Qualcomm brushed off calls from an activist shareholder to break up its chipset and patent-licensing businesses, arguing that keeping them together is in the best interests of shareholders. However, as the Wall Street Journal details, Qualcomm's profitable royalty business is coming under pressure from industry trade groups and competitors.
Qualcomm is facing pressure from an activist shareholder, the hedge fund Jana Partners, to break up its chipset business from its patent-licensing arm, with Jana arguing that the chip business is "essentially worthless" at current valuations.
Qualcomm subsidiary Qualcomm Life is launching an enterprise private-label app called HealthyCircles that is intended to help consumers manage and personalize their healthcare.
Apple will use Samsung processors in its next iPhone, according to a new report. Further, Samsung is using its own modems in some models of its new Galaxy S6 smartphone instead of those from Qualcomm. The developments could help Samsung turn a $900 million loss last year into a $900 million gain this year in its non-memory semiconductor business, according to HI Investment.
Unlike rivals Verizon Wireless and T-Mobile US, AT&T Mobility is not in a rush to trial and deploy LTE-Unlicensed (LTE-U) technology, according to an AT&T executive. AT&T might use LTE-U, but only if it can assure that it will not harm Wi-Fi, according to AT&T's Tom Keathley, who said that the carrier would be willing to wait for a standardized version of the technology known as a Licensed-Assisted Access.
Mobile startup Cyanogen, which aims to cut into Google's control over the Android platform by offering a modified version of the software, raised $80 million in fresh funding.
While there is a legitimate concern that LTE Broadcast content will be given a higher quality of service than regular, over-the-top video content, I don't think the situation will violate net neutrality. In fact, based on conversations I have had this week with experts at vendors that specialize in LTE Broadcast (and, admittedly, are proponents of the technology), carriers' use of it is likely to benefit customers, even those who are not taking advantage of it.
T-Mobile US wants to make sure the FCC knows the benefits of using Licensed Assisted Access technology in, among others, the 3.5 GHz band, saying it's compatible with Wi-Fi and should be considered as the FCC adopts rules for the 3.5 GHz band.
The next versions of Apple's iPhones will include an LTE modem chipset from Intel, according to a VentureBeat report, a move that would give a major boost to Intel's wireless ambitions and hit Intel rival Qualcomm.
Smart cities are a key part of the Internet of Things, and the push into smart cities is bringing together city governments and wireless carriers, network vendors, chipset providers and all manner of device makers and municipal infrastructure providers. Intel and Qualcomm (NASDAQ:QCOM) see themselves as technology enablers and collaborators in public-private partnerships.