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Listening to the Qualcomm management they seemed more interested in selling licenses to technology than actual physical products. But Qualcomm is selling more
by lizknope 3y ago
Listening to the Qualcomm management they seemed more interested in selling licenses to technology than actual physical products.
But Qualcomm is selling more than just performance. Cost, quality, schedule, delivery of products. Qualcomm has shown they can make an SoC good enough satisfy a lot of phone manufacturers and there are thousands of Android developers and applications.
Would the Qualcomm / Google / Android ecosystem be better if they opened up more of the hardware specs to tinkerers? Maybe but I don't think they care or they don't see the business case. Apple's ecosystem is even more closed and their performance seems to be better in general.
I sat in a lot of all hands meetings when I was there listening to revenue and profit breakdown. The QTL licensing division was far more profitable than the QCT hardware division. These numbers are publicly available.
- deleted 3y ago[deleted]