Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 73.58-0.2%5:16 PM EDTNews

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To: GR8FORM who wrote (139743)11/10/2017 4:41:08 PM
From: Jim Mullens1 Recommendation

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GR8, re: QCOM Tries to Get More Credit - (“We’d love to see Apple step forward .....

Some interesting quotes in that there article---


+ So far, at least, the gigabit boast--which phones with competing modems from can’t match--hasn’t had much impact in the marketplace. Only about half a dozen major brand phones available in the United States, including Samsung’s Galaxy S8 and LG’s V30, include the Qualcomm modem capable of reaching gigabit speeds. None were on sale before this year, and in two of the most popular, Apple’s iPhone 8 and iPhone X, the feature is disabled. And while T-Mobile has rolled out the needed network upgrades in hundreds of markets, other carriers are lagging behind to varying degrees.

+ T-Mobile and Qualcomm note that even if only some customers upgrade to Gigabit LTE-capable phones, the gains in efficiency on the network benefit all users. McDiarmid calls it a “rising tide” benefit, but admits he’d like to see the iPhone get on board, too. “We’d love to see Apple step forward with gigabit features,” he says.

+ Qualcomm lumps several features together under the gigabit LTE banner. One called carrier aggregation allows a single phone to communicate with a cellular base station over two, three, or even four different spectrum bands at the same time, multiplying the amount of available bandwidth. A second, called 4X4 MIMO, uses four antennas at a time instead of two in both the phone and base station to enable more rapid communications. And a third component, called 256 QAM, packs more data in the transmissions. Qualcomm is also adding a new technique allowing phones to communicate in unlicensed spectrum bands called Licensed Assisted Access, or LAA, to the mix now.

+ Qualcomm has a lead over rival modem makers, in gigabit LTE but also when it comes to 5G, says analyst Patrick Moorhead, president of Moor Insights & Strategy. “Conservatively, I’d say Intel is at least one year behind in Gigabit LTE,” he says.

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