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rob53 said:Then Apple should win its lawsuit against Qualcomm who used the entire cost of the iPhone as the basis for FRAND calculations. If Samsung wins the reduced amount Apple should win a greatly reduced patent royalty charge as well as a return on previous charges. If the EU can collect in arrears then so can Apple. I doubt The cost of Qualcomm hardware is more than a few dollars per device at the most.
Apple has already likely made a decision to move to Intel for cellular modems and QCOM is going to suffer in the move to 5G and the loss of Apple's business. It means that they are going to have to make some awful choices. Continue to invest in baseband technology now competing with Intel, or invest in CPU technology and compete with Apple.
Competing with both simultaneously with reduced revenues is going to be awfully difficult.
Samsung is likely to be one the few winners with QCOM's loss of competitiveness. They make their own modems and SOCs. Huawei is also another beneficiary and perhaps LG if they successfully develop and release the Nuclun processor.
Google's Android will be the ultimate loser as Samsung, Huawei and LG demand concessions with the other OEMs reduced to low performance modems and CPUs from QCOM.
I don't expect much to come from the lawsuit. It doesn't really matter much as the landscape has changed dramatically from Steve Jobs' time at Apple.
What is interesting to watch is what Samsung does to Google over the next several years. The Pixel won't be competitive for long. Not by a long shot. And apart from the phone itself, Samsung runs their other electronics on Tizen.
With the crippling of QCOM, Google won't have many options left to exploit.
Apple and Samsung have real hardware advantages which make them the smart watches of choice. As they continue their development programs, the others will likely exit the market all together. LG is the only hope for Android wear as there really is no other capable hardware manufacturer who can build a decent watch. Apple uses watchOS and Samsung uses Tizen.
I am close to purchasing a smartwatch and the stand alone call capability of the Samsung Gear S3 frontier is pretty compelling. On the other hand, Apple Pay using the watch is a pretty nice feature. Android wear watches have virtually no compelling features. The next big hardware paradigm is being lost to Google.
Now, if Apple would just put a baseband radio in the watch. . .
boltsfan17 said:ericthehalfbee said:Samsung still desperately wanting to be like Apple (in complete control over hardware & software). Problem is they tied themselves to Android, so they're never in complete control. And yet they still try so hard with all the Samsung proprietary features that are already present in Android. I just don't get it.
Samsung still plans to displace Android with Tizen. Their plans are still in effect. Their Gear S3 frontier watch is quite nice and with the only integrated modem on a smartwatch, is able to make standalone calls. There is nothing else on the market that has that feature, not even the Apple Watch. I do believe that it's coming to Apple, but for now only Samsung has it. Samsung's AR/VR goggles are based on Tizen as are their smart TVs.
Samsung makes the best non apple mobile hardware the Note 7 fiasco aside. They have the ability to displace Android and Google is well aware of that fact. Samsung pay is better than the Android equivalent also.
Samsung gets a lot of negative focus as do many of the Android OEMs and I feel that much of it is misplaced. Google is the real issue. They are the ones that steal other's ideas. But it is going to come back and bite them hard.
Google is reserving assistant only for the Pixel. Hence Samsung is coming out with Bixby. And Huawei is putting Alexa on the upcoming Mate 9. That one may be a dagger aimed right for Google's heart.
A fairly large and substantial developer community has come into existence for Alexa. The developer community for Assistant is paltry in comparison. Alexa is also based on Bing and can potentially reduce the traffic on Google search right on Google's own Android platform. Alexa also integrates nicely with Prime which is the most lucrative demographic of online shoppers.
Google was once afraid of Microsoft's intent to lock search out of the Windows platform. The tables are now turned. I wonder what they are going to try and do to keep Bing locked out of Android. Alexa is coming. And with Alexa, prime members will get their apps primarily on Amazon's App Store rather than Google Play.
Google's intent to build their own phones makes a lot of sense. The only thing is that they are incompetent in hardware. They are forced to use other companies to actually build the products. And in the case of their phones, they are moving to OEMs with progressively less capability. They started with Samsung then moved to LG. Then to Huawei and now HTC.
The Mate 9 will likely achieve a great deal of success. And the other OEMs will likely bring Alexa to their own platforms. The developer community for Alexa will ensure its success and Google will become desperate.
Woz even predicted Alexa as the next major trend in computing. Google is too late to stop this freight train. Bezos and Amazon is a conpetitor they haven't had to deal with in this way before. This one won't turn out well.