'ARM has an "advantage" because it's a smaller company with fewer product offerings and no ability to fab its own chips.'
I think what he's saying is Intel is at a disadvantage because it's the only company with the ability to fab its designs. Therefore, any new designs will have to compete for production capacity and catalog space with whatever the currently most-profitable product is.
Large companies have great difficulty managing multiple product lines that diverge widely in their natural profit margin.
I was saying Intel doesn't want any customization because it needs volume and price to maintain profits. Customization subtracts from volume. They have PC mentality not a Mobile mentality. Power consumption isn't the problem, but business model is.
I think what he's saying is Intel is at a disadvantage because it's the only company with the ability to fab its designs. Therefore, any new designs will have to compete for production capacity and catalog space with whatever the currently most-profitable product is.
Large companies have great difficulty managing multiple product lines that diverge widely in their natural profit margin.