Re: what does this imply?
One more thought. Jason said 5 quarters to the VB coming. That has to be Apple IMHO. But early on Cirrus commented that the 28 Nm cell size was chosen because they had in mind codec functions and that size was needed to bring in the ms part plus VB. It is pretty clear that the analysis was referring to 2020 phones. So how long does it take to design built and manufacture a new chip 3-5 years. Not next year. We know that.
It just might be that Cirrus has a 28 nm chip coming as a codec with VB in it. I wouldn’t be surprised. New ASP 3.25 - 3.5 from 1.80 or so now. It just might be a 28 nm chip plus a new smarter codec as well. But if the 28 nm chip was to have ms with it it would have had to have a lot of codec wake up etc audio in it.
This is beginning to look like the wolf rumor allover again.