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It's directed at these two companies simply because they have competing mobile GPUs: Snapdragon(Adreno), and Exynos. I'd never heard of Exynos, but I think the Snapdragon was gaining ground. The first Nexus 7 had Tegra, while the second had Snapdragon.

From http://en.wikipedia.org/wiki/Qualcomm_Snapdragon :

Adreno, the company's proprietary GPU series, integrated into Snapdragon chips (and certain other Qualcomm chips) is Qualcomm's own design, using assets the company acquired from AMD.^[5]

Why are they not going up against AMD/ATI? Surely they have infringed on the GPU patent much more since they have been around longer if the allegations are true.