The Ledger
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MediaTek Surpassed Qualcomm in Total Semiconductor Unit Shipments
“MediaTek systems are way cheaper than Qualcomm. And I think they actually just surpassed Qualcomm in terms of number of units shipped.”
Qualcomm Earns Roughly $20 for Every Smartphone Sold Globally, Including iPhones
“And I, you know, to the point that I think today, Qualcomm makes on average about 20 dollars for every Smartphone sold in the world, including Apple iPhones.”
In 2022, Qualcomm Outranked Nvidia as the Largest Fabless Semiconductor Company
“Qualcomm today is the largest fabulous semiconductor company in the world... Bigger than NVIDIA.”
Semiconductors Generate 85% of Qualcomm's Total Annual Revenue
“Today, Qualcomm's total revenue is what, close to forty billion annually, I think? ... Of which 85% is their semiconductor business.”
Broadcom Backed Its $117B Hostile Takeover of Qualcomm with $106B Debt
“In 2018, Broadcom comes in and tries to do a hostile takeover at a one hundred and seventeen billion dollar valuation. And interestingly, it was financed by one hundred and six billion dollars of debt.”
Hollywood Star Hedy Lamarr Co-Patented Spread Spectrum Technology in 1942
“They develop A concept that they patent, and they get issued a confidential patent that stays confidential for decades in the US military... It was issued in 1942, so four decades that this history was completely unknown. They develop a novel technique to defe…”
Apple Paid Qualcomm $4.5B in 2019 for Six-Year Patent Licenses
“Apple also paid four billion, now switching over to the licensing side of the house to secure the patent licenses over the next six years. I think it was four and a half billion dollars for a six year deal.”
Qualcomm's 2022 Market Cap Merely Matched Its Dot-Com Bubble Peak Valuation
“Qualcomm today has a one hundred and twenty billion dollar market cap, which, two things. One, that's astonishing. That's impressive. They're technological pioneers, and they're amazing at value capture. Two, that is the same price that it was worth at the pea…”
Qualcomm's Founders Took 50% Dilution in 1988 to Fund OmniTRACS
“So everyone gets diluted 50%, By merging with the customer themselves in order to get just a few million dollars to continue funding this effort.”
South Korea Once Accounted for Nearly 40% of Qualcomm's Revenue
“South Korea, for time was, I think, close to 40% of Qualcomm's revenues, because the whole country, like, and it was one of the, you know, most advanced mobile countries all just using Qualcomm.”
Qualcomm Sold Its Mobile Phone Division to Kyocera in 1999
“December of 1999, Kyocera buys Qualcomm's mobile phone business, so they now officially just sell chips that they call QTC, the Qualcomm CDMA Technologies Group, and then they've got a second group, QTL, which is called Qualcomm Technology Licensing.”