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信息与研究》苹果和高通撤消双方所有诉讼


美东周二下午,苹果和高通公司在一份新闻稿中宣布, 他们已经解决了专利纠纷。


双方签订和解协议,包括苹果向高通支付一次性专利款项以及芯片供应协议, 其中表明苹果将为未来的 iPhones 购买高通芯片。但新闻公告并没有说明这笔一次性款项金额将是多少。


消息传出后, 高通股价上涨了 2 0% 以上, 市值提高了约 1 4 5亿美元, 至 8 4 0亿美元以上。这是高通自 2 0 0 9年以来最好的一天。


苹果上涨不到 1%。高通竞争对手英特尔公司 (Intel) 大幅下跌。 高通表示, 随着产品出货量的增加, 高通预计每股收益将增加2美元。


韦德布什证券分析师丹·艾夫斯说: "这对高通来说是一个重大的胜利, 因为对在法庭上担忧是 问题的重大悬念。"和解令投资者感到意外, 因为苹果最终意识到这更多的是两个孩子在沙箱里打架, 他们面前的5G 和 iPhone 柔软性比在法庭上与高通作斗争会有更大的问题。


两家公司周一在圣地亚哥联邦法院的审判中启动了诉讼程序, 预计审判将持续到5月。双方都要求赔偿数十亿美元。这起反垄断案件最初是苹果在2017年初提起的。 这场以现代芯片和相关纠纷为中心的复杂法律大战, 在过去两年里一直在世界各地的法庭上肆虐, 包括高通与美国联邦贸易委员会此前的一次审判。


多年来, 苹果从高通购买了调制解调器芯片, 但它受到高通的价格和要求, 任何使用其芯片的公司也将为其专利支付许可费。


苹果认为, 高通滥用其作为唯一的蜂窝技术供应商之一的地位, 高通公司认为, 苹果扣留了两家公司敲定的付款版税协议的一部分。


据高通称, 两家公司之间的新牌照为 6年, 有两年的延长选择。其中包括苹果向高通的一次性付款。付款数额没有披露。


1 1月, 高通首席执行官史蒂夫·莫伦科普夫表示, 他认为两家公司都在 "家门口" 准备和解;苹果首席执行官蒂姆·库克不久后反驳了他, 称苹果自2018年第三季度以来就没有参与过和解讨论。


2018年发布的新 iPhone 机型使用英特尔调制解调器芯片, 而不是高通的技术。


分析人士此前曾表示, 高通与苹果之间的纠纷可能会减缓苹果支持下一代5G 网络的计划。高通是能够连接到5G 网络的芯片的最大供应商之一。该和解协议导致市场预计,苹果因为利用了高通的调制解调器技术,所以可能比预期更早发布 5G iPhone 。


以下是高通公司新闻公告全文:


Qualcomm and Apple® today announced an agreement to dismiss all litigation between the two companies worldwide. The settlement includes a payment from Apple to Qualcomm. The companies also have reached a six-year license agreement, effective as of April 1, 2019, including a two-year option to extend, and a multiyear chipset supply agreement.

Apple revolutionized personal technology with the introduction of the Macintosh in 1984. Today, Apple leads the world in innovation with iPhone, iPad, Mac, Apple Watch and Apple TV. Apple’s four software platforms — iOS, macOS, watchOS and tvOS — provide seamless experiences across all Apple devices and empower people with breakthrough services including the App Store, Apple Music, Apple Pay and iCloud. Apple’s more than 100,000 employees are dedicated to making the best products on earth, and to leaving the world better than we found it.

Qualcomm posted a slide providing additional information regarding these agreements and other related matters on its Investor Relations website

Qualcomm invents breakthrough technologies that transform how the world connects, computes and communicates. When we connected the phone to the Internet, the mobile revolution was born. Today, our inventions are the foundation for life-changing products, experiences, and industries. As we lead the world to 5G, we envision this next big change in cellular technology spurring a new era of intelligent, connected devices and enabling new opportunities in connected cars, remote delivery of health care services, and the IoT — including smart cities, smart homes, and wearables. Qualcomm Incorporated includes our licensing business, QTL, and the vast majority of our patent portfolio. Qualcomm Technologies, Inc., a subsidiary of Qualcomm Incorporated, operates, along with its subsidiaries, all of our engineering, research and development functions, and all of our products and services businesses, including, the QCT semiconductor business. For more information, visit Qualcomm’s website, OnQ blog, Twitter and Facebook pages.


来源:继民财经汇


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