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@ 2017/11/11Analysis: One stop Wireless giant that dances for Apple
As you can imagine, the possibility that Broadcom might take over Qualcomm is quite a bit a nuclear shake up in our industry and we wanted to ask around.
Without doubt, the multiple industry insiders we contacted believe that Broadcom has more to gain as Qualcomm has a sexier roadmap. To refresh your memory, Qualcomm is likely to be the first in the world with 5G, it has a good autonomous and automotive roadmap and it is a clear leader of everything to do with modems, and the fact that every high end phone outside Apple and some Samsung kit is using its SoC.
It even has a solid IoT roadmap that has great opportunities in 2018 especially on the audio and wearable side. Since many companies think that a network is part of the IoT, Broadcom might be promised more Apple business if it snaps up Qualcomm.
As you can imagine, the possibility that Broadcom might take over Qualcomm is quite a bit a nuclear shake up in our industry and we wanted to ask around.
Without doubt, the multiple industry insiders we contacted believe that Broadcom has more to gain as Qualcomm has a sexier roadmap. To refresh your memory, Qualcomm is likely to be the first in the world with 5G, it has a good autonomous and automotive roadmap and it is a clear leader of everything to do with modems, and the fact that every high end phone outside Apple and some Samsung kit is using its SoC.
It even has a solid IoT roadmap that has great opportunities in 2018 especially on the audio and wearable side. Since many companies think that a network is part of the IoT, Broadcom might be promised more Apple business if it snaps up Qualcomm.
