마켓에서 download받는 것이 아니라 unknown source로 부터 설치해야 이 취약점을 이용할수 있는것으로 알려져있습니다. 하지만 900M대(9억대)나 이 문제를 가지고 있다니 최신폰 아니고서야 패치 안하는 사람이 더 많을텐데 우리가 살아있는안 이 구멍을 이용할수 있을것 같네요.

퀄컴이 안드로이드 쪽에서 독보적이어서 쉽게 드러나는 것도 있지만, 퀄컴이 안드로이드에 큰 구멍으로 보이는 것은 저만 그런가요? 에라이~

보안이 중요한 사람들은 아이폰, iOS로 가는게 너무 당연하고 그렇지 않는 사람들은 너무 바보스럽게 보이겠습니다.

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http://www.zdnet.com/article/quadrooter-security-flaws-affect-over-900-million-android-phones/

All versions of Android are vulnerable to these flaws, which won't be fully patched until the September security release next month.

Google's Nexus 5X, Nexus 6, and Nexus 6P, HTC's One M9 and HTC 10, and Samsung's Galaxy S7 and S7 Edge are some of those named vulnerable to one or more of the flaws.

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안드로이드 전버전에 허점…"보안 비상"

http://www.zdnet.co.kr/news/news_view.asp?artice_id=20160808102142&lo=z35

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1. CVE-2016-2503 discovered in Qualcomm's GPU driver and fixed in Google's Android Security Bulletin for July 2016. 
2. CVE-2016-2504 found in Qualcomm GPU driver and fixed in Google's Android Security Bulletin for August 2016. 
3. CVE-2016-2059 found in Qualcomm kernel module and fixed in April, though patch status is unknown. 
4. CVE-2016-5340 presented in Qualcomm GPU driver and fixed, but patch status unknown. 

퀄컴이 만드는 AP Snapdragon, 이 이름으로 길 이름을 지은곳이 샌디에고에 5개나 되네요. 하나는 출근하다가 발견.

비교적 최근에 길을 만들곳이라고 생각되고, 아무래도 qualcomm주주가 영향을 미쳤다고 봐야겠지요.

미국은 길이름을 지을때 유명한 사람의 이름을 붙여 짖기도 하고요, 힐러리 길도 있다지요? 지역사회에 기여한 회사이름도 물론 많고요.

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*Check android release page

https://codeaurora.org/xwiki/bin/QAEP/release

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*build command

lunch msm8992-userdebug

make -j8

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*kernel only in kernel directory

m -j8 ONE_SHOT_MAKEFILE=build/target/board/Android.mk bootimage

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이런거 보면 삼성 진짜 대단하단 생각이 듭니다. 어마어마한 돈도 투자하고 엔지니어들고 갈아 넣었겠지만, 쉽지 않았지만 이제 세계 선두권에서 경쟁할수 있다고 봐도 될정도입니다.

첫번째 삼성의 custom ARM Core가 될테고요. custom core를 design할수 있는 회사는 애플, 퀄컴, 삼성 말고는 없습니다.

GPU는 ARM의 Mali T-880

Modem도 LTE Rel.12 Cat.12/13 지원으로 어디에도 꿀리지 않을것 같고

지역에 따라 어떤 모델은 퀄컴 S820(MSM8996)이 쓰일텐데 1대1 benchmark에서도 10-15% 우위에 있을것으로 생각이 됩니다. 1월에 출시되면 다이다이로 밴치마크가 빨리 올라오면 좋겠네요.

GPU도 좀더 차별화하고 강화하려면 AMD를 사던지 하면 좋겠네요.

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Samsung Unveils the Latest Application Processor, Exynos 8 Octa, Built on 14-Nanometer FinFET Process Technology

http://global.samsungtomorrow.com/samsung-unveils-the-latest-application-processor-exynos-8-octa-built-on-14-nanometer-finfet-process-technology/

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http://www.stuff.tv/me/news/samsung-shows-new-exynos-8-octa-processor

Like the Snapdragon 820, the new Exynos offering will also integrate the latest LTE tech - meaning download speeds of up to 600Mbps. Perfect for streaming 4K on the divine display the Galaxy S7 will likely be toting.

Talking of the 820, the side-by-side performance of the two next-gen chips is the real story here. With the (in)famous Samsung split from Snapdragon for the Galaxy S6, how the 820 holds up alongside the Exynos 8890 could be pivotal for Qualcomm.

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http://www.sammobile.com/2015/11/16/rumored-model-numbers-for-snapdragon-820-and-exynos-8890-powered-galaxy-s7-and-galaxy-s7-edge/

As per this list the Galaxy S7 (SM-G930) and the Galaxy S7 edge (SM-G935) will be available with either the Snapdragon or Exynos processor depending upon markets and wireless carriers. The Snapdragon 820 powered models are listed for China (SM-G9300, SM-G9350), Verizon (SM-G930V, SM-G935V), Sprint (SM-G930P, SM-G935P) and US Cellular (SM-G930R4, SM-G935R4). It’s interesting to note that all of these are apparently destined for CDMA carriers.

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http://seekingalpha.com/article/3679336-the-new-samsung-exynos-8890-is-bad-news-for-qualcomm-in-2-ways

The New Samsung Exynos 8890 Is Bad News For Qualcomm In 2 Ways

추락하는데에는 정말 날개가 없네요. 다행히 chipset(QCT, QTI)은 놀랍게도 잘 팔리고 있다고 보여지네요. low end개수가 많아서 영업이익을 높히는데는 큰 도움은 안되고 있습니다만. 이마저도 화웨이랑 샤오미가 자기 AP로 넘어가게 되는 내년부터는 문제겠네요.

이번에는 라이센스(license, QTL)쪽이 더 문제가 있어보이네요. 중국정부랑 역사상 최고 벌금으로 다 끝났는것으로 보였으나 개별 업체랑 협상이 지지부진해서 돈이 입금이 안되고 있다고 합니다. 사인하자니 너무 싸고 중국 업체들은 바쁠것 없고 뭐 상황은 그런 상황인듯.

That would be the first full-year drop in this segment since fiscal 2009, when Nokia suspended royalty payments to Qualcomm over a patent dispute. That was eventually settled.

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SEC자료.

http://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=804328&dateb=&owner=exclude&count=40

http://www.sec.gov/Archives/edgar/data/804328/000123445215000271/qcom10-k2015.htm

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전분기대비 -44%나 영업이익(operating income)과 순이익(net income)이 감소한것은 정말 크네요. MSM shipment는 크게 차이가 없는것 보면 MSM 팔리는 부진이랑은 상관이 없어 보니고, 중국업체로부터 license fee를 상당히 못받고 있다고 봐야할듯.

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Qualcomm Profit Falls 44%

Struggles in patent licensing business overshadow positive signs in sales of smartphone chips

http://www.wsj.com/articles/qualcomm-profit-falls-44-1446673252

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퀄컴 conference call 발표자료

http://investor.qualcomm.com/results.cfm

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Debt이 없다가 $11B나 늘었음. 아마도 사람 내보내는 비용을 은행에서 빌렸나봄. 그래서 Net Income에 impact가 없어보이게 하려고. 이럴때 마저 꽁수로 대응하려하다간 손모가지 날라갈수도 있을텐데...

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자사주 매입할수 있는 금액이 $5.5B 남아 있음

$5.5 billion remained authorized for repurchase under our stock repurchase program

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MSM Shipment는 생각보다 좋았음. Low End가 중국과 인도등 신흥시장에서 아직 잘 버텨주고 있다고 보임.

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Compensation_Information을 보니

2015년과 2014년에 16M주식이 임직원들에게 주어진 것으로 나옵니다. 3만명이라고 할때 개인당 560주씩 정도.

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가지고 있는 cash가 급격히 줄고 있습니다. 자사주 매입에 사용하고 있는것과 또 어디에 테우고 있는지 궁금하네요. 가진 cash를 저는 중시해서 cash가 급격히 업어지고 있는 회사를 투자할 좋은 회사라고 생각하지는 않습니다.

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(수정중)

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Ten Startups at Qualcomm Robotics Accelerator Make Their Big Debut

the 10 startups that comprise the first class to graduate from the Qualcomm Robotics Accelerator, powered by Techstars:

Carbon Robotics, founded last year in San Francisco, has been developing an industrial robotic arm that can be used by small and medium-sized businesses for such tasks as decorating a cake (based on a design drawn on an iPad), pasting shipping labels on boxes, and using pipettes in biotech lab experiments. “It doesn’t make sense to spend $100,000 for [robotic] tools that only operate a few hours at a time,” said Rosanna Myers, a co-founder and CEO.

CtrlWorks, founded in 2011 in Singapore, has developed the Axon, a robot that resembles a submarine periscope on wheels. The Axon can be attached to carts and pallet jacks used to move material around a warehouse, and wheelchairs used to move people around airports. Co-founder and CEO Sim Kai said the innovation lies in Axon’s connection to a cloud-based navigation platform that enables the robot to find its way around any shop floor or warehouse—and enables CtrlWorks to generate recurring revenue by charging a monthly subscription fee for its software as a service.

Skysense, founded in Berlin in 2014, has created a modular “drone service station in a box” that serves as a landing pad, charging station, and on-site storage unit for multi-rotor drones. Operators also can remotely re-program drones while they are being stored in the box. Co-founder and CEO Andrea Puiatti said one of the company’s first customers is Singapore Aerospace, which requires 10 drones.

Rational Robotics, founded last year in Edmonton, Canada, has developed a robot that uses 3D scanning technology to spray-paint parts in auto body shops—“all done without human intervention and at higher quality,” according to co-founder and CEO Ashley Reddy.

Skyfront drone on exhibit at Demo Day

Skyfront, founded in Hoboken, NJ, in 2014, has developed a hybrid-electric technology that converts gasoline to electricity in flight—and extends the typical 20-minute to 30-minute flight time of a battery-powered drone to four hours. Co-founder and CEO Troy Mestler said Skyfront’s lawnmower-size Tailwind drone is ideal for use in search and rescue operations, and in scanning a “large farm the size of 1,000 football fields.”

CleverPet, founded in San Diego in 2013, has developed Internet-connected robotic technology that keeps stay-at-home pets occupied by interacting with kibble feeders and smart toys. The company has been collecting data from 1,000 CleverPet units in the field, and is targeting the estimated $7 billion a year that Americans spend every year on doggie day care. The crowd roared in laughter when co-founder and CEO Leo Trottier said, “Our user base literally has nothing better to do.”

Inova Drone was founded in San Diego last year. Co-founder and CEO Chad Amonn said the company has sharpened its focus on four technologies developed to operate its heavy-duty drone as an “aerial vision platform.” Amonn said Inova Drone’s high-performance Eagle 1 drone is ideally suited for public safety missions like wildfire spotting and surveillance and for such tasks as bridge and utility power-line inspections.

Muse Robotics, founded in Athens, Greece, in 2013, is focused on developing electro-mechanical components that can be used across a wide variety of robots. “Standardization is the way all industries grow,” co-founder and CEO Alexandros Nikolakakis told the audience.

Solenica, founded two years ago and based in Rome, Italy, has developed Lucy, a solar-tracking mirror (which is also solar-powered) that reflects sunlight into a home or office. According to co-founder and CEO Diva Tommei, the startup team spent its time at the accelerator working mostly on product development and market validation, yet Solenica still sold 320 Lucys and accrued over $60,000. A complementary smartphone also measures how many lumens Lucy has delivered, and tracks electricity savings.

Reach Robotics, founded in Bristol, U.K., in 2013, is focused on the game industry. But co-founder and CEO Silas Adekunle told the audience, “The gaming landscape is changing, bringing the game out of the screen and into our world.” The startup said its crablike MekaMon is “the world’s first intelligent battle robot.” Players use augmented reality technology to create a futuristic world around the game.

http://www.xconomy.com/san-diego/2015/09/11/ten-startups-at-qualcomm-robotics-accelerator-make-their-big-debut/2/

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20개월 주가 비교 그래프입니다. 인텔은 2014년에 XP지원종료에 따른 PC시장 특수를 누리느라 주가가 완전 40%가 넘게 폭등하고 있을때 Qcom은 이미 화룡소문이 돌기 시작하며 주가가 최고점을 찍고 서서히 내려오고 있었네요. 인텔도 실적이 좋지않아 2015년에 하락했지만, 퀄컴은 더 크게 하락을 했네요. 그래서 둘 사이의 주가 등락차이는 40%가까이 됩니다. 최근 모양이 인텔은 상승을 하고 있는것으로 보이고, 퀄컴은 아직 반등을 못하고 있는것으로 보입니다.

Market cap이 역전되기도 했었는데 현재 2배가까이 차이가 날수도 있을것 같습니다. 아직까지 월가에서는 Qcom을 좀더 가능성이 높은 주식으로 볼것으로도 같습니다.

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QCOM vs INTC

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IOT와 Drone시장은 2017년까지 정말 미친듯이 성장할것으로 예상됩니다. 이에 따라 왠만한 IT업체는 IOT와 Drone에 투자안하는 회사는 없습니다.

아직까진 소비자 용보다는 상업용이나 무기용이 대부분을 차지할것으로 예상됩니다.

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Qualcomm이 투자한 드론회사는 Skycatch and 3D Robotics.

스마트폰 칩 수요가 줄어드는 부분은 IOT/Drone/Automotive에서 매꿔주길 기대하는 것 같습니다.

새로운 칩인 S820으로도 더 많은 드론 support를 지원할것이라고 합니다. 드론업체에서 S820으로 더 좋은 제품을 많이 많들어 주면 좋겠습니다.

Qualcomm Ventures, the venture capital arm of the San Diego corporation, views the drone space as adjacent to its chip business, and has made investments in both Skycatch and drone-maker 3D Robotics, a leading consumer manufacturer in the U.S. The company's goal is to find a home for its technology inside the autonomous aerial vehicles.

"Drones are like flying smartphones," said Quinn Li, vice president of Qualcomm Ventures. "The technologies that are needed for drones or robots are technologies that we have developed for mobile devices."

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Parrot은 프랑스 파리에 있는 드론 전문회사인데, 가격이 싼 드론시장에 강자라고 합니다. 오래동안 유지해왔던 자동차관련 매출보다 드론 매출이 더 늘어났다고 합니다.

드론업체로 바꾼이후 투자금이 몰려들고 있다고 합니다. 드론 마켓 트랜드를 생각하면 당연한 결과인것 같네요.

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드론하면 빼놓을수 없는 중국 쉔젠(shenzhen) 기반의 DJI

믿어지지 않을 정도록 좋은 수준의 드론을 많이도 판매하고 있습니다.

In just a few years, SZ DJI Technology Co. has become the world’s biggest consumer drone maker by revenue, selling thousands of its 2.8-pound, square-foot devices for about $1,000 each. In the process, it also has become the first Chinese brand to pioneer a major new global consumer-product category.

DJI’s four-propeller helicopters, called Phantoms, have become icons of the burgeoning drone era: hovering, camera-equipped robots that almost anyone can pilot. Phantoms have garnered fans for their aerial footage of extreme sports, fireworks and Niagara Falls, and famous users include the actor Jamie Foxx, Apple Inc. co-founder Steve Wozniakand homemaking entrepreneur Martha Stewart.

“The DJI Phantom series is like the Model T,” said Matt Waite, a journalism professor at the University of Nebraska-Lincoln who studies drone issues and owns three Phantoms. “Back in the day, you could talk about cars, but pretty much every car on the road was one of these Model Ts.”

DJI on Wednesday plans to unveil a new high-end drone, called the Inspire.

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그냥 렌더링 하나 공개됐을 뿐인데... 소니는 소비자 시장이 아니라 무기 시장을 겨냥하고 있다는 생각이 듭니다. 이쪽 시장이 어마어마 하지요. 옆에 있는 나라 사람으로서 무서움이 느껴집니다.

Japanese company partners with autonomous driving startup ZMP to produce drones for surveillance, inspection and measuring

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인텔도 여러 방면으로 계속 드론 업체와 관련분야에 투자를 계속하고 있습니다.

Intel Corp., in a new effort to sidestep the declining PC market, said its venture capital arm invested more than $60 million in a Hong Kong company that sells consumer drones. As WSJ’s Don Clark reports:

The big chip maker and Yuneec Holding Ltd. plan to collaborate on product development, and Intel chips may be incorporated into future Yuneec drones.

Intel’s move is the latest sign that Brian Krzanich, who became chief executive in May 2013, is determined to take the chip maker beyond components for computers. Mr. Krzanich has displayed drones, robots and other new-wave gadgets during some high-profile speeches, including an Intel event in San Francisco last week.

Drones, unlike earlier remote-control planes, can be programmed for autonomous actions such as hovering in a fixed position or flying home. Intel has been working on enhancing their abilities with special cameras designed to help them avoid objects without human assistance.

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인텔, 퀄컴 드론사업 투자..향후 신성장동력 활용