And like Intel, I would argue that mobile software companies are instrumental in making silicon solutions pervasive, because they tick two major check boxes: reference design and support.
The hidden asset of mobile software companies
Mobile embedded software companies (e.g. Myriad, Access, Aplix, NXP software, Azingo) have a unique understanding of products as a hardware/software system. They understand how silicon can be leveraged, encapsulated and productised to fast-track device delivery. Beyond specific IP, these companies have the capability to build the very first product that will feature a new chipset. This is the reference design check box.
A reference design is not a half-baked breadboard; it is a scale 1:1 device, ready to ship.
The absence of such capability has drained Texas Instrument, once the mobile silicon leader. Alternatively, true reference design has been instrumental in the success of Qualcomm and Mediatek.(cite)
Also see previous note