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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.770.0%9:30 AM EST
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To: vkvraju5 who wrote (195113)8/6/2025 12:39:16 PM
From: Jim Mullens2 Recommendations

Recommended By
Art Bechhoefer
manning18

  Read Replies (1) of 197027
 
Vkvraju5, re: MediaTek...............................................

Q gave way too much room for MTK to grow in non-premium segments. This should have not happened. This is where they should focus strongly on.

>>>>>>>>>>>>>>>

Don't you imagine QCOM has the wherewithal (talent / resources) to compete against MediaTek when that time comes. The diversification strategy is in play now, even more so with the recent announcements re: data center ambitions.

In the meantime- MediaTek serves it purpose--- dismissing the past market monopolization / domination charges.

Copilot assisted Chart (appears reasonable, but not completely verified >>>



Notes & Clarifications
  • Qualcomm Revenue Split – FY2024 Qualcomm’s total QCT revenue for FY2024 was $32.6B, broken down as follows:
    • Handsets: $24.86B (˜76% of QCT)
    • Automotive: $2.91B (˜9%)
    • IoT: $4.83B (˜15%) These figures reflect Qualcomm’s fiscal year ending September 29, 2024.
  • Calendar vs. Fiscal Basis
    • Unit Shipments are on a Calendar Year (CY2024) basis, aligned with Counterpoint and Omdia shipment trackers
    • Revenue Figures are on a Fiscal Year (FY2024) basis, ending September 2024 for Qualcomm This mismatch is standard in industry reporting and should be noted when modeling ASP or margin trends.
Footnotes & Source References
  1. (1) MediaTek full-year revenue: $16.5B USD (converted from NT$530.6B) Source: MediaTek Revenue – StockAnalysis
  2. (2) Qualcomm FY2024 mobile chip revenue: $25.3B Source: Qualcomm FY2024 Earnings – GSM Arena
  3. (3) Apple uses in-house chips; no external revenue reported Source: Counterpoint Q4 2024 SoC Share
  4. (4) Huawei HiSilicon revenue estimate based on ASP and volume Source: Huawei Central – Kirin Chipset
  5. (5) Samsung System LSI revenue estimate from MX and semiconductor breakdown Source: PhoneArena Q3 2024 Report
  6. (6) Unisoc volume and ASP modeled from Counterpoint and Omdia Source: Omdia Smartphone Tracker
  7. (7) “Others” includes Google Tensor, JLQ, Rockchip, and regional vendors Source: Android Headlines Q4 2024 Summary
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