Reinventing the Millennium

Yike countersues Qualcomm, headlines!

Apple and Samsung launch antitrust lawsuit against Qualcomm, headlines!

The three Yu families suddenly joined forces to target Qualcomm, making headlines!

The news came one after another, and offline print media had no time to report it, while online media followed up as quickly as possible.

Three high-end mobile phone brands that just released new products at the end of last month sued Qualcomm in unison. No one would believe that there was no tacit understanding or collusion. It is indeed incredible to say that the relationship is so close...

Among these three companies, Apple, Yike, and Samsung belong to different smart system camps. Samsung and Apple have a tense relationship and are undergoing patent litigation. Yike is using "Kesheng" to impact Samsung's full-line strategy outside of the high-end market. This year, Apple is also doing the same The Cheap version of the product was launched in an attempt to cover the mid-range market.

Although the global smartphone market is still growing at a rapid pace, the three brands are clearly competing fiercely for more share.

Targeting Qualcomm under such circumstances...it can be seen that its way of grabbing profits has indeed made all three companies quite angry.

Just as Yusanjia declared war on Qualcomm one after another, manufacturing plants such as Hon Hai and Luxshare, which were influenced by major customers, also directly or indirectly expressed dissatisfaction with Qualcomm.

For example, Hon Hai is so powerful that it directly joined the ranks of suing Qualcomm for antitrust.

Take Luxshare, which has just started to improve in recent years. This time it is leaning towards several large customers, but it also wants to leave room for Qualcomm, so it discussed and raised objections to the patent licensing model.

But no matter what, the media whose interest was aroused have dug deeper. On the one hand, they exposed more industry dynamic information, and on the other hand, they also analyzed the success or failure of this time.

The momentum for mobile phone giants and manufacturers to act together is indeed huge, but how much real effect can the excitement bring?

Fast, an American patent expert, was interviewed by the New York Times and talked about the possibility of victory or defeat under the current legal system. He believed that Qualcomm still has an advantage with its core patents.

"Qualcomm has always had a saying in the industry of 'buy patents and get chips'. Although its advantages in the 4G era are not as good as before, the many standard essential patents it owns are difficult to circumvent."

"As for the definition of standard essential patents, there is a vague area in the internationally accepted FRAND principle. In past cases, the application of patent exhaustion advocated by Yi Ke was not supported."

Fast sees the ideas and goals of companies such as Yike, but starting from the current US case, he cannot provide much support to Yike.

Of course, things are not without change, and the turbulent public opinion will inevitably be taken seriously by judicial and antitrust agencies. However, from this point in time, the advantage lies with Qualcomm.

Fast tried to use straightforward language to explain the layout of standard essential patents and Qualcomm over the years, and why manufacturers such as Yike and Samsung chose to attack at this time.

Compared with 3G and 2G, the power of Qualcomm in the 4G era has indeed weakened.

"Such patent lawsuits often take a long time to produce results, and the court's rulings also face repeated appeals and struggles. Perhaps, this is the main purpose of Yike and Samsung."

"Mobile phone manufacturers can suspend the payment of patent fees during the litigation. If the lawsuit lasts for a year or two, the patent licensing fees that account for 80% of Qualcomm's profits will decline significantly, which will inevitably impose a huge burden on the company and management. A lot of pressure.”

"They are suing for patents and antitrust, but the real pressure on Qualcomm may lie outside of this."

"I just said that Qualcomm still has the advantage of patents. However, such lawsuits often end in settlement. Yike, Samsung, and Apple have no nominal joint lawsuits, but their intensive actions this time will undoubtedly bring more small and medium-sized manufacturers to the forefront. The impetus to lead is something Qualcomm doesn’t want to see.”

The current situation is that Yike takes the lead and refuses to pay. When Apple sees this, it won’t pay even if Yike doesn’t pay. When Samsung sees this, if they don’t pay, I won’t pay either. Then... Yusanjia won’t pay... then Just stop paying it all!

Fast expressed his views on this cross-complaint, and also talked about the extremely unlikely event at the end.

"Today's Qualcomm patent licensing model does have a lot of criticism. If Yike and others really...according to Cook, if he and Fang Zhuo really promote changes in the status quo, Qualcomm's disaster is coming."

"Once Qualcomm's core standard essential patents are judged to have problems, its non-standard essential patents will be difficult to form a strong combat effectiveness, and its position in the communications field will definitely be greatly weakened in the future."

"It's just that this may really require Yike and the others to put in a lot of hard work."

Fast expressed the possibility tactfully, hoping to promote version changes and lock in Qualcomm's combat effectiveness. This is a low-probability event no matter how you look at it.

Although things are lively, it is the official institutions that really define the FRANGD principles.

If Qualcomm can suppress the Yusan family, it will definitely continue to live a prosperous life, and if it is really pulled down by the Yusan family, this matter will also be of great symbolic significance.

Expert analysis, media reports, and consumers are paying attention. It is not clear whether the symbolic meaning is symbolic or not. However, Qualcomm's market value continued to decline, and it did not stabilize until it reached 76 billion.

The process of legal proceedings is long, and Qualcomm has suffered a sudden impact. The stock price may be able to recover its lost ground in the future.

However, Intel, which had had a big quarrel with Qualcomm before, had a vice president step forward and pointed out a problem with Qualcomm.

"I have serious doubts about whether Jacobs has the strategic and management skills to run Qualcomm."

"Times have changed, and it is no longer the time for Qualcomm to rely solely on old CDMA patents and act unscrupulously."

“The mobile phone brands that stood up against Qualcomm this time were mainly Yike, and Yike was once a close collaborator of Qualcomm. Even after Yike canceled the flagship model equipped with Qualcomm chips, Jacobs still maintained Cooperation with competitors, until Yiko now launches baseband chips again, launching a fatal blow to Qualcomm."

"These all happened under Jacob's leadership. Qualcomm can consider whether there is a more suitable CEO candidate."

Intel's vice president said such words, which made Fang Zhuo, who was watching the excitement, shout, "Don't we think that if we go together, someone has to be responsible for Qualcomm's mistakes. The stock price has fallen so seriously. Is it all the responsibility of outside companies?"

Fang Zhuo thought so, but he didn't expect to receive a text message from Jacob soon.

This time, he was called by his first name.

"Fang Zhuo, you guys have gone too far. Do you think that if you change a CEO, Qualcomm will not fight for its own interests?" Jacob's text message was obviously very angry.

Fang Zhuo was helpless: "Jacob, wake up, I'm in Shanghai, and this is Intel's people pointing fingers at you."

"The people at Intel are nothing more than a knife for you, Fang Zhuo. The San Jose Federal Court will give justice to companies like Yike." Jacob ended the exchange with such vague threats and hints.

Fang Zhuo was slightly troubled. Jacob and he used to talk and laugh, and Qualcomm was also a good partner. This really... can only lead to darkness in one way.

A Qualcomm that does not engage in monopoly is a good Qualcomm, and a Jacob that is willing to let go is a good Jacob.

Take medicine for a cold, feel groggy, take a nap, more 6K tomorrow