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

By: Beastian (noemail.delete@this.aol.com), April 19, 2019 11:17 am
Room: Moderated Discussions
Maynard Handley (name99.delete@this.name99.org) on April 19, 2019 12:09 pm wrote:
> Beastian (noemail.delete@this.aol.com) on April 19, 2019 11:27 am wrote:
> > Adrian (a.delete@this.acm.org) on April 19, 2019 10:45 am wrote:
> > > Beastian (noemail.delete@this.aol.com) on April 19, 2019 8:38 am wrote:
> > > > >
> > > >
> > > > Your point is well taken, and I always enjoy your insightful
> > > > posts related to the details of modem implementations.
> > > > Indeed even mother nature has made other "eating standards" in parallel with the mammalian ones...
> > > >
> > > > Some other points to consider though:
> > > >
> > >
> > >
> > > I agree with all what you say here and I actually like Qualcomm
> > > products far more than e.g. those of Apple, Samsung or Huawei.
> > >
> > >
> > > At least if you are a member of the Qualcomm Developer Network, they provide
> > > decent documentation and software tools, much better than their competitors.
> > >
> > >
> > > However, I value much more the actual Qualcomm products than I
> > > value their patents or their contributions to the standards.
> > >
> > >
> >
> > Qualcomm's more recent contributions may not be as relatively innovative as when they
> > introduced CDMA or invested in OFDMA, but there is still value in the methods described
> > by the standards just as there is value in software apart from the cost of is implementation:
> > i.e. fabricating non-volatile storage and writing the bits onto it.
> >
> > It's not as if the price being asked is extortionate (despite Apple's loud complaints) and most
> > vendors are afforded a discount.
>
> Do you not see that there is a bizarre inconsistency in your views?
> You keep saying that QC's official prices don't matter because the prices are discretionary and everyone gets
> some sort of discount. But you then say that Apple is out of bounds in trying to get THEIR discount?!
>
> If you set up a model where prices are not what are posted, but are based on aggressive
> negotiations and threats, you can't complain that every customer hates you, and responds
> with aggressive negotiations and threats to the maximum extent they are capable of...

I was referring to their rack rate, which Apple distorted as a kind of undeserved skim off of their innovation; Apple was actually paying far less than that.

Apple didn't just try to negotiate aggressively or threaten Qualcomm: they tried to utterly destroy them; fortunately for the industry at large, they failed. I think it's quite likely that the hostile bid by Broadcom was negotiated in secret with Cook after he forced manufacturers to cease payment of contractually owed royalties, tanking Qualcomm market value. His prints are all over that move, and it reminds me of a similar stunt that Cook pulled with Dialog semiconductor. Qualcomm's assets would have been carved off and sold to hungry buyers (Huawei would likely have been a top bidder) with vast implications for the American tech sector and future security.
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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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