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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 159.97

-0.9%

2:46 PM EST

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To: ryhack who wrote (148936)	9/6/2018 7:29:25 AM
From: slacker711	5 Recommendations of 197236

RFFE: was 5% and now 15% of market Strong attachment in 4G, in China, and in premium tier OEMs. 5G will really help Q’s RFFE. Just to clarify this, Qualcomm's RF360 had 5% share on its own. The combination of RF360 and TDK took them to 15% and that was 18 months ago when the JV was completed. If they are still at 15%, it means that they have simply held their share flat over the last 18 months. I thought that the comments on ADAS were interesting. This is where the real opportunity in autos lies and where NXP would have provided quite a head start for Q. I wonder if they'll try a smaller acquisition to grab some of the sensor pieces that they dont have in-house. Slacker

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