Qualcomm has named HP, Asus and Lenovo as its first partners to sell ARM-based Windows 10 PCs.
The chipmaker says the three vendors will be making PCs that will sport its Snapdragon 835 SoC (system-on-chip) and its X16 LTE chipset for wireless broadband connectivity. Qualcomm says all of the models will be fanless and will offer all-day battery life.
https://www.theregister.co.uk/2017/06/01/qualcomm_names_arm_pc_partners/
A handful of people in Austin (ARM) are taking on several thousand people at Intel.
Which cost structure is lower?
PC prices are going to collapse. Prep your resumes now. Your cushy job doesn't make sense in this new ARM world.
In for one!
FUBAR is TMG
I guess 'nobody' gave CCG $33 Billion dollars last year?
What happens to that revenue when a well funded competitor starts introducing PCs with a 2-digit ASP and measurably better battery life?
😴. No one is buying PC's these days.
BKs strategy and execution are questionable.
I would short Intel
Due to shortage of SD835 first systems will arrive late q4 or q1 2018.
WOW Humpty Dumpty fall so complete!
ASPs a falling and more ACTs a certain