Modem Market Dynamics
Cristiano discusses the competitive landscape of modems, highlighting the potential entry of major players like Apple. He emphasizes Qualcomm's focus on chip design rather than foundry operations, while noting the stability of relationships with companies like Samsung. The conversation also touches on the unique testing and selection processes employed by U.S. operators, ensuring that only the best-performing modems make it to market.In this clip
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Decoder with Nilay Patel
Almost every smartphone has a Qualcomm chip inside. Where does CEO Cristiano Amon go from here?
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