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Apple Stops Royalties to Q’comm

Figures suggest that Apple pays ~$8 per device
4/28/2017 03:00 PM EDT
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rick merritt
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Re: Cash cow
rick merritt   4/30/2017 11:08:55 PM
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I disagree.

I thought when folks moved off CDMA teir patent revenues would tank but they were active in LTE.

Now Qcomm has been very active in 5G and is pushing it into use in unlicensed bands. They are working hard to maintain a strong patent portfolio in cellular/wireless.

Gondalf
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Cash cow
Gondalf   4/28/2017 6:07:14 PM
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Slowly slowly Qualcomm main cash cow is ending....this is the reason they puchased NPX, they know hard times for easy gains are ahead. The future will be hard work to sell silicon not overly expensive papers.

realjjj
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...
realjjj   4/28/2017 5:22:38 PM
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8$ per iphone is likely off by a lot. Qualcomm reduced its outlook by 500 million but it's unlikely that they were factoring in payment in full in their previous outlook. It's more likely that they get payed 12-15$ per iphone unit so 60 to 100 times more than deserved.

The timing of the conflict might suggest that Apple has its own baseband soon and their goal is to be able to license JUST the standard essential patents at reasonable and fair rates.

Lets assume 12-15$ for the hardware, 8-15$ to Qualcomm for IP, some more to Ericsson and others and the cost of a baseband for Apple is utterly insane- and the technology is used only as a redundant connectivity solution as WiFi is the primary ...  In a world where regulators would do their most basic duty and enfore FRAND, Apple could save over 20$ per unit by integrating their own modem.

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