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Posts: 338 | Thanked: 496 times | Joined on Oct 2010
#291
Originally Posted by Kangal View Post
I was always perplexed why AMD pulled out of mobile.
Intel couldn't compete against ARM on the mobile side, so I don't know why AMD didn't just take its ARM licenses and start churning out SoC's for the HTC, LG, SONY, Motorola etc etc of yesteryear.

We know that Apple with its Ax chips, and Samsung with its Exynos chips, were quite competitive from the get-go.

It left the rest to squander with Texas Imaging or Qualcomm, which were both weak offerings. nVidia also ran fine until they lost their target and started making chips for tablets, and not phones (Tegra3 was quite inefficient). TI had financial problems and pulled out of the market. Qualcomm decided to do its own thing, which wasn't smart until they landed the Krait S4 architecture and doubled it with LTE compatibility.

Seems really like a good guys finish last scenario.
AMD chips = out
Sharp displays = out
Palm hardware = out
MeeGo OS = out

Today a large percentage of phones have Android OS, Qualcomm chips, JDI display and most likely a Samsung badge.
They were never in mobile per se, they only licensed mobile GPU designs through their Imageon (Adreno = Radeon) unit. However, Dirk Meyer sold it off to Qualcomm for an absolute song. Both the value of the deal (tiny $65m) and the strategic decision were heavily questioned at the time. Ultimately it went down as one of the worst tech asset disposals of all time.

I don't see any likelihood of AMD entering that section of the ARM market anytime soon. There's heavy competition and very low nominal margins. Moreover they have no expertise in the field, and need to concentrate on K12, Zen, custom business and desktop and laptop graphics.

Licensing their GPU designs, adapted for mobile, helps them push HSA, which gives them far more leverage vs Intel and NVIDIA.

Apple bought Freescale, and also received massive help from Samsung. They also have an essentially unlimited budget. Samsung have a long history of involvement in telephony, gigantic budgets, and both their own fabs to utilise (AMD don't anymore) and their own screens, RAM and solid state memory. Both use their own product, and AMD have no consumer devices.

Meego was never really in, since Elop ensured that it was stillborn, and the old Nokia guard can be blamed just as much for stalling and under-investing in Maemo, then the largely disastrous decision to merge it with Moblin.

Palm I have little sympathy for. They were a disastrously badly run company that rested on their laurels. WebOS was way ahead of its time, but the hardware was terribly low quality and it was too little too late.

Sharp failed to develop more affordable, mass market mobile products, and more generally had appalling financial mismanagement. The JDI joint venture was massively more prudent and provided more affordable offerings. However, they're still a big player in displays.

Next year will be a watershed year for AMD ... if they get K12 and Zen right, they could find themselves in a better spot than ever before.