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What he is saying is the side that has more to lose will will offer the biggest gain or loss in market price, compared to the stable company.

What is so difficult to understand?
Yeah, there is also such thing as the law. The company that violates the law usually is the one who pays regardless of who may lose more.
 
The fact that Qualcomm stock is up more than Apple shows exactly the opposite of what you say. Markets in this case wouldn’t reward the “winner” but the company that had more to lose, because if Qualcomm stock goes up it means that now their outlook is more positive than it was before the settlement. Clearly not a lot changed for Apple if their stock didn’t move, in the eyes of investors.

Yeah... no.

If Apple’s stock jumped 15% at nearly a trillion dollar value you’re talking BILLIONS of dollars just got bought worth of stocks.

If Qualcomm goes up 15% on an 84 billion dollar value you’re talking millions of dollars were invested. They were also down considerably because the FTC case isn’t looking so hot and they’re trying to settle that one out of court as well.
 
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Hallelujah! Now they can both get back to the business of providing customers with first-rate technology. Play nice, win big.
 
Lol. Qualcomm caved because under exhaustion law their business model would have been toast.

If Qualcomm sold Intel a license, patent exhaustion would apply .... And even so, apple would be using a poor implementation from Intel.
 
Get a room guys.
Seriously, after all these years of growing romantic tension…

Apple-Qualcomm-Kiss.gif
 
Apple needed Qualcomm’s 5g modems or it risked falling behind the entire smartphone industry. They were never going to go to Huawei (privacy & security issues). And Intel obviously cannot deliver.
 
I wonder if the licensing agreement includes Apple's modem plans. We know they want to build their own and are rumored to build their own. Call it the B1 or whatever when it comes out. B for baseband.
If the agreement includes a patent license, as it must, Apple is free to make their own devices. Given that Qualcomm is under antitrust scrutiny they couldn’t have required apple not to compete against them.
 
Yeah... no.

If Apple’s stock jumped 15% at nearly a trillion dollar value you’re talking BILLIONS of dollars just got bought worth of stocks.

If Qualcomm goes up 15% on an 84 billion dollar value you’re talking millions of dollars were invested. They were also down considerably because the FTC case isn’t looking so hot and they’re trying to settle that one out of court as well.

True. The full day's trading volume on Qualcomm is 14 mill.
 
To tech Giants battling it out, and I never expected it to end this way. But nonetheless, all the drama/ego-tripping can stop between both of these companies.
 



Apple and Qualcomm just kicked off a legal battle over unpaid royalty rebates in a San Diego court, but the case will be cut short as the two companies have reached a settlement.

Apple announced the news in a press release this afternoon. Apple says the settlement includes a payment from Apple to Qualcomm and a six-year licensing agreement for Qualcomm's technologies.

qualcomm-iphone-7-800x374.jpg
The settlement ends all ongoing litigation between the two companies, including with Apple's contract manufacturers. All companies involved have reached a global patent license agreement and a chipset supply agreement, suggesting Apple may be planning to once again use Qualcomm chips in its devices going forward.

The legal battle dates back to 2017, when Apple sued Qualcomm for over $1 billion in unpaid royalty rebates, accusing the San Diego chip company of anticompetitive patent licensing practices.

Apple in its lawsuit claimed that Qualcomm had "unfairly insisted" on collecting royalties for "technologies they have nothing to do with," while Qualcomm said that its technology is "at the heart of every iPhone. The original lawsuit spawned a bitter legal battle between the two companies, which led to patent disputes and import bans in multiple countries, all of which will now be resolved.

Apple had also stopped using Qualcomm chips in its devices due to the ongoing legal troubles, opting for an all Intel chip lineup in 2018. Recent rumors have, however, suggested that Apple's plans to use Intel's 5G chips for its 2020 iPhones may fall through due to Intel's production delays, which may have been a factor in Apple's decision to come to an agreement with Qualcomm.

Article Link: Apple and Qualcomm Reach Settlement, Agree to Drop All Litigation
TLDR: Qualcomm won the war!
 
Yeah, there is also such thing as the law. The company that violates the law usually is the one who pays regardless of who may lose more.

Double dipping is against the law.
That’s what the trial was about.

But we weren’t talking about the law you were talking about market price, which has very little to do with the letter of the law and more to do with the law of economics.

Not a difficult concept to understand.
 
If we're really lucky, Judge Koh will hand down her decision in FTC v Qualcomm before the end of business today.

I doubt we'll be that lucky.
 
It looks like, unlike many posters on MR, Apple realised that they were in serious trouble with the delay of 5G till 2021. Hence the quick settlement. Now they have enough time to put Qualcomm's 5G modems in the 2020 models.
 
This gives Apple six years to develop their own chip. I don't think Apple wants to do business with these guys anymore but were forced to do so to keep up with the growing 5G market. Clearly, Intel is not meeting Apple's standards in their mobile chip demands.

Once they have their own chip, buh-bye Q!
 
That’s nonsense. They didn’t fight it because Qualcomm caved, and the new license is no longer unfair. Any lawyer will tell you that Qualcomm charging a patent license fee when you already buy their chips violates Supreme Court precedent.

Qualcomm sells the license first, then sells the hardware. Not the other way around.
 
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It looks like, unlike many posters on MR, Apple realised that they were in serious trouble with the delay of 5G till 2021. Hence the quick settlement. Now they have enough time to put Qualcomm's 5G modems in the 2020 models.

And if 2020 iPhones still have intel modems will you admit you were wrong.
 
Apple caved.

If Apple really believed Qualcomm's patents were unfair, they would have fought this to the end. Instead, Apple just signed a 6 year licensing deal with Qualcomm, "including a two-year option to extend, and a multiyear chipset supply agreement."

Complete BS.

My post from the other day:

  • In April 2017 Qualcomm and Blackberry had a binding arbitration case. Qualcomm lost and now owes $940 million to Blackberry. Since it didn't go to court, details are limited. What we do know is it was related to royalty rebates due to Blackberry over the number of devices sold. Which sounds eerily similar to what Apple is complaining about (with Apple winning a preliminary $1 billion against Qualcomm just recently).
  • In June 2018 Qualcomm was fined $1.2 billion by the EU for antitrust issues arising from Qualcomm paying Apple money to ensure exclusivity in using Qualcomm modems. Just a week ago Qualcomm lost another part of their antitrust case by trying to prevent the handing over of data to the EU regarding their antitrust case.
  • In October 2017 Qualcomm was fined $774 million by Taiwan's Fair Trade Commission for overcharging royalties for their cellular modems and IP. Qualcomm struck a deal with Taiwan and had their fine "reduced" to $93 million in exchange for investing $700 million over 5 years into Taiwan's tech sector. Several companies are still protesting this decision as Qualcomm wasn't forced to change all their licensing practices.
  • In December 2016, South Korea fined Qualcomm $854 million for antitrust issues surrounding modem and IP royalty/licensing. Prior to this Qualcomm was fined $243 million way back in 2009 over kickback issues to cell manufacturers to use Qualcomm modems exclusively. This fine was lowered slightly to $200 million just last month.
  • In February 2015 Qualcomm accepted a penalty of $975 million in China over violating anti-monopoly laws over - you guessed it, royalties and licensing related to modems and related IP.
  • The FTC in the US just wrapped up a trial (now awaiting a decision) accusing Qualcomm of antitrust practices related to their modems and licensing practices.
  • Apple and Qualcomm start their trial today regarding, again, over payment of royalties.

Qualcomm has been losing BIG TIME all over the world. It's beyond asinine to think Apple caved when Qualcomm is the one who's been losing literally EVERY SINGLE ANTITRUST CASE brought against them over their licensing practices.

Lol. Qualcomm caved because under exhaustion law their business model would have been toast.

Exactly. Qualcomm caved. They have lost so many times already that another loss (with Apple) would have been devastating. They can save face by striking a deal with the worlds largest tech company and continue to make money selling to Apple (though likely less money than before).
 
Great news. Apple should’ve just paid from the beginning. They have the cash on hand. I specifically bought an unlocked 7 Plus with the Qualcomm modem because it’s much better than Intel’s.

I love Intel but sadly they’ve really screwed up since around 2015. Everything has been delayed and underwhelming. I really hope they get their act together.
 
My XS Max was intended to be a 4-5 year phone. It looks like I'll get the first iPhone that was new Qualcomm modems/chips. FU Intel.

...and let's be honest - Apple was at fault here and their greed was on full display. This thing didn't even last 72 hours.
 
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