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 172.29-2.2%Dec 17 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Optntrdr1999 who wrote (196884)12/10/2025 3:30:51 PM
From: waitwatchwander4 Recommendations

Recommended By
JeffreyHF
kech
sbfm
Telecom Dude

  Read Replies (2) of 196982
 
There is a cost factor in the actions of Apple. When Apple's current contract and royalty license comes up for renewal, a good portion of Qualcomm's patents that covered Apple's early 2020 modems will have expired.

If Apple can get away from Qualcomm modems by time of contract expiry they will be able to have a 2020+ era modem without being endeared to Qualcomm. That was the game.

The issue now becomes has Qualcomm et al moved modems, AI on-device, edge and distributed computing far enough along so that folks like Apple will still need their patented innovations.

That's the thrust of it all, always was and always will be.

ps Apple was also likely looking to patent stuff themselves to enhance their own value in negotiations. It's a two street for all.
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