Those kind of devices are too cheap to maintain even an ARM-based company. The CPU in there will cost low single digit dollars. A billion of them is still only few billion dollars. I'm afraid if you really believe that, you have investment money in the wrong company.
An Nomura analyst is saying that he expects $50 Tablets! I don't think he realizes that cutting edge investment in technology and $50 devices don't exactly fit very well. At that price point, absolute prices will hinder development.
It might have worked if Earth's population was 50 billion.