The details of the historical agreement between Apple and the Qualcomm So far, unknown: we don't even know which of the two companies came out on top of the deal. Everything indicates, however, that it was the microchip giant that got the advantage just see this analyst estimate Timothy Arcurifrom UBS.
According to an Arcuri note obtained by CNBC, Apple would have paid between $ 5 and $ 6 billion Qualifying to end all disputes between the two companies is a clear sign that Ma felt that her imbroglio narrative was eroding and that the balance would probably tip over her rival in court decisions.
The analyst's estimates are based on Qualcomm's updated forecasts for its upcoming financial results: The company announced that it now expects a $ 2 increase per share at the close of the quarter.
In Arcuri's prediction, the deal also brought extra benefit to the microchip giant: from now on, Apple will pay between $ 8 and $ 9 Qualcomm for each iPhone sold is a significant increase from the previously established $ 7.50 and a good increase from the $ 5 per device that was foreseen for this deal.
Apple back in the game
The above paragraphs may imply that Apple has lost strength in the conciliation and, from a purely financial point of view, Apple really must have suffered a considerable shake in the piggy bank. A report recently published by BloombergHowever, it brings another perspective to the whole story.
According to the report, Apple would be at least five years ago Given Qualcomm's development of 5G modems, given Intel's market exit and Ma's improbability of striking deals with other suppliers, the Cupertino giant could spend half a decade breaking its head trying to build a chip of its own, while all the competition is already over. would be putting 5G smartphones on the market.
The point is that the modem, as the subject informs, is one of the most complex parts of developing within a smartphone: it is necessary to take into account a multitude of frequencies and communication patterns from hundreds of countries, to support previous communication patterns (such as 3G and 4G) and, above all, build solutions that do not require too much of the battery of the devices or their processors. In the cupcake.
Qualcomm takes an extreme advantage in this because it already has the necessary expertise and facilities required for the related tests; The company is also advanced because it has been working on developing 5G technology for years unlike Apple, which is still crawling in this world.
With the agreement between rivals, therefore, Apple returns to the game and is in a more comfortable position: Tim Cook and his class may have spent a note to appease Qualcomm's spirits, but the amount could be easily recovered by putting 5G iPhones on the market. earlier than expected and attracting consumers who might otherwise migrate to the Android side. It was a necessary move, after all.
via MacRumors, 9to5Mac