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A Lack of Alternatives To Qualcomm Is Hurting the Ecosystem (androidauthority.com)

An anonymous reader quotes a report from Android Authority: Smartphone enthusiasts are probably eagerly awaiting the arrival of Qualcomm's flagship Snapdragon 835 SoC, which was unveiled back at the beginning of January. However, recent revelations suggest that consumers could be in for an unexpected wait, and we're unlikely to see an alternative manufacturer step in to fill the void given the current market conditions. The report claiming that LG G6 won't ship with the latest Snapdragon 835 flagship SoC is looking like bad luck for LG and a blow to consumers looking to spend their cash on the latest mobile technology. If true, this is also likely to have an impact on sales, as consumers hold out for better technology released in just a few months time. It's not only LG facing this prospect though, HTC, Sony, and all the other manufacturers that typically make announcements early in the year look to be facing a situation where they will be using the same processor as last year for early 2017 models. This scenario is unprecedented in modern Android history. The past few years have seen manufacturers kick start the year with flagship releases packing new processing technology. Unfortunately for these OEMs, there aren't any competing processors to use as a direct alternative to the delayed Snapdragon 835. The choice is then either to launch with an older technology or delay their product until the 835 is ready. While many will focus on performance stagnation, using the same chip also means that handsets are bound by the same feature sets, and so camera, video, virtual reality, and other capabilities won't be moving on either. Samsung's Exynos and HiSilicon's Kirin series are the closest SoCs to the 821 and 835 in terms of performance and features, but these are primarily reserved for their maker's own flagships and aren't rolled off the production line in anything close to enough numbers to meet global demand. This situation is a bit of a catch-22, with manufacturers unlikely to buy up expensive foundry lines without a strong indication that OEMs will use their products, while a lack of availability means major releases can't pick up these chips.

73 comments

  1. Well... by Anonymous Coward · · Score: 0

    ...fiddlesticks

  2. hurting? by Anonymous Coward · · Score: 0

    Focus a bit on the software side for a change and let the next gen hardware be ready when it's ready.

  3. If you want to break Qualcomm. Shut off CDMA. by Zombie+Ryushu · · Score: 3, Insightful

    If you want to break Qualcomm. Shut off CDMA. Any manufacturer can make a GSM Phone. CDMA is Patent controlled by QualComm.The issue is; alot of USians that are on CDMA Networks, don't know they are on CDMA Networks.

    1. Re:If you want to break Qualcomm. Shut off CDMA. by Anonymous Coward · · Score: 0

      Damnit america. The 90's called, they want their phone network back.

    2. Re:If you want to break Qualcomm. Shut off CDMA. by squiggleslash · · Score: 4, Insightful

      Qualcomm has patents on virtually all modern mobile phone standards. In any case, you're missing the point: the issue isn't that people want to see Qualcomm punished, it's that they're unhappy and believe the industry is being held back by the dominance of one supplier.

      --
      You are not alone. This is not normal. None of this is normal.
    3. Re:If you want to break Qualcomm. Shut off CDMA. by Anonymous Coward · · Score: 1

      Qualcomm has patents on virtually all modern mobile phone standards. In any case, you're missing the point: the issue isn't that people want to see Qualcomm punished, it's that they're unhappy and believe the industry is being held back by the dominance of one supplier.

      But is the industry really being held back all that much? Compare today's newest phones to phones from just two or three years ago.

      Given that, I fail to see how anyone can state Qualcomm's dominance is "holding the industry back".

      The only "holding back" that Qualcomm's market share seems to be doing is preventing the likes of Apple and Samsung from making even more money off their phones. AKA sour grapes.

    4. Re:If you want to break Qualcomm. Shut off CDMA. by The-Ixian · · Score: 0

      Oh the problems we have here in America. It's like living in the dark ages over here. I am sure that Trump will solve this problem for us and make everything great again.

      --
      My eyes reflect the stars and a smile lights up my face.
    5. Re:If you want to break Qualcomm. Shut off CDMA. by known_coward_69 · · Score: 1, Informative

      LTE is CDMA. just a newer version of CDMA.

      you're thinking of CDMA 2000 which Verizon is still using for voice, but the newer versions are just called LTE and part of the worldwide standard

    6. Re:If you want to break Qualcomm. Shut off CDMA. by Anonymous Coward · · Score: 2, Informative

      LTE is not CDMA, it is OFDMA. You are confusing it with its predecessor HSDPA, which was based on W-CDMA signalling.

    7. Re:If you want to break Qualcomm. Shut off CDMA. by Anonymous Coward · · Score: 0

      And there isn't one supplier period; there's just one supplier participating in the open market. Samsung is probably better than Qualcomm, but their chips only go into iPhones and Samsung phones, like IBM's hard drives in the 90s.

    8. Re:If you want to break Qualcomm. Shut off CDMA. by Curunir_wolf · · Score: 1

      Oh the problems we have here in America. It's like living in the dark ages over here. I am sure that Trump will solve this problem for us and make everything great again.

      The only good phone is a land line and the phone should be made out of bakelite!

      Now GET OFF MY LAWN!

      --
      "Somebody has to do something. It's just incredibly pathetic it has to be us."
      --- Jerry Garcia
    9. Re:If you want to break Qualcomm. Shut off CDMA. by Zontar+The+Mindless · · Score: 1

      Perhaps you should seek help for that apparent lack of a sarcasm detector.

      --
      Il n'y a pas de Planet B.
    10. Re:If you want to break Qualcomm. Shut off CDMA. by tlhIngan · · Score: 1

      But is the industry really being held back all that much? Compare today's newest phones to phones from just two or three years ago.

      Given that, I fail to see how anyone can state Qualcomm's dominance is "holding the industry back".

      The only "holding back" that Qualcomm's market share seems to be doing is preventing the likes of Apple and Samsung from making even more money off their phones. AKA sour grapes.

      Easy - if you want the best modem chipsets around, they're from Qualcomm. No other modem manufacturer has anything that can touch them.

      The belief is that Qualcomm refuses to license the patents that makes those chipsets better - there was an article where Apple uses both Intel/Infineon modems and Qualcomm modems in the iPhone 7, and the Qualcomm ones are not only faster, but stay that way even as the signal weakens. In fact, people believe Apple has throttled the Qualcomm modem so it performs "about the same" as the Intel modems based on speed tests, and knowing that other phones with the same modem can go faster.

      And we're not talking about CDMA here anymore - CDMA-like technologies are already present in LTE which is why Qualcomm is still around - they still own the core technology.

    11. Re: If you want to break Qualcomm. Shut off CDMA. by ArmoredDragon · · Score: 1

      I know it's fashionable to bash America when your guy isn't in office, but basically every carrier in the world uses CDMA modulation, as it's a vital component of UMTS.

  4. The market created this situation... by Timothy2.0 · · Score: 2

    I don't have much sympathy for this current state of affairs. Consumers voted with their dollars, Qualcomm delivered, and firms that integrate Qualcomm products into their flagship devices developed no fall-back. With such a piece of technology fraught with so many singe points of failure, it was just a matter of time before the ecosystem collapsed.

    I'm interested to see what the latest lawsuit against Qualcomm will do for the ecosystem, too.

    1. Re:The market created this situation... by knightghost · · Score: 2

      The point is that there is NO fallback available due to patent abuse.

    2. Re:The market created this situation... by Timothy2.0 · · Score: 1

      Except the "patent abuse" aspect is wholly separate from the the "lack of alternatives" argument.

      Instead of spending the money to innovate *in house*, firms went with a ready-made solution from Qualcomm. Sure, that's a reasonable option, but you can't make that choice then complain that Qualcomm's your only source. Don't like the mousetrap? Build a better mousetrap. If the patent dimension is holding back the industry, then why isn't the industry calling for Qualcomm to be broken? Clearly, there's sufficient competition out there to keep that from happening, it's just that these firms don't want to face the cost of design changes, but would rather sue Qualcomm, arguing the license fees are "too high".

      More importantly, and this is also on the industry, why did they adopt standards that were so closely held by a single firm? Did no one at the table of the industry standards meetings say "Hey, Qualcomm's holding a ton of patents we might need...anyone see future problems with this?" Did no consortium form to try to hold those patents within the broader group of the industry players? No, they relied on the presumption of "fair pricing" for patented standards.

  5. Nobody shops for a phone based on the CPU by GrumpySteen · · Score: 4, Insightful

    The vast majority of people are just looking at the brand name, interface, memory and user-facing features when shipping at a phone. If they spare any thought at all for the CPU, it's just a vague sense of satisfaction that the CPU running at a faster clock speed or has more cores than their current phone.

    If the new phones are released with the same CPU as the current generation, nobody will give a shit and the people who were going to buy them will still buy them.

    1. Re:Nobody shops for a phone based on the CPU by Anonymous Coward · · Score: 1

      It seems Microsoft has suspended their continuum platform until the 835 comes online.

      If it gives users smooth experience you can expect to see companies switching to Continuum compatible phones for their staff.

      So in that case, people may actually shop for the cpu.

    2. Re:Nobody shops for a phone based on the CPU by Anonymous Coward · · Score: 0

      I don't think about the CPU, because if I buy a current model phone with all the other good bits, the cpu is going to be decent.

    3. Re:Nobody shops for a phone based on the CPU by Anonymous Coward · · Score: 0

      It seems Microsoft has suspended their continuum platform until the 835 comes online.

      If it gives users smooth experience you can expect to see companies switching to Continuum compatible phones for their staff.

      So in that case, people may actually shop for the cpu.

      Microsoft + phone = failure

      I don't see anything different this time.

    4. Re:Nobody shops for a phone based on the CPU by swillden · · Score: 2

      The vast majority of people are just looking at the brand name, interface, memory and user-facing features when shipping at a phone.

      You're right that consumers don't know or care who made their SoC. But manufacturers have to choose something, and what they choose has a huge impact on what they can offer consumers. Right now, in the upper end of the mobile phone market there is basically no competition to Qualcomm which means phone makers don't have any realistic options. That's bad, and I completely agree that it hurts the ecosystem. Competition is good, lack of competition is bad.

      In the mid and lower tiers there's lots of competition, and things are pretty good in the tablet space, too, mainly because nVidia is a solid competitor there (the Tegra series are great high-performance SoCs, but too power-hungry for phones. Tablets have much bigger batteries and can afford the power cost.) But Qualcomm owns the upper end of the phone market.

      --
      Note to ACs: I usually delete AC replies without reading them. If you want to talk to me, log in.
    5. Re:Nobody shops for a phone based on the CPU by alvinrod · · Score: 1

      Well, both Apple and Samsung make their own SoCs that are as good or better than what Qualcomm puts out, but they don't sell them to third parties and keep them for their own devices. Outside of Samsung, no one else is making any money with Android (outside of perhaps some of the Chinese manufacturers who are selling low-end products and can live on those margins) and there isn't enough consumer demand for high-end SoCs to get any company to invest the billions of dollars it would require to design and manufacture such a chip. TI quit the SoC business and even NVidia decided the cost wasn't worth the hassle, especially because your SoC needs an integrated baseband chip to be competitive and Qualcomm had a serious leg up on everyone in that department. The simple truth is that their isn't enough demand for high-end ARM SoCs for any company to devote the resources to challenge Qualcomm in that space and the two largest phone manufacturers are already using their own products so you can't sell to the biggest part of the high-end SoC market.

    6. Re:Nobody shops for a phone based on the CPU by Anonymous Coward · · Score: 0

      Perhaps not but if you are a high end smartphone maker you are stuck with the features that Qualcomm wants to put in to their chips.

      There is a reason the two biggest smartphone makers, Apple and Samsung, design their own SoCs.

      Google is so worried about this problem that they've been working to design their own Smartphone SoCs to get out from underneath Qualcomm's thumb for a while now https://arstechnica.com/gadgets/2015/11/google-apprently-wants-to-design-its-own-smartphone-chips/

      Samsung and google are only sort-of friends.. But Samsung needs Google because they can't make an OS to save their life. Tizen is 100% pure crap.

    7. Re:Nobody shops for a phone based on the CPU by Anonymous Coward · · Score: 0

      Don't forget about Intel's dreams of getting Atom SoCs into mobile.

    8. Re:Nobody shops for a phone based on the CPU by lexman098 · · Score: 1

      both Apple and Samsung make their own SoCs that are as good or better than what Qualcomm puts out

      Yeah no. "when it comes to the single-core test, the Snapdragon scores 2,282 and the Exynos scores 1,873"

    9. Re: Nobody shops for a phone based on the CPU by Anonymous Coward · · Score: 0

      Samsung and Google are bff's compared to Google and Qualcomm. Google HATES Qualcomm.

  6. The REAL reason for hurting: Binary Blobs. by Anonymous Coward · · Score: 2, Interesting

    Where is the IBM PC of the mobile world? When will enterprising developers be able to program these mobile computers with as much freedom as they had during the burgeoning era of personal computers?

    The ecosystem is hurting, because it is being denied the process of evolution by variation and selection; walled gardens, government-granted monopolies, government-induced backdoors, etc., are all leading to a stagnant wasteland of mediocre, purposely broken solutions to problems that nobody has, and a lack of solutions for the problems that people actually do have.

    1. Re:The REAL reason for hurting: Binary Blobs. by Anonymous Coward · · Score: 3, Interesting

      Where is the IBM PC of the PC world these days? You can't even change boot loaders on modern EFI laptops without being OEM sanctified.

      It's the same old corporate capitalist race to the bottom.

    2. Re:The REAL reason for hurting: Binary Blobs. by bws111 · · Score: 4, Insightful

      The IBM PC may have been good for the PC industry, but it sure wasn't good for IBM. Hardly surprising other manufacturers are not looking to repeat that mistake.

    3. Re:The REAL reason for hurting: Binary Blobs. by K.+S.+Kyosuke · · Score: 1

      That would probably be the Raspberry Pi, sadly. At least until someone builds a physical RISC-V solution.

      --
      Ezekiel 23:20
    4. Re:The REAL reason for hurting: Binary Blobs. by K.+S.+Kyosuke · · Score: 2

      Are you really sure the alternative would have been *better* for IBM? IBM would have sold proprietary POWER machines instead to the same people who bought cheap PCs? And would have actually generated more revenue? The economy would have been boosted equally by more expensive, less open machines? The same economy that generates money for people to buy IBM software and services these days? Hypotheticals are fun, but it's a domino effect you have to deal with.

      --
      Ezekiel 23:20
    5. Re:The REAL reason for hurting: Binary Blobs. by Timothy2.0 · · Score: 1

      Except you can, for the most part, root most phones out there, write your own blob and upload it to the phone (speaking specifically to Android, here).

      What aspects of a phone are DIY users locked out of? Proprietary baseband stuff, but that's necessary to ensure your phone works as a phone. Other than that, you can do whatever you want within the ecosystem of the device. The only thing stopping you is the extent to which you want to violate the warranty on the phone.

    6. Re:The REAL reason for hurting: Binary Blobs. by Anonymous Coward · · Score: 0

      What aspects of a phone are DIY users locked out of?

      Well, us USians have to IMPORT your international model phones if we want to do something outside of the service provider's garden. That or we have to buy the so called "developer's edition" phones. You'll hardly ever see an unlocked bootloader phone in a US retail store. Not to mention the issue of finding an international phone with a clean IMEI. (Especially if you want an older model.) Given that, I'd say we're pretty locked down. Tablets on the other hand are unlocked for the most part, but those are not phones.

      Proprietary baseband stuff, but that's necessary to ensure your phone works as a phone.

      No it's not. Not by a long shot. Locked basebands work just as well as unlocked basebands. Heck, they work so well that the unlocked basebands have the exact same exploits as the locked basebands. /sarcasm

      The only "justification" of a locked baseband is the idea that someone might use it outside of government regulations. Of course if the person is willing to violate government regulations, the justification is pointless as they don't care one bit about the restrictions and if they have the skill, they'll just workaround them. Or find someone who can. But the locked baseband does allow for carrier lock-in, hidden backdoors, remote restarts, and constant surveillance of the hardware (and it's user) so that's worth the locked async CPU right? How do you feel about Intel's AMT or AMD's PSP baked into the Sandy Bridge / Carrizo (and later) chipsets?

      The only thing stopping you is the extent to which you want to violate the warranty on the phone.

      Or the complete lack of documentation about the phone's internals, making porting a ROM / kernel difficult. Or maybe it's the device blobs that prohibit upgrading the kernel, without losing major functionality. (Sound, 3D accel, HDMI Out, Camera, Various sensors (gyroscope, navigation, temp, etc.), Wifi, Baseband modem, etc.) Maybe it's the custom flashing methods required to do so. (Because "fastboot oem unlock" wasn't good enough for the manufacturer.) Maybe it's the features of the model / brand of the phone that will be lost. (Mainly Samsung here, who likes to enable their own support for APIs that are still in development and hidden / not exposed in ASOP.) Maybe it's the rooted aspect that disables hardware, (KNOX for example is disabled PERMANENTLY once a non-signed / invalid signature kernel or recovery is loaded.) or software. (We still have apps that are scared shitless and refuse to run when they see that /sbin/su exists. Personally, I consider an app that refuses to run under my supervision not trustworthy enough to install or run on my device, but not everyone has the option of refusing and using a different app.)

      Granted you can always write your own code, but even then A. Do you want to invest the time needed to do that for every app that you want to use? B. Can you do it without running afowl of regulations? (Government, Company, ToS, etc.) C. Are you willing to maintain those apps?

      Basically, we need another massive grassroots effort to RE the phone hardware / blobs and get them integrated into the upstream kernel, or get new user-space tools produced, if we want to have that degree of freedom that you describe without huge sacrifices.

      So to answer your question I'd say there's alot of aspects we get locked out of. (If we want to be able to use the features we payed for that is.)

    7. Re:The REAL reason for hurting: Binary Blobs. by Anonymous Coward · · Score: 0

      Actually, it was great for IBM.

      They made and still make more money off of consulting, than off of selling hardware.

      Sure, their hardware department was outdone by Compaq, etc. but that was expected. The only way to get to market fast was to use off-the shelf components. Without getting into the market, exp. at that time, Apple, Commodore, or some other smaller microcomputer company would have expanded into becoming a major threat.

      Their subsequent developments still let them keep their consulting contracts. To compete on manufacturing, well, they'd have to buy Acer or some other taiwanese company, or do like Apple does now and manufacture everything via FOXCONN.

      So, what did they really lose? Nothing.

      They gained the opportunity to develop in-house talent, and to remain a leader in consulting, education, and development.

      They designed some key components for both the PS3 and XBOX 360.

      All of this because they had the expertise that saw products in layers, and worked on the firmware and processing priorities of media devices... without having consulting contracts and strong links to academia, they would have missed out on that, Toshiba or some other company would have stepped up and done much more.

    8. Re:The REAL reason for hurting: Binary Blobs. by JonBoy47 · · Score: 1

      IBM has, over the past couple of decades, done their damndest to morph themselves into a Consulting/AI firm, but 40 years ago it was all about moving metal and collecting rent^h^h^h^h selling service contracts for their metal. It's a common latter day assumption that IBM set out to make an open industry standard with the IBM PC. The IBM PC was intended to lock customers in just as much as all of IBM's previous products did. To that end, the BIOS was copyrighted, and IBM included a full listing of the source code in the user manual. IBM's assessment was that, even in the unlikely event someone did manage to reverse-engineer the PC's BIOS, they would be unable to prove (or even credibly claim) that they had done so cleanly. Of course this assessment was proven wrong within two years, but that's another story.

  7. Part of the problem is expectations by rickb928 · · Score: 4, Insightful

    or more accurately, unrealistic expectations. Or marketing.

    Qualcomm announced the 835 when? LG announced the G6 when?

    Did anyone believe that LG would be able ship the G6 a month after the chipset was announced...?

    --
    deleting the extra space after periods so i can stay relevant, yeah.
  8. You don't need the fastest chipset by Anonymous Coward · · Score: 1

    your phone will still work. Stop trying to make Qualcomm out as the single factor with which the whole smartphone market stands and falls with. Their products are replacable.

    1. Re:You don't need the fastest chipset by Anonymous Coward · · Score: 0

      As we saw with the ill fated Yotaphone -- yes you do. The Yota failed precisely because it's processor was last year's model and the unit was selling for this year's price because of the rear screen. They figured users would take the rear screen over the faster chip. BIG mistake. Android users first looks at the chip in the phone and then the form factor. If Samsung starts shipping the S8 with last years chip no one will touch the S8.

  9. I have to have a new snapdragon by Grand+Facade · · Score: 1

    So the App designers can invent new and creative ways to phone home with my datas

    --
    Rick B.
  10. Lions, Tigers and Bears by Anonymous Coward · · Score: 0

    OH NO! It's not a matter of some phone fetishists finding themselves unable to mention a different processor name in a phone that has plenty of raw performance anyway. Noooo. It the whole darn ecosystem that's endangered. It's a terrible shame as I really like baby seals, pandas and whales etc.

    1. Re:Lions, Tigers and Bears by Custard+Horse · · Score: 1

      Baby seals and whales don't use cellular phones therefore your point is invalid. Of course, this may change over time as IP68 becomes more commonplace.

      Pandas have very little use for cellular devices due to poor data access. Rather like the nutrient in bamboo, it is a bandwidth issue.

  11. blame where it belongs - Google by Anonymous Coward · · Score: 0

    Please stop with the fake news designed to support a political position and unrelated lawsuits. The lack of competitive alternative CPUs to run Android has little to do with Qualcomm's tactics in the CDMA chipset market and everything to do with Google being too lazy to support Android on diverse SoCs.

    If Google had really supported Android on Intel's Atom SoC then competition would have spurred faster improvements in both SoCs and Intel likely wouldn't have exited that market last year.

    1. Re: blame where it belongs - Google by ArmoredDragon · · Score: 1

      That's not true, Android indeed does support x86, and other architectures as well, like MIPS and PowerPC. In fact if you look around, you can find devices running all of these, especially Intel in the case of Android TV.

      The reason nobody ever makes Intel based phones is for several reasons, including the fact that Qualcomm makes the best modems and they are far more energy efficient than Intel.

      Au any rate, you are correct that the GP is somewhat wrong. CDMA is used on basically all cellular networks, including GSM. GSM originally went with TDMA for voice and data (aka 2G) but it's very inefficient so CDMA is what GSM uses for 3G. And then of course, OFDMA is used for 4G.

      There are competitors to Qualcomm in the ARM SoC space available to other OEMs though, namely in the form of Nvidia's tegra line, which I don't believe anybody else has mentioned.

    2. Re: blame where it belongs - Google by JonBoy47 · · Score: 1

      Qualcomm's major advantage is their patent portfolio allows then to bake in all the CDMA/GSM/3G/4G LTE modems in with the CPU, GPU Wifi and Bluetooth. The Snapdragon SoC's implement damn near the entire cell phone in a single chip that can be used across all carriers. The carrier's underlying network technology doesn't matter because the Snapdragon supports all of them, and with one hardware version. That ne plus ultra sustains Qualcomm's hegemony and relegates Intel, Nvidia, MediaTek, etc. to Wifi-only devices.

    3. Re: blame where it belongs - Google by Tough+Love · · Score: 1

      Android indeed does support x86, and other architectures as well, like MIPS and PowerPC.

      It supports whatever Linux does because Android is just a bunch of user space code that runs on Linux.

      --
      When all you have is a hammer, every problem starts to look like a thumb.
  12. The Shame! by coofercat · · Score: 1

    Think of the shame of it! Buying a brand new 'flagship' phone, only to realise it's got an old processor in it, used in the previous model. You never know for sure it's not even a pre-owned processor, and no one buying a £700 phone wants anything pre-owned about it. That CPU might have been extracted from some chav's phone and used to send instagram pictures of his willy to his chewing-gum consuming girlfriend.

    Is it just me, or is this some 'not-news'? Buy a phone that does what you want it to, not one which has an entirely different parts list than the last one. This implies that mobile CPUs are now at something of a plateau, and so in fact, any number of manufacturers could enter the market to make cheap, commodity processors without fear of 'progress' eating too much of their R&D spend.

  13. More Updates? by Anonymous Coward · · Score: 0

    Since the same processors/chipsets will be used for longer, will this mean that phones will also get updates for longer?

    1. Re:More Updates? by doconnor · · Score: 1

      No. The main think making updates hard is the device drivers have to be updated and tested.

    2. Re:More Updates? by Anonymous Coward · · Score: 0

      No. The main think making updates hard is the device drivers have to be updated and tested.

      But shouldn't the same drivers be used if the hardware is the same?

    3. Re:More Updates? by doconnor · · Score: 1

      It may need to be change when the kernel is updated. Its the testing that's the real hurdle.

  14. Oh we know all right, EVERY SINGLE VERIZON BILL! by Anonymous Coward · · Score: 0

    The only network that really _needs_ to include CDMA is Verizon's (since they are the go-to carrier if you need connectivity in the boonies.) All the other urban carrier guys can get away with using GSM.

  15. OEMs : No one to blame but themselves by Anonymous Coward · · Score: 0

    There have been many other competitors to Qualcomm in the Cell-Phone chip space. (Mediatek, Intel, Broadcom, Reneasys, Etc...) The OEMs only used these competitors as pricing pressure on Qualcomm, and didn't actually develop products with a second-source strategy. Surprise, Surprise... Many of the other competitors have stopped making chips for phones, due to the high cost and low volume. Now the OEMs complain they don't have options to compete with Qualcomm. Hmmm... Wonder how that happened.

    1. Re:OEMs : No one to blame but themselves by unixisc · · Score: 2

      This is actually the problem when the OEMs are all Chinese. The Chinese give 100% of their business to whoever gives them the lowest price, so it does these competitors no good to remain in the business if all they are gonna be doing is being used to beat down Qualcomm's prices. And Qualcomm's salespeople ain't morons either: after the competitors have exited the market, they can easily tell the Chinese phone makers 'Take it or leave it'.

      In fact, the Koreans do exactly what you describe - second source. They'll have a BOM w/ 2 sources, and while they use both sources to keep each other honest, they will never give all the business to 1 source. Usually, they'll give up to 60% of the business to one, and 40% to the other, if it's just two. That way, if one of the suppliers drops the ball on them, they can ramp up numbers at the other, and it's less painful to go from 40 to 100 than it is to go from 0 to 100, and they'll always keep looking for multiple sources.

      Hopefully, one of the advantages of some manufacturing coming back to the US would be that manufacturers would use multiple sources for their products rather than just try to beat down prices

  16. tiny violin by Anonymous Coward · · Score: 0

    I could give a fuck about phone manufacturer's problems updating their fall fashion lines. It's ridiculous these things come out so frequently, cost so much, and lose software support so soon.

    That's not the only ridiculous thing about them. They also crash a lot, feed people's ADD, destroy privacy by making government tracking ubiquitous and by enforcing a bargain of true and thorough personal data traded for app access, catch on fire and explode, and encourage obnoxious behaviour like slow-walking, pushy-walking, bad table manners, overuse of the flashlight, and social media oversharing.

    But the particular thing on display here is the low value/cost ratio caused by the semimandatory yearly upgrade cycle, and the ridiculous fashion-world character of the marketplace where people are in a panic if they don't have something fresh by November.

    1. Re:tiny violin by Anonymous Coward · · Score: 0

      What software support have you lost exactly? A Note 2 from 2011 can still run everything a Note 7 from today can run. It will run it super slowly and it will be annoying as hell but every app will run. 6 years of compatibility and smartphone have only existed for 10 years.

      As for cost -- you have a damn tricorder in your pocket that does things they never even thought of on Star Trek. The things are dirt cheap given the 50 years ago we couldn't even imagine touch screens and Siri in our fiction and now they are a real thing.

      No one makes you buy one every year.

  17. po po lil' squintsville fuck by Anonymous Coward · · Score: 0

    Can't get yo new electro-candy-bar pad're ? Slow-bit gotcha upsit? Gotta boo-hoo over a lack for knack attaining the most recent boolian buffunian cuff-link set? Girlfriend won't fuck-ya till she sees the $600 charge on yo MasterBlaster ?? You po po piece-of-consumer-shit. Betcha voted for master-gator Hillarious. Take a walk in lib.comz Central Park to ease yo SJW ennui; get raped.

    1. Re:po po lil' squintsville fuck by Anonymous Coward · · Score: 0

      Can you please post in every thread? You are the hero Slashdot deserves.

  18. So raise $10 billion in funding and go open by Anonymous Coward · · Score: 0

    your own 7nm fab. Good luck to you. It's a free market. All you need is $10 billion to play. You can raise it on Kickstarter. It's no big deal.

  19. there is no cell phone standard architecture by Anonymous Coward · · Score: 0

    Well, cell phones have a lot of complicated, and proprietary, silicon. There is no totally open, standard architecture, unlike the PC Compatible, which intel has spent a lot of engineering on working out the details over the years. Sure, most cell phones use ARM processors, but there are sorts of little details, which are not specified, like the bootup sequence. Architecture books are sold by intel to the general public, for a small fee. Also, PCs are good enough for computer stuff, so why work hard on constantly changing cell phone chips?

    LTE is standardized, but 'closed source' to the general public, unlike wifi. On the topic of LTE, the cell phone companies care a lot about what software, and hardware, they allow on their networks. Especially since nontechnical users care a lot about the reliability of their network. Good luck to Verizon explaining that some recent double e, wanted to play around with their cell phone, and it ruins reception for everyone on the block.

  20. Rooting requires hacks that aren't guaranteed by Anonymous Coward · · Score: 0

    In order to root your phone, you often have to rely on undocumented or poorly documented features which may disappear at the whim of a proprietary manufacturer, or you have to download some shady proprietary hack (ironically, a binary blob in its own right) from some shady website, and simply trust that it's handing you (and only you) more control over the device—this sort of rooting depends absolutely on exploiting flaws in the design of the software, and thus cannot be considered a reliable method.

    Besides, the GPU is often locked up as well, and that's 80% of the fun of computing. Sometimes, even the WiFi chips require special, proprietary setup.

    Also, the baseband tends to be hooked into all manner of subsystems, and in some cases can be seen as a proprietary backdoor into the whole device.

  21. Hardware is a very bad business by Anonymous Coward · · Score: 0

    Huge upfront costs that only keep rising with each new advance in die shrinkage, products with very short life cycles and no rewards for second place. And even when you're successful the per unit margins are nothing like in software so you have monopolization. This isn't news. The number of chipmakers keeps falling and will probably still keep falling. Be happy you're American and have Qualcomm. We Russians only have Mikron and are stuck at 65nm which commercially is a dead end.

  22. Samsung Exynos? by jonwil · · Score: 1

    Why doesn't Samsung do more with its Exynos processor and become a much bigger competitor to Qualcomm?

    1. Re:Samsung Exynos? by Anonymous Coward · · Score: 0

      Because its always nearly a full 18 month behind Qualcomm. There's a reason the Exynos models mostly stay in S. Korea.

    2. Re:Samsung Exynos? by Tough+Love · · Score: 1

      Because its always nearly a full 18 month behind Qualcomm. There's a reason the Exynos models mostly stay in S. Korea.

      Bzzzt! Wrong. The Snapdragon 835 uses Samsung's 10 nm process (roughly 13 nm by Intel's yardstick) while Samsung's own Exynos 8895 using the same process was reportedly already in testing last summer.

      --
      When all you have is a hammer, every problem starts to look like a thumb.
  23. It's the Fab that can't keep up. by Anonymous Coward · · Score: 0

    This time, it's Samsung's lack of 10nm manufacturing availability that's constraining who can get the 835 and any competing chips. There's no way for any other company including Qualcomm to compete with a chip built with the previous generation 14nm process. It's a "law of physics" thing.

    That doesn't mean that Qualcomm isn't using its FRAND patents to muscle competitors out of the market. It just means that the lack of availability of the 835 chps are because of lack of 10nm manufacturing capability.... if Qualcomm had their way, they'd *love* to be able to supply 835's to anybody who wanted them.

  24. We are still in the grip of carrier dominance by Anonymous Coward · · Score: 0

    We are still very limited in our choices of phones because of carrier dominance. If you want a subsidized phone, you need to buy Samsung or Apple. If you bring your own phone purchased at $500+, you're surely in the minority. If you buy one of the many Chinese phones, which are available well less than $100 (I've picked up quite a few at $50 or so), they won't work on carriers other than ATT, and we all know how badly ATT sucks as a carrier. [Wow, my capcha for this posting is "incest."]

  25. Ranting! by Anonymous Coward · · Score: 0

    Good God, a true ranting Messiah! "Government Baaaad, Free Markets Gooood!"

    The lawsuit of which you speak, I don't know WTH you are talking about and I don't care to know. It's irrelevant.

    The government is solely to blame for monopolistic practices, huh? And the communication's industry is completely blameless? They don't give money and lobby, and pressure, and threaten? Only the government is responsible though?

    Also, you have utterly failed to make the connection between the "communication's industry" and Qualcomm. But then, that gets in the way of your anti-government rant, so we can't have that, right? I suspect that the "government" doesn't give a rat's patootie about Qualcomm, but you got in your shots against the evil government, so have at it!