A significant part of the quarterly reporting conference Qualcomm representatives had devoted to a discussion of problems associated with investigations in China, which greatly restricts the increase in revenue in this geographical direction, as well as new losses in fines.
Qualcomm as a contractor for the production of its 14-nm processors will use Korean company Samsung instead of the traditional partner TSMC. Last quarterly report only strengthened the feeling that the landscape is changing in this sector.
CEO did not admit what arrangements to associate them with Samsung, but made it clear that the placement of orders for multiple facilities contractors - is Qualcomm strategy , and it will not change in the coming years. This diversification allows selection of technologies, reduces the risks of dependence on a single supplier, finally, it helps reduce the price. Furthermore, the same chip can be combined in various technological processes, and is advantageous from the viewpoint of design.
In addition, Qualcomm executives will accelerate the pace of updating its product portfolio. The Company believes that it can achieve the expansion of the customer base, not to mention advantage over competitors.