Ha, Qcom want to set standard for 5G? without Apple on board, even it is set a standard, not enough string to pull for such money mine (like VZ CDMA, on its way out eventually). Apple better learn the lesson (fool me once... ). Besides, for what ever the reason, Qcom design is usually power hungry compare to the others (just my personal observation, could be wrong), that would impact 5G a lot (unless they don't want backward compatible or reuse some of their prior block...;-).
Ya gotta give Qualcomm credit for one thing: "We're still in San Diego, they have our phone number, If they call, we'll support them."
That was one GREAT burn! I doubt he is sitting beside his phone waiting for Tim's call. In fact, it probably insured that Tim will NEVER call.
The call will be “We just bought your company. You’re fired and security is on its way to escort you from the building.”
that would be a bad move - you bought a company without soul.... although it is exciting, but sure a money losing game (you want all IP, tech transfer and keep good chaps - that is majority of the price for R&D engineering resources.. Just get rid of their overhead would be ok).
so Apple is liable to be screwed by QC on price of modems 1-last-time..... They are working on their own modem. And have all the money in the world to make it work. Suddenly QC loses a BIG customer. And then Apple starts offering its modem for sale to other manufacturers.... And then Apple starts offering manufacturers a "really good deal" on mobile CPU chips - sorta like a cheaper A12 or similar. At a good price. Without ridiculous license fees... Snapdragons gonna be in a whole world of hurt.
Ha, Qcom want to set standard for 5G? without Apple on board, even it is set a standard, not enough string to pull for such money mine (like VZ CDMA, on its way out eventually). Apple better learn the lesson (fool me once... ). Besides, for what ever the reason, Qcom design is usually power hungry compare to the others (just my personal observation, could be wrong), that would impact 5G a lot (unless they don't want backward compatible or reuse some of their prior block...;-).
I think you got the part about QC modems being power hungry wrong. Just compare the iPhone X Vs iPhone Xs battery endurance ratings for 4G talk times in gsmarena with QC and Intel modems respectively. You will understand the reality.
Ya gotta give Qualcomm credit for one thing: "We're still in San Diego, they have our phone number, If they call, we'll support them."
That was one GREAT burn! I doubt he is sitting beside his phone waiting for Tim's call. In fact, it probably insured that Tim will NEVER call.
The call will be “We just bought your company. You’re fired and security is on its way to escort you from the building.”
that would be a bad move - you bought a company without soul.... although it is exciting, but sure a money losing game (you want all IP, tech transfer and keep good chaps - that is majority of the price for R&D engineering resources.. Just get rid of their overhead would be ok).
Do you think Amon is providing value added and good strategy by picking a fight with Apple? Or do you think they should have privately come to a more equitable deal before this exploding in their face?
Ya gotta give Qualcomm credit for one thing: "We're still in San Diego, they have our phone number, If they call, we'll support them."
That was one GREAT burn! I doubt he is sitting beside his phone waiting for Tim's call. In fact, it probably insured that Tim will NEVER call.
The statement is nothing but politics between companies that are in the midst of high-profile legal disputes.
As Anantksundaram said, it's business. Apple is a big customer and QC would be happy to sell them chips under the right terms. Likewise, if the terms were right, I'm sure Apple would buy. The problem is the two companies' idea of 'the right terms' are probably miles apart at this point.
Ya gotta give Qualcomm credit for one thing: "We're still in San Diego, they have our phone number, If they call, we'll support them."
That was one GREAT burn! I doubt he is sitting beside his phone waiting for Tim's call. In fact, it probably insured that Tim will NEVER call.
The statement is nothing but politics between companies that are in the midst of high-profile legal disputes.
As Anantksundaram said, it's business. Apple is a big customer and QC would be happy to sell them chips under the right terms. Likewise, if the terms were right, I'm sure Apple would buy. The problem is the two companies' idea of 'the right terms' are probably miles apart at this point.
Apple fought with Ericsson over pretty much the same issues. I think Nokia before that was the same general issues. Apple thought (or at least hoped to convince a courtroom) both companies had exhausted their 3G/4G standards-essential patent claims when licensing for chipset production, which of course both patent holders disagreed with. In each of those cases Apple eventually agreed to pay ongoing royalties based on a finished device cost anyway. This time Apple seems to have decided they'll see it thru to the end and roll the dice.
It's really not unusual for a company to at least try to base royalties on a finished product price rather than piecemeal. The reasoning is mentioned in this Ericsson slide. In essence it maximises returns and makes shareholders happier.
Enough noise has been made in recent years that Apple's bargaining position on this one has increased and Qualcomm will end up dealing with Apple on better terms than the other two previous bites that Nokia and Ericsson took IMHO.
If something totally unexpected occurs in court and QC somehow sneaks by without having to completely roll over I'm certain Apple will try again with the next licensor with a contract demanding a cut of Apple's revenue (I think Nokia's is about due for a renegotiation). I'm confident they will eventually succeed, and personally I think QC is where it happens.
Ya gotta give Qualcomm credit for one thing: "We're still in San Diego, they have our phone number, If they call, we'll support them."
That was one GREAT burn! I doubt he is sitting beside his phone waiting for Tim's call. In fact, it probably insured that Tim will NEVER call.
The call will be “We just bought your company. You’re fired and security is on its way to escort you from the building.”
that would be a bad move - you bought a company without soul.... although it is exciting, but sure a money losing game (you want all IP, tech transfer and keep good chaps - that is majority of the price for R&D engineering resources.. Just get rid of their overhead would be ok).
Do you think Amon is providing value added and good strategy by picking a fight with Apple? Or do you think they should have privately come to a more equitable deal before this exploding in their face?
flirting in public usually shows one's desperation (std only be powerful if it got sufficient support of major users... with time ticking on 5G implmentation, lack up Apple to prevent any competing std is critical for QC IMHO). With ATT launch 19 cities 5G hot spot and VZ in 3, mobile handsets is a bottle neck, especially how to over come the short range coverage issue. Haha, glad sitting on the side line and not in the fry... Have fun! (I am save my money now for later upgrade once the dust settles, could be an iphone, or a new BB in 2021... sure it would be best tech win-what the design tickle my sense;-).
Comments
"We're still in San Diego, they have our phone number, If they call, we'll support them."
That was one GREAT burn! I doubt he is sitting beside his phone waiting for Tim's call. In fact, it probably insured that Tim will NEVER call.
They are working on their own modem. And have all the money in the world to make it work.
Suddenly QC loses a BIG customer. And then Apple starts offering its modem for sale to other manufacturers....
And then Apple starts offering manufacturers a "really good deal" on mobile CPU chips - sorta like a cheaper A12 or similar. At a good price. Without ridiculous license fees...
Snapdragons gonna be in a whole world of hurt.
As Anantksundaram said, it's business. Apple is a big customer and QC would be happy to sell them chips under the right terms. Likewise, if the terms were right, I'm sure Apple would buy. The problem is the two companies' idea of 'the right terms' are probably miles apart at this point.
It's really not unusual for a company to at least try to base royalties on a finished product price rather than piecemeal. The reasoning is mentioned in this Ericsson slide. In essence it maximises returns and makes shareholders happier.
Enough noise has been made in recent years that Apple's bargaining position on this one has increased and Qualcomm will end up dealing with Apple on better terms than the other two previous bites that Nokia and Ericsson took IMHO.
If something totally unexpected occurs in court and QC somehow sneaks by without having to completely roll over I'm certain Apple will try again with the next licensor with a contract demanding a cut of Apple's revenue (I think Nokia's is about due for a renegotiation). I'm confident they will eventually succeed, and personally I think QC is where it happens.