we have to address the possibility of a Qualcomm Problem!
Can and will Qualcomm replace CRUS audio codecs in AAPL products?
Anyone have any knowledge on this?
We have to address the possibility of an alien (space or otherwise) invasion resulting in obsolete apple technology.
Its a silly question. If it happens there will be no way you would know in time. There are a multitude of reasons its very unlikely and they all existed and have been discussed in detail on these boards long prior to the news today.
BB10 is a disaster already... Apple destroyed BB. Apple is the leader.
So that leaves Samsung and the HTC...
I doubt we are in the Samsung but the HTC looks like its a contender so we might be in good shape.
I think there is very little chance of QCOM replacing Cirrus out of Apple due to all the custom chips in each of the Apple Products. I do have a concern on the new low priced Apple I-Phone yet to be released. If QCOM could develop a systems on a chip that include basic audio along with the other functions they put on their chips, I could see Apple consider using this technology if it lowered the cost having one chip instead of 2 or 3. I don't think they have done this, but its always a possibility.
Apple has always competing in niche high margin markets so besides what MK has suggested there is also the possibility that there simply wont be a low cost iphone. If i were apple i would wait until the China Mobile deal has happened and i saw how strong demand was at that point...
Collie - an alternative to that is to not to cut audio processing in the lower priced iPhone.
We are only talking $1.45 vs $3.25 .......Apple has many other places to cut bigger dollars in other compnents ..Building a quality product is important to Apple ...not just cheap.
Look for the lower priced iPhone to use the new A5 smaller / low cost chip that they just introduced in the Apple TV 28nm ........composit material vs alluminum case, etc, etc slash many more dollars on non audio components.
CRUS technology is a joke. They are inside the iphone all this time mainly due to the CEO gay relationship with Jobs. So you can count on it that CRUS will be boot out of all future Apple products. House cleaning at Apple will cause this stock to tank back to 15.