Sunday, May 26, 2019
Home Business Qualcomm could go even higher after being colonized by Apple: Morgan Stanley

Qualcomm could go even higher after being colonized by Apple: Morgan Stanley

The market has not yet fully adjusted the price of the Qualcomm share after its agreement with Apple in the last week, the analysts of Morgan Stanley on Tuesday.

"The Apple agreement is very consistent with what we thought was necessary (Apple pays a reasonable per-phone license fee and returns to use Qualcomm modems)," write Morgan Stanley analysts. "However, we were very surprised that Apple decided to settle down now and return to what we believe was the status quo, instead expecting Apple to wait and see if the courts had more bargaining power. "

An important reason for Qualcomm's case is that analysts at Morgan Stanley said Qualcomm is the "key" to the next generation of 5G networks. Apple has settled on 5G modems with Qualcomm's chokehold. Otherwise, it may be too late to launch a 5G iPhone, which is expected in 2020.

The analysts added: "We believe that Qualcomm's new horizons are relatively favorable / free in terms of 5G opportunities." After selling Apple, Qualcomm has a number of underrated options outside of cell phones that have long term potential have made Qualcomm perhaps the largest semiconductor company in the world. "



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