"In our view NVDA’s move is also a tacit admission that generating a
meaningful return on investment is very challenging for fabless ARM SoC
vendors. Given fabless vendors do not control their own costs and source key IP from others, there are very few barriers to entry or opportunity to
differentiate. A direct illustration of this trend can be seen in Chinese vendors such as Rockchip and Allwinner rapidly gaining share and putting downward pressure on ASPs as they operate on much lower margins than US peers."
and here is ARM:
Incoming chief executive Simon Segars said the British company's power efficient technology was deeply embedded in smartphones and tablets because it was licensed so widely, saving chipmakers development costs and ensuring compatibility.
"We think that what we are doing in terms of that roadmap - the execution, the way we work with our partners - keeps our technology ahead," he said on Wednesday.
So what exactly is keeping ARMs technology ahead (of Intel)?