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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 169.42-2.2%2:15 PM EST
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To: Qurious who wrote (146670)5/30/2018 4:14:25 PM
From: Wildbiftek14 Recommendations

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I think Apple's challenge to Qualcomm's model has a lot to do with the Android vs iOS rivalry: many smaller OEMs rely on Qualcomm to design the hardest parts of their handsets along with discount in the form of a lower licensing fee to quickly enter the market with a very high quality product that achieves 95% of what Apple does with far higher R&D budget. (They need only boot Android before they have a nearly complete solution, the rest of the design is the easy part...)

Clearly Apple would benefit from hobbling Qualcomm's efforts here and their claims of unfairness are a red herring. Their true aim is to hobble the Android ecosystem by removing the pro-competitive discounts granted to the myriad of OEMs with lower BOMs that are producing affordable and high quality iOS competitors.
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