More Delays for OLED IPhone 8
Apple’s OLED model iPhone 8 volume shipments are likely to be delayed longer than we had previously expected. This week, we confirmed with our...
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Qualcomm Fought Apple Back - Besiege Wei to Rescue Zhao
Summary What's new?Qualcomm this week filed a complaint in the U.S. District Court for the Southern District of California against Apple's...
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Apple Misses on Guidance; Understood Now Why Apple Is Suing Qualcomm and Expanding In-House Design
Summary Miss on 2Q17 guidance: Apple guides 2Q17 midpoint sales of US$44.5bn sales (-16% q/q and +5% y/y) which is 3% worse than Bloomberg...
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Is Apple Not Paying Royalties to Qualcomm Just a One off or All Others Will Follow Apple?
Summary What's new? In less than ten days, Qualcomm cuts 2Q17 sales, and GAAP EPS guidance due to Apple is withholding royalty payments to its...
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Qualcomm - Will Non-Recurring Becoming Recurring Losses? Missed Due to Blackberry Arbitration Case
Summary1Q17 misses on BlackBerry arbitration decision and slightly weaker 2Q17 sales despite 10nm Snapdragon 835 for flagship customers. Pending...
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