A while ago, WeChat was forced to close the appreciation of the iOS version because of Apple's new rules, so that Apple's "grab money mode" once became the focus of netizens' hot discussion. Recently, it has been reported that Apple has also talked about some social apps, and it is necessary to extract 30% of the rewards from the mobile live broadcast platform.
In addition to "open source", throttling is also an important means of expanding profits, but this time Apple encountered the mobile phone chip giant Qualcomm. Recently, Qualcomm sued four Apple OEMs, including Foxconn and Heshuo, in the United States for the reason that these foundries refused to pay patencies to Qualcomm for their Apple products. According to media reports, the reason for the above-mentioned Apple foundry to stop paying fees is to follow the instructions of Apple.
In general, the stalemate between Apple and other suppliers will not last long, because the contract with the iPhone is usually the lifeblood of a small supplier, and losing cooperation will cause most companies to lose business. However, Qualcomm, as the maker of Android mobile phone processor, is qualified to compete with Apple. The two companies are currently seeking patent licenses: Qualcomm hopes Apple will pay for the iPhone patent. Apple said the request was unreasonable and had instructed its foundry (such as Foxconn) not to pay royalties to Qualcomm for the time being.
Qualcomm has sued Apple's four largest manufacturing partners for not paying royalties. This move has caused a serious escalation of the relationship between the two companies, which will cause market disruption regardless of the outcome. Currently, Qualcomm is suing Apple for breach of contract in the Southern District of California. If it doesn't go well, Qualcomm has a killer: the US International Trade Commission (ITC). Qualcomm can file a case with the committee to block the sale of infringing devices in the United States, which may prevent current or future iPhone sales in the United States.
BMOCapital's Timm (TImLong) proposed the possibility of the action. It remains to be seen whether Qualcomm will seek a ban through the US International Trade Commission. Qualcomm did not imply that it would do so, but it was definitely a possibility and the bet was high enough. Apple may choose to solve the problem instead of delaying the launch of the iPhone 8. If the iPhone 8 is postponed due to the import ban, Apple's share price may face a huge blow, no matter how short the delay.
Rumor has it that the iPhone 8 will be available from September 2017 to March 2018. Apple stocks thrived before the release of the iPhone 8, which is expected to trigger a "super cycle" of upgrades. The iPhone's high profit is at the heart of Apple's annual crazy profits, so it struggles to avoid any reduction in profits. But at the same time, the company is at a critical juncture, and Apple has not released new products since the launch of AppleWatch. Forced to choose lower profits or delay the release of the iPhone8, Apple executives will face more difficult situations than in the past decade.
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