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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 180.00+1.0%3:12 PM EST
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To: sbfm who wrote (195455)8/29/2025 3:28:46 PM
From: sbfm4 Recommendations

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abcs
Art Bechhoefer
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manning18

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The "perception stack" is obviously not included in any standard and, therefore, not subject to FRAND obligations.

Assuming QCOM has 15 years of development efforts, I would expect that the fruits of those efforts are protected broadly and deeply by QCOM patents. I would hope (and the tech members here have superior insight and understanding) that there are more Utility patents than Design patents forming the moat. (From Google AI: There are "Utility Patents (for how something works), Design Patents (for how something looks). . .Of these, utility patents are generally considered the most valuable because they protect the functional aspects of an invention, providing broad rights and longer protection (up to 20 years) compared to design patents (up to 14 years).")

Does anyone have any insights on who may be competitors and how advanced those competitors are?

Assuming QCOM has a significant lead time advantage (and I think the advantage could be implied by its design wins), I would love to see supply agreements structured to reduce/eliminate incentives for customers to develop their own competing chips; maybe reasonable and not monopolistic prices? I absolutely would not license the patents - figure out the sweet spot in pricing to keep the AR glasses chips from becoming commodities (like modems are).

This is a huge opportunity to own the AR glasses chip market. If AR glasses are the next big consumer hit, there's lots of money to be made. The addressable market for glasses is staggering.
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