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Qualcomm CEO discusses relationship with Apple and attempt to make a smartphone Newton ahead of CES

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Qualcomm CEO Paul Jacobs went on “Charlie Rose” last night to discuss a range of topics, including Apple.

Jacobs notably told an anecdote (around 3:00) of when he tried to persuade Apple in the 1990s to put a Qualcomm radio in the Newton PDA, but his pitch failed. He also apparently took his Newton to Palm, with it taped to a Palm Pilot brochure, and pitched the idea of integrating Palm’s OS into a Qualcomm smartphone. Of course, that device eventually became the Qualcomm PDQ. As Venture Beat noted, the PDQ is quite possibly the world’s first smartphone with a mobile, app-centered OS and cellular connectivity.

Jacobs further called Apple an amazing marketing company and credited the iPhone as helping to expand the curve of mobile. He also admitted the success of Qualcomm is directly tied to Apple’s mobile endeavors in recent years (around 13:00): “We were putting Internet protocols into the phone in the early 90s, but it wasn’t really breaking through to the mainstream.”

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Apple LTE chip supplier Qualcomm unable to meet demand, could push back next iPhone launch

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According to a report from Reuters, Apple’s LTE chip supplier Qualcomm is having “trouble meeting demand” for smartphone chips and will continue experiencing manufacturing constraints throughout the rest of the year. Qualcomm Chief Executive Paul Jacobs told analysts on a conference call yesterday, “At this stage we cannot secure enough supply to meet the increasing demand we are experiencing.”

With Apple’s next-generation iPhone expected to include LTE capabilities like the recently launched third-gen iPad, many are speculating Qualcomm’s supply issues could lead to delays. It would also make the rumored September or October unveiling and holiday launch all the more likely opposed to June. Is it possible Qualcomm’s supply constraints have anything to do with Apple buying up its capacity?

Apple recently began internally seeding prototype N96— a faster iPhone with 1GB of RAM and an A5X variant to test the performance of the new chip on iPhones.

Qualcomm’s Chief Financial Officer Bill Keitel told Reuters the constraints have lead to increased operating expenses:
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