"The driving force behind Qualcomm’s “bad bets” is the pervasive desire to shove wireless technology (and more importantly… QTL patent portfolio) into new end markets."
This reminds me of peak Intel banging on opportunities with an x86 hammer and wondering why things weren't working (congrats on the Intel trade!)
2. mmWave 5G has one major area that is its natural habitat - autonomous vehicles. Really fast communication between vehicles and to traffic management systems will be key for level 4 self-driving cars, trucks, buses etc. But, that's still in the distance for now.
3. The pachyderm that just entered the room is today's announcement of the deal between Nvidia and Intel. Will take a little while to show up, but Intel's position in mobile computing can only be strengthend because of this, which will in turn weaken Qualcomm's outlook here.
How or where is the evidence to say "Synopsys UCIe and 224G IP is way better than Alphawave FYI."? Seems Alphawave took the good share of SerDes market since 7nm and beyond.
Qualcomm said it is not showing their earnings from apple in their financial presentation. Is this loss from Apple much more than what they are already
"The driving force behind Qualcomm’s “bad bets” is the pervasive desire to shove wireless technology (and more importantly… QTL patent portfolio) into new end markets."
This reminds me of peak Intel banging on opportunities with an x86 hammer and wondering why things weren't working (congrats on the Intel trade!)
1. Great write-up!
2. mmWave 5G has one major area that is its natural habitat - autonomous vehicles. Really fast communication between vehicles and to traffic management systems will be key for level 4 self-driving cars, trucks, buses etc. But, that's still in the distance for now.
3. The pachyderm that just entered the room is today's announcement of the deal between Nvidia and Intel. Will take a little while to show up, but Intel's position in mobile computing can only be strengthend because of this, which will in turn weaken Qualcomm's outlook here.
How or where is the evidence to say "Synopsys UCIe and 224G IP is way better than Alphawave FYI."? Seems Alphawave took the good share of SerDes market since 7nm and beyond.
Is there any impact on Interdigita (IDCC)l and does its patents portdolio feature anywhere in this shift?
Qualcomm said it is not showing their earnings from apple in their financial presentation. Is this loss from Apple much more than what they are already
removed from their earnings statement?
This was a truly insightful piece . In addition, you are hysterically funny . I’d like to buy you a drink 🥃 ( several drinks) . Be well , senor .