Narrative: Qualcomm is Anticompetitive

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    Narrative: Qualcomm is Anticompetitive (Jan 28, 2017)

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    Qualcomm Announces Next-Generation AR and 3D-Capable Image Signal Processor (Aug 15, 2017)

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    Qualcomm is Working Closely with Chinese Government to Win Favor (Aug 7, 2017)

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    Qualcomm’s Financial Results Heavily Impacted by Various Disputes and Fines (Jul 19, 2017)

    Qualcomm reported its results for the June 2017 quarter today, and revenues and profits were both down, in large part because of the various antitrust and other disputes and legal proceedings in which it’s involved. Shortfalls in revenue from Apple, several of its suppliers, and a Chinese customer each caused problems, but it also had to pay out to both BlackBerry and the Korean government over separate disputes. It’s impossible to look at Qualcomm today without noticing the massive cloud of uncertainty and potential financial liability associated with these various cases. On a non-GAAP basis, the company’s results are holding up rather better, though still not stellar. As with Samsung, its semiconductor business was an area of strength, but its core MSM chip sales continue to decline over time as the smartphone market matures, while the broader opportunity it has in CDMA and related technologies continues to grow. Meanwhile, Apple, its suppliers, and Qualcomm all filed new suits over the last couple of days in relation to their dispute, even as Qualcomm’s CEO was quoted earlier this week as saying he expected the case eventually to end in a settlement.

    via Financial Times

    Qualcomm Files New Case Against Apple and Asks ITC to Block Import of Intel iPhones (Jul 6, 2017)

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    Apple Adds New Claims to Qualcomm Lawsuit (Jun 20, 2017)

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    EU Opens In-Depth Investigation into Qualcomm NXP Acquisition (Jun 9, 2017)

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    Apple Hires Senior Qualcomm Engineer as Wireless SoC Lead (May 29, 2017)

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    Qualcomm Sues Apple Manufacturers Withholding Royalty Payments (May 17, 2017)

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    Qualcomm Reportedly Seeking to Ban US iPhone Imports Over Apple Non-Payment (May 3, 2017)

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