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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: peaceforme who wrote (175962)	11/1/2022 5:29:51 PM
From: engineer	5 Recommendations Recommended By garrettjax Jon Koplik Lance Bredvold manning18 ryhack Read Replies (1) \| Respond to of 196978

it is cheap insurance for Apple to keep booking the 20% guarantee in return for Qualcomm to make them a backup chipset. This way they can have it both ways. They will choose some country to sell this 20% as a differntiated model. However I will bet you that the agreement for the 20% has an option for Apple to change to any number up to 100% at some time prior to the next year model launch. My guess is that would be like 5-6 months before the product launch as a firm committ, and probably like 7 months as a preliminary commitment to book wafers. Normal production thrughput for these chips is like 16-20 weeks. This way Apple can keep pushing up to the last minute on their own modem, and yet have full fall back for the qcoM modem if needed. IMHO, I will say it again. I do not think that Apple will get there in 2023.