'The handset business is a barbell'

"The OEM market is kind of getting to be a barbell, where you have one end of the barbell with names that we all recognize. But the other end of the barbell has a lot of names that very few people recognize concentrated in Asia. And it's that visible name in one end of the barbell that people tend to focus on and where data is more readily available. The other end of the barbell, the data can be hard to come by."

- William Keitel, CFO, Qualcomm Q4 2012 results call