Intel Corp (INTC)

[fastpathguru]

Look at the ends you just mentioned. "More ownership/control over the supply chain." That by itself leads to a sort of "expensive, proprietary IP" that you say the industry is supposedly moving away from. Only this time, the "proprietary IP" in question is the mobile platform that is being developed by each company, e.g. iOS for Apple.

From and end-user's perspective, it's all "proprietary IP." But from Samsung's perspective they get inexpensive IP that they can customize and manufacture for direct use in end products, increasing their control over their own destiny and avoiding having to share profit margin with merchant component suppliers.

But hey, if I'm wrong, maybe you can point out an example of some small competitor rising up by "rolling their own inexpensive IP" and ready to take on Apple, Google, and Samsung.

You mean just like Apple, Google, or Samsung, but before they've gotten as big and successful as Apple, Google, and Samsung? But other than that, just the same?

Seems like some hair-splitting... Why exactly don't Apple, Google, and Samsung themselves qualify again?

fpg