Tag Archives: Samsung

by | April 30, 2019 · 8:30 pm

Qualcomm will receive IP royalties even if the company face competition from Apple in the future

Qualcomm skyrocketed after they announced an agreement with Apple. CEO Tim Cook was asked about the agreement with Qualcomm during Tuesday`s earnings call and he said Apple is satisfied with the resolution.

Qualcomm is the world`s leading chip designer for wireless technologies, including 3G and 4G/LTE, and the company wants to be the leader in 5G as well. The agreement means that Apple could offer a 5G iPhone as early as spring 2020.

“Were glad to put the litigation behind us and all the litigation around the world has been dismissed and settled. Were very happy to have a multi-year supply agreement and we`re happy that we have a direct license arrangement with Qualcomm that was important for both companies. We feel good about the resolution,” Tim Cook said on Tuesday.

The settlement also included a chipset supply agreement, and Qualcomm is expected to provide the 5G chips that Apple will need to introduce 5G connectivity in its 2020 iPhones. After the agreement, Intel said that they are dropping out of the smart phone modem chip market entirely, and they have no plans to manufacture 5G chips.

Apple will be licensing 5G IP from Qualcomm and other license holders under the Fair, reasonable, And Non-discriminatory (FRAND) terms established by ETSI throughout the 5th generation of wireless technology.

If Apple develops and integrates its own modem technology in the future, Qualcomm will not lose on that, but still receive IP royalties even if the company face competition from Apple. So, licensing for the 6th generation will depend on Apple`s participation in future standards efforts.

Qualcomm does not have its own manufacturing facilities like Intel and Samsung. Their chips are produced by contract manufacturers such as Taiwan semiconductor Manufacturing Company (TSMC), or provide licenses to produce and use its intellectual property in smartphones.

Qualcomm has been on the market for a long time. So have Taiwan semiconductor manufacturing Company. TSMC was the world`s first dedicated semiconductor foundry and has long been the leading company in its field.

Qualcomm was created in July 1985 and have 35,400 employees. Net income last year was US$4,86 billion. The company is expected to report earnings on 01 May, 2019 after market close.

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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by | February 25, 2019 · 3:55 pm

Huawei launched the world`s fastest 5G foldable phone Mate X on Monday

Samsung wont be alone on the market for foldable phones. Yesterday, Huawai launched the worlds fastest foldable 5G phone and the price for this awesome product is $2,600. Its a stiff price but its worth it.

You can supercharge the foldable phone called Huawei Mate X for 85 percent battery time in only 30 minutes, and so far Mate X looks like a better phone than Samsungs Galaxy Fold. It is thinner with the Folcon Wing design and have a bigger screen. Samsung will start selling Galaxy Fold on April 26, while Huaweis Mate X will be on the market in the middle of 2019.

Samsung and Huawai will not be the only one on the foldable market as we already know that other Chinese companies are on the way with their version of a brand new foldable phone. Huawei is a leading global provider of information and communications technology (ICT) infrastructure and smart devices and they are building a fully connected, intelligent world.

The synergy with a phone and tablet unlocks future potential to enhance your life everyday. Mate X has many sophisticated cameras and incredible power. You will have more power to work on projects, watch movies and play all your favorite games.

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

 

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by | May 30, 2018 · 4:00 am

The Chinese smartphone giant Xiaomi will go public in Hong Kong in July

The fourth-largest smartphone maker Xiaomi are planning to go public, and the company will start a roadshow in the U.S and Europe in a few weeks. After a collaboration with institutional investors in the U.S and Europe to value the firm at no less than $70 billion, the Chinese smartphone giant will go public in Hong Kong in July.

In my recent article I talked about Foxconn and their plans to go public a week ago, and more Chinese companies are on the way, One of them is Xiaomi, and their IPO is the biggest IPO so far in 2018 which is good for Hong Kong.

(Xiaomi`s profit is “only” $2, but their biggest market is India)

 

Hong Kong is on the way to be the destination of choice for global companies seeking to raise capital. Hong Kong marks the 21st anniversary of the citys return to Chinese sovereignty on July 1, and Xiaomis IPO can be a great birthday present to Hong Kong.

Xiaomi went from a start-up to surpass $16 billion in seven years, and their founder Lei Jun decided to make a smartphone brand selling handsets at “honest” prices. Eight years later, Lei Jun and the seven other co-founders have made a company that wants to challenge the global industry dominance by Apple, Samsung and Huawei.

Xiaomi are the cheapest smartphone on the market with the biggest market share in India. About 70 percent of their 2017 sales of 114,6 billion yuan came from smartpones, but there is a huge difference between Xiaomi and Apple.

Lei Juns profit from his low-budget price smartphone is "only" $2 per handset. Tim Cooks margin is between $151 and $250 on each iPhone.

Xiaomi more than doubled its overseas shipments to 27 million handsets in 2017. Its revenue skyrocketed to 32,1 billion yuan. There is no doubt that the global market is where their ambitions lie, and this is globalization at its best.

Xiaomi opened its first European sales outlet in Paris and plans to open additional Mi stores in France, Spain and Italy later this year.

Xiaomi do not only have a big potential with its smartphones but also from smart devices, better known as the Internet of Things (IoT). Industry revenue may balloon every year at a 13,3 percent compounded growth rate to $6,2 billion by 2021, according to IDC.

Their innovative products will make a tremendous change in every industry.

Xiaomis valuation can be $100 billion and it will be the biggest IPO since Alibaba in 2014. Alibabas IPO was the biggest IPO of all time with its 25 billion IPO in New York. Facebook went public in 2012 with an $16 billion IPO.

Former communist China are on the way up. This IPO will make even more rich people in China. Founder Lei Jun and his co-founders will be rich after the IPO. Not only that. 56 of the earliest employees pulled together $11 million to invest in the start-up. Today, they are the lucky 56.

Their stake in Xiaomi may soon be worth about $1 billion to $3 billion, depending on the stock sale. That works out to $36 million each at the midpoint.

Citic-CLSA, Goldman Sachs and Morgan Stanley had been appointed to arrange Xiaomi`s stock offer.

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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by | November 6, 2017 · 7:12 am

Broadcom can be the third largest chipmaker in the world

Samsung and Intel are big chip makers, but Broadcom can start to join the club of the best chip makers and end up being the third largest chipmaker in the world. But firsts they need to do one thing: acquire Qualcomm.

Broadcom is planning to buy Qualcomm for about $103 billion if the deal succeeds, and that will be the largest acquisition in tech history. Qualcomm are best known for the default system on a chip called SoC and cellular modem vendor in most smartphones.

Qualcomm is famous for its near minopoly on the high-end smart phone SoC market with its «Snapdragon» line of chips.

Snapdragon semiconductors are embedded in devices of various systems, including Android and Windows Phone devices. They are also used for netbooks, in cars, wearable devices and other devices.

Snapdragon is a suite of system on a chip (SoC) semiconductor products designed and marketed by Qualcomm for mobile devices. The Snapdragon central processing unit (CPU) uses the ARM RISC instruction set, and a single SoC may include multiple CPU cores, a graphics processing unit (GPU), a wireless modem, and other software and hardware to support a smartphone`s global positioning system (GPS), camera, gesture recognition and video.

Samsung and Apple does not use Qualcomm`s operating system which means they are both competing with Qualcomm. Samsung have its own Exynos line system and Apple makes it sown SoC system for its iPhone and iPad.

But in the U.S, Samsung use Qualcomm chips only for this market and Apple has packaged a separate Qualcomm chip with the iPhone, but the company recently had the audacity to use an Intel modem in some iPhone models.

Broadcomm and Qualcomm combined will be big and that can make the prices go up. Google can do something with that. They want to improve its own Android, VR and AR and have sent a list of requests to other chip makers for future SoC designs. They also want to build its own processors.

According to Reuters, Broadcom Ltd made an unsolicited $103 billion bid for Qualcomm Inc on Monday.

Qualcomm`s share price skyrocketed before the dot-com-bubble. It reached nearly $90 but have never recovered. The stock has declined in two years from 2014 to 2016 and now it is trading at $62 on Monday.

It is another story for Broadcom. The stock has gone straight up since April 2016. On Monday, the stock reached an all-time high at $277.

 

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Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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by | August 18, 2016 · 9:00 am

OPPO is growing much faster than its competitors

I remember the first day I bought my first mobile phone. It was in 1992. It was a big black phone and that beast was three times bigger than an ordinary Apple phone. After a few minutes in my conversation, the battery was flat, and I spent hours to fill it up again.

It didn`t take long before I bought a new one; Ericsson from Sweden. Once one of the greatest in the world. I changed the phone onece again, and this time to Nokia from Finland. Also one of the greatest in the world.

 

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Both, Ericsson and Nokia are falling stars. The Americans came into the market and Apple started to rule the world. Not only that. In a short period of time, they became the biggest company in the world. But how is it now?

There is no doubt that China is the largest smartphone market in the world, and Apple is not at the top three. Smartphone shipments in Q2 amounted for 111,2 million units, and top thee vendors in China accounted for 47% of total shipments.

Who are at the top three? Is it Ericsson? Nokia? Or Apple? No, none of them are at the top three. The biggest names are Chineese brands like Huawei, OPPO and Vivo. Its a surprice to see that Apple are fifth in this important market. Its a bigger surpise to see Samsung below top five.

Its a big market, but its also a very important market, and Its also a big surprise to see the low cost company Xiaomi has dropped down about 40%. Its obviously tough for them to grow in the market with so many aggressive competitors.

OPPO is one of the greatest. Up over +124%. The company is founded in 2004 and the brand is a Chinese electronics manufacturer based in Dongguan, Guangdong.

OPPO Digital is based in Mountain View, California, Unitted States. It is known for its universal upconverting DVD and Blu-ray Disc players. Its first product was the OPPO OPDV981H Up-Converting Universal DVD Player.

OPPO entered the mobile market in 2008.

Last year, OPPO signed an agreement with FC Barcelona to become an official partner of the Spanish football club. OPPO has become a stiff competitor in the Chinese market, which is growing faster than any other mobile company.

 

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Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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