The Apple Qualcomm lawsuit has been settled. Here’s our take on why this finally happened and what to expect moving forward.
Technology War: Sanctions Against Huawei Impact US Chipmakers and Other Tech Cos
Sanctions against Huawei not only impact US chipmakers like Qualcomm and Broadcom, they will have a big impact on other technology companies in general.
Qualcomm Earnings Need a Deeper Look — Here’s Why
Qualcomm Q2 earnings need a deeper look than the Street is providing. 5G, AR, and a Qualcomm-powered iPhone all play a role here — here’s why.
Why We Should Be Watching China’s Tech Boom
Things happen quickly in digital transformation—and not just in terms of digital disruptions. A few years ago, it seemed China was lagging behind in digital transformation—content to produce copycat apps and services but not investing in their own innovative piece of the digital marketplace. Fast forward to 2019, and China has become a true global powerhouse, accounting for 40 percent …
Apple Dumping Qualcomm in Future iPhones: Good or Bad Move?
There are write ups that Apple would no longer use Qualcomm modems, and instead source them from Intel, and possibly even MediaTek. Learn more.
Qualcomm Fights Back: Defending The Future of Innovation and IP Laws
Apple, Qualcomm, and the fight to save innovation. For the last few months, tech giants Apple and Qualcomm have been engaging in an escalating sort of proxy war over licensing fees, royalty fees, and the future of IP laws. As far as we can tell, the conflict appears to be driven in great part by Apple’s attempt to get out …
The IoT, Qualcomm, and the Path to a Smarter, More Connected World – Part 2
In Part 1, we took a quick tour of what the IoT is, how globally transformative it is likely to be in the next two decades, and what role Qualcomm is quietly playing in making the IoT a reality. For the sake of brevity, we ended right as we were about to dive into what I see as the four …
The IoT, Qualcomm, and the Path to a Smarter, More Connected World – Part 1
In business and in life, the most important discussions you will ever have may not be the ones that everyone else is having. If you have been paying extra close attention to what we choose to cover here in our insights, you may have noticed that we don’t always stick to the road most traveled when it comes to Digital …