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

To: Srat Man who wrote (196089)	10/18/2025 10:34:09 AM
From: freefromwires	7 Recommendations Recommended By Dr. John JeffreyHF Jim Mullens John Hayman Jon Koplik and 2 more members Read Replies (1) \| Respond to of 196533

Once Apple goes 100% own modem that gives Qcom max leverage on licensing renewal negotiations. For Q I would go for the max rate they can get as fair and reasonable. Apple can take it or leave it and if they leave it they legally can’t sell phones with any Qualcomm patented technology in their modems. Qualcomm has absolutely no incentive to reduce the rate. Apple will get the highest rate that any other OEM pays.The only prior leverage Apple had in negotiations on licensing was the threat of not using Qcom chips. They would be wise to renegotiate prior to going 100% own modem.