Qualcomm CEO Steve Mollenkopf Shares Thoughts on Apple Deal but Declines to Give Specific Details

Discussion in 'MacRumors.com News Discussion' started by MacRumors, Apr 17, 2019.

  1. MacRumors macrumors bot


    Apr 12, 2001

    Following yesterday's surprise announcement of a settlement between Qualcomm and Apple, Qualcomm CEO Steve Mollenkopf sat down with CNBC to share a few more details about the new agreement between the two companies.

    According to Mollenkopf, after "a lot of talking" both between teams and with Apple CEO Tim Cook, Apple and Qualcomm came to an agreement that "both companies like." Qualcomm and Apple are now focusing on getting new products out, such as the 5G iPhone coming in 2020 that Qualcomm will supply chips for.

    Apple and Qualcomm have established a "very broad deal" across all of Qualcomm's technologies, which Mollenkopf says is the first direct license that Qualcomm has had with Apple rather than contract manufacturers.

    Each side "found something that was useful" in the deal, and according to Mollenkopf, Apple and Qualcomm "want to work together on products," as evidenced by the multiyear product deal the two signed as part of the settlement.

    Part of the agreement between the two companies included a payment from Apple to Qualcomm, but Mollenkopf declined to provide further details on the size of the payment. He also refused to reveal how much Apple is paying Qualcomm per phone.

    On the topic of 5G chips for future iPhones, Mollenkopf said that Qualcomm is "excited" and has the "entire team" working to support Apple. Unsurprisingly, no details were given on Apple's product plans or launch timelines for 5G connectivity.

    While Apple settled with Qualcomm, Qualcomm continues to face an FTC inquiry into anticompetitive business tactics, which Mollenkopf says is still a risk to Qualcomm. He doesn't believe the Apple decision will impact what the FTC decides.
    Mollenkopf's full interview, which includes additional details about Qualcomm's relationship with Apple and Qualcomm's goals moving forward, can be watched on CNBC's website.

    Article Link: Qualcomm CEO Steve Mollenkopf Shares Thoughts on Apple Deal but Declines to Give Specific Details
  2. bruinsrme, Apr 17, 2019
    Last edited: Apr 17, 2019

    bruinsrme macrumors 603


    Oct 26, 2008
    It’s a win win win
    Win for Apple to power their product
    Win for Qualcomm in essentially guaranteed revenue
    Win for the consumer.

    Intel was later to the game and wasn’t able to provide the bit for bit quality and performance.
  3. rjp1 macrumors regular

    Mar 27, 2015
    How is it a win for Intel? lol
  4. UnLiMiTeD558 macrumors 6502a

    Dec 20, 2009
    Where did he say it was a win for intel?
  5. daye macrumors member

    Oct 20, 2013
    Poor Apple! Still can't find a way to get rid of Q.
  6. Westside guy macrumors 603

    Westside guy

    Oct 15, 2003
    The soggy side of the Pacific NW
    bruinsrme should've said Win Win Win LOSE... although it seems a stretch to consider this a win for Apple.
  7. cocky jeremy macrumors 601

    cocky jeremy

    Jul 12, 2008
    Columbus, OH
    They can fail a little more quickly and quit throwing money down the toilet.
  8. balaplus macrumors 6502

    Oct 23, 2017
    Smart move by Intel..
    Cut your losses and run!
  9. mi7chy macrumors 603


    Oct 24, 2014
    We need to get Steve Mollenkopf on here for AMA. People want to know if Intel suddenly dropped out of the mobile business since they were faced with impending antitrust case colluding with Apple to stifle Qualcomm and if Qualcomm/FTC will continue to pursue that.
  10. Michvuee macrumors member

    Jan 31, 2019
    Lmao, Apple sucked it up and Qualcomm will now supply them 5G chips.
  11. Wags macrumors 65816

    Mar 5, 2006
    Nebraska, USA
    Intel was probably just Apple’s pawn against Qualcomm. Either to break their patents or get a better deal.
  12. ipedro macrumors 601


    Nov 30, 2004
    Toronto, ON
    I wouldn't get comfortable if I were Mollenkopf. Apple has learned a lesson from this. They're not going to rely on third parties who own a virtual monopoly on a major part — certainly not on one as hostile as Qualcomm. Apple isn't going to stop developing their own modem. They'll order from Qualcomm for as long as they need them but then kick them to the curb. Qualcomm better think of diversifying because their modem won't be needed for that much longer.
  13. ilikewhey macrumors 6502a


    May 14, 2014
    nyc upper east
    i don't like intel's modem and i don't like QC's business practices, and it's gonna take apple years to make an inhouse chip if they choose to spend money on it. welp, back to work i guess
  14. GreenPixel macrumors member


    Aug 21, 2014
    Maybe Intel will sell their IP to Apple since they are exiting that arena. That would likely help give Apple a boost.
  15. AngerDanger, Apr 17, 2019
    Last edited: Apr 17, 2019

    AngerDanger macrumors 601


    Dec 9, 2008
    They could be each others "it's complicated" on Facebook.

  16. mi7chy macrumors 603


    Oct 24, 2014
    Apple has learned that Tim Cook made things worse by shifting away from fair dual sourcing of both Qualcomm and Intel that has worked for years to manipulation that backfired with unintended consequence of creating a monopoly. Fire Tim Cook.
  17. now i see it macrumors 68040

    Jan 2, 2002
    This deal pretty much solidifies the fact that apple will have its own  designed modem six years from now. After this debacle, it's not like the two companies are buddy buddy again, more like a cease fire. If anyone thinks that Apple isn't now going to double down on in-house modem design to some day break free from QC, think again.
  18. 69Mustang macrumors 604


    Jan 7, 2014
    In between a rock and a hard place
    Help me understand this. Intel couldn't make their own IP successful. How would Apple get a boost from IP that the creators couldn't make work? The only value I can think of is a blueprint for what not to do.

    It would seem to me to be like some company buying the AirPower IP to get a boost.
  19. bruinsrme macrumors 603


    Oct 26, 2008
    It’s out of their realm.
    Intel has a strong focus on other things.
    You surely don’t have major hiring events and opening 3 new fabs just because.
  20. needfx macrumors 68040


    Aug 10, 2010
    macrumors apparently
    isn't Samsung that counterpart already? or is the third party the complicating factor?

  21. CMoore515 macrumors regular

    Sep 27, 2015
    Des Moines, IA
    Honestly this is the best news. Given the modem problems with the iPhone XS and XS Max, Apple is right to go back to Qualcomm for the 5G chips.
  22. sw1tcher macrumors 68000


    Jan 6, 2004
    Intel no longer has to direct resources at trying to develop a 5G wireless chip that can achieve Apple's "high standards"

    Intel can now focus those resources at developing better PC processors to avoid Apple dropping them in favor of Apple's own custom ARM processors.
  23. cmaier macrumors G5

    Jul 25, 2007
    For 2 years, until Apple’s own chips are ready.
  24. twolf2919 macrumors regular

    Aug 26, 2014
    IP includes patents. Just because they couldn't get the actual chip to work on time doesn't mean the patents aren't valuable.
  25. cmaier macrumors G5

    Jul 25, 2007
    The patents would be worthwhile, and the problem may have been a fab problem and not a design problem - perhaps apple could take the netlist and port to TSMC, for example.

Share This Page

84 April 17, 2019