The money is being made in the high end, not the $100-200 phones and they are not the same. If they were even close you couldn't sell the $600+ versions.
"Android is what allows $100 to $200 devices to work just as well as $600 flagship devices."
So a free OS somehow makes up for a $400 difference when both sides get the same free OS? I'm confused. It's the hardware that sells the $600 version and the differences between that hardware and what is in the $200 or less models. That doesn't have much to do with the OS, which on the cheap phones is closed as noted. If anything the OS screws the cheap guys because they mess with it and close it.
http://www.arctablet.com/blog/featured/rockchip-rk3288-with-mali-t760-gpu-shows-up-on-gfx-benchmark/
Manhattan for instance offscreen rk3288 (their latest just hitting shelves) =9.6fps
K1 in the same test on shield tablet 31.7fps.
http://anandtech.com/show/8296/the-nvidia-shield-tablet-review/5
So a $200 phone scores 1/3 of a $600 phone. The math sort of makes sense right? 3x the perf for 3x the price. Quite the value considering you usually get just a small portion more in most cases of other products for a massive increase in price like here. You generally don't get a direct price to perf correlation. Games will run at $200 performance not $600. Not even in the same league.
T-rex offscreen same story, 21fps vs. 68fps. Even better at over 3x perf. This thing is barely a match for Snapdragon S800 as shown.
"On the GPU side, it doesn't look like Rockchip spares any expense, since the company is using a high-end Mali-T764 GPU"
Umm...Really? If that's ARM's high end gpu, it leaves a LOT to be desired vs. K1...LOL. I'll take a K1 to go please. These are no threat to anyone buying $600 phones, who will keep doing it for 3x the perf especially as gaming amps up on these things.
"The GPU also supports the latest mobile graphics features"
Nope, no opengl 4.4 etc.
The A80 allwinner dx9.3 and no opengl 4.4 either or ES3.1+. So lacking in dx11+ and OpenGL and ES features.
Rockchip and allwinner are your leaders you say, but it seems they're way behind and have no chance of stealing high end or even the middle.
Also the Pico tablet with 3288 is $255 so this is even worse vs. a $360 Shield tablet on with the gamepad ($299 without). I'll take the shield for 3x the perf everyday at this price difference.
"It’s too early to tell, but the A80 could put Allwinner in competition with the likes of Samsung, Qualcomm, and Nvidia."
It's not too early to tell...Last gen at best. Wishful thinking.
I could go on but you should get the point tomshardware.