[quote=flu]
I’m predicting some consolidation that will happen in 2014…..I don’t think some companies are going to make it…. It’s going to probably going to end up being a 3-legged race with Qualcomm, MediaTek, and TBD 3rd player on the low end…..
[/quote]
I’d agree. Mobile hardware is turning into a commodity just like laptop did 10 years ago. Do you buy the AMD processor or the Intel processor, but the replacement cycle slows down. You won’t have people replacing their smart phone every 2 years it will start growing to 3,4,5 years. Just like that laptop was good enough for 5 years back in the day for the average person. There just isn’t much need for more horsepower on a mobile device. You can always ship hard core computations to the cloud so why do I need more processing power and more battery drain on a mobile device. The most resource intensive thing I can think of on a mobile device is video processing, either decoding video or rendering video game graphics.