https://www.thestreet.com/story/14330503/1/qualcomm-ceo-steve-mollenkopf-apple.html
23 replies (most recent on top)
Woof! Woof! Woof!
@4adx the licensing agreement with China was something negotiated with the government. The Chinese were in the power to dictate everything, including getting rid of the royalty and only pay for the IC, but they still decided paying a royalty was valid. The Chinese will enforce the agreement.
Don't be dumb. He has to say this. What do you think the reaction would be if he said I think Qualcomm will lose? By the way... Alex Rogers and Derek Aberle (QCOM royalty group legal) have been selling their stock this summer. See QCOM insider stock sales.
Don't be dump. He has to say this. What do you think the reaction would be if he said I think Qualcomm will lose? By the way... Alex Rogers and Derek Aberle (QCOM royalty group legal) have been selling their stock this summer. See QCOM insider stock sales.
Stop sticking your head in the sand. Huawei joined the party and stopped paying if you haven’t heard.
They will have to pay license because Qcom has patents on everything, such as SEPs. The Chinese government will ensure they pay the license. Even if they don't use the IC, they may still have to license. Can they develop their own technology from scratch and avoid a paying a license? I don't know. But there are companies that are continuing to license Qcom's patents. If you followed the news recently, you probably saw an uptick in Qcom's licensing revenue.
Q will smoke apple. Q is the champion!
MS is good at talking BS. Not credible at all.
“We have great product, no problem with 810, our customers didn’t sell through!”
Why would Chinese companies pay royalty to Qualcomm if they don't use Qualcomm technology? Nonsense
Chinese companies still have to pay Qcom royalties even if they develop their own modems. The Chinese government already considers that Qcom's business model is valid, although the licensing terms were reduced. Since the Chinese government agrees that companies have to pay licenses, all the Chinese 91companies that make modems will also pay licenses.
Once NXP deal closes, Qcom will have more leverage on Apple. Right now Apple is banking on that Qcom is too reliant on them and mobile. Apple is a (very good) product integrator. They need to feed off other companies like Qcom, but Apple doesn't want to pay them.
Brain drain is the most serious consequence of this fiasco.
With 50% of Q business dependent on China market, once Chinese companies use their own modem technology, Qualcomm business is going to get severely hurt.
Longer term, Huawei, Apple, Samsung and others won't use qualcomm technology any longer.
If you go through the comments and original Bloomberg article, it does say how the law favors us.
Qualcomm CEO: "please sell your NXPI shares trading at $114 to me for $110"
@1kem Huh? That article says basically nothing about how the law is supposedly on our side.
Do you know what FRAND means? Companies with a lot of patents always try to get around their FRAND commitments. Nokia has been trying the same after Apple released the first iPhone. And QCOM has been doing it for many years, and we only got away with it because we have a near-monopoly in some market segments. But as far as the law is concerned, FRAND remains FRAND. So if Apple decides to fight this through to the bitter end, they will end up winning. No doubt about that whatsoever. The good news is that Apple will not fight it through. We‘ll all end up with a new licensing deal that everyone will be happy with until Apple can eventually drop us from their phones altogether.
And whatever Apple charges their customers has nothing to do with whether or not they are legally right or wrong. They can charge their customers whatever they are willing to pay. Apple never entered into a FRAND agreement with their customers.
Most likely this case will be resolved before official trial.
Law is mostly on Qcom's side: https://forums.macrumors.com/threads/new-article-delves-into-origins-of-ongoing-legal-feud-between-apple-and-qualcomm.2075083/ Apple talks about exorbitant rates from Qcom, but they charge $100 more for a $7 part. Apple has no interest is passing any savings to consumers.
Woof! Woof!
@1lvm If you really think we have the law on our side in this, then you obviously know very little about the law.
What is he supposed to say? He thinks they’ll lose?
You can’t trust a CEO to tell an unbiased truth. That’s the height of stupidity.
apple now have stupid engineers because there are quite a few came from qcom.
Qcom will win the battle but it is not about it. Whole landscape is changing. This market is so slow and narrow.
Apple is going to court to negotiate to a lower rate, which I think the courts will reject. The law is on Qcom's side. Qcom may not have better engineers than Apple, but they have better lawyers.