If it turns out not to be Apple, the only other OEM that springs to mind in this sector is Samsung, as they have the knowledge and experience of designing and fabrication, much like Apple.
Samsung doesn't already have a license? or is it limited to manufacturing and not chip development? If that is the case, then who actually *designed* the ARM11 app processor in the iPhone?
QUOTE=CWallace;5942068]How about Google and their Android platform?[/QUOTE]
Google has the money, but no hardware engineering experience that I know of, and more importantly I fail to see any reason why they would want to meddle with that. Even if they are indeed working on their own Android-based "Gphone" device, it doesn't make a lot of sense to spend so much money and effort to design a custom ARM chip, when the current off-the-shelf implementations from TI, Qualcomm, Samsung, and others work great. They have always said they are not solely targeting the high-end of phone users with Android, but rather the whole market including low-cost, high-volume phones.
ARMs current cores for licensees include the 4 core Cortex A9 design. It uses 250mw and gives an incredible performance...
*snip* ...The PowerVR graphics core from Imagination has a similar power efficiency lead over its rivals.
Yea, the Cortex-A9 certainly looks like a beast! Out of order, up to four cores, and up to 1.0ghz! Even a single-core Cortex-A8 (in-order) at 600-800mhz would be great! With these new cores, I find it very hard to believe that Intel is going to be able to compete in the embedded space. Perhaps if they always stay ahead in manufacturing and have a 22nm Atom vs a 45nm ARM or something, but It's hard to believe. They don't even have the Atom as a system-on-a-chip yet! Since it's x86, the only benchmarks I ever see of Atom compare it to Pentium M and Core 2/Core 2 ULV. Where are the Atom vs ARM Cortext-A9 bechmarks???
Oh and speaking of PowerVR embedded graphics , The iPhone with it's 'MBX lite' is ALREADY old hat. When the iPhone 3G came out it (the graphics not the phone) was already obsolete! The new 'SGX' core chips can scale up to 100+ milion polygon/sec! Why aren't other competitors getting this new graphics chip? Its funny how everyone casts the iPhone as having spectacular graphics capabilites, when in fact the state-of-the-art technology wise is MUCH better, but apparently no one is using it yet in mobile devices.
But I tell you what, Whenever Sony or Nintentendo or Microsoft makes a new handheld game console, BOY IS IT GOING TO FLY! Imagine a 1.0Ghz Cortex A9 and
"PowerVR SGX540". It could run many relatively recent (2-3 years back) DirectX9 desktop games!