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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 176.45

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9:40 AM EST

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John Hayman

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From: Jim Mullens	12/10/2025 1:09:14 PM
	3 Recommendations Read Replies (2) of 196984

QCOM – AAPL modem analysis ..................................................................... Just completed the above analysis using my Copilot AI assistant Interesting results >>>>” .....Apple’s decision is about control and integration, not short-term financial savings.....”. Actually, going in-house results in about $50B added cost to AAPL over the next 10 years Strategic Takeaway Financially, Apple’s modem insourcing is more expensive than continuing to buy from Qualcomm through 2035. The ROI is negative if measured purely on cost. The true value is strategic independence: Apple controls its silicon stack, reduces reliance on Qualcomm, and integrates modems tightly with A-series/M-series chips and future AR glasses. Bottom line: With $18B sunk R&D, Apple does not recover costs by 2035. Continuing to buy Qualcomm modems would have cost ~$55B over 10 years, versus ~$103B for going in-house. Apple’s decision is about control and integration, not short-term financial savings.

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