Chapter
Qualcomm's Business Model for Semiconductors
52:48 - 1:00:17 (07:28)
Qualcomm designs and sells products, rather than licensing semiconductor technology, making it the most successful licensing business in the industry that has been battle-tested.
Clips
Technology upgrades such as new phones, tablets, computers, and even cars are driving the demand for more advanced chips.
52:48 - 54:39 (01:50)
Summary
Technology upgrades such as new phones, tablets, computers, and even cars are driving the demand for more advanced chips. The office environment has also had to adapt to support collaboration tools and video, increasing the need for powerful and sophisticated chips.
ChapterQualcomm's Business Model for Semiconductors
Episode#280 – Cristiano Amon: Qualcomm CEO
PodcastLex Fridman Podcast
The pandemic acted as an aggravating factor but it wasn't the main cause of the semiconductor shortage as the long term digital growth has contributed to it.
54:39 - 56:15 (01:36)
Summary
The pandemic acted as an aggravating factor but it wasn't the main cause of the semiconductor shortage as the long term digital growth has contributed to it. The industry is making plans to increase capacity investment and initiatives such as the United States Chips Act and European Chips Act are aiming to install manufacturing within US and European geographies.
ChapterQualcomm's Business Model for Semiconductors
Episode#280 – Cristiano Amon: Qualcomm CEO
PodcastLex Fridman Podcast
Qualcomm is known for their successful licensing business model in which they sell products rather than just licensing semiconductor technology.
56:15 - 1:00:17 (04:01)
Summary
Qualcomm is known for their successful licensing business model in which they sell products rather than just licensing semiconductor technology.