Qveau - I'd broaden the operational question.
What is the PROFIT Qualcomm receives from:
CDMA phone made by Nokia, ASIC made by Nokia
CDMA phone made by Nokia, ASIC made by Qualcomm
CDMA phone made by <other vendor>, ASIC made by Nokia
CDMA phone made by <other vendor>, ASIC made by Qualcomm
Plus
CDMA phone made by Nokia, ASIC made by TI
CDMA phone made by <other vendor>, ASIC made by TI
Plus variants where we have
GSM phone with multi-mode ASIC, phone made by Nokia, ASIC made by Nokia
GSM phone with multi-mode ASIC, phone made by Nokia, ASIC made by Qualcomm
GSM phone with multi-mode ASIC, phone made by <...
Etc,
And of course this varies by region (e.g. China has a different deal). And so on.
I think if we take this matrix and then start putting market share numbers against each of the entries and charting out the changing flows we might get a bit more insight into the importance of various deals.
Regards,
John |
