Blackberry phones peaked in 2009, there was plenty of time to reconsider. This is just blatant revisionism, there were plenty of on-ramp opportunities within the product timeline.
Apple didn't move off Samsung entirely until the A8, and they still rely on many Samsung hardware IPs within the SoC to this day. It was not just a fab arrangement from day 1.
https://twitter.com/calebccff/status/1472517091970494465
Apple relied on many of the same suppliers as the rest of the industry for a very long time, except the ones they acquired and closed-off. Purely on a "rising tide lifts all boats basis", Intel would still have had access to the dominant player if the ARM-based touchscreen era wiped out the incumbents. However, this is still a very low-margin business, despite requiring more engineering effort than desktop.
You could argue that $1500 phones were unthinkable at the time, but as a commodity, chipset manufacturers see less than 5-10% percent of that, even on flagship phones.
Apple didn't move off Samsung entirely until the A8, and they still rely on many Samsung hardware IPs within the SoC to this day. It was not just a fab arrangement from day 1. https://twitter.com/calebccff/status/1472517091970494465
Apple relied on many of the same suppliers as the rest of the industry for a very long time, except the ones they acquired and closed-off. Purely on a "rising tide lifts all boats basis", Intel would still have had access to the dominant player if the ARM-based touchscreen era wiped out the incumbents. However, this is still a very low-margin business, despite requiring more engineering effort than desktop.
You could argue that $1500 phones were unthinkable at the time, but as a commodity, chipset manufacturers see less than 5-10% percent of that, even on flagship phones.