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The Six Five with Patrick Moorhead and Daniel Newman


May 27, 2021

This is a rare opportunity for us to get a glimpse into the brain of one of the key executives behind the Qualcomm Technology Licensing business.

 

Our guest today, is John Han, Senior Vice President & General Manager of Qualcomm Technology Licensing (QTL), a division of Qualcomm Incorporated.

 

Here are the questions we covered during our conversation:

 

John, could you please introduce yourself and your role within Qualcomm to our audience? Your bio says you work for “QTL” and in IP. I thought Qualcomm made wireless chips? Who are your customers? How does it work?

 

Oh, so you’re one of those companies that buys patents and sues people when they use them?

 

Qualcomm doesn’t have the most patents. How can it say it has the most valuable portfolio of patents?

 

There are sone key terms that are important in the licensing game. FRAND is one of them. I always am thinking, “can’t we just be FRANDS?”

 

is the wild west, but there are also the terms “hold up” and “hold out”. What on earth are these and why should we care?

 

your recent earnings call, it sounded like you had signed up every single smart phone maker with 5G licenses. Is this a sweep?

 

had previously been under intense scrutiny for how you treated your customers and IP. But none of these jurisdictions asked you to change anything about your program, how it’s structured. So what’s the secret to the success?

 

We’re hearing about 5G in cars, in buildings, in PCs. Are we done with 5G?

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.