https://x.com/patrickmoorhead/status/1823740225094381965
The senior leaders at OEMs I talk with want to see the company in the position to be a 30% MSS player. OEMs want three, well-funded vendors to increase competition, lower risk, increase innovation, and lower cost.
$QCOM
But 5N4Y amirite?
Don’t worry, OEMs can count on AMD to pick up the slack until Snapdragon matures.
https://arstechnica.com/ai/2024/06/windows-recall-demands-an-extraordinary-level-of-trust-that-microsoft-hasnt-earned/
End to end encryption no longer exist with Qualcomm Snapdragon NPU and Microsoft Co-Pilot.
https://www.pcmag.com/articles/how-well-does-windows-on-arms-prism-emulation-work-we-tested-with-31-apps blah blah blah
There goes CCG margin...