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

To: vkvraju5 who wrote (195113)	8/6/2025 12:26:42 AM
From: waitwatchwander	3 Recommendations Recommended By Lance Bredvold vkvraju5 voop Respond to of 197051

I always thought MTK got their biggest kick when Q created their Innovation Lab - Taiwan. This was in exchange for a reduction in the anti-trust fine they got from Taiwan at the time. In the end it might have been better to live with the fine. Qualcomm to Enhance Development of Taiwan’s Wireless Ecosystem Through the Qualcomm Innovation Lab – Taiwan \| Qualcomm share.google This flavours the lab as promoting handset design but it was only HTC in that business and they seem to have faded more than grown. A Smartphone Pioneer’s Downfall: How an Early Industry Leader Lost to Major Competitors share.google At that time everyone saw Qualcomm as an easy hit. Under Amon that's now changed ... a bit now.

To: vkvraju5 who wrote (195113)	8/6/2025 12:39:16 PM
From: Jim Mullens	2 Recommendations Recommended By Art Bechhoefer manning18 Read Replies (1) \| Respond to of 197051

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) MediaTek full-year revenue: $16.5B USD (converted from NT$530.6B) Source: MediaTek Revenue – StockAnalysis (2) Qualcomm FY2024 mobile chip revenue: $25.3B Source: Qualcomm FY2024 Earnings – GSM Arena (3) Apple uses in-house chips; no external revenue reported Source: Counterpoint Q4 2024 SoC Share (4) Huawei HiSilicon revenue estimate based on ASP and volume Source: Huawei Central – Kirin Chipset (5) Samsung System LSI revenue estimate from MX and semiconductor breakdown Source: PhoneArena Q3 2024 Report (6) Unisoc volume and ASP modeled from Counterpoint and Omdia Source: Omdia Smartphone Tracker (7) “Others” includes Google Tensor, JLQ, Rockchip, and regional vendors Source: Android Headlines Q4 2024 Summary