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

To: Optntrdr1999 who wrote (196884)	12/10/2025 2:59:54 PM
From: engineer	14 Recommendations Recommended By abcs AlfaNut HD911 JeffreyHF Jon Koplik and 9 more members Read Replies (1) \| Respond to of 196986

i think you come at this from a wierd angle. the dollar value is everything with Tim Cook. what his plan is, is to make their own part and end any dependence on qualcomm and then make phones and refuse to pay royaties. he got slapped dwon before, but I guarantee you he is not through trying to force the issue. surprised it has not come up again yet. speaks volumes about the working state of their c1,c2 chips. IF he were to get his own chip AND he was sucessful at cutting the royalty, he would get back his $100B over a 3-4 year period. so he doesn't mind throwing money at it, but wihtout the technical understanding it might be being thrown in the completly wrong direction. as for integrating their device, it is not possible for them to buy the modem from Q and integrate it into their design at teh same time. either apple has to hire Q to make the main processor or Q has to give the modem design over to apple. Neither of those are ever going to happen, so the only route is to have an external chipset. Now if they were clever they could put it all into one package and say it was integrated. i agree with you it is all about control, but Cook has no idea about how the technology works, all he cares about is the cost. he has really defeated himself in this effort. And more staff is lining up to follow soruji out the door.

To: Optntrdr1999 who wrote (196884)	12/10/2025 3:30:51 PM
From: waitwatchwander	4 Recommendations Recommended By JeffreyHF kech sbfm Telecom Dude Read Replies (2) \| Respond to of 196986

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.