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Does anyone have any opinions on this foundry move by LG. Will Intel finally become a serious foundry? Could this be a major problem for Qcom? How will TSM react? By the way, any thoughts on how the Media Tek phone chip by TSM will play in the market.
Intel licensing the ARM IP for 10nm foundry business is wishful thinking. The big SoC vendors (QCOM, Apple, and MediaTek) have already taped-out their 10nm designs and will be in HVM in the second half of 2017, about the same time Intel 10nm will be ready to get STARTED with the ARM IP. LG is the announced first customer which makes sense. LG does not have the volumes to work with TSMC 10nm as an early adopter, LG competes directly with Samsung, and GlobalFoundries is skipping 10nm so what choice did they really have? Besides, the majority of LG phones use SoCs from QCOM and MTK so this really is a low risk business proposition. To me this is a nothing burger with cheese.
