SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?


To: Greg13605 who wrote (180700)6/15/2023 3:29:23 PM
From: sbfm2 Recommendations

Recommended By
JeffreyHF
manning18

  Read Replies (1) | Respond to of 197643
 
"Samsung’s only reason for using this chipset is to utilize the existing inventory."

Now, there's some real respect for your retail customers!



To: Greg13605 who wrote (180700)6/15/2023 3:53:01 PM
From: freefromwires2 Recommendations

Recommended By
garrettjax
sbfm

  Respond to of 197643
 
“Snapdragon 8 Gen 2 costs $160 to companies like Samsung, and the Snapdragon 8 Gen Plus Gen 1 is not that far off with its $130”

I’ve seen several posters blatantly question how Qcom will make any money in AI when the chips they sell already incorporate AI functionality. The above chip pricing differential shows how they will make money. With each successive chip there will be more advanced AI functionality/capability that will be reflected in higher chip pricing.



To: Greg13605 who wrote (180700)6/15/2023 7:34:29 PM
From: waitwatchwander  Respond to of 197643
 
The Exynos 2200 was used in the Google Pixel along with Googles TPU. It is here where sales were likely less than expected.