Latest Articles
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Qualcomm Dives Into The Connected Car Market With Its Drive Data Platform
At CES recently, Qualcomm (NYSE:QCOM) introduced its Drive Data Platform, which the company claims is designed to intelligently collect and analyze information from vehicle’s sensors. In addition, the Drive Data Platform can assist smart cars ...
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What Does The KFTC Ruling Imply For Qualcomm?
Leading CDMA chipset maker, Qualcomm (NYSE:QCOM) has been notified by the Korean Fair Trade Commission (KFTC) that it intends to file a written judgement against the company regarding its licensing terms that includes a fine of $854 million. Th...
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How Can Higher Royalty Rates Add To Our Price Estimate For Qualcomm?
We currently forecast that Qualcomm ‘s (NYSE:QCOM) royalty rates for mobile devices will decline from an estimated 3.0% in 2015 to 2.0% by the end of the Trefis forecast period. Our primary reason for believing that Qualcomm might have to ...
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How Can Mobile Chipset Pricing Impact Qualcomm’s Stock Price?
Qualcomm ‘s chipset price decreased from an estimated $21 in 2007 to around $17 in 2010. We calculate the company’s chipset price using the following formula: Qualcomm’s Chipset Price = Mobile Device Chipsets Revenues/MSM units...
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Qualcomm Advantageously Positioned To Compete In The Server Chip Market
Qualcomm (NYSE:QCOM) recently announced the commercial sampling and the live demonstration of the world’s first 10nm server processors. The company seems to be on track to deliver its chips for the server processor market. Earlier this ye...
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Opportunity For Qualcomm Could Be A Setback For Intel
In a surprise move, Microsoft announced, at the hardware developer conference in Shenzhen, China, that it is collaborating with Qualcomm to enable Windows 10 on mobile computing platforms that will be based on Qualcomm’s Snapdragon chipset...
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Why We’re Revising Our Price Estimate For Qualcomm To $65?
We recently increased our price estimate for Qualcomm (NYSE:QCOM) by approximately 20%, to $65 per share. The revision in our price estimate for Qualcomm is mainly because we believe that the company will manage to maintain a higher royalty rate...
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Qualcomm Posts Strong Q4’16 Results Despite The Samsung Note 7 Loss
Leading semiconductor maker Qualcomm (NYSE:QCOM) announced its Q4’16 earnings on November 2nd. (Fiscal years end with September.) A healthy revenue growth of 13% and an improved cost structure together led to a 45% increase in the comp...
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Samsung’s Note 7 Disaster Have Likely Affected Qualcomm’s Q4 Top-Line
Leading chipset market, Qualcomm (NYSE:QCOM) is set to report its Q4 2016 earnings on November 2nd. (Fiscal years end with September.) In Q3, the company witnessed a year-over-year increase in its top-line, after reporting consecutive revenue d...
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Qualcomm-NXP Semiconductors Could Create A Behemoth In The Automotive Semiconductor Space
According to a report by Wall Street Journal, leading chipset maker, Qualcomm (NYSE:QCOM) is reportedly in talks to acquire NXP semiconductors, in a deal likely be valued at more than $30 billion. This could be potentially the largest acquisit...
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Scenarios That Can Change Our Valuation For Qualcomm
Qualcomm (NYSE:QCOM) develops and patents communication technologies, such as CDMA and OFDMA, which it then licenses to device manufacturers that use its technology. The company is also a leading developer and supplier of integrated circuits and...
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Why Qualcomm And Ericsson Have Teamed Up To Form Avanci?
Recently, Qualcomm (NYSE:QCOM) teamed-up with four other companies to form a consortium to jointly license patents in the Internet of Things (IoT) market. Joining Qualcomm in the initiative are Ericsson (NYSE:ERIC), KPN, ZTE, Inter Digital an...
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Dissecting Qualcomm’s Loss In iPhone 7
An early teardown of iPhone 7 and iPhone 7 plus by Chipworks confirms that the non-CDMA version of the device features an Intel baseband device. Separate teardowns of the iPhone 7 by iFixit have found Qualcomm baseband processors and most industr...
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How Do We Expect Qualcomm’s Licensing Segment Revenues To Grow In The Next 5 Years?
We expect Qualcomm’s Licensing segment (QTL) revenues to decline by approximately $2 billion in the next five years. At present, the segment accounts for about 31% of the company’s overall revenues and we expect this figure to declin...
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Is Intel Losing Its Position In The Wearable Device Market?
Wearable devices are a subset of IoT (Internet of Things), and Intel (NASDAQ:INTC) has been aggressively investing to gain a strong foothold in this space. According to a recent report by IDC, the wearable device shipments are expected to reach...
