Qualcomm shared plenty of news from China/Asia. How does this affect Qualcomms bottom line ? Is INTEL a winner here ?
For modem market;
-
Apple - gone
-
Asian market - probably marginal with the drama now ( including Auto )
-
Us market will be shared almost multiple players.
for IOT :
- Marginal to keep employees occupied
Server
- marginal to keep employees occupied
Auto :
- Wait until NXP merger is a success. Qualcomm have not have a strong success story in M&A
Will Qualcomm still meet %7.50 EPS next year ?