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   Technology StocksQualcomm Moderated Thread - please read rules before posting


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From: Bill Wolf6/17/2019 8:23:31 AM
   of 164544
 
5G's Future Could Literally Be Full of Hot Air... And Drones
Mike Dano, Editorial Director, 5G & Mobile Strategies
6/17/2019

Today's initial 5G networks almost exclusively rely on traditional wireless equipment installed on regular old macro cell towers and, in some cases, small cells.

Boring, right?

Well, a small but growing number of startups hope to eventually make the deployment of 5G much more interesting by replacing boring old cell towers with all kinds of airborne objects, ranging from tethered balloons to blimps. Indeed, if such companies have their way, 5G in the future might well live mostly in the clouds rather than down here with the rest of us on the ground.

So far, here in the US, there are two main startups working to push the idea of airborne 5G basestations, arguing such technologies are cheaper, easier and quicker to deploy in rural areas -- and cover much more territory -- than traditional cell towers.

lightreading.com

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From: Bill Wolf6/17/2019 8:28:41 AM
   of 164544
 
Alleged Qualcomm Snapdragon 865 Details Leak For 2020 Flagship Phones

Right now the chipset that reins sumpreme in the high-end flagship smartphone performance department is Qualcomm's Snapdragon 855 SoC. Despite that chip still being quite new, there are already rumors of a next-gen chip coming that will bring even more performance to the table of course, as well as additional Qualcomm-powered 5G capabilities. We have reported on the existing of the rumored Snapdragon 865 before, but today some new rumors have just turned up.

hothardware.com

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From: sbfm6/17/2019 11:14:03 AM
2 Recommendations   of 164544
 
Apple will release two iPhones with 5G in 2020, top analyst says - cnbc.com

"The note says Apple is building its own 5G chip that will be ready for later iPhones in 2022 or 2023 and that "the content of Apple and Qualcomm's previous settlement includes Qualcomm's release of partly 5G baseband chip source code to Apple for Apple's development of [its] own 5G technologies."


So, senior management got a big bonus, and APPL got part of 5G source code.

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To: sbfm who wrote (158585)6/17/2019 1:08:45 PM
From: Art Bechhoefer
1 Recommendation   of 164544
 
That's the kind of trade that put the Yankees in the cellar.

Art

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To: Bill Wolf who wrote (158583)6/17/2019 1:38:03 PM
From: Jamie153
   of 164544
 
A 5G airborne base station sounds similar to Google's airborne solar cells (test). Interesting idea since the wind is constant if you go high enough but I don't think it's practical. Wouldn't the tether be subjected to hurricanes, tornadoes, winter storms and ice, etc. and be very unreliable?

A satellite is better.

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To: sbfm who wrote (158585)6/17/2019 1:46:02 PM
From: TroubleT
7 Recommendations   of 164544
 
There's no way in hell that Qualcomm would have agreed to provide un-encrypted 5G baseband modem IP source code to Apple. If true then they don't need to buy Intel mobile at all. The notion of accelerating your frenemy and giving them ammo to shoot yourself 2 years later is simply absurd.

This Koh analyst should stick to leaking his usual iphone phone details and quit pretending to be a communications industry expert.

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To: TroubleT who wrote (158588)6/17/2019 1:59:10 PM
From: Wildbiftek
   of 164544
 
I second this. I would imagine that management would have disclosed the material terms of the deal, notably any transfers of IP or trade secrets. Their press release only specified chip supply and a licensing agreement. He is an Apple analyst rather than a Qualcomm analyst though.

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To: Wildbiftek who wrote (158589)6/17/2019 2:08:32 PM
From: TroubleT
   of 164544
 
At the time of settlement, let's keep in mind that Qualcomm had the upper hand. To surrender the 5G modem IP to apple when Intel couldn't deliver ? I mean how can an Apple analyst be so self-absorb to actually publish counter-intuitive rubbish like that ? It pisses me off how rampant fake-news is nowadays.

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To: TroubleT who wrote (158590)6/17/2019 3:01:11 PM
From: Jamie153
   of 164544
 
Isn't AAPL a better buy than it was yesterday? The opposite can be said about QCOM. I'd rather own the former than the latter.

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To: Wildbiftek who wrote (158589)6/17/2019 3:12:23 PM
From: Jamie153
   of 164544
 
There were plenty of warning signs.

" According to Reuters, he may have actually lost his leadership role in January when Apple moved its modem efforts in-house, months before the surprise Apple-Qualcomm settlementthat saw Intel lose its chance at a spot inside the first 5G iPhone. And in February, Apple reportedly poached a 5G leader from Intel as well."

theverge.com

A lot of links to follow to get there and more in the article but the writing was clearly on the wall. I didn't see it. It was apparent though that other companies are making their own chips. I thought they had a multi-year agreement. What happens to that agreement when Apple makes its own chips?

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