InterDigital Eyes $1B ARR by 2030 as 6G, AI Video and Patent Push Take Center Stage InterDigital IDCC executives outlined the company’s licensing model, growth targets and patent-enforcement strategy during an appearance at the J.P. Morgan TMC conference, emphasizing the company’s role in wireless, video compression and artificial intelligence research. Liren Chen, InterDigital’s CEO and president, said the company was founded in 1972 and focuses on “foundational research” in wireless, video compression and artificial intelligence. He said InterDigital develops technology, contributes it to open standards and monetizes its patent portfolio through licensing agreements. Revenue from licensing is then reinvested into research and development, he said. Chen said InterDigital has licensed eight of the top 10 smartphone vendors globally, including Apple, Samsung, Xiaomi, Oppo, Vivo, Honor and Lenovo, and has about 85% of the smartphone industry under license. He added that the company also licenses technology to consumer electronics vendors, television makers, PC makers and, increasingly, the connected-car industry. Standards Role and Patent Portfolio Chen described InterDigital’s business as beginning with innovation and extending through participation in standards-setting organizations, including 3GPP for cellular technology, IEEE for Wi-Fi and MPEG for video. He said InterDigital engineers participate in and often lead standard-development work, with more than 110 leadership roles across standards organizations. In 3GPP, which defines 5G and is expected to define 6G, Chen said InterDigital is one of three companies globally, and the only U.S. company, with more than one chair among the organization’s 15 working groups. He said the company has two chair roles in 3GPP. Chen said InterDigital’s technology can become part of standards when the company demonstrates to industry peers that its solution is faster, more efficient, more reliable or offers lower delays than alternatives. If adopted into a standard, the patented technology can be used across billions