They are in a strong position when it comes to modem technology. In other areas, I'm not sure. It really depends on how you read their results--which are definitely higher than their expectations, for one.
I think many try to judge Qualcomm's performance based on that of other high-tech companies, especially those they compete against Qualcomm in mobile SoCs. However, Qualcomm's strength is really in its cellular modem technology and even if they don't win the SoC socket, they often win the modem, especially in applications using LTE. Qualcomm has a clear leadership position in modem technology and it is difficult seeing this changing anytime soon.
As we unveil EE Times’ 2015 Silicon 60 list, journalist & Silicon 60 researcher Peter Clarke hosts a conversation on startups in the electronics industry. Panelists Dan Armbrust (investment firm Silicon Catalyst), Andrew Kau (venture capital firm Walden International), and Stan Boland (successful serial entrepreneur, former CEO of Neul, Icera) join in the live debate.