Relationship with all top customers still wonderful, plus all US, Chinese and LG, HiSilicon relationships are very strong. Still says he hopes Samsung to be a whole customer again at some point.
Future tech - camera seems to be important, CPU market is also 'in play'
'Hossein, you have to scale up with us'. Say customers who have grown massively.
HY developed the 'Culture Club' - hopefully he doesn't really want to hurt us- where all roadmaps are discussed weekly and allow us to grow - quickly - without losing the corporate or cultural identity.
HY sees Qualcomm as the main competition, NVIDIA a busted flush, Mali is at a different level of penetration (lower) and lower tech than Qualcomm (which I think is odd considering the various published roadmaps).
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