Now that their , people are trying to pick winners and losers of this extended battle. The market has picked Qualcomm as the primary winner judging by its stock price, and that may be true, but it’s also too simplistic. Below is my analysis.
Apple – Apple both lost (to Qualcomm) and won (because of Qualcomm). My view is that Apple was trying to strong-arm Qualcomm into selling it products (and royalty licenses) on the cheap so Apple could increase its own already high margins. In this effort it lost. But including Qualcomm chips in its next generation of smartphones means that it will have industry leading performance. That’s something its users have grown to expect from Apple. In this case, it won, and this