Thread regarding Qualcomm Inc. layoffs

the 810 was supposed to be the answer until people found out it made a better hot plate than an apps processor.

And regardless even if the next processor is better than everyone elses the handset makers don't care. All they care about is who is cheaper that can meet the paper specs they want.

The next snapdragon will rule all and all of the big dogs will be back.....just be patient.

"... some of us were right afterall..."

Where did you predict this earlier in print, oh wise one?

Read and understand all you goofy asssss doom sayers.

http://blogs.wsj.com/digits/2015/04/03/samsungs-chip-choice-is-a-mixed-verdict-for-qualcomm/. A small snipet for you clowns to read.....

“Samsung has always mixed up their vendors,” says Patrick Moorhead, an analyst with Moor Insights & Strategy.

Samsung must consider factors such as keeping its chip factories running at capacity, Moorhead said, in addition to the product-design priorities. The company has a massive plant in Austin, Tex., that supplied Apple-designed processors for that company’s iPhones.

Apple switched from Samsung to Taiwan Semiconductor Manufacturing Co.TSM -0.72% to build chips for the iPhone 6. But Bloomberg this week reported that Apple will switch back to Samsung to supply chips for its next model.

Moorhead, meanwhile, said Samsung may switch back to Qualcomm for its flagship smartphones, once the chip maker comes up with a new version of its Snapdragon line that uses more original circuitry.

Not sure what all of the ranting and BS this is stirring up. Bottom line is, Samsung is hurting bad....Apple is crushing them and LG is catching up. They are doing this to save their assss. Qualcomm has other big players that will rise and pass Samsung...just wait.

BTW, 2012 did not bring the end of the world for all you doom sayers.... 2K junkies

End of Qualcomm as we know it.

End of the world as we know it

Qualcomm's betamax technology is superior in every way to IBM's and the Chinese VCR chips.

Don't worry you 10 year + expensive employees, as things get tight and you get cut the Q will hire you back after the layoffs, with a big T on your badge getting paid in rupies. If you didn't get PIP'd out and blacklisted.

Even if QC loses most of chip sales, it still has $8billion in licensing revenue. That is all profit.

chips are irrelevant. some light reading about the real gladiator match. I love that neither company below a party to the particular case, but they chime in anyway via the Beltway Lawyers with extreme earnestness. Such is patent law I guess.

http://cdn.geekwire.com/wp-content/uploads/2015/04/Apple-amicus-brief.pdf

and

http://cdn.geekwire.com/wp-content/uploads/2015/04/qualcomm.pdf

Below, a metaphor, for when companies believe in their own myth story, manifest destiny, and tech exceptionalism (that shining corporate city upon a hill). Is it Intel? Msft? Apple? QC? All? None? Warning: Graphic Violence!

https://www.youtube.com/watch?v=hA8Bjzj-aLs

the chips from other companies are "good enough"..... QUALCOMM's superiority was with Modem+snapdragon solution which has become less popular now ...Apple never used that and Samsung is not doing that either....only companies which go for complete solution are the ones who don't make their own chips like HTC,Sony(might shut down its phone divison)... LG is making chips, so is Huwaei(at least the processors)....Chinese companies are going with mediatek because of the cost.....

In short Qualcomm is loosing ground and quite fast....MSFT will tie up with Intel as it has already shut down Windows RT.... Intel is buying its way into the mobile at Qualcomm's expense...... Qualcomm is on the road of becoming AMD!!!!

QC has crafted a most ingenious licensing scheme. What is meant to promote phone development has turned into a tool for monopoly on chip development. Apple and Samsung refuse to allow this, and so, QC is losing grip of the chip business, which has peaked in 2014. The new strategy is to lower the cost of phone as much as possible to reduce licensing fee, which means cutting chip cost however possible.

David: This was a gift from Lee Iacocca. 20-year old single malt Scotch.

Michael: Here’s to Mr. Iacocca, and his failed experiment, the DeLorean.

And there is a big reason why an Microsoft going to an x86 architecture with their devices makes sense. For OEMs, a device that uses x86 would (in theory) be able to dual boot both Windows 10 and Android. Microsoft already stated they aren't fully committed to supporting ARM for Windows 10. And it's already discontinued ARM support for Windows RT.The old WinTel alliance will come back. You can bet on that.

You idiots that think QC chips are "superior" technically have no clue how this business works. Intel is some grabbing business not because they have a superior technical solution. They are grabbing business because they are PAYING OEM's to use their solution. That's why Intel is currently burning a lot of money in their mobile division. Because they can afford to do this because most of their earnings still comes from PC sales. So they are trying to BUY into the mobile segment. It's probably why intel just announced recently that they are no longer going to provide earnings numbers for their mobile division separately from the rest of their business. Because they plan on dumping even more money into mobile, even if it means at a cost to them. They can afford to do this because they still dominate the PC segment, with no other competitor (AMD is on life support). QC on the other hand can't use the same strategy, because their earnings is completely in the mobile segment. Also, with the exception of your high end tier 1 customer like Apple and Samsung, no one else really cares if you have the "technically best solution". If you look at what is happening in the markets in China, the concept of "good enough" and "low cost" are synonymous. OEMs in china aren't always willing to pay for the "best technical solution". If in doubt, talk to any sales guy in china right now. They will tell you the same exact thing that other suppliers have been experiencing. So that leaves us with tier 1 customers like apple and samsung. Apple, never used QC's complete solution, so that's fine (for now). So then there's Samsung. Well, we know how well that's going, don't we? Long term, QC will probably be ok. But it's not going to be anywhere near the walk in the park that QC has enjoyed up to this point. QC's going to have to run a lot slimmer and a lot leaner. What that means for employees is that your benefits glory days are numbered.

Qualcomm chipset is superior to Intel chipset. No need for Windows team to worry. Get back to work.

Other companies have caught up with qualcomm, moreover if samsung starts selling SOC at a lower price than qcom and if they replace all their mobiles with their own, no other way otehr than to layoff people

If Microsoft starts using Intel chipset for their lumia range , then we can surely see windows team getting dissolved.

Well oiled Gladiators may be required to defend Qualcomm.

http://www.bidnessetc.com/38962-samsung-galaxy-s6-teardown-reveals-lesser-qualcomm-inc-participation/

There may be a need to lower revenue guidance given the news of modem lost. S6 is expected to be more popular than S5 and sell more units. If QC forecast had omitted both S6 sales volume and modem lost, then the revenue forecast could be off by a few percent.

Victorious? Is this a gladiator battle against your customers? Do you like to watch gladiator movies?

Just a minor setback. Qualcomm will be victorious ind the end. Work harder and smarter everyone.