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Qualcomm Inc. (QCOM)

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  • Mar. 19, 2012, 5:58 PM
    The first Windows 8 PCs and tablets will reportedly arrive in October, and the initial hardware will include systems featuring ARM-based (ARMH) processors to go with x86 Intel (INTC) gear. However, there will be less than 5 ARM-based systems at launch time (compared with 40+ Intel systems), due to Microsoft's (MSFT) tight control over production standards. QCOM, TXN, and NVDA have lofty ambitions for the ARM Windows 8 market.
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  • Mar. 19, 2012, 3:03 PM
    Qualcomm (QCOM +2.2%) shares surge to a 10-year high, a possible reaction to tear-down reports indicating QCOM's growing position with hot new Apple products. Cowen adds ~$90M its to current-year revenue estimate because of the new iPad, and it expects the next iPhone also will use QCOM's chip products. A weekend Barron's article says shares could rise another 30% this year.
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  • Mar. 18, 2012, 11:52 PM
    Qualcomm (QCOM) could trade higher tomorrow thanks to a positive Barron's mention. The paper, which thinks shares could rise 30% in the coming year, notes the presence of Qualcomm chips in the iPhone 4S and 4G iPad, as well as the upcoming arrival of Windows 8 tablets featuring the company's Snapdragon processors (I, II).
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  • Mar. 15, 2012, 3:45 PM
    More findings from the iFixit iPad teardown: QCOM (+0.1%) power management IC; LCD believed to be from Samsung; TXN (+2.4%) driver device, FCS (+4.4%) filter chip; Elpida DRAM and flash memory from Toshiba; power management chip probably from CRUS (+1.7%); quad-band linear power amplifier module from TQNT (+1.9%).
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  • Mar. 15, 2012, 2:35 PM
    OmniVision (OVTI +5.5%) is surging on iPad review day; expectations are up the new iPad features one or more OmniVision sensors. iFixit doesn't mention OmniVision in its iPad 4G teardown, though it does note the existence of a Broadcom (BRCM +2%) combo chip, I/O controller, and touchscreen controller, and (like the iPhone 4S) a Qualcomm (QCOM) transceiver chip. No word on the expected Qualcomm baseband chip. Update: iFixit has completed its teardown and notes a Qualcomm baseband is present, among other parts.
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  • Mar. 14, 2012, 6:55 PM
    A Dutch court has rejected an attempt by Samsung (SSNLF.PK) to get the iPhone and iPad banned, stating the patents Samsung was asserting must be licensed on FRAND terms. Of interest is the court's claim that Apple (AAPL) doesn't need a FRAND license since it uses Qualcomm (QCOM) chips, and Qualcomm has licensed Samsung's patents. Such a ruling could give Apple motivation to continue using Qualcomm chips in future iPhones and iPads. (also)
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  • Mar. 13, 2012, 5:25 PM
    HSBC is upgrading China Mobile (CHL) on a belief the world's largest carrier will soon offer the iPhone. HSBC expects a new Qualcomm (QCOM) chip supporting China Mobile's upcoming TD-LTE 4G network to be included in the next version of the device, thereby allowing Apple (AAPL) to make good on a reported promise. Of course, all of this assumes the Chinese government is willing to play ball.
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  • Mar. 9, 2012, 5:28 PM
    Sprint (S) announces it will sell the ZTE Fury (ZTCOY.PK), a low-end Android phone featuring a 3.5" display and 1 GHz. Qualcomm (QCOM) Snapdragon processor, for just $20 with a contract. The phone probably won't appeal to anyone set on buying a high-end Samsung device, but is evidence of the price pressure ZTE, which has been rapidly gaining share, could place on other Android vendors in the U.S..
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  • Mar. 7, 2012, 1:07 PM
    TSMC (TSM) has halted production of chips relying on its cutting-edge 28nm manufacturing process, according to SemiAccurate. The halt, initiated 3 weeks ago and expected to end shortly, could lead to near-term supply shortages for customers QCOM, NVDA, AMD, XLNX, and BRCM, especially since demand for 28nm parts has been booming (I, II).
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  • Mar. 6, 2012, 10:04 AM
    HTC's struggles are continuing in 2012. Only a month after issuing a bleak Q4 report, the smartphone maker announces (.pdf) its February sales fell 36.8% Y/Y, to roughly $687M. HTC is hoping new phones and a revamped product strategy will allow it to halt growing market share losses to Apple and Samsung. SanDisk (SNDK), Qualcomm (QCOM), and other chip suppliers (I, II) are probably hoping the same.
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  • Mar. 6, 2012, 7:48 AM
    Qualcomm (QCOM) hikes its quarterly dividend 16% to $0.25/share and approves a $4B stock repurchase plan to replace the expiring $3B program (which had $948M left). The stock now yields 1.61%. (PR)
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  • Mar. 5, 2012, 11:52 AM
    Broadcom (BRCM -2.5%) sells off after Nomura's Romit Shah claims the chipmaker, which has a leading position in the market for Wi-Fi/Bluetooth/GPS "combo chips," has lost share at HTC. Shah notes that of the 4 HTC models introduced last week, only 1 contained a Broadcom chip - the others relied on TXN and QCOM chips. Shah adds Qualcomm has a leg up on other ARM (ARMH) processor vendors in developing chips for Windows 8.
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  • Mar. 2, 2012, 7:02 PM
    Developers have mixed feelings about the high-res display expected to accompany the iPad 3. Graphics-intensive iPad 3 apps will require much more processing power and video memory than comparable iPad 2 apps, and could also be much larger. But while developers aren't thrilled, the extra demands placed by the display could benefit mobile processor vendors such as QCOM, NVDA, and TXN, should rival tablet makers follow suit.
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  • Mar. 2, 2012, 2:28 PM
    TSMC (TSM) continues to see booming orders for chips relying on cutting-edge manufacturing processes, claims Digitimes, thanks to demand from wireless chipmakers such as QCOM and BRCM. It's also claimed TSMC is seeing orders pick up for analog, LCD driver, and audio processing chips using older processes - that could indirectly be a positive for LCD panel makers AUO and LPL.
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  • Mar. 1, 2012, 5:02 PM
    Samsung (SSNLF.PK) was the biggest winner at the Mobile World Congress (I, II), claims Nomura, thanks to the buzz surrounding upcoming phones featuring differentiated features, such as bendable AMOLED displays (using technology from PANL). Oppenheimer, meanwhile, says it's more positive on QCOM and SWKS following MWC, thanks to healthy design win activity with Apple, Samsung, and Chinese OEMs.
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  • Mar. 1, 2012, 10:22 AM
    In spite of this week's successes, an exec at mobile processor kingpin Qualcomm (QCOM) is belittling Intel's mobile processor efforts, calling them a product of desperation. Last month, ARM's (ARMH) CEO boasted Intel is far behind ARM in obtaining the expertise needed to create quality system-level solutions for phone vendors.
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Company Description
Qualcomm Inc develops digital communication technology called CDMA (Code Division Multiple Access), & owns intellectual property applicable to products that implement any version of CDMA including patents, patent applications & trade secrets.