"iPhones will ship with Intel LTE chips inside in 2016"
http://venturebeat.com/2015/03/10/iphones-will-ship-with-intel-lte-chips-inside-in-2016/
6 replies (most recent on top)
bad news for QC. rumor may come true
Just a minor hiccup, get back to work.
QC LTE lead is being chipped away slowly. It is now below 80% market share. QC is not in danger of losing the lead any time soon, but the problem is in growth. A single digit percentage growth means QC valuation stops growing, like what happened to Intel even with $50Billion annual revenue. After a lesson in the mobile license, the industry is very vigilant to not let QC dominate in the standards essential patents and no one will be able to craft licensing based on the gross product. So, going forward it is building chips and making a dime on the dollar like all other IC companies. Limited new markets and eroding market share mean that QC will see an inflection point in growth and start to retreat in value. Hey, investors have no mercy.
Better enter another one of their big markets to fight 3 front war...how bout McAfee antivirus? (Intel Security).
Be sure to do the permabull thing and head to siliconinvestor.com. This iphone rumor is nothing more than a vast right wing conspiracy by Intel's PR spin machine, designed to ruin QC's good name. Just like the last rumor which turned out to be true ( sub in Samsung and GalaxyS6 socket instead of Intel/iPhone)
http://www.siliconinvestor.com/readmsg.aspx?msgid=29979932
This means that QC is on more than one collision course with Intel. Intel is taking preempted strike.
What does this mean for us?