Qualcomm Moderated Thread - please read rules before posting Message Board

STOCKTALK

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 172.80

-3.5%

10:41 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

Recommended by:

To: Srat Man who wrote (196089)	10/18/2025 10:34:09 AM
From: freefromwires	7 Recommendations Read Replies (1) of 196519

Once Apple goes 100% own modem that gives Qcom max leverage on licensing renewal negotiations. For Q I would go for the max rate they can get as fair and reasonable. Apple can take it or leave it and if they leave it they legally can’t sell phones with any Qualcomm patented technology in their modems. Qualcomm has absolutely no incentive to reduce the rate. Apple will get the highest rate that any other OEM pays.The only prior leverage Apple had in negotiations on licensing was the threat of not using Qcom chips. They would be wise to renegotiate prior to going 100% own modem.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next