SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 159.42-1.2%Jan 16 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Dexter Lives On who wrote (114968)3/3/2002 2:21:22 PM
From: Uncle Frank  Read Replies (1) of 152472
 
>> I was told royalties were a function of handset prices. The cost of producing handsets (and consequently related royalties) are direct related to the price of the handset - everywhere I look they're giving them away, which from the SP's POV would suggest they're written off at cost. That's a compelling argument for a collapse in the average price of handsets and cdma royalties.

I don't follow your logic, Rob. The carriers don't pay royalties to Q, the manufacturers do. The fact that carriers are subsidizing subscriber handset costs doesn't impact the royalties Q receives per unit, but it does stimulate subscriber growth. Keep in mind as well that Q supplies the vast majority of cdma chip sets, and those are very high profit items, regardless of assembly location.

>> Can anyone tell me whether Qualcomm has licensed (or cross-licensed) TD-SCDMA from the Chinese government. I'm hearing whispers that it will be THE standard in China. Is that good news for QCOM?

As part of the arrangement with China, the home-grown Chinese standard was recognized as being covered by Q's ipr. As Dr. J claimed for years, all variants (so far) of cdma generate royalties for Q.

uf
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News