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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 168.060.0%3:59 PM EST
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To: waitwatchwander who wrote (195013)7/31/2025 4:58:43 PM
From: Art Bechhoefer2 Recommendations

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Doug M.
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www -- Yes, Qualcomm provides zero guidance on chipset sales to Apple for this current fiscal year and future years. That doesn't mean Qualcomm gets no revenue from Apple, it just means Qualcomm is not counting on any modem sales to Apple.

And yes, it's likely that Qualcomm will lose some chipset sales to Samsung, as in the new Galaxy Flip7, which replaces the Snapdragon in Flip6 with an Exynos chip. But it's also likely that Qualcomm will have increased chip sales to companies like Xiaomi, which uses Qualcomm chips in all its higher end phones. Remember that the sheer size of Qualcomm's Snapdragon reference design market gives Qualcomm a pricing edge as long as tariffs don't interfere too much.

Art
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