In a Q&A on Digitimes, ARM President Tudor Brown said following:
We all know Taiwan-based manufacturers are capable of commercializing products pretty well, and they have dominated the global production of PCs. However, they have failed to keep the related profits in their pockets.
Tablet PC’s open platform will allow profits to be distributed more evenly among supply chain participants, unlike the current model in which CPU and OS giants take most of the earnings. An Android tablet, for example, is a final product with all essential components including software development and integration.
Acer, Asus, MSI are Taiwanese PC brands that have been expanding their market share in the last 10 years, they did this to keep more of the profits to themselves instead of only manufacturing all the laptops and PCs for mostly US and some European brands.
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