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. "

,

LEAVE A REPLY

Please enter your comment!
Please enter your name here

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Must Read

Sonic the hedgehog movie has been postponed to enhance the design

Calm down, Sonic. Less than a month after the live action Sonic the hedgehog The film debuted with its first trailer. The scheduled release...

China digs in for a protracted trade fight with US

China is digging in for a tough period of deteriorating ties with the United States, fanning the flames of patriotism with Korean war films,...

The coaches of Mud Hens are pushing for patience with Daz Cameron

SHUT DOWN Dave Littlefield, Vice President of Player Development...