That will happen and also fits in with my thesis that white label products will be used less. In-house or co-production is the future, so I'm curious to see how all the chip designers will develop.
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@topicswithhead
Well, the example of the automotive industry shows that a lot of suppliers are used here.
The graphic showing how many suppliers are involved in the iPhone has often been shared here.
Be it $6088 $JBL etc.
Why do you think they started developing their own chips and modems years ago when Qualcomm's quality is top notch?
Did it arise from a rivalry?
Is it due to Corona and the shortage?
Or can you produce cheaper yourself?
Well, the example of the automotive industry shows that a lot of suppliers are used here.
The graphic showing how many suppliers are involved in the iPhone has often been shared here.
Be it $6088 $JBL etc.
Why do you think they started developing their own chips and modems years ago when Qualcomm's quality is top notch?
Did it arise from a rivalry?
Is it due to Corona and the shortage?
Or can you produce cheaper yourself?
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•@Tenbagger2024 I think it's above all the knowledge that you learn from why you're doing this. I think the ecosystem is becoming more complete and can be even better coordinated with each other, with production and so on at the same or even lower prices. For precisely this reason, I still believe that the industry should move even more in this direction. That doesn't necessarily speak against Qualcom, but it does mean that the process needs to be more personalized.
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@topicswithhead
Samsung has always done this.
And wouldn't it be worthwhile for Qualcom to produce its own hardware given its expertise. I think Qualcomm smartphones could do well on the market.
Samsung has always done this.
And wouldn't it be worthwhile for Qualcom to produce its own hardware given its expertise. I think Qualcomm smartphones could do well on the market.
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•@Tenbagger2024 I don't think it's hardware. Samsung has been doing this for a long time, but not at all well. It's really embarrassing what they're doing. No commitment but also no professionalism at management level. It's just because of these strange Asian corporate structures. It's no different with LG and co. Huawei did it well very early on, I don't know how it is now, Apple is doing it almost completely, Google is starting with it and ... It would be smarter for Qualcom to further develop the Snapdragon series, simplify co creation and build a platform like Arm, for example. Blue print's builds are certainly something that is needed more and more often. My arm itself is a good example, but they don't do everything yet and are absurdly priced. The same applies to broadcoam. They all have it, but it's more of an imposition rather than a voluntary thing that you can build your own version of
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@topicswithhead
Okay, the sector remains exciting. Certainly also volatile. You can see from Intel how quickly you can be overtaken. It will also be exciting to see where Nvidia's journey takes it.
Okay, the sector remains exciting. Certainly also volatile. You can see from Intel how quickly you can be overtaken. It will also be exciting to see where Nvidia's journey takes it.
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•@Tenbagger2024 Intel is something else. Intel also has a lot to do with having false pride. Everyone has given up their foundieries business except them. That's because of the cap ex and the knowledge you need, but also because it's just hard to get orders from the competition. I wonder why?😉
I have already discussed Nvidia a lot with @Soprano. I also believe that you have to go in here in the long term, but on the other hand, the breadth of the other product range is quite astonishing. In spite of everything, there are some who are looking at using gpus but don't have to and are already building Tpus or co. Despite everything, you can now clearly see that Nvidia is the clear market leader.
I have already discussed Nvidia a lot with @Soprano. I also believe that you have to go in here in the long term, but on the other hand, the breadth of the other product range is quite astonishing. In spite of everything, there are some who are looking at using gpus but don't have to and are already building Tpus or co. Despite everything, you can now clearly see that Nvidia is the clear market leader.
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@topicswithhead
At Nvidia, I am incredibly fascinated by how skillfully Jensen Huang uses the enormous free cash flow. How they are increasingly investing in small start-ups as well as big players. How tirelessly this man travels the world and does business. Be it in the Philippines or a deal with Siemens. Recently there was a photo with Jensen Huang and the Softbank CEO. I don't think a day goes by when you don't read something new about Nvidia.
I have the impression that they are developing more and more into an investment company in terms of Ia.
For me, Nvidia will remain a big player for the next few years.
At Nvidia, I am incredibly fascinated by how skillfully Jensen Huang uses the enormous free cash flow. How they are increasingly investing in small start-ups as well as big players. How tirelessly this man travels the world and does business. Be it in the Philippines or a deal with Siemens. Recently there was a photo with Jensen Huang and the Softbank CEO. I don't think a day goes by when you don't read something new about Nvidia.
I have the impression that they are developing more and more into an investment company in terms of Ia.
For me, Nvidia will remain a big player for the next few years.
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•@Tenbagger2024 safe but what I mean is a project for 1-3 and 5-10 years. Nvidia being overtaken out of nowhere is not going to happen just like that.
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•@topicswithhead
Above all, Jensen Huang knows that the competition will catch up, which is why he is already taking precautions and building up a second mainstay.
The news that Nvidia is investing part of its cash in Bitcoin would certainly also boost the share price 🙈
Above all, Jensen Huang knows that the competition will catch up, which is why he is already taking precautions and building up a second mainstay.
The news that Nvidia is investing part of its cash in Bitcoin would certainly also boost the share price 🙈
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2Sem.
@topicswithhead Intel is also a really tragic story. They have simply been completely disrupted and can't do anything. They are trying to do something. They're not like Blackberry or Kodak, who just say they're going to sit back and aren't interested in the trends.
That's why I stayed invested for a long time, because they have clearly shown that they are willing to adapt and change. Unfortunately, they just don't have any answers. The Intel GPU is unlikely to become the magic bullet. The foundry business is a nice idea in itself - it doesn't have much to do with pride - but they wanted to ride the America First train. But somehow they didn't calculate well enough what actually needs to be done before it can become a profitable business.
Fortunately, I made relatively few mistakes here. I sold half of my position at the high and the other half at least BEFORE the share crashed completely. And above all, I didn't think I knew everything and diversified into Nvidia early on.
That's why I stayed invested for a long time, because they have clearly shown that they are willing to adapt and change. Unfortunately, they just don't have any answers. The Intel GPU is unlikely to become the magic bullet. The foundry business is a nice idea in itself - it doesn't have much to do with pride - but they wanted to ride the America First train. But somehow they didn't calculate well enough what actually needs to be done before it can become a profitable business.
Fortunately, I made relatively few mistakes here. I sold half of my position at the high and the other half at least BEFORE the share crashed completely. And above all, I didn't think I knew everything and diversified into Nvidia early on.
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