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by tonyplee 3474 days ago
Not sure it is really good deal for SOC company in US.

For the past 10 years, I have been working for an ARM SOC company in US. More and more I see zero margin in ARM SOC especially - with $5-15 4 core 32, 64 bits ARM soc in the market.

For Pi-zero, it is $5 for PCB with 512MB of RAM.

There are no $ to be made in SOC HW and board. If there is any margin left, small ARM SOC vendors from China/Taiwan will quickly take them over and make sure nothing is left for US companies.

For these reasons, I don't see anyone can make $ from making any HW SOC/board in US with ARM nor RISC-V type ISV.