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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 168.08

+1.8%

Nov 28 12:59 PM EST

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Dr. John

Lance Bredvold

To: Art Bechhoefer who wrote (195009)	7/31/2025 3:32:47 PM
From: waitwatchwander	2 Recommendations Read Replies (2) of 196781

Has Qualcomm really stated that Apple chipsets are totally removed from their forecasts? I believe they've noted they have incorporated what's going down with Apple in their forecast but has that really been set at zero revenue for QCT? I remember a 20% share decline number a while back for Apple. They are likely now going beyond that level and I've yet to hear a new number for this measure out of Qualcomm. Analysts are surely all in on changes at Apple. Where they may not be as succinct is with Samsung and many of the items you mention. The new item that came from Amon this call was Qualcomm moving to 75% of units with Samsung. Last year they were touting 100% for the S25 series. 25% less for Samsung means 50 - 75M fewer Snapdragon chipsets. With release this fall, S26 and new iPhone chipset utilization is surely set now. The up trend in Q's smartphone chipsets has now peaked and who knows where their handset utilization and pricing bottom resides. Saving on this front have been driven by moving up on the features front. They also seemed to have been increasing their prices. All limited in value. Much on the handset front has been well worked todate. All shades of OmniTracs. Looking for excuses isn't a good investment strategy even if they may be based upon some form of reality.

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