Tuesday, May 27, 2008 11:09:13 AM
My guess is that there has been an arrangement that Infineon will pay IDCC for those chips and also for Apple.
I think that was hinted at the last conference call.
mo
From a post I posted this morning per Merritt at the last conference call.
We also completed our delivery of HSDPA technology to NXP and that is now moving into production. Infineon also continues
to see growth in its fine communication business, including a design at Samsung and based on public reports, good positioning
for the iPhone 3G business. This is good news for us, as we derive software licensing revenue on every 3G ASIC shipped by
Infineon.
From the same conference call:
Bennett Notman - Davenport & Co. - Analyst
All right. And then in the -- in the Infineon Apple one that you alluded to.
Would that revenue recognition would be one quarter in arrears - like it happens with the regular handset manufacturers or
even a little more delayed because it is sort of one step removed.
How should we think of the way that would ramp into your numbers?
Bill Merritt - InterDigital Inc. - CEO, President
We recognize revenue from -- any time it is per unit. We do that on a one-quarter lag.
So the Infineon contract would work no different than -- from our patent license agreement with Sharp. There would be a one
quarter lag.
I think that was hinted at the last conference call.
mo
From a post I posted this morning per Merritt at the last conference call.
We also completed our delivery of HSDPA technology to NXP and that is now moving into production. Infineon also continues
to see growth in its fine communication business, including a design at Samsung and based on public reports, good positioning
for the iPhone 3G business. This is good news for us, as we derive software licensing revenue on every 3G ASIC shipped by
Infineon.
From the same conference call:
Bennett Notman - Davenport & Co. - Analyst
All right. And then in the -- in the Infineon Apple one that you alluded to.
Would that revenue recognition would be one quarter in arrears - like it happens with the regular handset manufacturers or
even a little more delayed because it is sort of one step removed.
How should we think of the way that would ramp into your numbers?
Bill Merritt - InterDigital Inc. - CEO, President
We recognize revenue from -- any time it is per unit. We do that on a one-quarter lag.
So the Infineon contract would work no different than -- from our patent license agreement with Sharp. There would be a one
quarter lag.
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