I think this can save some jobs from the upcoming layoff:
https://www.bloomberg.com/news/articles/2023-09-11/apple-aapl-renews-qualcomm-qcom-deal-in-sign-its-own-modem-chip-isn-t-ready?embedded-checkout=true
16 replies (most recent on top)
@tsj+1oybSpLb. - show some gratitude son. your paycheck is going to come from this - if you survive the other mess that QC will manage to to get itself into inspite of this. This is just a small extension of lease, no permanent relief.
It's cute that they keep trying. One day they'll realize they can't make lightning strike twice. One trick pony. Milk that cow 'til it's dry, because there's no more milk after that.
A.I. (artificial insemination) of another cash cow won't work.
Don't worry, by the time Q has fully implemented their "Adjacent Markets" strategy, they won't need modem sales at all....
LMAO. Hope and dreams are not a business strategy.
Don't be surprised when Apple uses a non-Qualcomm / non-internal solution in their product.
My guess is that Apple will dual source but they want to make sure they don't get cut-off by Qualcomm. I'm guessing the contract guarantees a minimum percentage but is non-exclusive.
"China is the elephant in the room..."
apple is doing this because companies are moving away from China?
Yes, lots of Broadcom and Intel at fruit modem as well to share the blame
"Q-rejects at fruit" ... hilarious.
Should move the stock next week after opex.
Interview question at fruit: give an example of an infinite loop.
One infinite loop:
While(1)
Release commercial quality modem next year
Q-rejects at fruit fail to do and rely on Q
End while loop
What about QCA?
So is the apocalypse cancelled ???
China is the elephant in the room...
no more layoff.
i am happy
congratulation to the modem team, they are safe
Surprised this doesn’t move the stock more than $5, should be like $25