Re:Arm is canceling Qualcomm's chip design license
by hajile on Wednesday October 23, 2024 @09:34AM
(#41924922)
Absolutely.
There are nearly 2B smartphones sold each year and only 200M laptops, so Apple's 20M laptop sales are basically a rounding error and not worth considering.
As 15-16% of the smartphone market, Apple is generally selling around 300m phones. I've read that Qualcomm is usually around 25-35% of the smartphone market which would be 500-700M phones.
But Qualcomm almost certainly includes ARM processors in their modems which bumps up those numbers dramatically. Qualcomm also sells ARM chips in the MCU/DSP markets IIRC.
There are nearly 2B smartphones sold each year and only 200M laptops, so Apple's 20M laptop sales are basically a rounding error and not worth considering.
As 15-16% of the smartphone market, Apple is generally selling around 300m phones. I've read that Qualcomm is usually around 25-35% of the smartphone market which would be 500-700M phones.
But Qualcomm almost certainly includes ARM processors in their modems which bumps up those numbers dramatically. Qualcomm also sells ARM chips in the MCU/DSP markets IIRC.