What do you guys think will happen with this merger? Should ARM customers like Apple be worried?
If Apple were worried they would have opposed it by now, or figured out how to attract a neutral buyer. I’m no expert, but experts say Apple, Qualcomm, and Samsung have perpetual licenses that sufficiently protect them from being squeezed out by Nvidia.
What perpetual license? It’s the architecture license (ARMv8 only). Qualcomm doesn’t have the CPU core team, so what’s the point to have that license? CPU core is a non-core biz at Qualcomm.
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Highly unlikely that the deal will pass anti trust NOC