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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.690.0%Dec 24 12:59 PM EST

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Jim Mullens
Lance Bredvold
From: benhorseman8/5/2025 4:39:25 PM
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Qualcomm and Meta relationship ( from ChatGPT ):

As of 2025, Qualcomm and Meta (formerly Facebook) have an ongoing strategic partnership, particularly focused on virtual reality (VR), augmented reality (AR), and metaverse technologies. Here’s a breakdown of their relationship:

?? Key Aspects of the Qualcomm–Meta Relationship

1.

Chipset Collaboration for VR/AR (XR)

  • Meta’s Quest headsets (including Quest 2, Quest Pro, and Quest 3) use Qualcomm Snapdragon XR chipsets—customized chips designed for extended reality (XR).
  • Meta and Qualcomm announced a multi-year agreement in 2022 to develop custom Snapdragon chips for future Meta devices.
  • These custom chips are optimized for low latency, high graphics performance, and energy efficiency, which are critical for immersive AR/VR experiences.

2.

Joint R&D for the Metaverse

  • The two companies have been working together on next-generation technologies that power the metaverse, such as:
    • On-device AI processing
    • Spatial computing
    • Advanced graphics rendering

3.

Independence vs. Collaboration

  • Although Meta has been developing its own silicon (via its in-house “Aria” and “MTIA” projects), it still relies on Qualcomm for mass-market hardware due to Qualcomm’s expertise in wireless and XR chip design.
  • Qualcomm benefits from Meta’s scale and leadership in the consumer VR space.


?? Why This Partnership Matters

  • Meta gets access to powerful, energy-efficient mobile processors tailored for XR—crucial for keeping headsets lightweight and responsive.
  • Qualcomm strengthens its position as the go-to chipmaker for the XR space—its chips are also used in other VR/AR devices like the HTC Vive and devices from Lenovo and Pico.

?? Future Outlook

  • The collaboration is expected to continue evolving, especially as Meta expands its Reality Labs division and pushes for AR glasses and mixed-reality devices.
  • Qualcomm may play a key role in wireless connectivity for these devices, including Wi-Fi 7 and 5G mmWave integration.
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