Listen: Qualcomm, Apple And G. Qualcomm discussed on BTV Simulcast
"Were asking potential jurors. There's some people who love apple own a bunch of their stocks. Some people have friends who worked at Qualcomm and appreciate the technology. It's it's a balance. I think that you know, Qualcomm is definitely going to try to take advantage of of that hometown goodwill and illustrate themselves as an innovator that deserves to be paid at this point. We're talking less than ten dollars per per iphone. So when you're thinking about the air of the thousand dollar iphone, it doesn't seem that unreasonable to juror. I don't think so I sat down with Steve Mollenkopf at the end of us here. And he said something that surprised me which was that. He still expects to work with apple after this take a listen to what he told me. I think there's probably no better opportunity and partner for Qualcomm than to work with apple. It makes sense that the technology leader in mobile should be partnered with the product leader in mobile tends, those things tend to work out. But the way that we think about the businesses eventually you get the disputes figured out, and you move on to a different period, and I hope to be in that period. According to the schedule we've already laid out. And what are the chances of these companies working together after this bitterness? You'd be surprised. I mean foam many times we see these knock down drag out fights in for example, sudden you find some some tonight phone so particularly in this case, the two companies which kind of really need each of. What is really good at is. What apple will, you know, maybe next year, maybe the year after need if supplies count close got with Qualcomm left pot of what's going on. Here is the fact is this showdown preventing apple from moving to five. GB Qualcomm has the licensing has technology for five G that apple will need if it wants to move to five G. Qualcomm is is by far the leader in terms of developing five naval chips in in the US. Hallway is kind of the other counterpart from a global perspective. There was the drama about the central Bronco takeover. And protection of Qualcomm over the concern that they're in the lead of research and development in the space. So is actually slowing implementation of five G. I think if you asked a network person that questioned they say, look everything that's five G now is kind of a false five G. So we may have a generation or two of I phone before it really would be impactful. So I would give it another year. Tune. If the dispute moves on the problem that apple of made the fool and successfully day was slow to three D slow to food that it didn't matter because the networks didn't come in quickly enough for the other companies to cause them pain. This is making this time as well. All right. Well, you'll both keep us posted especially you. And thank you so much in king for Bloomberg Matt Larsen Oshii. Partners. Thank you so much for stopping by. Meantime, Foxconn has confirmed that it will begin mass production of the iphone in India this here Foxconn chair, Terry. Go said that India's prime minister has invited him as the Taiwanese company plans. It's expansion in the country while apple has produced old phones in Bangalore for years. It will now expand manufacturing more recent models. This is India becomes the fastest growing smartphone market in the world while China stagnates an apple loses share to local competitors. Like pot way"