This comment aged like fine wine :)
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Data points for those of you keeping score.
RTP custom arm mobile cpu -> terminated.
RTP server cpu -> terminated.
Brcm -> Cavium -> MRVL -> terminated.
Nuvia -> ...
Why is that the ultimate fate though?
Answer can be derived from these questions or insights:
Does Q have the breed of mgmt to be in PC or Server business (to the extent any customer would depend on them) and does Q leadership have the business acumen to be successful in anything other than mobile?
Regardless of the quality of the Nuvia team, that is beside the point. The pc/server BU will need a business backing and huge drive to be successful.
I content that with Q having a core mobile BU to fall back on, the server business will never achieve what it could if it didn't have that fallback BU.
Simply put.
Q is a one trick pony. Mobile. 80% of their business.
That's not negative it is just reality. And other business examples like Intels foray into mobile is similar with same outcome ultimately.
Just like Intel is a one trick pony in PC and Datacenter (their core businesses).
Intel, at the end of the day, did not have what it took to be in mobile for any meaningful period of time or through any meaningfully challenging period.
Intel lost focus on mobile BU and could lean back on their core business and strength to the ultimate demise of their fledgling mobile BU.
The reverse will hold true of Q and pc/server BU. They will fall back to mobile and drop PC at any sign of market weakness or challenges. Server marker also requires building a substantial ecosystem. Q is not up to that level of challenge.