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Your point about the integration between software and hardware is spot on. Even the Android devices with powerful GPUs or AI accelerators are really difficult to access because Android APIs (even the NNAPI) is really tough to use. Core ML "just works" with the CPU / GPU / Neural Engine.

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Qualcomm can DESIGN a chip and HOPE it’ll go in 20 million devices in a year. If they take big enough risks it’s possible no one buys the chip and they just eat a huge loss. I do the phone manufacturers don’t want it, or they don’t think it’s worth the extra three dollars compared to a previous chip.

Apple has inly one customer, they can design a trip and KNOW it’s going into 150 million devices within a year. Even if the APIs aren’t given to third parties, it may still be a big win for them.

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