SI
SI
discoversearch

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 180.90+2.1%Oct 31 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jim Mullens who wrote (191814)1/3/2025 1:04:47 PM
From: QCOM_HYPE_TRAIN6 Recommendations

Recommended By
Jim Mullens
Lance Bredvold
manning18
ryhack
sbfm

and 1 more member

  Read Replies (3) of 196402
 
It's not a percentage of QCT revenue but a percentage of the "CPU cost" up to some amount I would assume.

There is a lot of value add on top of the CPU (NSP, Adreno, ISP) etc. so 2.2/.053 gets you $45 dollars per cpu as the cost of which they're getting royalties off of. I guess then for the $80-110 dollar chips the increase in price is for the NSP/Adreno/ISP + software costs + customer support, etc. You don't want ARM to have a royalties on those so the set cost of $45 per chip?

That number is also an average right, top tier 8gen3 has very expensive cores, the basic 6gen and 4gen have cheaper cores probably around $15 which drives the math down to $45.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext