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qualcomm worked pretty hard to miss out on all emerging fields, now their modem business is being challenged again. I guess resting and vesting just can't keep

by tw1984 2y ago

qualcomm worked pretty hard to miss out on all emerging fields, now their modem business is being challenged again. I guess resting and vesting just can't keep going forever?

daneel_w 2y ago
It didn't work out for Intel vis-à-vis AMD, at least. Maybe Qualcomm's "AI" modem can put a few hours in at their strategic initiatives department when it's not busy creating that huge payback delta against Apple.
matwood 2y ago
Unfortunately it’s not a real challenge since Apple probably won’t sell their modems for other phones, and Apple will use their own modem even if it’s lacking in some way.
- tw1984 2y ago
  that is going to take a huge chunk of qualcomm's profit away.
  - matwood 2y ago
    Sure, but will it have anything to do with the modem feature set? I guess there could be a second order competition effect where people buy iPhones for the C1 instead of a different phone with a qualcom modem.