2. Due to Huawei to pay the patent to Nokia, the fourth quarter results of the latter than expected
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1. Qualcomm and Samsung sign a patent cooperation agreement, Samsung will no longer interfere in Qualcomm was fined in South Korea
According to foreign media reports, Qualcomm and Samsung have signed a new alliance agreement.It is reported that, as part of the latest patent cross-licensing agreement, Samsung will withdraw the interference in the process of appealing the decision of South Korea's Fair Trade Commission.
In December 2016, the Korea Fair Trade Commission (KFTC) found that Qualcomm hindered competition in licensing patents and selling smart phone chips and announced that it will issue rectification orders for certain specific acts and place approximately 1.03 trillion won (about 898 million won US dollars) for administrative fines.
In February 2017, Qualcomm filed two prejudices against the South Korean High Court, which demanded the revocation of the KFTC's ruling and secondly, it requested a moratorium on KFTC's chip licensing revisions until the first appeal was announced.
In September last year, the Seoul court dismissed Qualcomm's second appeal, claiming KFTC's ruling would not "irreparably damage" Qualcomm's business and required Qualcomm to rectify its monopoly in the South Korean market. Subsequently, Qualcomm Announced the appeal to South Korea's supreme court again.
Qualcomm did not disclose the terms of the revised agreement but said the new agreement is consistent with the pricing of Qualcomm's global handset licensing policy.
At the same time, Qualcomm and Samsung have said they have reached a multi-year strategic partnership with Qualcomm processors, including 5G technology, and major equipment manufacturers and network operators are ready to adopt the new generation of ultra-high speed wireless networks expected to be introduced in the next few years This network.
According to Jiwei.com, Qualcomm held a technology summit in Beijing last week, inviting almost all important Chinese partners, including SMIC, China Mobile, Lenovo, Xiaomi, OPPO, vivo, ZTE and other bigwigs full stage to help out, hand-painted 5G win-win road blueprint.
Patrick Moorhead, an analyst at Moor Insights, a research firm, said the new deal between Qualcomm and Samsung is "surprising." The new partnership with Samsung is important because it lowers Qualcomm's uncertainty, Certainty made Qualcomm share price pressure in the past year.In addition, the new agreement also strongly countered Broadcom's allegations that Qualcomm's business model has lapsed, "Mohede said.
It can be said that with the "bad" to describe Qualcomm's current situation is not an excuse.In addition to facing the antitrust allegations in South Korea, Taiwan and the European Union, the patent battle between Qualcomm and Apple is not over. With this At the same time, Qualcomm is also facing a hostile bid from rival Broadcom, once the deal is reached, it will become the largest acquisition in the history of science and technology.
Earlier, some sources even disclosed that if the acquisition is completed, Broadcom plans to shut down Qualcomm's patent licensing business after a period of time because the business led to too much friction between Qualcomm and customers over the years, Qualcomm has been the iPhone and iPad baseband The sole supplier of chips, and now Apple is more autonomous design of components, resulting in these chip companies seem more like competitors, rather than supply chain partners.
At the technology summit last week, partners including Lenovo, ZTE, vivo, OPPO and Wentech actively affirmed Qualcomm's focus and feelings in the field of communications and made it clear that the future may be due to the acquisition of Broadcom Certainty concerns.
Broadcom's acquisition of Qualcomm will usher in a vote from Qualcomm shareholders in March when Broadcom approached and Qualcomm, at the end of last year, notified Qualcomm of the nomination of 11 new directors. At such a crucial time, at the most important Chinese market in the future , So many important customers make a clear statement, equivalent to Broadcom passed the message that customers want to maintain the status quo, the will to operate independently, while giving investors confidence. (Proofreading / Xiaoqiu)
2. Due to Huawei to pay the patent to Nokia, the fourth quarter results of the latter than expected
SAN FRANCISCO, Feb. 1 (Reuters) - Nokia Corp. unexpectedly raised its earnings on Thursday due to the one-off royalties paid by Huawei, but the company said that although its sales prospects in North America are good, its network business may once again experience Annual decline.
The mobile network industry is currently dominated by Huawei, Nokia and Ericsson, with the entire industry currently experiencing the most difficult of the 10-year cycle as demand for 4G network equipment slows while a large 5G network may not be ready until 2019 or 2020 time.
Nokia's fourth-quarter EBIT (EBIT) rose YoY by 1% to 1 billion euros (1.2 billion U.S. dollars), well ahead of analysts' consensus forecast of 888 million euros.
However, the profit benefited from a one-time patent fee of 210 million euros, while its operating profit in its network business dropped 25% YoY.
Nokia CEO Rajeev Suri said while North America's network sales are still weak this year, North American carriers' spending may pick up, narrowing the decline.
In 2019 and 2020, we expect a significant improvement in the market environment, mainly due to the full deployment of 5G networks, "Sururi said in a statement.
He also said that the 5G investment will put pressure on the profitability of the network business this year. It is expected to achieve operating profit margin of 6% to 9% by 2018, reaching 9% to 12% by 2020, up from 8.3% in 2017.
'Outlook is a little puzzling ... feeling they want to express a long-term perspective as investors are focused on the current challenges.' 'Mikael Rautanen, an analyst at Inderes Equity Research in investment banks, said he gave the Shares 'BUY' rating. 'Their quarterly network performance was better than Nokia, but the outlook was the same.'
Ericsson on Wednesday released the fifth consecutive quarterly loss report.
Thanks to the 2016 acquisition of Alcatel-Lucent, Nokia's response to the downturn outperformed Ericsson, which broadened the company's product portfolio and helped it to develop new products including broadband devices, faster routers and higher Capacity chipset.