ARM China is independent from ARM, which just happens to have whatever IP it was able to run away with. To compete they're going to have to match ARM, given that nobody is going to write software for their custom fork.
The domestic Chinese market was not able to support homegrown TD-SCDMA without the silicon manufacturing restrictions that now exist for Chinese companies, what makes you think that a company with rapidly outdating chip designs and access only to domestic silicon fabs which are trapped on older 14nm+ processes is going to be able to compete outside of the low end of the budget segment?
Even Intel had trouble surviving on 14nm, hence all the contra-revenue spent to directly subsidize Intel tablets (whether they were $100 HP Stream Windows tablets, or $50 Walmart special Android tablets) to try and not get locked out of that space.
> (...) what makes you think that a company with rapidly outdating chip designs and access only to domestic silicon fabs (...)
Well, maybe the fact that not so long ago it had none of that and it clearly looks like both the company and the political regime aren't having many problems getting their hands on all the missing pieces.
