Thread regarding Qualcomm Inc. layoffs

Excellent position

I have no doubt that Apple will likely attempt to sever their dependency on Qualcomm when they make eventually make their own modems (they've made incredible strides with their SoC's under Johny Srouji), but it will still be at least a few years before that will even be a reasonable option.

The complexity of engineering that goes into a high-performance modem is nothing to sneeze at, especially when Qualcomm owns a significant portion of 5G-related patents. Even Intel threw in the towel upon the realization that the capital expenditure wouldn't be worth it, and it would be impossible to compete with Qualcomm profitably (Intel stock actually jumped up accordingly). Qualcomm will continue to collect licensing/royalties from other manufacturers like Huawei as well, and is in an excellent position frankly.

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Post ID: @OP+YFYWHrq

5 replies (most recent on top)

Hate to say that but Q is in a good position thanks to NSA and Trump, can you imagine Huawei and Chinese phones equipped with Huawei chipset pouring into NA market?

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Post ID: @1mgk+YFYWHrq

The upcoming FTC ruling is crucial. Favors Q very good. Against company very bad.

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Post ID: @zha+YFYWHrq

Apple was into this nonsense the last few years and took it's eyes off the ball. Today's smartphone competitive market is very different. I believe China is lost to Apple, and Europe will be impacted as well. My guess is Iphone sales in 2019 and most of 2020 will not be good.

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Post ID: @udl+YFYWHrq

I was actually quite disappointed that they settled at the last minute, as we no longer have access to juicy legal discovery that would have revealed Apple's rotten legal strategies and bad-faith practices. Now it's slowly becoming apparent that Apple fabricated evidences and tricked Qualcomm into legal troubles with regulators (eg, rebates for exclusivity).

I don't think Apple is giving up its unscrupulous practices, however, and I'm pretty sure they are setting themselves up for the next battle years from now (Apple is now a direct licensee). In hindsight, QCOM should have taken lessons from Samsung's battle with Apple years back. There were so many red flags from the moment the FTC approved antitrust investigation of QCOM just days ahead of a new administration with 2 of the 5 commissioners missing, against the vehement dissent from the interim chair. I just have to wonder what's in their new licensing/business agreement -- if QCOM had to make concessions like it before and it's another legal or regulatory minefield.

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Post ID: @tfo+YFYWHrq

https://outline.com/R8j349

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Post ID: @qqg+YFYWHrq

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