Proof That the iPhone 6 Will Be Huge | Tech Teardown - 4/8/14 | The Motley Fool | Summary and Q&A

TL;DR

Qualcomm releases Snapdragon 808 and 810 processors, marking their first use of arms big design implementation, a departure from their previous stance on core count.

Key Insights

• 💯 Qualcomm is changing their approach to core count in response to Apple's success with 64-bit architecture.
• 💦 Samsung and Qualcomm are working to develop their own 64-bit chips to compete with Apple.
• 🤱 Microsoft is making moves in the mobile market by offering zero licensing fees for Windows Phone.
• 🧘 Verizon's acquisition of Cincinnati Bell's wireless assets strengthens their position in the market.
• 📱 Apple is considering developing their own baseband processors for future iPhones.
• 🌥️ Apple acknowledges the demand for larger and cheaper phones, signaling a potential release of a larger iPhone 6.
• 🙈 Apple's success in creating new markets does not necessarily mean they can ignore shifting preferences in existing markets.

Transcript

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Questions & Answers

Q: Why is Qualcomm changing their approach to core count?

Qualcomm is making the strategic change to use a big design implementation in response to Apple's success with 64-bit architecture and competition from Samsung.

Q: What has been Samsung's response to Apple's 64-bit architecture?

Samsung has announced their plans to develop a 64-bit chip as well, but it will take time for them to develop and release it.

Q: Is Microsoft making any other significant moves in the mobile market?

Yes, Microsoft recently announced that Windows Phone would have a zero licensing fee, similar to Android, in an effort to compete and gain more OEM support.

Q: What does Verizon's acquisition of Cincinnati Bell's wireless assets mean for the market?

Verizon's purchase of Cincinnati Bell's wireless assets further consolidates the market and puts more pressure on regional carriers.

Summary & Key Takeaways

• Qualcomm announces new Snapdragon 808 and 810 processors, completing their 64-bit Snapdragon lineup.

• The company is implementing a big design approach, pairing low power cores with high power cores.

• The move is in response to Apple's success with 64-bit architecture and competition from Samsung.