Reply to post: Qualcomm has four problems

We've all suffered hangovers, but Qualcomm's right now is something epic

Anonymous Coward
Anonymous Coward

Qualcomm has four problems

1) Intel possibly replacing Qualcomm cellular chips in iPhones

2) Samsung probably using more of their own chips and fewer of Qualcomm's in their phones

3) Chinese companies like Mediatek likely taking a bigger share of the non-Samsung Android market

4) the fact the smartphone market has pretty much peaked so there's no organic growth left

Expect to see more patent lawsuits from them - that's usually what happens when sales decline and executives instruct people to look for other sources of revenue - especially if the competition that replaced you is using your patents. For instance, they may have a patent cross licensing agreement with Intel, but if Intel licenses their cellular modem to Apple who includes it in the A10 or A11 SoC then maybe Qualcomm sues Apple if it isn't clear in the cross license agreement with Intel that Intel is allowed to license IP using those patents to others.

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