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   Technology StocksQualcomm Moderated Thread - please read rules before posting


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To: N.Novick who wrote (122636)11/2/2014 12:05:23 AM
From: waitwatchwander
   of 170225
 
Your TD-LTE thoughts are interesting. The problem is that the success of Xaomi has lttle to do with Spreadtrum and Huawei and lots to do with Qualcomm. Effort like IP can't be just confiscaed. With Huawei and Spreatrum moving forward without Qualcomm, a transfer of reward from those who helped to those who expended effort elsewhere is hard to justify.

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To: JeffreyHF who wrote (122639)11/2/2014 12:26:37 AM
From: waitwatchwander
   of 170225
 
CDMA might have proliferated much more around the world if the Chinesse had beEn incentivized to support it with cheap exported handsets. Funny how unintended consequences sometimes work out.

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To: waitwatchwander who wrote (122642)11/2/2014 6:54:21 AM
From: JeffreyHF
2 Recommendations   of 170225
 
Korea was already exporting it, and China lacked the credible handset industry to be an international factor. You seem to be revising the history of the MENS cartel, and its stranglehold on GSM. Yet the deal Qualcomm gave China was far cheaper than the 10-13% stacked GSM royalties, and the technologies were not equivalent.

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To: JeffreyHF who wrote (122643)11/2/2014 8:19:05 PM
From: waitwatchwander
   of 170225
 
---> revising the history of the MENS cartel

Huh?

Not in the least. My comment was only that cdma might have done better if it was also supported globally by the Chinese in a bigger manner. The industry was young back then and the greater the advantage one could muster over the GSM variants couldn't have been all that bad. As it was the Chinese were likely critical in bringing cheap cdma infrastructure and handsets to Africa, the middle/far east and eastern Europe/Russian markets. Many of the other non North American areas of the world ended up being dominated by the GSM cartel even where cdma got started with a small competitive footprint.

In the end, cdma became rather irrelevant which has been good for Qualcomm. Effort now is much more focused than ever before.

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To: engineer who wrote (122628)11/2/2014 10:30:45 PM
From: THE WATSONYOUTH
   of 170225
 
There is an interesting take on Intel. Notice the design they are competing with is on 40 nm at TSMC and NOT on the highly touted 14 nm worlds leading fab, like everyone postures..

.....no one, except possibly the cheerleaders on this board, ever claimed the Intel designs were on the 14nm Intel process. Intel is far behind having only acquired any communication expertise in the Infineon and Fujitsu deals. It takes a lot of time to redesign these chips into a 14nm FinFET process I do not expect any stand alone or integrated modem on an Intel; process until 2016 at the earliest. But, I believe this board is missing the point. Intel in the short and intermediate term will be very happy to reduce their quarterly loss in mobile to a manageable level of perhaps 300-400 million $ per quarter. Even such a modest result will be heralded as a sure sign of future success to the analysts and they will pump the stock further. Intel's immediate goal is to take share and will do so by selling at cost once they get a fully integrated design for the low end. That will happen next year albeit still on 28nm. As long as they are not challenged in servers and in in PCs (laptops and desktops), they can continue plugging away indefinitely......outlasting any low end competition.. They are not going away..........and will lose billions more to get a foothold. Luckily for QCOM, Intel is painfully slow at bringing a competitive solution to market and will not on an advanced process until 2016 at the earliest. QCOM should use that time well to head Intel off
with additional levels of integration and further cost reductions and quicker times to market.

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From: Jon Koplik11/3/2014 1:03:47 AM
1 Recommendation   of 170225
 
WSJ -- Google’s Android Begins to Top Out ............................................

[ Personally ... I had no idea that Android was (roughly) 85% of smartphones shipped globally, and Apple was not even the remaining (roughly) 15%. Uh, why do we always hear about Apple so much ? ]

**********************************

Nov. 2, 2014

Google’s Android Begins to Top Out

Market Share for Smartphones Slips as Firm Gains More Control Over Devices That Run Its Software

By Rolfe Winkler

Google Inc.’s dominance over the smartphone landscape appears to be topping out, but the company is gaining more control over the devices that run its Android mobile operating system.

Android ran 84% of smartphones shipped globally in the third quarter, according to research firm Strategy Analytics, down slightly from 85% in the second quarter.

“Android’s global smartphone market share is peaking,” said Neil Mawston, executive director of Strategy Analytics. “Unless there is an unlikely collapse in rival Apple iPhone volumes in the future, Android is probably never going to go much above the 85% global market share ceiling.”

Market share for Apple Inc.’s mobile operating system was 12% in the third quarter. Microsoft Corp. ’s Windows Phone captured 3% market share and BlackBerry Ltd. ’s devices had 1%.

Even if Android’s market share doesn't go any higher, there is still good news for Google.

For starters, the market overall is still growing. Strategy Analytics forecasts 12% growth in smartphone shipments in 2015.

Google also appears to be turning the tide on the growth of so-called Android forks -- ­versions of the mobile operating software that are developed independently and don't come with Google’s lucrative mobile apps.

As a percentage of total Android shipments, forks made up 37% in the third quarter, down slightly from 39% in the second quarter.

Google makes no money on Android itself, since it gives away the operating system free to device makers. It profits from revenue generated by advertisements that appear in apps like Google Search, Google Maps and YouTube, as well as a cut of sales of apps, files, subscriptions, and the like sold through the Google Play Store.

Mr. Mawston chalks up the decline in Android forks to a “maturing” China smartphone market, where most forked Android devices are sold.

In addition, Google is asserting control over its operating software through its newly launched Android One program, which is designed to provide cheap, reliable smartphones to consumers in emerging markets such as India. Those phones come with Google’s various services installed.

Meantime, Samsung Electronics Co.’s dominance over other Android handset makers is waning, reducing the threat that the Korean hardware maker could wrest more control from Google. In the third quarter of this year, 25% of smartphones shipped were Samsung devices. That figure fell from the year prior, when it stood at 35%.

Samsung ships mostly Android devices and long has been dominant among Android vendors thanks in part to big commissions it pays to smartphone distributors, particularly in emerging markets. That gives them an incentive to push its devices over rivals.

Yet Samsung is losing out to startups like China’s Xiaomi Inc., which are undercutting the Korean giant on price.

Samsung sells its smartphones at a premium and captures bigger profit margins on each device sold, while Xiaomi prices its devices closer to the cost of making them and makes its profit instead on the sale of accessories and software add-ons.

In the previous two years, as Samsung’s market share peaked, it tried to assert more independence from Google by distributing more of its own services on its Android devices while simultaneously playing down the fact that Google’s software powered them. That sparked concerns inside Google that it could lose some control over the operating system, according to people familiar with the company’s internal deliberations.

Earlier this year, Samsung and Google reached a detente of sorts, when the companies agreed to a broad patent cross-licensing deal.

The biggest challenge to Google’s mobile dominance could come from regulators. European Union antitrust authorities are poised to unleash a formal investigation into Android in the wake of concerns that Google shuts out rivals in promoting services such as Google Maps.

The Wall Street Journal reported earlier this year about Google’s strict agreements with handset makers that required them to feature those services prominently if they wanted access to the services in the first place.

A Google spokesman declined to comment.

Write to Rolfe Winkler at rolfe.winkler@wsj.com

Copyright © 2014 Dow Jones & Company, Inc.

.

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To: waitwatchwander who wrote (122644)11/3/2014 6:42:29 AM
From: JeffreyHF
1 Recommendation   of 170225
 
The Europeans had a lock on China's mobile technologies, when the CDMA deal was signed. China had two objectives in doing the deal, removing U.S. objections to WTO admission, and ripping off IPR to develop TD-SCDMA. They accomplished both, but failed to make balky and cumbersome TD-SCDMA "sufficient" for 3G, and attractive for export. This time around, they've decided to rip off TD-LTE, and damage Qualcomm's business model. The outcome has yet to be determined.

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To: Jon Koplik who wrote (122646)11/3/2014 10:58:11 AM
From: pyslent
1 Recommendation   of 170225
 
[ Personally ... I had no idea that Android was (roughly) 85% of smartphones shipped globally, and Apple was not even the remaining (roughly) 15%. Uh, why do we always hear about Apple so much ? ]

It depends on the context. Apple punches well above its market share class in terms of user engagement metrics (app downloads, web surfing, NFC payments), but if you are selling modem chips, you might make as much from a $50 mass market LTE phone as from a $650 iPhone. I'm still not clear how it works from a royalty perspective though.

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To: pyslent who wrote (122648)11/3/2014 11:01:45 AM
From: engineer
1 Recommendation   of 170225
 
Foxcon pays the royalty on the price they charge Apple wholesale.

So take the BOM, add about 10%, then take that as the ASP of the handset for royalty purposes.

Then after that Apple adds their markup.

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From: Jim Mullens11/3/2014 11:50:24 AM
   of 170225
 
Oppo's double impact - Premium China device w/ snapdragon 801

Snips>>>>>>>>>

Oppo, the premium smartphone brand company from China, has unveiled a new flagship model, the N3, at a regional launch event in Marina Bay Sands, Singapore.

Other notable features include a 5.5in full-HD display, quad-core Qualcomm 2.3GHz Snapdragon 801 processor, 2GB RAM, 32GB internal storage, fingerprint sensor and support for dual Sim cards.

There is also a rapid charging technology which Oppo claims will power up the smartphone from zero to 75 per cent in just half an hour.

>>>>>>>>>>>>>>>>>>

Oppo's double impact

Lee Kah Leng The Star/Asia News NetworkMonday, Nov 03, 2014

20141103_R5N3-oppo.jpg

Oppo, the premium smartphone brand company from China, has unveiled a new flagship model, the N3, at a regional launch event in Marina Bay Sands, Singapore.

Just like its predecessor, the N3 Android smartphone has a single rotating camera that doubles up as both the front and back camera.

The camera has been improved in two ways - it has been bumped to 16-megapixel and it's now auto-rotating. Users no longer have to manually rotate the device to capture a panoramic image, as the auto-rotation feature will easily handle this.

That's not all - for the lens, Oppo worked with Schneider Kreuznach, a German lens brand.

"For Oppo, every single product is designed for life," said Oppo Indonesia chief executive officer, Jet Lee.

Other notable features include a 5.5in full-HD display, quad-core Qualcomm 2.3GHz Snapdragon 801 processor, 2GB RAM, 32GB internal storage, fingerprint sensor and support for dual Sim cards.

There is also a rapid charging technology which Oppo claims will power up the smartphone from zero to 75 per cent in just half an hour.

The N3 is expected to hit Malaysia's shores late next month and according to Oppo Mobile Malaysia chief executive officer William Fang, the N3 will retail for about RM2,000 (S$782).

If you have been following Oppo closely, you will have noticed that the company has skipped N2, jumping from N1 to N3. Apparently, it favours odd numbering and there will be no N2.

The company also surprised everyone by unveiling a second phone, which it claims is the thinnest on the market. Oppo product manager Bakarrik Azeri says the R5 is just 4.85mm.

The R5 has a 5.2in full-HD Amoled display and octa-core 1.5GHz Qualcomm Snapdragon 615 processor, 2GB RAM and 16GB internal storage.

For shooting photos and recording videos, it has a 13-megapixel rear camera and a front-facing 5-megapixel camera.

The R5 will be available in two colour options - white and gold - when it ships here later this month. It's expected to cost about RM1,500 to RM1,600.

Both the N3 and R5 will come preloaded with Android 4.4.4 KitKat and feature the company's ColorOS 2.0 user interface.

- See more at: digital.asiaone.com

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