Looking at the 6 month change between these two categories suggests to me that IDCC must have restructured their deal with Pegatron to collect royalties on a per unit basis as opposed to a fixed royalty for the period. The high volume of Iphone units at a per unit royalty is probably what is driving the 70% growth in current royalties vs the 60% decline in fixed fee royalties for the 6 months ending June. Should bode well going forward given strength in iphone units.
I predict that Qcom will be forced into a partnership to develop its own mobile wireless device products. The lack of respect given to its intellectual property by countries and companies will leave it no choice. Countries refuse to pay royalties and companies would rather use their own inferior chip technology so as to keep more of the industry profits. In the past Qcom would use the cash flow from its tech leading innovations to drive even more innovation. However China, Samsung and Apple are giving Qcom the cold shoulder which is pressuring profits and calling into question Qcoms ability to sustain innovation under its past model. It will be forced to develop its own products and keep its most advance innovations for itself. I think they will start by buying Blackberry. They will then have industry leading chip, transmission and security. Whether they will be successful in developing, marketing and selling those device products is any ones guess. They had better shift direction unless they want to continue to get slighted. Who knows, had they not sold there device unit to Kyocera and spun off there wireless service provider, they would have had all pieces of the puzzle to take other companies to the cleaners. They just needed some creative thinkers instead of a bunch of wireless gear heads.