for it.
Did you guys forget the $4B a year in auto rev that they generate, they essentially captured the entire auto market from Nvidia and NXP.