Qualcomm Moderated Thread - please read rules before posting Message Board

STOCKTALK

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 Moderated Thread - please read rules before posting

QCOM 170.90

-1.3%

Nov 7 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Qurious who wrote (146684)	5/30/2018 5:49:09 PM
From: Wildbiftek	1 Recommendation Recommended By VinnieBagOfDonuts Read Replies (1) of 196559

They've openly declared that their rates are fixed for those scenarios where cellular connectivity isn't essential: qualcomm.com Their contribution to phones is far more essential and pervasive. If you add up the value added to a phone over each of the parts where Qualcomm's IP is implemented, you would get in the end a capped percentage of the BOM which scales with the intensity of IP usage just as they actually charge. Of course no one bats an eye when Apple marks up a price of a $30 piece of NAND to $100 at the consumer sale (as they own that NAND prior to the sale) for whatever value their innovations and branding add to consumers on that extra storage, all other things being equal. Likewise Qualcomm owns the IP prior to licensing it to the handset manufacturers, and they should be allowed some control of what they charge for even FRAND encumbered IP as they own the IP. (Price discrimination isn't unfair to the ecosystem as it amounts to a discount to many buyers.)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next