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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Jim Mullens who wrote (195107)

8/5/2025 6:40:26 PM

From: Jim Mullens

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Respond to of 197041

META / QCOM - follow up Copilot Q&A -

Q >>>What's to keep QCOM from also developing METAs future glasses technology by 2027?

Based on the latest Qualcomm statements and roadmap, there’s nothing inherently preventing Qualcomm from developing Meta’s future AR glasses technology by 2027—and in fact, they’re actively positioning themselves to do just that.

What Could Keep Qualcomm in the Game?Here’s what we know from Qualcomm’s own leadership and roadmap:

1. Next-Gen AR1 Plus Gen 1 Chip

Qualcomm’s newest chip for smart glasses is 20% smaller, more power-efficient, and supports offline AI—ideal for display-enabled glasses like Meta’s next-gen Ray-Bans2.
It’s not just for audio/photo capture anymore—it’s evolving toward immersive overlays, which could bridge the gap to full AR.

2. Vision for Full Immersion

Qualcomm’s XR lead Said Bakadir describes the “North Star” as glasses that transition seamlessly from ambient info to full immersion.
That’s exactly the ambition behind Meta’s Orion AR glasses—suggesting Qualcomm could support similar functionality if Meta chooses.

3. Strategic Flexibility

Qualcomm is already working with other partners (e.g. Lenskart in India) to develop affordable AR glasses.
If Meta’s MediaTek experiment hits roadblocks (e.g. cost, thermal, latency), Qualcomm could re-enter the flagship AR stack.
What Might Prevent It?Despite Qualcomm’s readiness, Meta may still opt for MediaTek or in-house silicon due to:

Desire for proprietary control: Meta wants to own more of the AR stack, especially for neural input and privacy.
Avoiding shared IP: Qualcomm’s chips are used by multiple OEMs, while Meta may want exclusivity.
Internal investment: Meta has sunk billions into MTIA, Aria, and Orion—there’s pressure to justify those costs.

XX Strategic Outlook by 2027

ScenarioLikelihoodQualcomm Role

MediaTek succeeds with Orion	Moderate	Qualcomm remains in Ray-Ban and Quest, but not flagship AR
MediaTek falters, Orion delayed	High	Qualcomm re-enters flagship AR stack with XR3 or AR2 platform
Meta pivots to hybrid stack	Moderate	Qualcomm provides connectivity + AI offload, Meta handles compute

So while Meta is currently leaning toward MediaTek for Orion, Qualcomm is technically and strategically well-positioned to power future AR glasses—especially if Meta prioritizes reliability, scale, and wireless integration.

To: Jim Mullens who wrote (195107)	8/5/2025 8:35:27 PM
From: waitwatchwander	5 Recommendations Recommended By BDAZZ Lance Bredvold lml sbfm vkvraju5 Read Replies (1) \| Respond to of 197041

Mediatek "will", Qualcomm "does". Lot of "wills" in this world, everyone should have one. Meta has been with Qualcomm and touting their own silicon efforts forever. In this case, they're much like Apple and also like Apple, one day they might garner something good enough with or without Mediatek. Now if they want the best ... they'll likely stick with Qualcomm and use Mediatek to garner competitive pricing. Don't they all do that? Nothing ever comes easy, especially for Qualcomm.