flu, I’m not so sure about your 3-legged race part. I wouldn’t count out Intel if I were you. They seem to do a pretty good job with Broadwell and Haswell. If they can continue on that trajectory and integrate LTE (which last I heard should be soon), would be a force to be reckon with. They also just announced that they found a way to reduce GPU power consumption by 40%. That’s huge. They’re also aiming for the <$100 tablet market too. We'll see how this market evolve. MediaTek has been on a massive rise because of Android. My question is, what would happen if Microsoft decides to make WP and WindowsRT free. That's the rumor that I'm hearing floating around. If they do, it would give OEM huge incentives to switch over to Microsoft ecosystem instead of Android, since OEM have to pay both Microsoft and Apple (and in some cases, i.e. HTC, to Nokia as well) for every Android devices that they make. If Android goes into a decline and Windows increases marketshare, I think MediaTek would be in trouble, since Windows only support Qualcomm chips and full Windows supporting only Intel. It's interesting time ahead, but somehow, I think Intel and Qualcomm might turn out to be dual-opoly if Microsoft succeed.
