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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 175.56+0.8%2:46 PM EST
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To: Bill Wolf who wrote (196856)12/9/2025 5:41:36 PM
From: Jim Mullens  Read Replies (1) of 196995
 
Bill, re Smart Glasses ..................................................................................................

Smart Glasses Market Forecast vs Qualcomm SoC Revenue (2025–2030)

Year

 Smart Glasses Market Revenue (devices)

 Implied Units (at $200 ASP)

 Qualcomm SoC ASP (range)

 QCOM Potential SoC Revenue
2025

 $2.5B Grand View Research

 ~12.5M units

 $20–$40

 $250M–$500M
2026

 $3.4–4.0B Grand View Research

 ~17–20M units

 $20–$40

 $340M–$800M
2027

 $4.6–5.2B Grand View Research

 ~23–26M units

 $20–$40

 $460M–$1.0B
2028

 $6.1–6.8B Grand View Research

 ~30–34M units

 $20–$40

 $610M–$1.36B
2029

 $7.4–7.7B Grand View Research

 ~37–39M units

 $20–$40

 $740M–$1.56B
2030

 $8.26B Grand View Research

 ~41M units

 $20–$40

 $820M–$1.64B
Sources
  • Smart glasses market revenue forecast: Grand View Research projects $1.93B in 2024 ? $8.26B by 2030 (CAGR ~27.3%) Grand View Research.
  • Qualcomm SoC ASPs: Industry teardown and analysis of Snapdragon AR2 Gen 1 and AR1 Gen 1 platforms (TechInsights, NotebookCheck, Geeky Gadgets) describe them as purpose-built AR glasses chipsets, with ASPs in the $20–$60 range depending on integration Qualcomm Xpert.Digital TechInsights Geeky Gadgets Notebookcheck.
Key Takeaways
  • Device ASPs (~$200–$250) drive market revenue forecasts.
  • SoC ASPs (~$20–$60) determine Qualcomm’s chipset revenue opportunity.
  • By 2030, Qualcomm could capture ~15–20% of device value per unit.
  • With ~41M units projected in 2030, Qualcomm’s smart glasses SoC revenue could reach $1.3–2.0B annually, assuming it maintains dominant share outside Apple.
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