“Qualcomm‘s strong report and guidance were largely anticipated. Now that QCOM is a key chip vendor for the iPhone empire, it is getting a major boost from Apple‘s substantial winter share gains,” Tero Kuittinen reports for Forbes.
“It’s hard not to juxtapose this report and guidance with the stiff recent Nvidia warning. Nvidia cited Tegra 2 weakness as one factor for its substantial revenue softness,” Kuittinen reports. “Tegra 2, of course, is the engine of Android dual-core smartphones and tablets that are the most direct rivals of iPhone 4S and iPad2 – from Motorola, LG, Samsung, etc.”
“It is a truism that Apple’s strength is reshaping the entire component market. The topic has been widely discussed for a year or two. But the Qualcomm and Nvidia reports hint that the pace of change is even faster than investors anticipated,” Kuittinen reports. “Very soon the entire high-end handset/tablet component market from camera modules to processors to displays may be completely at Apple’s mercy.”
Read more in the full article here.
MacDailyNews Take: The tide has turned and she is blood red. 🙂
[Thanks to MacDailyNews Reader “Dan K.” for the heads up.]