I would say that there are several more customers. People are willing to pay for advances in consumer and industrial electronics, but more products will become commodities with only software and firmware to provide differentiation. Many cell phone designs are already starting to look and feel similar to each other. I would not be surprised though to see people sneak in a special 28nm chip for example into their designs for some hardware customization for say a 8 inch or larger tablet form factor device.
Samsung will rule ARM world:
1.) they have their own fabs
they are foundry and IDM;
and they compete directly with their customers (Apple)
2.)they leverage NAND, LPDRAM and display cutting out the middleman
Apple gave Samsung business and they created a monster.
It's going to be a repeat when Samsung entered the DRAM market about 25 (?) years ago.
"Only analog/power semi guys will stay and digital is pretty much owned by a few."
IMHO that's exactly why TI quit mobile business
Fabless-foundry model is broken and TSMC is recently quoting the mask NRE of 16/14nm finfet over $10M. Even this goes down to below $10M over time, the NRE for 10nm or 7nm will be prohibitable for many except a few like Qualcomm, Apple, Samsung and maybe Nvidia, Broadcom and Marvell. The rest will be consolidated and disappear. Only analog/power semi guys will stay and digital is pretty much owned by a few.
The Other Tesla David Blaza5 comments I find myself going to Kickstarter and Indiegogo on a regular basis these days because they have become real innovation marketplaces. As far as I'm concerned, this is where a lot of cool ...