REGISTER | LOGIN
Breaking News
Comments
Newest First | Oldest First | Threaded View
Page 1 / 2   >   >>
MeasurementBlues
User Rank
Author
Re: A questionable hypothesis ;-))
MeasurementBlues   5/10/2017 9:28:23 AM
NO RATINGS
I finally convinced my wife to give up her Android phone for Apple. She held on to her Samsung SGH-i927 through three phones because of the slide-out keyboard. Finally, the third one was barely making it through half a day on a charge and she was carrying three power banks. I had a spare iPhone 4S. To get her to use it, I bought her a combination case/slide keyboard that connects through Bluetooth. It works fine, but now she doesn't use it after finally getting used to the screen keyboard. It's time to lose the keyboard, which will make the phone smaller and lighter, plus increase battery life with Bluetooth turned off. Even though she gave up the hard keyboard soon after getting the phone, it was comforting for her to know it was there.

Doug_S wrote: no one is going to switch from Android to Apple no matter how much better performance Apple was able to offer.

Doug_S
User Rank
Author
Re: A questionable hypothesis ;-))
Doug_S   5/3/2017 1:42:26 AM
NO RATINGS
While I agree there may be deeper strategies at play, Apple not only has no incentive to weaken Qualcomm they have every incentive to want to keep them strong. A weak Qualcomm strengthens Samsung, who is Apple's only real competition.

fmolinari
User Rank
Rookie
Re: A questionable hypothesis ;-))
fmolinari   5/2/2017 8:31:16 PM
NO RATINGS
Doug-

You have stated Apple's line precisely: they want to pay less. But these are sohisticated companies. There is a lot more behind this. Every tech company has to maintain and grow their stock price. Apple's action has hurt Qualcomm stock severely with the price down approx 15% since the suits by Apple as well as the FTC suit.

The effect on Qualcomm is to make it more difficult to finance their pending acquisition of NXP, pay diividends, increase R&D, etc. Apple certainly has instituted this strategy, hoping the effect will hurt Qualcomm.

Doug_S
User Rank
Author
Re: A questionable hypothesis ;-))
Doug_S   5/2/2017 2:38:42 PM
NO RATINGS
But if Apple can knock out Qualcomm (the 835, etc), they enhance thier position.

 

How do they "knock out" Qualcomm? If they win the suit, it costs Qualcomm some money, but it doesn't knock them out. The A10 is already nearly 2x the single core performance of the 835, but a performance lead doesn't knock out Qualcomm because Apple doesn't sell the A10 on the open market. People choose between iOS and Android first, then choose the phone they want - no one is going to switch from Android to Apple no matter how much better performance Apple was able to offer.

Even if Qualcomm was "knocked out", whether by Apple or someone else, I fail to see how it enhances Apple's position. It would certainly enhance Samsung and Mediatek's position, as one of their competitors would be gone. It might help Intel sell some cellular modems to someone other than Apple. But it wouldn't mean much of anything to Apple.

Apple isn't in legal action against Qualcomm because they hope to take them down. They're in it because they feel Qualcomm is charging unfairly for their IP. There are no other motives for them beyond paying them less.

chip
User Rank
Rookie
Re: A questionable hypothesis ;-))
chip   5/2/2017 1:49:18 PM
NO RATINGS
powerful is a relative term with die area. and if you take A series processors die area into account, they are not the most powerful.

jamestate
User Rank
Freelancer
Apple vs Wintel redux
jamestate   5/2/2017 11:09:26 AM
NO RATINGS
We had Apple vs Intel and Microsoft in the 1980s. Now its Apple vs Qualcomm and Google in the 2000s. The more things change the more they stay the same.

sranje
User Rank
Author
Re: A questionable hypothesis ;-))
sranje   5/2/2017 10:29:18 AM
NO RATINGS
Hi Fred, 

The believing and "thinking/speculating" belongs to religious discussions.  

This is a leading technical trade publication - with due respect, before sharing your "I think" arguments I think that you need to study a bit mobile processor products, their segmentation, technologes, their economics and market shares and dynamics

For example, as somebody in this trail has already pointed out --- Apple standalone phone processor is many time more powerful than ANY other phone processor on the market and the capability gap has been increasing in the last few years

fmolinari
User Rank
Rookie
Re: A questionable hypothesis ;-))
fmolinari   5/1/2017 8:50:29 PM
NO RATINGS
Agreed, but the speculation is that Qualcomm is supplying Samsung for the Galaxy S8. There apparently is not enough 835s to go around as yet. Samsung gets first crack at the supply. Rest assured as 835s are available, they will make their way into Chinese smartphones.

Price is critical in China as well as throughout Asia/India as time goes on. We can argue about performance, but the 835 represents a further threat to Apple through these OEMs.

But we will find out tomorrow (Apple announces earnings after the stock market close), how Apple has done in China during this last quarter. Their results will depend on China sales of iPhone(approx 30% of sales) plus their services revenue. But services are dependent over time on iPhone (2/3 of Apple sales).

Most folks think that Samsung is the biggest threat to Apple, or they might mention Google Android. Agreed to these answers. But if Apple can knock out Qualcomm (the 835, etc), they enhance thier position. A huge company has lots of lawyers/money. Why not use this power to conquer?

We think often about the technical performance, but there are other ways to subdue the enemy.

 

sranje
User Rank
Author
Re: A questionable hypothesis ;-))
sranje   5/1/2017 5:49:08 PM
NO RATINGS
Thank you Fred but...

  -- SD is a family of processors spanning very low to premium smartphones

  -- Qualcomm and its SD processors are doing well in China -- correct, including at the important BKK (parent company of OPPO and Vivo) - however these are 600, 400, 200 SDs

  -- There are very few if any SD-835s, and that is the subject of your discussion, used by any China's smartphone OEMs

 

Doug_S
User Rank
Author
Silly article
Doug_S   5/1/2017 3:54:42 PM
NO RATINGS
First of all, the A10 isn't "hypothetical", every iPhone 7 has one. I think you meant to call the A11 hypothetical, but that's about as hypothetical as Samsung releasing an S9 next year...i.e., pretty much certain.

The 835 is quite inferior to the A10 (as well as the 18 month old A9) when it comes to single threaded performance. It is roughly a tie for multithreaded performance, but that's not surprising when the 835 has twice the cores. For things that don't take FULL advantage of multithreading, the A9/A10/A11 will run circles around Qualcomm's SoCs.

As far as cellular performance, historically there was no difference because Apple was buying cellular modems from Qualcomm. Last year they started buying some from Intel, and since those were slower they 'handicapped' the Qualcomm modems to match specs. Presumably they will do the same this year, and since Intel's latest modem is only capable of cat 13, if Apple does the same (or simply uses a cat 13 Qualcomm modem to match it) then instead of gigabit LTE the iPhone 8 will be capable of "only" 400 Mbps.

It is nearly impossible to come up with a use case for gigabit to an entire home, let alone to a single phone, so other than pointless spec pissing matches I don't think the difference really matters.

Page 1 / 2   >   >>


Most Recent Comments
Like Us on Facebook