For a while now I’ve been thinking that a product that helps you monitor your competitor’s job postings could be pretty interesting. Anyone here find value in that concept? It wouldn’t be for finding a job necessarily, but instead to keep a pulse on the potential health/direction of those in your niche.
1. Current trends.
And more, I can't recall....great books too.
Whether they produce hardware or not is an open question though. High end RF efforts tend to fail a lot. I mean, for high end LTE we're already in a situation where there are only two serious vendors.
This job ad to me doesn't sound like a smoking gun to get rid of Qualcomm.
I don't see your point, and besides, Apple silos their information so that it's only available on a need-to-know basis.
I wonder what would be the benefit of Apple producing their own chip? Especially with the threat of "peak iPhone" looming.
Apple has noticed that if they make these advanced modems themselves, the Android ecosystem doesn't have enough profit in it to make building high end modems just for that market viable. At least, it might well force Qualcomm to design down their best modems to meet lower price points at lower volumes than they can achieve now.
This is aside from the advantages Apple would have in tailoring their hardware and software to each other, and guaranteeing they get the hardware features they need to achieve their end-user facing feature goals.
Additionally, the problem with Qualcomm is that Apple thinks they are charging too much on patent licensing fees — by doing research and building up their own patent portfolio, they will have better leverage in license negotiations even if they use Qualcomm chips.
Isn't that exactly the answer? If you have reached market saturation, you optimize for cost.
And if it doesn't work out, then the market will still be there for them.
Also, theory is all very well but the timespans matter and aren't general. Someone has to physically be the first person to do a new thing. Apple's experience with the original iPhone was that competition caught up eventually. But in the years it took the competition to set up R&D, supply chains, yadda yadda, Apple could cement a dominant market position and turn crazy profits. They might see similar opportunities in other communications technologies (although not on the same scale).
Oh well, we'll hear Q2 earnings in a couple of hours.
But if your counter-point was “They laughed at the iPhone and look how successful that was” then posting Steve Ballmer's response to the iPhone (a YouTube video titled “Ballmer Laughs at iPhone”) is dumb because he of all people is hardly going to have said, ”Wow that sure is an amazing phone Apple just produced, Windows Phone sucks in comparison”
What's even funnier that iTunes came out at a time where there were already subscription based services and they all basically failed. Years later Spotify was able to come along and be successful.
I didn't buy Apple products before they went x86, and I won't buy any after, either.
Judging by Apple's success in creating powerful low energy ARM processors I'd be quite interested in seeing how they can do in designing their own 4/5G modems.