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   Technology StocksQualcomm Moderated Thread - please read rules before posting

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To: Art Bechhoefer who wrote (168882)10/12/2021 6:55:37 PM
From: sbfm
1 Recommendation   of 173507
Not Qs chain, Art.

The chain from a macro perspective. If the supply chain isn't smoothly functioning, are some companies getting so squeezed as to be in financial distress? If so, is there a follow-on effect?

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To: Art Bechhoefer who wrote (168881)10/12/2021 7:21:00 PM
From: peaceforme
1 Recommendation   of 173507
Shares were sliding and just imagine timing of announcement just before apple news comes out!!

Your idea sell it to someone else doesn't work with product qcom sells to apple. No one else buys thin modem.

If apple didn't anticipated this in advance that means qcom used their wafer capacity on producing thin modem for apple rather than producing their products which they sell to Xiaomi vivo and everyone else .

So it is not that straightforward.

I believe this $10B buyback is result of pressure management felt bcz of decreasing share prices as well as this apple news at last minute (I would believe like to believe qcom knew days in advance apple delays and waited till today to announce buy back to soften blow.

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To: sbfm who wrote (168880)10/12/2021 7:59:43 PM
From: engineer
8 Recommendations   of 173507
in most relationships terms are net 30, which means that Q gets paid 30 days after they deliver the chips, NOT when the phone sells. You might be thinking of the royalty, ,which might have terms that they only pay when teh phone sells, but I am not sure about it.

I can pretty much guarantee you that the QCT group is selling on Net 30 to all these suppliers.

Note some suppliers are asking for 100% payment upfront, or they won't accept your order. So you the manufacturer are forced to float all the cash for the components for 30-70 weeks, then you mfg the phone and then have to wait another 6-7 weeks to get paid back.

This market is a sellers market for parts in that they can demand due to the shortages to get paid upfront.

In my design, I would say that 50% of the parts suppliers are asking for upfront payments.

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To: garrettjax who wrote (168871)10/12/2021 11:52:36 PM
From: vkvraju5
7 Recommendations   of 173507
The word "Tumbles" for a mere 1.33% drop sounds like a joke to me.
QCOM achieves this feat 2-3 times every week.

From the article :
"Per BBG, Apple was previously expected to produce 90MM new iPhones during the last three months of this year, but it's now telling its subcontractors and manufacturing partners the total will be lower because Broadcom and Texas Instruments are struggling to deliver enough component chips."

We know Broadcom supplies wireless components to Apple. We also know QCOM too makes similar components, probably only better. Am just thinking out loud if this could present QCOM with another opportunity to fill the gap with its own wireless components here. Or could it trigger a thought in Apple to diversify its supply chain for its future models?

Considering how beautifully QCOM has managed the supply constraints (atleast better than others), they need to be recognized and rewarded for the same. For the plethora of customers QCOM has, haven't seen any report from anyone saying they are stuck waiting for a QCOM part. Company has clearly managed their supply chain very well. Cheers & Kudos!

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From: vkvraju510/13/2021 4:06:03 AM
3 Recommendations   of 173507

BlackBerry, Google and Qualcomm Join Forces to Drive Advancements in Next-Generation Automotive Cockpits

BlackBerry Limited

Oct 12, 2021, 19:52 ET

Automakers Empowered to Accelerate Cockpit Development Timelines

WATERLOO, ON, Oct. 12, 2021 /PRNewswire/ -- BlackBerry Limited (NYSE: BB; TSX: BB) today announced the availability of a QNX® Hypervisor and VIRTIO-based reference design to virtualize Android Automotive OS on the 3rd Generation Snapdragon® Automotive Cockpit Platform, helping automakers to deliver the ultimate cockpit experience while accelerating time to market.

The automotive industry is consolidating disparate in-cabin functionality such as digital instrument clusters, infotainment and heads-up display into unified digital cockpit architectures all running on a single, extremely powerful underlying system-on-chip (SoC). This mixed-criticality architecture tightens the integration between previously discrete in-cabin functionality to deliver a cockpit domain controller solution supporting a unified user experience for the consumer while simultaneously reducing overall cost.

VIRTIO is an open standard that defines the interface between Android Automotive OS and the underlying hypervisor to deliver the full Android Automotive OS experience. The combination of the QNX Hypervisor and QNX's VIRTIO implementation allows Android Automotive OS to run out of the box without modification. This allows systems deployed in the field to easily upgrade to newer versions of Android Automotive OS as they are released.

While the VIRTIO interface is standardized, the implementation of the interface is not. The BlackBerry QNX reference has been extended to support dynamic graphics sharing between Android Automotive OS applications in the infotainment domain and the digital instrument cluster, shared Vulkan drawstream support and system-wide audio management to holistically manage all sound within the vehicle. The BlackBerry QNX VIRTIO implementation adds 10 additional virtual devices to the existing 25 currently available in the QNX Hypervisor family of products.

The QNX hypervisor-based reference design incorporates an infotainment system powered by Android Automotive OS and a digital instrument cluster virtualized by the QNX Hypervisor and running on a single Snapdragon Automotive Cockpit Platform. This architecture will also allow automotive manufacturers to enjoy the freedom from interference necessary to achieve safety certifications while delivering the full Android Automotive OS experience.

The reference design demonstrates fast-boot and sharing of audio, graphics, video (camera), touchscreen, vehicle HAL sharing, USB and streaming video between the digital instrument cluster and the infotainment system powered by Android Automotive OS enabling Tier 1s and OEMs to deliver the ultimate cockpit experience.

The QNX cockpit reference design is available now as part of the QNX Advanced Virtualization Frameworks.

Register now for BlackBerry Security Summit 2021 to learn more about the BlackBerry QNX platform and why it is the most advanced embedded software platform for the automotive industry.

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From: THE WATSONYOUTH10/13/2021 5:15:58 AM
2 Recommendations   of 173507
.....will Q follow feds COVID policy request/ "guidance" regarding vaccinations? there a current detailed policy statement...........I understand Intel will not follow Fed "guidance" and will not require the vaccination.......seems like religious accommodations always wins in thinks Ds back off as Biden's poll number crater. Q should take a stand...............wouldn't want some top shelf Q designer to bolt to Intel or elsewhere over the jab.

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To: THE WATSONYOUTH who wrote (168890)10/13/2021 5:37:25 AM
From: JeffreyHF
3 Recommendations   of 173507
The Federal OSHA "policy"/rule is for weekly testing, or vaccination, not simply mandatory vaccination, as you've suggested. Write Qualcomm IR to learn their company Covid policy, if it's important to you. By the way, can you name any organized religion that prohibits its adherents from being vaccinated?

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From: Rightsaidfred10/13/2021 5:53:47 AM
2 Recommendations   of 173507
Let this sink in. $QCOM buyback of 7.7% of stock approx equal to earnings contribution of AAPL modem biz. So can we put the narrative that “losing AAPL will be devastating” to rest now?

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From: Bill Wolf10/13/2021 7:06:58 AM
3 Recommendations   of 173507
Judging from the status of the upstream supply chain, regional markets and the COVID-19 pandemic, Digitimes Research expects global smartphone shipments to increase 4.7% on year and arrive at 1.3 billion units in 2021 and will see on-year growths between 4-7% every year in the next five years, according to the figures from Digitimes Research's latest five-year (2022-2026) forecast report on the smartphone industry.

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From: Bill Wolf10/13/2021 7:08:23 AM
1 Recommendation   of 173507
Apple slashes iPhone cash cow numbers

by Nick Farrell on13 October 2021

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