Several months back during one of countless analyst calls that Qualcomm was hosting in the middle of the attempted hostile takeover from Broadcom, the company stated as part of a financial outlook that it was “zeroing out” incoming revenue (Qualcomm’s licensing division) from Apple, the company it was fighting in various legal arenas around royalties and IP. This was part of a multi-faceted move to appeal to investors, showing Qualcomm’s ability to remain profitable and growing without intervention from the takeover bid.
At the time most analysts believed that this “zeroing out” of Apple revenue was considered a worst-case scenario, giving the markets confidence in the prospects of Qualcomm’s licensing and chip groups even without one of its biggest customers.
On the conference call following the release of its most recent quarterly earnings, Qualcomm stated that would not be selling modems to Apple for its next-generation iPhones. This was confirmation that in fact, the “zeroing” of Apple income those months prior was less about presenting a hypothetical situation and instead a way to prepare the market and investors for a life without Apple at the purchasing table.
Qualcomm remains in a battle with Apple over royalties that the Cupertino-giant owes for currently shipping devices, and that will continue for the foreseeable future. And even though Apple is not buying modem hardware from Qualcomm, it (and in reality, its suppliers) will still owe QTL royalty fees for the technologies used in devices in the future. There is another story to be told about the current state of the Apple-Qualcomm legal dispute, but for now I’ll leave you with the knowledge that the “beginning of the end” will start later this fall as court decisions being to materialize.
A new paradigm for iPhone
Now that we know the upcoming iPhones will use Intel modems exclusively, moving from a carrier-by-carrier split between Intel and Qualcomm that existed for the last two generations, a new dynamic will be playing out in the smartphone market.
Flagship Android phones that utilize Qualcomm Snapdragon Mobile Platforms like the 845 will have one very specific, distinct, and important advantage that they could not claim previously. Wireless performance, both in straight line speed and at-the-edge reliability, is a feature that will become more important and prominent in 2019 and 2020.
Hardware vendors that compete with the iPhone should be leaning into this. We saw the first salvo come from Qualcomm directly by showcasing the independently gathered Ookla speed test results. In that data we found irrefutable evidence that the wireless capability of flagship Android phones using the Snapdragon 845 was dramatically more robust than iPhones using the Intel modem. It’s an interesting and expectedly aggressive first step in a marketing and messaging machine that is just at the beginning of its torque curve.
Why Gigabit and 5G matter
There are differing opinions on the value of the wireless system in place for smartphones and connected devices. Many have stated that Gigabit-class LTE speeds simply don’t matter for users or user experience. I disagree and believe that speed and latency of wireless connections will only increase in importance with advancement in streaming content, streaming apps, and even more upcoming wireless lifestyle changes.
That negative mentality also leans on top speed performance considerations solely, ignoring the arguably more important areas of edge-of-network performance and reliability. When the signal is at its weakest, when you are inside buildings or further away from a cell tower, a better cellular implementation means the difference between being able to stream video or not. In an extreme situation it could allow you to call for help in an emergency…or not.
The upcoming 5G networks will begin rolling out across the globe in 2019 and phone makers are already preparing devices to take advantage of them. Only Android-based phones that integrate Snapdragon modems will support 5G out of the gate. Intel is likely is a full year behind Qualcomm on having similar capabilities or form factors to support all bands of 5G currently planned. That means iPhones will be at least a full year behind the first wave of 5G flagship devices, and that could turn into two years if we look at Apple’s past history of cellular technology implementations. (Note that Huawei is also planning a 5G modem for its SoC.)
Every other smartphone vendor from Samsung to Oppo will have an advertising campaign essentially pre-built against Apple. In a time when consumers are more technology aware than ever before, the iPhone will be behind on cellular performance. As a result, these smartphone vendors need to hit back on Apple, and as a side effect Intel, with the goal of setting the standard higher, changing the story and value of wireless technology for consumers that utilize these devices every day.
You can be sure that carriers like Verizon and AT&T are going to spend money to promote the capabilities of their 5G networks after billions in infrastructure investment. And Apple will not be able to participate in any of that collateral, leaving windows of opportunity for everyone else in the fight.
If Google is paying attention, it will follow suit, creating a campaign talking up the benefits of an open ecosystem of partners that have the flexibility to create, build, and differentiate. Innovation advantages like this don’t happen often against a company with the resources of Apple, so all parties must participate.
Pressure on Intel
With the secret confirmed courtesy of Qualcomm, Intel is now under a significant amount of pressure. It will be the sole supplier of modem and cellular technology to one the world’s biggest companies and the largest mobile device supplier in any ecosystem or geography. Intel will need to step up its game for 4G LTE implementation to avoid more damaging testing and stories for the iPhone line while also accelerating advanced 5G integration to make sure Apple isn’t left behind in that important race.
Is Apple going to drop out of the smartphone race without 5G? Absolutely not. It’s install base, and fanatical community, will suffer through quite a lot to stay inside this ecosystem.
Apple has been able to convince consumers it offers the best of every facet of smartphone technology, from the camera to battery life, to accessories to performance. But with the entire wireless market and consumer base looking towards 5G on their smartphone, their car, their notebooks, factories, drones, and more, it cannot afford to take an extended backseat to competitors.
Some really excellent info, Sword lily I detected this.
It’s nice to see the best quality content from such sites.
Superb post however I was wanting to know if you could write a litte more on this topic? I’d be very grateful if you could elaborate a little bit more.
This is my first time pay a quick visit at here and i am really happy to read everthing at one place
lso thank you for allowing me to comment!.Live TV
Keep on working, great job!
As I website owner I believe the content material here is really good appreciate it for your efforts.INDIAN RINGNECK CUSTOM TEXT – PICK COLOR
These are genuinely great ideas in on the topic of blogging.
You have touched some good points here. Any way keep
up wrinting.
Awesome blog! Is your theme custom made or did you
download it from somewhere? A design like yours with a few
simple adjustements would really make my blog stand out.
Please let me know where you got your theme.
With thanks
I’m very happy to find this site. I want to to thank you for ones time for this particularly
wonderful read!! I definitely really liked every bit
of it and I have you saved to fav to see new stuff on your site.
I think this is one of the most important info for me. And i am glad
reading your article. But wanna remark on some general things, The web
site style is great, the articles is really great : D. Good job, cheers
If some one desires expert view regarding running a blog then i advise him/her to go to see this blog, Keep up
the pleasant work.
I do not know whether it’s just me or if everyone else encountering issues
with your website. It seems like some of the text in your content are running off the screen. Can someone else please comment and let me know if this is happening to them too?
This may be a problem with my browser because I’ve had this happen previously.
Many thanks
Hello it’s me, I am also visiting this web site regularly, this site is really good and
the people are genuinely sharing fastidious thoughts.
Appreciate the recommendation. Will try it out.
I do not even know how I ended up here, but I thought this post was good.
I do not know who you are but definitely you are going to a famous blogger if you aren’t
already 😉 Cheers!
You really make it seem so easy together with your presentation however I
find this matter to be actually one thing that I feel I would by no means understand.
It sort of feels too complicated and very vast for me.
I’m having a look ahead in your subsequent submit, I
will try to get the dangle of it!
Hello it’s me, I am also visiting this website daily, this web page is in fact fastidious and
the viewers are actually sharing good thoughts.
Just wish to say your article is as astonishing.
The clarity for your submit is just great and i could think you’re a professional on this subject.
Well with your permission allow me to grasp your feed to stay up to date with impending post.
Thank you a million and please keep up the enjoyable
work.
Valuable info. Fortunate me I discovered your web site by
chance, and I am surprised why this accident didn’t
took place earlier! I bookmarked it.
You are so cool! I do not suppose I’ve read something
like this before. So good to find somebody with
some genuine thoughts on this issue. Really.. thank you for starting this up.
This site is something that is needed on the
internet, someone with a bit of originality!
Nice post. I was checking constantly this blog and I’m impressed!
Very helpful information specially the last part 🙂 I care for such
info much. I was looking for this particular info for a very long time.
Thank you and best of luck.
Thanks for finally talking about > Pressure on Intel and Apple as Qualcomm exits iPhone – Tech.pinions < Liked it!
I wanted to thank you for this great read!! I definitely enjoyed every bit of it.
I have you book-marked to look at new things you post…
But wanna say that this really is quite helpful Thanks for taking your time to write this. – mens hey dudes
Why viewers still make use of to read news papers when in this technological world all is existing on web?
I don’t even know how I ended up here, but I thought this post
was great. I don’t know who you are but definitely you’re going to a
famous blogger if you aren’t already 😉 Cheers!
Hi, this weekend is nice designed for me, for the reason that this time i am reading this
impressive educational article here at my home.
This information is priceless. When can I find out more?
Hi to every body, it’s my first pay a quick visit of this
weblog; this blog includes remarkable and truly good material in support of visitors.
Hi there mates, fastidious paragraph and pleasant urging commented
here, I am in fact enjoying by these.
Hello my family member! I wish to say that this post is amazing, great written and come with almost all
vital infos. I would like to look more posts like this .
We’re a gaggle of volunteers and starting a brand new scheme in our community.
Your site offered us with helpful info to work on. You’ve performed an impressive activity and
our whole community shall be grateful to you.
Hi there, I do think your web site might be having browser compatibility problems.
Whenever I take a look at your site in Safari,
it looks fine however, if opening in Internet Explorer, it has some overlapping issues.
I merely wanted to provide you with a quick heads up!
Other than that, excellent blog!
Hi there! This is my first visit to your blog!
We are a team of volunteers and starting a new initiative in a community in the same niche.
Your blog provided us beneficial information to work on. You
have done a wonderful job!
Hey! I realize this is sort of off-topic however I needed to ask.
Does operating a well-established blog like yours require a massive
amount work? I am completely new to running a blog however I do write in my
diary everyday. I’d like to start a blog so I will
be able to share my own experience and feelings online.
Please let me know if you have any kind of recommendations or tips for new aspiring blog owners.
Appreciate it!
If some one wishes expert view concerning blogging after
that i suggest him/her to pay a quick visit this weblog, Keep up the nice work.
Thanks for sharing your thoughts on source. Regards
Good day! I could have sworn I’ve been to this website before but after
reading through some of the post I realized it’s new
to me. Nonetheless, I’m definitely delighted I found
it and I’ll be book-marking and checking back frequently!
It’s a pity you don’t have a donate button! I’d certainly donate to this excellent
blog! I guess for now i’ll settle for bookmarking and adding
your RSS feed to my Google account. I look forward to new updates
and will talk about this site with my Facebook group.
Chat soon!
Have you ever thought about including a little bit more than just your articles?
I mean, what you say is important and all. But imagine if you added some
great images or videos to give your posts more, “pop”!
Your content is excellent but with images and clips,
this blog could undeniably be one of the very best in its
niche. Terrific blog!
What’s up, the whole thing is going perfectly here and
ofcourse every one is sharing information, that’s really fine, keep
up writing.
As of Sept. six, the $1.08 billion Powerball jackpot winner has not come forward.
Feel fre to visit my web blog – score.Ws
I’m really enjoying the design and layout of your blog. It’s a very easy on the eyes which makes it much more enjoyable
for me to come here and visit more often. Did you hire out
a developer to create your theme? Excellent work!
The study discovered that abdominal Swedish massage deep tissue
led to slight improvements in bowel movement frequency and emptying of bowels.
This paragraph is in fact a fastidious one it assists new internet people,
who are wishing for blogging.
Good web site you have here.. It’s hard to find excellent writing like yours these days.
I truly appreciate individuals like you! Take care!!
Hi there would you mind letting me know which hosting company you’re utilizing?
I’ve loaded your blog in 3 completely different web browsers and I must say this blog loads a lot faster then most.
Can you suggest a good internet hosting provider at a reasonable price?
Thank you, I appreciate it!
This is a very good tip particularly to those fresh to the blogosphere.
Simple but very accurate information… Thank you
for sharing this one. A must read post!
Everyone loves what you guys tend to be up too. This type of clever work and coverage!
Keep up the good works guys I’ve incorporated you guys to my own blogroll.
Normally I do not learn post on blogs, however I
wish to say that this write-up very compelled me to check out and do it!
Your writing style has been amazed me. Thanks, quite nice
post.
Nice blog here! Also your website loads up very fast!
What web host are you using? Can I get your affiliate link to your host?
I wish my website loaded up as quickly as yours lol
Thanks for finally talking about > Pressure on Intel and Apple as
Qualcomm exits iPhone – Tech.pinions < Liked it!
Thanks for your personal marvelous posting! I truly enjoyed
reading it, you are a great author. I will be sure to bookmark your blog and will eventually come back down the road.
I want to encourage continue your great posts, have a nice weekend!
When I initially commented I clicked the “Notify me when new comments are added” checkbox and now each time a comment
is added I get several e-mails with the same comment.
Is there any way you can remove me from that service?
Thank you!
Hi there Dear, are you truly visiting this web page daily, if
so afterward you will absolutely get nice knowledge.
Incredible points. Outstanding arguments. Keep up the great spirit.
I just like the valuable information you supply in your articles.
I’ll bookmark your weblog and test once more here frequently.
I am reasonably sure I’ll learn lots of new stuff
right here! Best of luck for the next!
That is really attention-grabbing, You’re an overly professional blogger.
I have joined your rss feed and stay up for searching for extra of your great post.
Additionally, I’ve shared your website in my social networks
I’m truly enjoying the design and layout of your blog.
It’s a very easy on the eyes which makes it much more enjoyable for me
to come here and visit more often. Did you hire out a developer to create your theme?
Outstanding work!
It’s genuinely very complex in this active life to listen news on TV, thus I simply use world wide web for that reason, and get the latest news.
If you desire to take a great deal from this paragraph then you have to apply these techniques to your won webpage.
Great blog! Is your theme custom made or did you
download it from somewhere? A design like yours with a few simple adjustements would really make my blog shine.
Please let me know where you got your theme. Kudos
Wonderful website. A lot of useful info here. I’m sending it to
several buddies ans additionally sharing in delicious.
And naturally, thanks on your effort!
Hello there! I could have sworn I’ve been to this blog before but after reading through
some of the post I realized it’s new to me.
Anyways, I’m definitely happy I found it and I’ll be book-marking and checking back frequently!
For the reason that the admin of this web page is working, no uncertainty very
rapidly it will be famous, due to its feature contents.
Thanks for the good writeup. It in fact used to be a leisure account it.
Look complicated to far delivered agreeable from you!
By the way, how could we communicate?
It is not my first time to visit this web page, i am browsing this web
page dailly and obtain pleasant facts from here everyday.
Can you tell us more about this? I’d love to find out some additional information.
I am regular visitor, how are you everybody? This article posted at this website is genuinely good.
Keep on writing, great job!
I am in fact glad to read this webpage posts which carries plenty of useful
information, thanks for providing such statistics.
Hello There. I discovered your blog the usage of msn. This is a really neatly written article.
I will be sure to bookmark it and return to
learn extra of your useful info. Thanks for the
post. I will definitely return.
Fantastic goods from you, man. I’ve take into account your stuff previous to and you’re just extremely great.
I really like what you’ve received here, really like what you are saying and the best way through which you are saying it.
You make it entertaining and you still care for to stay it wise.
I can’t wait to read much more from you. This is actually a great web site.
Have you ever thought about adding a little bit more than just your
articles? I mean, what you say is fundamental and everything.
Nevertheless just imagine if you added some great photos or videos
to give your posts more, “pop”! Your content is excellent but with pics and clips, this blog could undeniably be one of the very best
in its niche. Superb blog!
This excellent website definitely has all the info I wanted
about this subject and didn’t know who to ask.
It’s going to be end of mine day, except before finish
I am reading this impressive paragraph to increase my knowledge.
I don’t know if it’s just me or if perhaps everybody else experiencing issues with your website.
It appears as though some of the text in your posts are running off the screen.
Can somebody else please comment and let me know if this is happening to them as well?
This might be a issue with my web browser because I’ve had this happen previously.
Kudos
Unquestionably believe that that you stated. Your favorite justification seemed to be at the web
the simplest thing to take into accout of.
I say to you, I certainly get annoyed at the same time
as other people think about worries that they just do not realize about.
You controlled to hit the nail upon the top as smartly as outlined out the whole thing without having side effect , folks can take a signal.
Will likely be back to get more. Thank you
When someone writes an article he/she maintains the plan of a
user in his/her mind that how a user can understand it. Thus that’s why this article is perfect.
Thanks!
I do not even know how I ended up here, but I thought this post was great.
I do not know who you are but definitely you’re going to a
famous blogger if you are not already 😉 Cheers!
you are really a good webmaster. The site loading
pace is incredible. It kind of feels that you’re doing
any distinctive trick. Also, The contents are masterpiece.
you have done a excellent job on this matter!
We are a gaggle of volunteers and starting a new scheme in our community.
Your web site offered us with valuable info to work on. You’ve done
an impressive activity and our whole neighborhood will probably be grateful to you.
Wonderful article! We are linking to this great article on our
site. Keep up the great writing.
I need to to thank you for this fantastic read!!
I absolutely enjoyed every bit of it. I have you book-marked to
check out new things you post…
hi!,I love your writing very much! percentage we keep up a
correspondence extra about your article on AOL? I require a specialist on this area to resolve my problem.
May be that’s you! Taking a look ahead to see you.
Hi there, I believe your blog may be having web browser compatibility
problems. Whenever I look at your site in Safari, it
looks fine but when opening in I.E., it’s got some overlapping issues.
I merely wanted to give you a quick heads up! Apart from that, fantastic website!
Numerous of the contemporary slots will permit you to choose your bet size, ranging from as loow as $.01 to as
higher as four figures.
Feel free to visit my page 카지노사이트 검증
I do believe all of the ideas you have introduced for your post.
They’re very convincing and can certainly work.
Still, the posts are very brief for novices. May just you please
prolong them a bit from subsequent time? Thank you for the
post.
At this time it looks like WordPress is the preferred blogging platform out there right now.
(from what I’ve read) Is that what you are using on your blog?
Wow! After all I got a website from where I know how to actually
obtain useful facts regarding my study and knowledge.