2025-10-22
Food for @Qualcomm #5G #modem biz... Interesting to look at how this affects #foldable #iphone... as there will be lot of common components... $qcom $aapl
Nikkei Asia
Sources: Apple cuts iPhone Air orders nearly to “end of production” levels after a lukewarm reception in China, but keeps iPhone 17 lineup forecasts at 85M-90M
TAIPEI — Apple is drastically cutting iPhone Air production orders but boosting those for other iPhone 17 models …
2025-02-06
During @Qualcomm earnings call, CEO @cristianoamon mentioned that in the last quarter, #SnapdragonXElite captured 10% market share for the laptops sold for >$800 in the US. That is impressive because the platform was initially launched in the #CopilotplusPC premium segment. It [image]
CNBC
Qualcomm reports Q1 revenue up 17% YoY to $11.67B, vs. $10.93B est., handsets revenue up 13% to $7.57B, net income up 15% to $3.18B, issues a strong Q2 guidance
Kif Leswing / CNBC :
2024-12-21
This @Qualcomm win relieved not only the company's nerves but also of thousands of @Arm licensees, especially the one with architecture license, i.e., #ALA . Those include @Apple, @NXP, @Infineon, @TXInstruments, @ST_World, @MicrochipTech, @Broadcom, @nvidia, @MediaTek,
Bloomberg
Qualcomm prevails at trial against Arm's claim that it breached a chip tech license acquired in the $1.4B Nuvia purchase in 2021; Arm plans to seek a retrial
- US jury finds Qualcomm didn't violate terms of agreement — Delaware jurors were unable to agree on Nuvia's alleged breach
Although main news is out, here are my summary & detailed #blog of #qcomarm trial - The final day of the trial was a slow-moving soap opera, most of the day with a nail-biting finish that brought victory to @Qualcomm - The day started slow, with the Jury resuming deliberations [image]
Bloomberg
Qualcomm prevails at trial against Arm's claim that it breached a chip tech license acquired in the $1.4B Nuvia purchase in 2021; Arm plans to seek a retrial
- US jury finds Qualcomm didn't violate terms of agreement — Delaware jurors were unable to agree on Nuvia's alleged breach
Drumrolls... In #qcomarm Jury in the room. Judge getting verdict. Q1 - No decision Q2 - @Qualcomm Q3 - @Qualcomm @Arm $qcom sarm
Bloomberg
Qualcomm prevails at trial against Arm's claim that it breached a chip tech license acquired in the $1.4B Nuvia purchase in 2021; Arm plans to seek a retrial
- US jury finds Qualcomm didn't violate terms of agreement — Delaware jurors were unable to agree on Nuvia's alleged breach
Enough discussion & debate before the verdict. @Arm arguing not to accept Q1 & Q2 verdicts, because Q1 Q2 are related. Back and forth on the validity of the precedence. @Arm even sucgested to bring the jury back on Monday. But, finally Judge was not convinced, and accepted it
Bloomberg
Qualcomm prevails at trial against Arm's claim that it breached a chip tech license acquired in the $1.4B Nuvia purchase in 2021; Arm plans to seek a retrial
- US jury finds Qualcomm didn't violate terms of agreement — Delaware jurors were unable to agree on Nuvia's alleged breach
This seems positive for @Qualcomm ... Pure speculation here... If they have decided on the other two, them #qcom might be in the clear, but sure yet, since it is the contract that Nuvia signed, whether they are in the clear or not... Again pure speculation... We willsee Also,
Bloomberg
Qualcomm prevails at trial against Arm's claim that it breached a chip tech license acquired in the $1.4B Nuvia purchase in 2021; Arm plans to seek a retrial
- US jury finds Qualcomm didn't violate terms of agreement — Delaware jurors were unable to agree on Nuvia's alleged breach
2024-11-20
The most anticipated slide of the @Qualcomm #investorday ,, company's view of the computing market & its share... 30 - 50% non x-86 (ie @Arm) market is bold... $4B revenue target by Fy2029 is impressive... $qcom #computing $intc [image]
Bloomberg
Qualcomm expects its automotive and IoT businesses to drive combined revenues of $22B by FY 2029, including $8B from automotive chips and $4B from PC chips
Ian King / Bloomberg :
2024-11-18
Very Insightful article. I agree that business-minded Trump will be more a help than harm to @tim_cook. @Apple's drastic move toward India will definitely help him get concessions from any tariffs, & Trump will be a big support in fighting #EU leftist, severe regulatory & legal
Bloomberg
How Tim Cook may navigate Trump's presidency, a closer look at Apple's upcoming smart home command center, sources detail a new AirTag coming in 2025, and more
code-named B589 — for release around the middle of next year. That accessory has now progressed in manufacturing tests, and Apple is getting ready to bring it to market. I'm told...
2024-10-23
This is pretty impressive by @Huawei. This is in line with what they presented at #HuaweiAnalystSummit in Shanghai earlier this year. My blog about the event here: https://www.tantraanalyst.com/ ... But the real test of whether #HarmonyOS can be an international play is when its
Nikkei Asia
Huawei launches HarmonyOS 5.0 and says 1B+ devices run on HarmonyOS including smartphones, PCs, and cars, and the OS has 15K+ apps, up 10x from earlier in 2024
its game-changing, self-developed OS with no ties to Android! This is the 5th version of HarmonyOS, already powering over 1 billion devices worldwide. Get ready for a whole new exp...
2024-10-22
.@Honorglobal CMO @DrRayGuo on stage..saying is the 1st company to build aan #AI ecosystem only based on @Qualcomm @Snapdragon Introducing @Android #HonorAIAgent & #HonorMagic7 smartphone based on #Snapdragon8Elite Also, as a longtime #foldable user was very impressed with [image]
Android Authority
Qualcomm unveils the 3nm Snapdragon 8 Elite mobile SoC, with two prime and six performance CPU cores, claiming 45% faster CPU and NPU over the 8 Gen 3, and more
The new name marks a major departure from previous Snapdragons. — • — After much speculation …
That's wrap of the keynote at #Snapdragonsummit... wow it topped 2 hour 30 mins... probabably one of my longest... Here are my key takeaways 📱 New #Snapdragon8elite bringing #Oryon2ndgen #CPU to smartphones & with that substantial performance improvment 📱Big statement about [image]
Android Authority
Qualcomm unveils the 3nm Snapdragon 8 Elite mobile SoC, with two prime and six performance CPU cores, claiming 45% faster CPU and NPU over the 8 Gen 3, and more
The new name marks a major departure from previous Snapdragons. — • — After much speculation …
#XR time at #SnapdragonSummit with @ahimel of @Meta Some interesting use cases of using #Ai with the camera on the glasses to simplify many regular things you do, like cooking, changina tire etc. @Qualcomm #AR #VR #AugmentedReality [image]
Android Authority
Qualcomm unveils the 3nm Snapdragon 8 Elite mobile SoC, with two prime and six performance CPU cores, claiming 45% faster CPU and NPU over the 8 Gen 3, and more
The new name marks a major departure from previous Snapdragons. — • — After much speculation …
2024-09-28
.@Microsoft 's #security VP @dwizzzleMSFT outlines all the precautions they have taken for its marquee #CopilotPlusPC feature - #Recall https://blogs.windows.com/... IMHO - This is a much better solution for many #Enterprise who already have prorpietary solutions for this, taxing
The Verge
Microsoft details how it has overhauled its controversial AI-powered Recall feature, including making it opt-in and giving users an option to uninstall
In response to security concerns, Microsoft is detailing how it has overhauled its controversial AI-powered Recall feature …
2024-07-15
Interesting @Google @Andoid & Devices chief @rosterloh teases the #XR device they @SamsungMobile & @Qualcomm have been working for a long time. They talked about the collaboration during #Unpacked2023 as well. So this is longtime coming.. can't wait to see it... #Ar #Vr [image]
Business Insider
Source: Google and Samsung's XR headset, codenamed Moohan and initially planned for Q1 2024, is now set for March 2025, with a developer version in October 2024
2024-07-14
Interesting @Google @Andoid & Devices chief @rosterloh teases the #XR device they @SamsungMobile & @Qualcomm have been working for a long time. They talked about the collaboration during #Unpacked2023 as well. So this is longtime coming.. can't wait to see it... #Ar #Vr [image]
Business Insider
Source: Google and Samsung's XR headset, codenamed Moohan and initially planned for Q1 2024, is now set for March 2025, with a developer version in October 2024
- Google recently reshuffled the ranks to consolidate teams working in augmented reality. — The release of Google …
2024-06-01
Guess who has the highest global market share in #foldables - @Huawei! Is @SamsungMobile, after inventing the category, losing it to its Chinese rivals? #GalaxyZFold4 was a markee product (my review - https://www.tantraanalyst.com/ ...). #GalaxyFold5 hardly had any major updates. That's [image]
Counterpoint Research
Global foldable phone shipments were up 49% YoY in Q1, marking its highest rate of increase in six quarters; Huawei led with a 35% share, overtaking Samsung
this company is Hannes Brecher / Notebookcheck : Samsung loses lead in foldables market after 42% slump in sales X: Prakash Sangam / @mytechmusings : Guess who has the highest glob...
2024-03-28
Badly needed... @Amazon can't run fast enough to cath up with @Microsoft @Google @Meta & other leaders...
CNBC
Amazon invests another $2.75B in Anthropic, the second tranche of its planned $4B investment in the AI startup, after investing $1.25B in September 2023
2023-11-13
#satellite space is getting overcrowded. Not sure there is room for these many companies to make money... @business @technology @leejane71 @BruceEinhorn
Bloomberg
Foxconn launches two prototype low-Earth orbit communication satellites on a SpaceX rocket, as Foxconn diversifies into new sectors with greater urgency
2023-11-01
Wow.. what a reversal of fates... great example of how hype comes and bites you in the back...
Wall Street Journal
Sources: WeWork, once valued at $47B, plans to file for Chapter 11 bankruptcy as early as next week; WE drops 50%+
Wall Street Journal :