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

To: kech who wrote (183131)11/3/2023 9:42:49 AM
From: JeffreyHF13 Recommendations

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  Read Replies (1) | Respond to of 196981
 
It's important to remember that last time QCT took Apple at their (incredible) word on that subject, and modeled 20% share in the current iPhone, Apple ended up using 100% QCT modems, instead.

This is like "The Boy Who Cried Wolf" meets "Waiting For Godot". Apple is not going to bet "The Goose That Laid The Golden EGG", on a technologically inferior modem.



To: kech who wrote (183131)11/3/2023 11:22:39 AM
From: vkvraju53 Recommendations

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  Read Replies (1) | Respond to of 196981
 
"presumably then their modem will be good enough for 80% of their phones, either separating by region or by high vs low end."

Not 80%, but 100% of their own modem on their "then" latest phone.
20% comes from the previous year phones (where they would have used Qualcomm modems) they would sell during that time.

Atleast that is the modeling Qualcomm uses.


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