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This all sounds so inept on Qualcomm’s part that I have trouble believing the explanation. Qualcomm is trying to make money on the whole shebang, not on the PMICs. They’re trying to sell, for lack of a better word, a system on multiple chips. Intel and AMD do this too (see their chipsets, for example). When someone makes a laptop, the the CPU vendor accounts for some of the BOM cost, and that’s their revenue. The manufacturer is willing to pay some total BOM cost at a given performance point, and they’ll buy more units at a lower total. So the CPU vendor wants the total to be as low as possible and their portion of it to be as high as possible. Except to the extent that supplying PMICs (if done competently) diverts more of the BOM to them without increasing the total, they don’t really care whose PMICs are used in the grand scheme of things. And they certainly wouldn’t torpedo the entire product launch over PMICs. I bet this is actually just overconfidence in their product. They designed around their proprietary PMIC, and that design is important: a CPU draws variable amounts of power, and the system will not work if the power and voltages are wrong. For bonus points, the CPU would much rather operate at lower power (skip clocks or whatever) than simply crash if an intensive workload starts and the battery plus whatever power supply is connected can’t keep up. [0]. So I bet they tried to get all this right, they designed around their PMICs, they didn’t realize the chip format was inappropriate, and they can’t fix it in time for
market. Oops. Qualcomm has never done the laptop thing for real before. Intel, AMD, and Apple have. [0] Anyone remember Apple’s issues here? |