Silicon Investor (SI) -- The First Internet Community

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 -- Ignore unavailable to you. Want to Upgrade?

To: engineer who wrote (132960)	11/3/2016 10:43:54 PM
From: Qurious	Read Replies (1) \| Respond to of 196422

Not sure exactly how many parts NXP has, but it's a lot. And some parts may not have high enough volume. Some may even be semi-custom. I don't know if it is feasible for them to go 100% fabless.

To: engineer who wrote (132960)	11/4/2016 9:57:46 AM
From: waitwatchwander	1 Recommendation Recommended By recycled_electron Read Replies (1) \| Respond to of 196422

Lowest cost producer is likely a key factor in becoming a leading IoT chipset supplier. Hard to reconcile that with a fabless model. Being fabless for the high end makes sense. If Qualcomm wants to grow in the "jelly bean" side of the IoT market, fabs and fab expertise seems rather relevant. Managing the capital and operational cost of it all is another area of key expertise. Over the years, Qualcomm has been most challenged on that front. Davis has been a good step in that direction though as will be those coming from NXP and TDK.