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...Tan said he was “confident I can out-engineer them” despite the huge success of Apple’s other chip designs....
...Microsoft is the prime example here, but there is also Oracle vs Google, Motorola vs Qualcomm, assorted efforts to restrain Google’s ad business, and so on....
...We are the company that Microsoft selected to do the Apple compete platform. [Qualcomm and Microsoft are working together to produce PCs that they hope can outperform Apple’s Mac computers.]...
...Apple sued Qualcomm in 2017, complaining of what it considered to be onerous licensing fees....
...Starting in the middle of next year, with the arrival of the first PCs powered by the new Qualcomm chip, the PC companies will be hoping to show they can rival or beat Apple on sheer performance....
...Thing is, it’s possible to argue that companies like Apple and Farmer Mac extract some advantage from being domiciled in the same state as they’re incorporated....
...“Arm has won everywhere because of the collective investment of the entire ecosystem, from companies like Apple and Qualcomm and many others, and that’s because it was an independent, open architecture that...
...The head of the world’s largest mobile chipmaker, Qualcomm chief executive Cristiano Amon, forecast that bringing AI to smartphones would create a whole new experience for consumers and reverse declining...
...There’s also a licence premium levied on the likes of Apple and Qualcomm, who customise off-the-shelf Arm architectures and are likely to pay lower per-unit royalties as a result. Is it working?...
...Meanwhile, Apple and Qualcomm duked it out in court before reaching a giant settlement in 2019, and even then Apple tried again before being rebuffed by the US Supreme Court....
...The Cobalt chip is based on architecture from SoftBank-owned Arm and will be incorporated into Microsoft’s Azure cloud services starting in 2024....
...India has attracted big players, including Intel, Qualcomm, AMD, Applied Materials and Micron, who are setting up R&D centres and even production facilities there, while Apple’s top suppliers Foxconn and...
...Qualcomm, another supplier of wireless chips to Apple, has said it expected the first iPhones to ship without its 5G modems to come as soon as next year....
...It is powered by Apple’s own M2 chips and a new chip called R1, part of its ongoing determination to reduce reliance on external suppliers such as Qualcomm and Broadcom....
...A version of this article was first published by Nikkei Asia on February 2. ©2024 Nikkei Inc. All rights reserved....
...Chipmaker Qualcomm just reported a disappointing quarter, blaming deteriorating demand for handsets....
...They compared this to cider being described as made from apples, although the majority content is water....
...Broadcom and Qualcomm, two of the chip sector’s most profitable companies, each look to Apple for around a fifth of their sales, presenting a juicy target....
...Its desire to innovate means reducing reliance on partners such as Intel, Qualcomm and Broadcom. But there is a limit to Apple’s in-house ambitions....
...It may have incorporated Dark Sky’s next-hour rain forecasts and it may have a lot of colourful graphics and more data....
...Apple topped the list, while Qualcomm, a major US chip company, depends on China for more than 60 per cent of its sales. Electric-car maker Tesla relies on China for over 20 per cent of its sales....
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...There has been little alternative for a long list of customers that includes Apple, Samsung and Qualcomm....
...That was just ahead of the $11bn of chips that Apple designed for its MacBooks and iPads using Arm blueprints. Arm’s royalties come from two types of licence....
...The $1.4bn purchase of the two-year-old start-up, which was founded by former Apple and Google employees, has been seen as a critical step in Qualcomm’s attempts to design more efficient computer processors...
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