Samsung Chooses Infineon Over Qualcomm
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Qualcomm's downward spiral
First Broadcom and now this. I say Qualcom had it coming, bad karma I think.
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the Sprint of chip makers? 😳 😲 👀 😕
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Except Qualcomm still has a pretty good stream of revenu from royalties and patents and stuff.
Sprint is just losing money left and right.
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Well sprint is know for being behind the game and cheap and Qualcomm is not.
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What does qualcomm have to do with sprint? Other phone makers uses qualcomm chips.
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He's just comparing the two companies. Both getting hit hard for dumb decisions. 😲
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1,100 CAPS investors just upgraded Qualcomm from its long held 3 star rank to a four star its outlook is not downward.
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The second largest handset manufacture says its not going to buy its chips any more. If on other company/ies pick up the slack it means that Qualcomm will sell less chips than before and it also means that it will have less royalties in the future. Not to mention that Qualcomm will have to charge less for what it has charged more for in the past. Qualcomm does get lots of money from its patents and will still be a viable company. The downward spiral might be a long road but its still a losing trend. Qualcomm loses to Broadcom, Europe goes with a different mobile TV standard, Samsung and LG both try to sell a new TV standard in the US, Samsung to use another vendor for chips. It all spells a downward spiral to me. I bet that LG jumps o...
(continues)
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Lost in the noise that tends to pass for discourse on this board is that Infineon does not manufacture CDMA2000 chipsets, only W-CDMA &/or GSM chipsets. Unless or until Samsung announces otherwise, it will continue to source its CDMA2000 chipsets from Qualcomm.
AJ
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But the do make LTE chips..... and QC lost that tech battle too.....
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no dude. This does not mean that the royalties are lower.
Due to patents, it does not matter who sold the chips ... Qualcomm gets royalty for CDMA2000 or WCDMA chips. That is where the value of the stock comes from ....
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