Analyst Jack Gold at J. Gold Associates LLC posits an interesting theory: Rather than Samsung Electronics Co. Ltd. (Korea: SEC) or High Tech Computer Corp. (HTC) (Taiwan: 2498) grabbing up the code, chipmaker Qualcomm Inc. (Nasdaq: QCOM) could.
Here's Gold's reasoning:
- WebOS currently only runs on Qualcomm chips, and the company wants to differentiate its silicon from other ARM-based offerings from Nvidia Corp. (Nasdaq: NVDA) and Texas Instruments Inc. (NYSE: TXN). It could do this by offering vendors a complete system for entry and mid-level smartphone and tablet development, including the OS, the radio components and the central and graphics processors.
- Such an ecosystem could help keep costs down and therefore appeal to vendors working in emerging markets.
- Qualcomm's Brew OS is getting "long in the tooth."
Gold acknowledges that Qualcomm might risk ticking off some of its Android customers with a WebOS move. He argues, however, that Qualcomm already works with Windows Mobile and other operating systems, without burning its Android relationships.
What do you think, readers?
It sounds possible to me, especially since Qualcomm already has a good reach in the developer community. My only question would be whether the CDMA maven would want to take on another big, outside technology after its experience with trying to get FLO TV off the ground.
— Dan Jones, Site Editor, Light Reading Mobile