The hot news of this morning comes straight from Qualcomm's Q1 fiscal 2015 report. They made a statement to their investors which looks suspiciously like a confirmation of the rumors that Samsung won't be using the Snapdragon 810 in their Galaxy S6. This, of course, forced Qualcomm to lower their positive financial outlook for this year.
Here's the quote which sparked the speculation:
“…our lowered outlook for our semiconductor business for the second half of the fiscal year and our lowered EPS expectations, largely driven by the effects of a shift in share among OEMs at the premium tier, expectations that our Snapdragon 810 processor will not be in the upcoming design cycle of a large customer’s flagship device and heightened competition in China…”
Although Qualcomm didn't come out and name a specific OEM, it seems pretty obvious who they are probably referring to, considering all of the rumors we have been hearing lately. During the conference call, Qualcomm didn't even address the rumors that the Snapdragon 810 chipset had an overheating problem which needed to be addressed. This suggests it could be a phantom problem made up by Samsung (or whomever leaked that intel previously).
What do you guys think of this?
Source: PRNewsWire