Apple agrees to become Qualcomm's licensee and returns to their baseband chips

By: Maynard Handley (name99.delete@this.name99.org), April 19, 2019 10:32 am
Room: Moderated Discussions
Dummond D. Slow (mental.delete@this.protozoa.us) on April 18, 2019 4:47 pm wrote:
> https://arstechnica.com/tech-policy/2019/04/qualcomm-shares-up-20-percent-after-apple-agrees-to-settlement/
>
> I was interested what will the enlightened people say about the Qualcomm-Cuppertino deal
> so that us lowly mental protozoa know what to think about it, but still nothing, alas.
>
> So what is the impression from that?
> Is it more Apple caving in its attempts to save a bit of the few dollars they
> pay in licensing per phone (while they raise enduser's prices by much more...),
> because the case didn't look good and neither did Intel's 5G modem?
> Or did they win and forced Qualcomm to give them superbly special
> prices, as they were afraid of what would happen at the court?
> (Honest question btw.)

Simple summary:
Apple didn't get all they WANTED (no-one ever does) but they got all they NEEDED...

Details: based on
https://www.macrumors.com/2019/04/18/apple-qualcomm-estimated-settlement-terms/

(a) Apple now has what it didn't have before, a guaranteed IP agreement with QC. This clears the way for Apple to build their own modems.

(b) What was Apple paying before?
https://www.eetimes.com/document.asp?doc_id=1334184#
Interim agreement had Apple paying $7.5 per phone. QC wanted $18/phone (and as a fraction of the cost of the phone, so would rise as iPhones got more expensive, or if Apple put modems in other devices. Wonder why laptops with built-in cellular are so rare...)

So Apple pays slightly more per phone than they were paying before this all started, a LOT less than QC wanted, and has the possibility of escaping from QC altogether in three or four years if they can do the engineering necessary.

Meanwhile the lump sum covers mostly back royalties with some of it as a cost for use of QC IP (ie patents) going forward.

Hard for me to see why this is a loss for Apple, or was a bad strategy...
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TopicPosted ByDate
Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDummond D. Slow2019/04/18 03:47 PM
  antitrust implications? (NT)anonymous22019/04/18 07:53 PM
    antitrust implications?Doug S2019/04/18 08:50 PM
      antitrust implications?Beastian2019/04/18 10:02 PM
  Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDoug S2019/04/18 08:45 PM
    Apple agrees to become Qualcomm's licensee and returns to their baseband chipsdmcq2019/04/18 10:05 PM
      Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/04/18 10:28 PM
        Apple agrees to become Qualcomm's licensee and returns to their baseband chipsAdrian2019/04/18 11:48 PM
          Apple agrees to become Qualcomm's licensee and returns to their baseband chipsdmcq2019/04/19 05:54 AM
            Apple agrees to become Qualcomm's licensee and returns to their baseband chipsAdrian2019/04/19 09:33 AM
              Apple agrees to become Qualcomm's licensee and returns to their baseband chipsdmcq2019/04/19 10:54 AM
            Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/04/19 11:03 AM
          Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/04/19 07:38 AM
            Apple agrees to become Qualcomm's licensee and returns to their baseband chipssylt2019/04/19 09:28 AM
              Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/04/19 10:03 AM
                Apple agrees to become Qualcomm's licensee and returns to their baseband chipssylt2019/04/19 11:08 PM
                  Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/04/20 09:15 AM
                    Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/04/20 09:41 AM
                    Apple agrees to become Qualcomm's licensee and returns to their baseband chipssylt2019/04/20 01:22 PM
                      Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/04/20 07:31 PM
                        Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/04/20 09:41 PM
                      Apple agrees to become Qualcomm's licensee and returns to their baseband chipsGroo2019/04/21 06:50 AM
            Apple agrees to become Qualcomm's licensee and returns to their baseband chipsAdrian2019/04/19 09:45 AM
              Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/04/19 10:27 AM
                Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/04/19 11:09 AM
                  Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/04/19 11:17 AM
                    Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/04/19 12:19 PM
                      Apple agrees to become Qualcomm's licensee and returns to their baseband chipsGroo2019/04/20 05:50 AM
                        Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/04/20 09:49 AM
                          Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/04/20 10:08 AM
                            Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/04/20 11:18 PM
                              Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/04/20 11:19 PM
        Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDoug S2019/04/19 09:46 AM
          Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/04/19 10:50 AM
          Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/04/19 03:17 PM
            Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDoug S2019/04/19 09:59 PM
              Apple agrees to become Qualcomm's licensee and returns to their baseband chipsGroo2019/04/20 08:28 AM
              Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/04/20 09:33 AM
                Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/04/20 11:26 PM
            Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/04/20 09:55 AM
      Apple agrees to become Qualcomm's licensee and returns to their baseband chipsAndreas2019/04/19 03:55 AM
    Apple agrees to become Qualcomm's licensee and returns to their baseband chipsAndrew Clough2019/04/19 05:19 AM
    Apple agrees to become Qualcomm's licensee and returns to their baseband chipsGroo2019/04/19 06:44 AM
    Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/04/19 10:49 AM
    Read this and realize what Apple doesGroo2019/04/19 03:27 PM
  Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/04/19 10:32 AM
    Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDummond D. Slow2019/04/19 11:15 AM
    Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDoug S2019/04/19 01:48 PM
      Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/04/19 02:53 PM
        Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDoug S2019/04/19 10:05 PM
          Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/04/20 09:49 AM
            Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDoug S2019/04/20 11:07 PM
              Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/05/15 06:51 AM
                Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDoug S2019/05/15 10:16 AM
                Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/05/15 11:21 AM
  Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDummond D. Slow2019/04/25 10:37 AM
    Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/04/25 11:43 AM
      Apple agrees to become Qualcomm's licensee and returns to their baseband chipsdmcq2019/04/26 01:22 AM
        Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/04/26 09:05 AM
          Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/04/26 10:57 AM
            Apple agrees to become Qualcomm's licensee and returns to their baseband chipsAnon2019/04/27 03:11 PM
              Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/04/27 07:15 PM
                Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDoug S2019/04/28 05:59 AM
                  Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/05/02 11:01 AM
                    Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/05/02 02:58 PM
                      Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/05/02 03:27 PM
                      Apple agrees to become Qualcomm's licensee and returns to their baseband chipsanonymou52019/05/02 04:37 PM
                        Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDummond D. Slow2019/05/03 12:35 AM
                          Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/05/03 08:32 AM
                            Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDummond D. Slow2019/05/03 12:32 PM
                              Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/05/03 02:45 PM
                                Apple agrees to become Qualcomm's licensee and returns to their baseband chipsUmmmm...2019/05/03 03:35 PM
                                  Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/05/03 03:56 PM
                                  Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDummond D. Slow2019/05/03 08:10 PM
                                    Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDummond D. Slow2019/05/03 08:11 PM
                                    Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/05/03 09:12 PM
                                      Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDummond D. Slow2019/05/04 07:33 AM
                      Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDoug S2019/05/03 12:11 AM
                        Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/05/06 08:09 AM
                          Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/05/06 10:40 AM
                            Apple agrees to become Qualcomm's licensee and returns to their baseband chipsBeastian2019/05/06 12:16 PM
                              Apple agrees to become Qualcomm's licensee and returns to their baseband chipsMaynard Handley2019/05/06 03:15 PM
                        Apple agrees to become Qualcomm's licensee and returns to their baseband chipsSimon Farnsworth2019/05/07 04:23 AM
          Apple agrees to become Qualcomm's licensee and returns to their baseband chipsdmcq2019/04/26 11:52 AM
  Apple agrees to become Qualcomm's licensee and returns to their baseband chipsDummond D. Slow2019/05/02 08:25 AM
    So Qualcomm got less than 2/3 of what they wantedDoug S2019/05/02 09:35 AM
      So Qualcomm got less than 2/3 of what they wantedBeastian2019/05/02 10:43 AM
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