Qualcomm Sees Strong Q4 Earnings Thanks to 5G iPhone 12

[ELman]

How is this new modem working with the carriers? In the past it seems like it takes Verizon and others awhile to get things working well. This may not be the case since Qualcomm is in so many Android based devices.

 

[jz0309]

I guess you must have been tripping when you thought anything but Intel has been dominating the market for the past 5 years. The consumer and professional market sure isn’t. ARM barely exists outside of mobile devices, IOT devices and some servers.

Put down the wacky tobacy friend.

Apparently you do not read what I said, intels cpu lead is/was x86... Intel has the lead cause besides AMD no-one has a license to do anything x86.
mobile has been the fastest growing segment for years, Intel is a total failure there.
Itanium was a failure.
There are competitors coming out in enterprise, look what Ampere is up to.

and for the record: I don’t smoke and would appreciate if you would stop your personal attacks.

 

[7thson]

See QC? Isn’t peace better than war?

Qualcomm: (having negotiated/dictated said peace, chuckles softly into it’s brandy sniffer) Yes. Yes it is.

 

[jwwy]

Yes and no. Qualcomm is regarded as the best.

In order for Apple to develop their own modem as being good for the consumers, Apple must be better than the best.

Otherwise it's another Intel fiasco again and nobody wins except Apple shareholders who will save a few dollars.


Or, hear me out, Qualcomm developed the best modem technology, patented it, and then Apple refused to play ball with Qualcomm.

sounds like you work for QCOM...

 

[Kabeyun]

Qualcomm: (having negotiated/dictated said peace, chuckles softly into it’s brandy sniffer) Yes. Yes it is.

I recognize that this is an existing opinion.

 

[gene731]

Forgive me for bludgeoning this metaphor: Qualcomm is the prettiest girl at the dance and will be for years to come.

Until Apple shows up to the dance with a even prettier girl named Apple Sioicon 5g Modem. Then Qualcomm will not be so pretty then.

 

[7thson]

I recognize that this is an existing opinion.

I jest but also Apple had no leverage to negotiate against Qualcomm when Intel threw in the towel. It was literally, “ You’ve got what we need. Let’s make a deal.”

 

[7thson]

Until Apple shows up to the dance with a even prettier girl named Apple Sioicon 5g Modem. Then Qualcomm will not be so pretty then.

Like I said, for years. Also it’ll probably be called something like “Apple 5G Bionicle”.

 

[Guda.FL]

Biggest scam. My Att's LTE/5G are identical +/- 5mbps in speed when turning on one or other. And that is all over South FL. Actually sometimes even slower than LTE. Makes me think if they even activated it.

 

[ksec]

sounds like you work for QCOM...

Or you dont know what he is talking about?

I mean, the whole thing is publicly documented, not the crap and rumours from news outlet, but the actual court case and legal documents. You can go and read it up and make up your own mind.

And the same as to IMG ( PowerVR ).

It is funny that MR Apple's Fans think Apple absolutely deserve the 30% from the App Store, and even more so if Apple like, while Apple should not pay a cent to Qualcomm invention, innovation and patents.

 

[EugW]

Until Apple shows up to the dance with a even prettier girl named Apple Sioicon 5g Modem. Then Qualcomm will not be so pretty then.

Apple signed a six year licencing agreement with Qualcomm.

 

[incoherent_1]

Gather ye rosebuds, Qualcomm.

 

[btrach144]

sounds like you work for QCOM...

I'm happy to report I do not work for them nor do I have any QCOM stock nor have I ever worked for them or held any of their stock.

It's been proven that QCOM was better than the Intel modems so that's not really up for debate.

The only other point I made was around Apple not paying QCOM and the courts ruled heavily in favor of QCOM. So that was decided by a jury and judge.

All I did was summarize what's already out there.

So unless you're an appeals court judge or you have data that shows Intel was better than QCOM, I'd say it's fair to accuse you of working for Apple or at least a shareholder of Apple

Apple signed a six year licensing agreement with Qualcomm.

Year 1 done. The next 5 will go by fast. You know right at the end of year six Apple will be using their own modem. I'd bet they'd even delay the release of the iPhone if necessary by a month or two just to ensure their modem instead of QCOM makes it in.

 

[frownface]

No surprises here, the consumer is the one that benefits overall.

 

[mofoliar]

Much happier with ip12 over ipSE (Intel)😊

 

[ilikewhey]

and Intel was regarded the best CPU up until 5 (or so) years ago ...
Apple modem development will uninteresting to follow, I totally agree with you that they will have to best Qualcomm for the iPhone, which is why I believe we will see apple modems in products other than iPhone first ...

intel got sloppy, they got too comfortable only pushing out 10-15% performance increase year after year.

 

[ani4ani]

Get your Qualcomm iPhones now once apple starts putting there modems in it might not be as good .

yea...throw away your Qi charges because once Apple launch their own.......oh wait?

 

[macduke]

For a few years. They sacrificed long-term profits for short term gains by getting too greedy with standards-based FRAND patents.

 

[farewelwilliams]

Yes and no. Qualcomm is regarded as the best.

In order for Apple to develop their own modem as being good for the consumers, Apple must be better than the best.

Otherwise it's another Intel fiasco again and nobody wins except Apple shareholders who will save a few dollars.

Not just a few dollars. Those extra dollars could pay for more features and lead to more a predictable feature set dev cycle.

 

[ian87w]

For a few years. They sacrificed long-term profits for short term gains by getting too greedy with standards-based FRAND patents.

Qualcomm essentially has a virtual monopoly in Android world, especially for markets like the US and with Huawei out of the picture. Their only competitors are Mediatek (who is only thriving in mid to low end devices in emerging markets), and Samsung's own Exynos (who has been lagging behind in performance and power). Qualcomm did what they did because they know they are the only game in town. It is resulting in Android handsets increasing in prices, and more OEMs opting for older or non-flagship chipsets instead (perfect example, Pixel 5).

 

[ilikewhey]

this is also kinda expected, split my apple shares and bought qualcomm at 74 back in april, now sitting at 147.

 

[zombierunner]

X60

 

[jntdroid]

Have there been any actual quantifiable tests for the 12 lineup yet, actually showing improvement over the Intel line? I have yet to find anything. I know the differences in lower signal areas was noticeable and measured before, I’m just wondering if we’re all assuming the new ones are better just because they’re Qualcomm without actually seeing any quantifiable evidence yet.

 

[btrach144]

Not just a few dollars. Those extra dollars could pay for more features and lead to more a predictable feature set dev cycle.

Congrats on missing the point

 

[farewelwilliams]

Congrats on missing the point

Apparently you missed mine

“Those extra dollars could pay for more features”
supports my point:
...can't wait until Apple comes out with their own modem.”
because I can’t wait for accelerated feature introductions. Get it now? Good.

If you want to go off topic on your stupid point, go ahead but don’t tag me if you do so.

See ya.