@slightlylate good morning, and quick q?: pretty sure I watched you mention that the avg phone was mid to low tier android phone. Do you recall the talk? (Polymer? i/o?) Or did you have a doc you referenced? Thx!
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ASPs will rise, but if you look at things like the Jio Phone (which will dominate volume), it's going to be a fascinating ride: https://gadgets.ndtv.com/jio-phone-4255
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By 2019, I expect the ~$100 phone to be pretty darned good in most ways -- just not CPU perf -- Qualcomm, Samsung, and MediaTek have totally, utterly failed to keep the pipelines full on the cores they churn out at record pace.
End of conversation
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