QCOM needs to focus and innovate in the chip arena which is its core competency. All of these
Side projects are money losers. They were sustainable when QCOM was printing money via its licensing
But not any more. It will be painful but cuts are required for the company to survive.
QCOM also faces stiff competition but it can still do well. QCOM will most likely roll along like Intel
Being an entrenched player. But if QCOM drops the ball it could be the next Nokia and go down.
Yes, we are toast without the licensing..engineers at MTK are as capable as ones at QCOM, and it shows in areas where they are able to demonstrate better performance the platform level. Plus, they only get paid a fraction of the amount that engineers in the US do; their entire cost structure is much lower. It has now become a race to the bottom, which the MTKs and Spreadtrums of the world will dominate
It should be noted that we owe some if not majority of chip success to licensing, in form of bundling, reduced fee and rebate. Without licensing we don’t have a lock on the market. I don’t believe that engineers at companies like Broadcom are less capable than those at Qualcomm.
Without the licensing QCOM will make less money but they still have excellent / top notch engineers. QCT makes excellent products. The amount of money made per headcount is excellent.
I think the next employee questionnaire on the general work environment should be very interesting. It would be a travesty if Qualcomm remains in the top-100 any longer
The amount of activity on this forum just shows how much tension there is brewing underneath the "best places to work" facade. Wonder how low in the rankings we will drop when we're forced into a low margin race to the bottom and personnel and benefits are reduced
Should exit ASAP before the ship sinks..we play by China's rules now and we will lose. Can't wait until my last day on 2/11/2015. Can't exit any better than with 8mo of pay for doing absolutely nothing
You cannot milk the same cow(CDMA) for long time. Always there is a limit. Read "The innovator's dilemma" to understand that great companies can fail—not because they do anything wrong, but because they do everything right. Meeting customers' current needs leads firms to reject breakthrough innovations-"disruptive technologies" that create the products and opportunities of the future. And that's what QCOM is doing now as a big company
Qualcomm’s position is not same as Intel’s. Intel does not have any viable competition in PC and Server space, and so, its continued dominance is all but guaranteed. Qualcomm on the other hand is in a field with numerous able competitors, including Intel. Qualcomm’s entrenched position can go away very quickly, as soon as the licensing machine is dismantled. It is becoming more apparent day-by-day that Qualcomm cannot be successful in other fields without predatory licensing.
There is always innovation possible....if that was the case then iphone wouldn't have come....people were very happy with Blackberry... it is a question of complacency and mere targets....Qualcomm is mired with politics and "old timers"......people who have been there for more than 15yrs trying to do the same thing over and over again...steel industry has been around for very very long time... even Alexander used weapons made of "metal"....by that count tech industry is about 50yrs old....
Please see the number of years our leaders are....a) comment about 64bit b) getting into mediaflo(good idea bad execution) c) Smartbook could have easily been chromebook ...there are many....
Steel industry is a good example. These is little innovation in steel production, and there is little steel production in US today.
QCOM innovates, maybe not as much as before, but the whole industry matured and it's normal for us to see the pace of innovation slow down. How much innovation do you see in steel mills?