Re:Nvidia to Acquire Arm for $40B
by ksec on Monday September 14, 2020 @08:43AM
(#24469405)
Mediatek are in the lower end market, something Nvidia's culture doesn't like competing in. Qualcomm holds the key to Modem. Which means Nvidia competing with Qualcomm wont work that well. Not to mention they have already tried that with Icera and generally speaking Mobile Phone SoC are low margin business. ( Comparatively Speaking )
[ Parent
| on HN ]
Completely take your point on Qualcomm.
On mobile SoC margins I guess that margins are low because there is a lot of competition - start cutting off IP to the competition and margins will rise.
I suspect that their focus will be on the server / automotive to start off with but the very fact that they can to any of this is troubling for me.