CNBC's Josh Lipton: We talk a lot about how much Qualcomm needs Apple. But doesn't Apple need Qualcomm if it wants to keep selling top-of-the-line devices in the future?
Tim Cook: No. No.
Full transcript is on the link below - there is a segment on Qualcomm, interesting stuff, it's heated - very much...
Buy INTC modems the best .. Pity u QCOMers .. Hours put in get VoLte to 1 Gbps ..but nobody cares..Getting beaten by scrappy tech from INTC.. Only big boys can play this game .. Duh???
Why does cellular modem add value proportional to the selling price of the device?
When you go to buy a car or a piece of furniture, do they charge you based on the house you live in? A Toyota is a Toyota whether in Chula Vista or Rancho Santa Fe.
Cellular modem is just one (shrinking) functionality of the device. It doesn't have to be top of the line every year. There is plenty of bandwidth for the users already.
Q is focused on litigation and milking a dying business rather than innovation. Q is done
The reality is modem is no longer important any more. Too bad Qualcomm still doesn’t want to face it.22
Don't understand why people still believing QC is needed everywhere? QC is done due to their poor management and their greedy attitude. A $5 dlls modem sell it for $30 cmon!!! This is yes stealing!! Just think about Snapdragon cost vs selling cost plus IP and other BS. Too costly for customers
The truth is that it is not a top-of-the-line modem that makes a top-of-the-line smartphone for most people.