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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.690.0%Dec 24 12:59 PM EST
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To: Art Bechhoefer who wrote (195086)8/4/2025 3:38:49 PM
From: sbfm8 Recommendations

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Art, Q (or any SEP holder) has an obligation to FRAND its "product" only if you define "product" as a Standard Essential Patent. I dont think owning a SEP has a requirement to also design, produce, and sell a widget incorporating that SEP. (If your view is correct, it would mean EVERY SEP holder also is required to license every other SEP holders IP AND produce widgets. I'm open to be proven wrong on this, however.)

Whether to produce or design a widget is a market/business decision and subject to whatever negotiations and leverage one party want to assert.

Also, if memory serves, Q was forced by China to unbundle the SEP and non-SEP portfolio. (Now, realistically, it's still a one-stop, one-rate world.)
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