Chapter 1609 (1/2)
”The patent litigation between apple and us is essentially a game of patent licensing fees. Apple tries to use the litigation to reduce the patent licensing fees.
In addition, we must also consider the huge amount of anti-monopoly investigations and fines issued by various regions, which have seriously affected our profits. ”
Andy leaned back relaxed on the boss's chair, took a coffee cup, took a sip of coffee with a smile, and looked at Steve morenkov.
For many years, Qualcomm has used patent litigation to coerce partners to pay ”Qualcomm tax”. Over reliance on patent licensing is a major weakness of Qualcomm's business model.
”Chairman, in the period of 3G technology reform and popularization, our absolute technical advantages in the field of 3G and the formulation of standards have been basically completed.
There is another important reason why global mobile phone manufacturers are willing to cooperate with us, that is, for mobile phone manufacturers, we are not only a patent provider, but also a huge patent umbrella.
Through our anti licensing agreement, mobile phone manufacturers can avoid disputes and lawsuits caused by patents, and we are an easy and inseparable patent umbrella, which is equivalent to entering a mobile phone patent protection alliance. In terms of patent licensing, we will not encounter too much trouble.
In terms of relevant technologies, we are the top in the industry, and no one can surpass in terms of scale and quality of patents in the field of communication.
If they want to survive, they can't bypass us. Even if there is an anti-monopoly investigation on us, we don't need to worry about it. Whoever sues us, we will target them and force them to bow down! ”
Andy smiles when he hears CEO Steve's natural tone and overbearing thinking. These people are used to being overbearing. With CDMA, Qualcomm is rising in the 2G era and breaking out in the 3G era. At this time, all mobile phone manufacturers can only swallow their breath.
But when there are technological changes again, once Qualcomm is unable to establish an absolute advantage, it is a period of mass siege, and the criticized model will inevitably be abandoned by the market. This day is bound to come, which is the law of history.
Andy has learned that it's no use saying anything to the people who have been domineering habits and have made a lot of money on patent barriers. After all, he's not the largest shareholder and can't make a single decision. Of course, what Andy values is Qualcomm's patent barrier. At present, it's not the time to change Qualcomm's tax strategy. He needs to know how to change his life It's not that easy.
But Andy knows that the most important thing for Qualcomm's long-term sustainable development is to reduce the space for patent exploitation and cancel the reverse free licensing. However, it's still too early. After all, these ideas will undoubtedly have a certain impact on Qualcomm's profits in the short term, which is unacceptable to all. Currently, Qualcomm has In the era of profiteering by patent, Andy himself will not miss this opportunity.
”Next, we need to expand market diversity, more actively develop 4G technology, lead standard setting, fully volatilize the strategic role of the company's Senior Semiconductor department, expand business scope, and actively invest more resources to deploy mobile phone chip business. The TianChao market will be a strategic place that we can't lose. I hope that the company will invest more human and material resources to expand its chip business! ”
Although he will not touch the patent hegemony of Qualcomm, Andy directly stops the industrial transformation that has been researched and discussed within Qualcomm.
The high yield of patent licensing gives Qualcomm a bit of arrogance and blind confidence. In the plan, the former board of directors of Qualcomm decided to sell the mobile phone department to Koizumi and the base station Department to Ericsson.
Even if it is the core chip technology, Qualcomm just wants to do R & D and no production. Qualcomm is only responsible for R & D of technical standards, and is ready to focus on intellectual property rights and technical standards, so as to transform Qualcomm from asset heavy to asset light.
Especially in the mobile phone sector, Andy, who knows the future of the smart phone market, how can he sell this ready-made sector cheaply?
Apple's crazy mobile phone market share is very high, but it has been stubborn not to make large screen mobile phones, giving mobile phone manufacturers such as four-star, HTC a lot of space for development, and seizing a lot of market share. How can Andy miss this opportunity!