4 ms·
Qcom is not a chip company. It is an IP company that happens to make some chips on the side. A majority of their profits are based on their IP portfolio. As a p
by samfisher83 9y ago
Qcom is not a chip company. It is an IP company that happens to make some chips on the side. A majority of their profits are based on their IP portfolio. As a percentage of revenue they spend more on R&D than most Tech companies especially apple. Apple spends less than 5% on R&D. However I am not a fan of their chips. Their chips aren't that great, but its hard to compete with them since you have to use their patents on your radio.
It would be good if they just split the IP and Chip parts.
- hajile 9y agoQualcomm reports QCT (chips and software) separately from QTL (licensing). In 2015, their Form 10-K reported that licensing was around 30% of their income and the rest was chips and software (see page 8). http://investor.qualcomm.com/secfiling.cfm?filingID=1234452-15-271&CIK=804328 http://investor.qualcomm.com/secfiling.cfm?filingID=1234452-...
- samfisher83 9y agoI think you are looking at their revenue figures. Look on page 40. 87% of the EBT are from QTL. Despite being a small portion of its revenue the Licensing business is a large majority of their profits.
- praneshp 9y agoThis is true. During my internship orientation, they called this out. (100 lawyers in this building make X% of our money, huge X).