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J.P. Morgan: Qualcomm's German win has 'minimal impact' on Applejp morgan qualcomm win7 years ago
Published December 21, 2018 by Philip Elmer-DeWitt

J.P. Morgan: Qualcomm's German win has 'minimal impact' on Apple

Analyst Samik Chatterjee says the iPhone stop-sale raises the likelihood of an eventual settlement. From a note to clients that landed on my desktop late Thursday:…

Read More J.P. Morgan: Qualcomm's German win has 'minimal impact' on Apple

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Daniel Eran Dilger: Qualcomm is playing catch-up to Appledilger qualcomm 8557 years ago
Published December 18, 2018 by Philip Elmer-DeWitt

Daniel Eran Dilger: Qualcomm is playing catch-up to Apple

From "Qualcomm's Snapdragon 855 is over a year behind Apple's A12 Bionic, lacks a premium Android audience."

Read More Daniel Eran Dilger: Qualcomm is playing catch-up to Apple

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Wells Fargo: Apple 'largely unaffected' by today's Qualcomm rulingwells fargo qualcomm ruling big guns7 years ago
Published December 10, 2018 by Philip Elmer-DeWitt

Wells Fargo: Apple 'largely unaffected' by today's Qualcomm ruling

If Beijing really wanted to hurt Apple, it's got bigger guns than the Fuzhou Intermediate People’s Court.

Read More Wells Fargo: Apple 'largely unaffected' by today's Qualcomm ruling

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Analyst: Back from Asia, down on iPhone X demandiPhone X demand7 years ago
Published March 20, 2018 by Philip Elmer-DeWitt

Analyst: Back from Asia, down on iPhone X demand

Meanwhile, says Cowan semiconductor analyst Karl Ackerman, Apple still hasn't settled on Qualcomm, Intel or both.

Read More Analyst: Back from Asia, down on iPhone X demand

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Trump did the right thingQualcomm Broadcom Trump7 years ago
Published March 13, 2018 by Philip Elmer-DeWitt

Trump did the right thing

Lost track of the Apple angle? Got time for a short video?

Read More Trump did the right thing

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Apple v. Qualcomm: Still plenty of time to settleapple v. qualcomm8 years ago
Published August 9, 2017 by Philip Elmer-DeWitt

Apple v. Qualcomm: Still plenty of time to settle

This patent dispute could last longer than the Trump administration.

Read More Apple v. Qualcomm: Still plenty of time to settle

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Apple sharpens its silicon edgeedge8 years ago
Published May 31, 2017 by Philip Elmer-DeWitt

Apple sharpens its silicon edge

Cupertino already had an A-list team before it poached a Qualcomm VP of engineering.

Read More Apple sharpens its silicon edge

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Apple plays hardball8 years ago
Published April 12, 2017 by Philip Elmer-DeWitt

Apple plays hardball

From Qualcomm's Redacted Counterclaims for Damages, Declaratory Judgement and Injunctive Relief.

Read More Apple plays hardball

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Why Apple sued Qualcomm in 3:35 minutes (video)8 years ago
Published January 21, 2017 by Philip Elmer-DeWitt

Why Apple sued Qualcomm in 3:35 minutes (video)

Bloomberg's Ian King and Alex Webb saved me a lot of reading.

Read More Why Apple sued Qualcomm in 3:35 minutes (video)

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This is how Qualcomm talks about Apple in public9 years ago
Published April 21, 2016 by Philip Elmer-DeWitt

This is how Qualcomm talks about Apple in public

If you can't mention a company by name, you can always call it a "premium-tier ecosystem." They danced around the subject and used a lot of acronyms and euphemisms, but…

Read More This is how Qualcomm talks about Apple in public

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

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Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
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