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

QCOM 174.18

+1.1%

3:59 PM EST

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Dr. John

vkvraju5

To: engineer who wrote (175963)	11/1/2022 5:43:46 PM
From: peaceforme	2 Recommendations Read Replies (1) of 196989

actually 20% was not part of agreement . But that is management's way of saying typically Apple sells N-1/N-2 devices close to 20% of total sales. So assumption that Apple booked 20% newer devices so QCOM would keep making modem is out of place. Also, unlikely less than 50% of total apple volume of standalone modem, QCOM would entertain their business. If (more than likely) QCOM gets modem business from apple it is going to be atleast 50% or more like samsung (how the split used to be) or nothing at all. Also, QCOM would need commitment at least 1 year ago for them to go through that cycle of standalone Modem chip production specifically in this market to reserve capacity. Also, Typically whatever modem QCOM provides to apple , Commercial samples becomes available 10-12 month earlier for apple to do their own integration and testing.

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