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Intel Exiting 5G Smartphone Modem Business, Won't Make 5G iPhone Chips at All

JPack said:
It's even more naive to believe both Qualcomm and Apple had equally strong cases.

Apple couldn't survive without 5G. Qualcomm survived without Apple's money and had 5G.

The press release says it all. Apple wasn't even allowed to get in a comment, not even in their own press release.
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Apple would have survived. It’s incredibly naive to think that Qualcomm wouldn’t have caved into billions and billions of revenue plus the prior months use owed and they had Apple over a barrel with no options. After the announcement Qualcomm stock went up, that’s the indication of where the weakest link was.
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DNichter said:
Who cares who caved? They likely both conceded a bit when it comes to money and it's a win for consumers. People arguing over this are ridiculous.
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Come on, you’ve been around here for a while. The critics portray the narrative as Apple having a figurative gun to its head, while the fans portray the narrative Qualcomm would be stupid to turn down billions of revenue.

In truth everybody is probably partially right, but we don’t know the settlement.
 
I7guy said:
Apple would have survived. It’s incredibly naive to think that Qualcomm wouldn’t have caved into billions and billions of revenue plus the prior months use owed and they had Apple over a barrel with no options.
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If Apple had an alternative option, they would have used it.

Intel didn’t even have a 5G demo. Samsung could not sell without permission from Qualcomm. MediaTek was even further behind than Intel.

Qualcomm was going to get their money from Apple one way or another. They were patient and were rewarded.
 
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JPack said:
If Apple had an alternative option, they would have used it.
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That’s speculation.

Intel didn’t even have a 5G demo. Samsung could not sell without permission from Qualcomm. MediaTek was even further behind than Intel.

Qualcomm was going to get their money from Apple one way or another. They were patient and were rewarded.
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Qualcomm has more to lose than Apple, that’s why the stock went up (a point you ignored). Qualcomm got money and future revenue and Apple got a deal. Apple’s stubbornness was rewarded.
 
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I7guy said:
Qualcomm has more to lose than Apple, that’s why the stock went up (a point you ignored). Qualcomm got money and future revenue and Apple got a deal. Apple’s stubbornness was rewarded.
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Talk about speculation.

Qualcomm had 5G. Apple couldn’t buy from anyone else in a timely manner. It as simple as that.

Arguing that a hugely positive event for Qualcomm led to a surge in stock pricing is ridiculous. You’re probably the same people who point at the sun and say it’s dark.
 
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I7guy said:
Apple would have survived. It’s incredibly naive to think that Qualcomm wouldn’t have caved into billions and billions of revenue plus the prior months use owed and they had Apple over a barrel with no options. After the announcement Qualcomm stock went up, that’s the indication of where the weakest link was.
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Come on, you’ve been around here for a while. The critics portray the narrative as Apple having a figurative gun to its head, while the fans portray the narrative Qualcomm would be stupid to turn down billions of revenue.

In truth everybody is probably partially right, but we don’t know the settlement.
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I agree, just dumb to argue over. Especially when no one knows the specifics of the deal. Either way, I don't care if Apple caved or had to pay a ton to work this out - it's better for me in the long run.
 
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I7guy said:
That’s speculation.


Qualcomm has more to lose than Apple, that’s why the stock went up (a point you ignored). Qualcomm got money and future revenue and Apple got a deal. Apple’s stubbornness was rewarded.
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Just a simply question for you. How will provide Apple with 5G modems if the deal with Qualcomm didn’t happen?

As for the stock is a typical US stock market reaction, Qualcomm future is solid without Apple or with Apple. Stop thinking that the world more around Apple, we Americans have this stupid stereotype of thinking we are the Universe center....
 
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JPack said:
Talk about speculation.

Qualcomm had 5G. Apple couldn’t buy from anyone else in a timely manner. It as simply as that.

Arguing that a hugely positive event for Qualcomm led to a surge in stock pricing is ridiculous. You’re probably the same people who point at the sun and say it’s dark.
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I never said I wasn't speculating or giving an opinion. Since no one knows the terms of the agreement each opinion or speculation is as viable as the next. And ignoring the increase in price of Qualcomm is ignoring the obvious. Qualcomm has more to lose than Apple.
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StralyanPithecus said:
Just a simply question for you. How will provide Apple with 5G modems if the deal with Qualcomm didn’t happen?

As for the stock is a typical US stock market reaction, Qualcomm future is solid without Apple or with Apple. Stop thinking that the world more around Apple, we Americans have this stupid stereotype of thinking we are the Universe center....
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Three possibilities:
- Apple forgoes 5g for one more year
- pays intel big bucks
- buys from other suppliers

Qualcomm will survive without Apple(just not as well), it one would be naive if they think it would have been in both parties best interest to prolong this fight in court, with Qualcomm bleeding money from the trial.
 
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StralyanPithecus said:
Just a simply question for you. How will provide Apple with 5G modems if the deal with Qualcomm didn’t happen?

As for the stock is a typical US stock market reaction, Qualcomm future is solid without Apple or with Apple. Stop thinking that the world more around Apple, we Americans have this stupid stereotype of thinking we are the Universe center....
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Apple would have been forced to wait a few years for Intel to fix the problems. Other alternatives would be as expensive as Qualcomm and wouldn’t deliver the performance on time. Apple’s sales would have taken a beating. Not only does Tim Cook’s compensation depend almost entirely on company performance, it’s a matter of importance that Apple gets 5G on time for iPhone, Watch, and iPad.

It boils down to money and ego from the Apple executives. Apple could pay, they just didn’t want to.
 
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Three possibilities:
- Apple forgoes 5g for one more year . And lose a big chunk of the phone market...
- pays intel big bucks. Intel doesn't have the infrastructure and willing to make it happen (we hated working with the StrongArm architecture in the 90’s).
- buys from other suppliers. Most suppliers are bound by Qualcomm patents, Huawei is banned in the US. There is not other suppliers.
 
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StralyanPithecus said:
Three possibilities:
- Apple forgoes 5g for one more year . And lose a big chunk of the phone market...
- pays intel big bucks. Intel doesn't have the infrastructure and willing to make it happen (we hated working with the StrongArm architecture in the 90’s).
- buys from other suppliers. Most suppliers are bound by Qualcomm patents, Huawei is banned in the US. There is not other suppliers.
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Speculation. One speculation is as good as another’s.:apple:
 
Apple didn’t want to rely heavily on Qualcomm because they don’t like to be dependent on one supplier. Additionally they probably didn’t want to pay the prices Qualcomm wanted. They thought they’d try their lot with Intel. Over the past year it became apparent that not only were intel’s 4G chips inferior to Qualcomm, they obviously couldn’t produce 5G chips to the scale and quality that Apple needed. Hence why they’ve had to go back to Qualcomm and settle their differences.
 
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smartbot said:
I wonder if this is why Apple settled?[/QUOTE
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NaimNut said:
Wow

Chicken or the egg?
Maybe Intel was never really in the 5g mobile game and Apple needed to settle out of court.
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Maybe Apple conspired with Intel to create the illusion Intel was acutal
I7guy said:
Sounds like Qualcomm caved, they have been hurting for apple's lost revenue.
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Does anyone in this forum actually know what the deal is?
 
Nobody CAVED. They settled. Which means both parties came to an agreement that was mutually beneficial otherwise, they wouldn't have settled!
 
DotCom2 said:
Nobody CAVED. They settled. Which means both parties came to an agreement that was mutually beneficial otherwise, they wouldn't have settled!
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Not necessarily. Entities settle when they don't want to or be on the record as admitting guilt or being found guilty.
 
lazard said:
Not necessarily. Entities settle when they don't want to or be on the record as admitting guilt or being found guilty.
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THere is no such thing as “guilty” in civil litigation.

Parties settle when they think the benefits of settling are better than the likely result of continuing the litigation.
 
I'm amazed that someone can see this as neutral settlement. Hopefully you don't do stocks.
Qualcomm won.

Anyhow, it's really glad to see qualcomm chips in iphone again! intel chip sucked big time.
 
Figures, Intel's modems weren't exactly popular elsewhere. I wouldn't be surprised to hear in the next few months that Apple buys whatever leftovers there is of Intel's 5g modem plans.
 
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