Qualcomm at quarterly reporting conference took the opportunity to talk about an uncomfortable question about Samsung and the consequences of Galaxy Note 7 withdrawal.
Qualcomm's Guide to the answer to this question is clearly prepared in advance, as stated, that the effect of withdrawal Galaxy Note 7 to the business of the company is already incorporated in the forecast for revenue growth in the current quarter. The corresponding figure, according to the company, decrease in the annual comparison by one percent or grow by 13%. But the number of processors shipped in the current quarter could fall by 7-15% compared to the same period last year.
However, Qualcomm does not consider the consequences of this scandal catastrophic for a business. Yes, a "one-time failure" will take place, but it is compensated with time. First, to attract customers frustrated Samsung will try other manufacturers smartphones that use Qualcomm processors. Second, the company's management makes it clear that Samsung itself is determined to speed up the market launch of its next flagship smartphone. Any of these scenarios is beneficial for Qualcomm.