QCOM Stock Prediction: Why Qualcomm Won Its Patents Licensing Dispute Versus Apple

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • My August 2017 prediction came true yesterday. Apple surrendered and settled its modem-related legal dispute with Qualcomm.
  • Qualcomm shot up 23% during after-hours trading after the April 16 announcement that Apple and Qualcomm completed an out-of-court settlement of their legal battle.
  • Apple has tons of cash. It can afford to fight years-long of litigation against Qualcomm. Unfortunately, Apple’s current smartphone modem supplier Intel is a laggard in 5G modem design.
  • Qualcomm previously refused to supply its 4G modems to 2018 iPhones. Apple got scared that Qualcomm will again refuse to supply its 5G modems to 2019 and newer iPhones.
  • Apple had to capitulate and settle with Qualcomm so it can protect its iPhone business. 5G connectivity is the emerging de facto requirement for luxury smartphones and tablets.

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Qualcomm Stock Forecast (NASDAQ: QCOM): Xiaomi Is Boosting Adoption of Qualcomm’s Flagship Smartphone Processors

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

Summary:

  • Budget phone leader Xiaomi is very important to Qualcomm’s future. Xiaomi is always the early-bird proponent of Qualcomm’s flagship mobile processors.
  • Xiaomi’s willingness to sell affordable iPhone-like Android  phones with flagship Qualcomm Snapdragon processors is why it is now the world’s number 4 vendor.
  • Xiaomi shipped out 31.9 million smartphones in Q2 2018 – 48.8% higher year-over-year. The recent launch of the $300 Snapdragon 845-powered Pocophone F1 should help Xiaomi maintain this momentum.
  • Other leading phone vendors like Oppo, Vivo, and Meizu will likely use Snapdragon 845 for their own $300 - $350 Android phones.
  • The NXP deal is dead. Qualcomm needs to sell more processors and modems. The more companies using Snapdragon 845, the better it is for Qualcomm’s bottomline.

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Qualcomm Stock Prediction: Cloud Gaming Is Qualcomm’s First Incursion In The Server Market

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

QCOM Stock Prediction

Summary:

  • Qualcomm’s datacenter push gets a boost from its new contract to supply datacenter processors to Hatch, the pioneer in cloud-based mobile games on demand.
  • Hatch picked Qualcomm’s scalable 48-core Centriq 2400 to power its cloud gaming service.
  • Instead of players buying games or spending for in-app purchases, Hatch plans to offer unlimited game time for a fixed monthly fee.
  • This radical plan to offer mobile games-as-a-service could become a global-wide hit. Hatch will be buying many Centriq 2400 processors to support its global infrastructure.
  • I rated QCOM as a buy last August 9 when it closed below $52. The stock is now trading above $62. I am still giving it a buy rating. My 2018 year-end PT for it is $70.

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HIMX Stock Forecast: Himax Stock Price Up 34% After Major Ramp And Shipment Of The New WLO To Apple

 The article was written by Aline Rzetelna, a Financial Analyst at I Know First

HIMX Stock Prediction

Summary:

  • Himax Delivers Strong Financial Results for Q3
  • HIMX Start Major Ramp and Shipment Of The New WLO For Apple
  • Himax Announces Partnership With Qualcomm To Develop 3D Sensing Technology For Android Smartphones
  • I Know First Bullish Forecast on HIMX

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Qualcomm Stock Prediction: Qualcomm Heavily Investing In Technological Breakthroughs

 The article was written by Aline Rzetelna, a Financial Analyst at I Know First

Qualcomm Stock Prediction

Summary:

  • Qualcomm Release Its Fourth Quarter and Fiscal 2017 Results
  • Investing in Innovation
  • Qualcomm Rejects Bid Offer
  • I Know First Bullish Forecast on QCOM

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QCOM Stock Analysis: Qualcomm And Apple Will Likely Settle Their Patents Licensing Dispute

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

QCOM Stock Analysis

Summary:

  • Apple sued Qualcomm last January for allegedly overcharging on patent licensing fees. Apple also stopped paying royalty fees to Qualcomm earlier this year.
  • In retaliation, Qualcomm sued in May four contract manufacturer partners of Apple, Foxconn, Compal, Pegatron, and Wistron. Qualcomm has also sued Apple in the U.S. federal court and the ITC.
  • The ITC or the U.S. International Trade Commission announced last August 8 that it will proceed with the patent infringement suit filed by Qualcomm against Apple.
  • Apple settled its patent dispute with Nokia. Nokia filed suit earlier this year aiming to ban sales of iPhones in key countries. Apple made an upfront payment of $2 billion to settle with Nokia.
  • I expect Apple to also settle out of court with Qualcomm before 2017 ends. It is always cheaper to pay patents licensing fees than risk a court-ordered import ban on iPhones.

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