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 174.770.0%9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: sbfm who wrote (195089)8/5/2025 2:32:18 PM
From: Art Bechhoefer1 Recommendation

Recommended By
sbfm

  Read Replies (2) of 197027
 
sbfm -- The way I interpreted SEP was simply that the SEP holder cannot put varying prices on SEP. It must be available at a uniform price. Qualcomm has been criticized for charging licensing fees for some OEM's at higher prices than others. Qualcomm argues that it is merely giving quantity discounts. I'm not sure about where your interpretation differs, or what the difference is.

Regarding China, it is my understanding that Qualcomm initially allowed China a lower royalty rate for devices made and sold to users in China, and a higher rate for devices exported from China. This dual royalty rate applied to the entire bundle of QCOM patents, SEP and non-SEP. Am I wrong?

A Qualcomm reference design, which could include Qualcomm chips or chips designed by others such as MediaTek and Samsung would generate patent royalties paid by the manufacturer of the device, subject only to the $400 cap on the wholesale price of the device. Companies like Apple don't like this feature because it means you pay the same royalty rate regardless of the number of patents and claims practiced for each unit shipped. Apple would like a rate based solely on the number of patents actually practiced, not the whole bundle, inasmuch as Apple is hoping its own designs will eventually work around the entire bundle developed by Qualcomm. If there are other relevant issues determining royalty rates, let me know.

Arrt
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News