RISC-V fragmentation
So, if these two succeed in ousting even a noticeable chunk of ARM devices from made-in-China products isn't that going to make them the Number 1 in terms of installed RISC-V base, putting them in prime position to drive the adoption of processor extensions and hence reduce the fragmentation? As in, everyone elses extension choices become bit players as far as application developers are concerned.
So rather than being concerned about the fragmentation problem and waffling over it, if they just plough on as fast and hard as possible, they simply get rid of the problem and can push towards whatever is needed to supplant their remaining ARM devices.
Which gives us all a better RISC-V landscape for running our applications over multiple products and gives Arm some healthy competition.