Thread regarding Qualcomm Inc. layoffs

Fundamental Problem

Core business commoditized, no growth, lower margins as time progresses. The more QCOM tries to say not a smartphone company, the more it becomes a smartphone hardware company.

100% of QTL revenue is smartphone segment, with Apple winning more and more premium share and Android losing share that hurts. QCT, last call, handset rev $5.8B, Auto $456 million, um thats less than 10% of revenue. I get it, silicon content in car increasing but it will be 10-20 years before auto starts to play a leading role

by Anonymous
| 2891 views | | 8 replies (last April 11, 2023) | Reply
Post ID: @OP+1m3n2mtU
Comment! It's anonymous!

8 replies (most recent on top)

Your QTL numbers are incorrect. 100% of licensing is not from smartphones. Most patents having nothing to do with smartphones. Chips can go into smartphones but it does not make it a smartphone patent. But I think you were just trying to sound smart

by Anonymous
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Post ID: @2yfu+1m3n2mtU

Hoc Tan to the rescue.

by Anonymous
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Post ID: @2fvp+1m3n2mtU

So OP's brilliant suggestion is to cease attempt to expand into adjacent markets? Another typical loser post which demonstrates layoff.com junkies will have a bad attitude anywhere not necessarily only at qualcomm!

by Anonymous
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Post ID: @1xwg+1m3n2mtU

CA knows Auto is smoke and mirrors.

He likes cars with minimal instrument panels.

99% of people don't hang out in their cars.
They get in, drive, get out.

Auto makers aren't going to give infotainment an outsized chunk of profits on cars.

BTW. The unit volumes are terrible.

Follow the numbers and the answer presents itself.

by Mobile for life
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Post ID: @1uso+1m3n2mtU

These automotive companies do not make big money, compared with tech.

by Anonymous
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Post ID: @1hpi+1m3n2mtU

Make sense - people do not buy used phones but buy used cars.

by Anonymous
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Post ID: @1nzh+1m3n2mtU

How Tesla, VW, Ford, BMW and Mercedes make money, and we do the same. Automotive is a mature market and it has been running for almost a century. No worries, buddy.

by Anonymous
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Post ID: @1ism+1m3n2mtU

How many Qualcomm parts are used in a car? usually people change car every 5-7 more years, that is longer lifecycle than a phone. And some people buy used car while people seldom buy used phone. Could it be fundamental that car revenue won’t exceed phone revenue?

by Anonymous
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Post ID: @cle+1m3n2mtU

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