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

To: sbfm who wrote (196064)

10/17/2025 10:54:44 AM

From: Jim Mullens

5 Recommendations

Recommended By
Dr. John
Jon Koplik
manning18
matherandlowell
PNUT

Respond to of 196519

Sbfm- re: Walmart deploying millions of IoT sensors across the U.S.......................

IOT is entering into its mass adoption period - QCOM is in the field. (I had been thinking that much of IOT was a solution looking for a problem to solve - now I can a real, practical use.)

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

Indeed, QCOM is involved >

......These tags don’t use Qualcomm chips directly, but they require infrastructure, compute, and licensing—where Qualcomm earns revenue.

Summary of long Q&A with Copilot >>>>>>>>>>

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

Let’s model how Qualcomm could generate massive aggregate revenue from ambient IoT—despite low per-device ASP—by scaling across billions of deployed sensors and supporting infrastructure.

Scenario: 10 Billion Ambient IoT Tags Deployed Globally

These tags don’t use Qualcomm chips directly, but they require infrastructure, compute, and licensing—where Qualcomm earns revenue.

1. Bridge Devices (BLE/Wi-Fi Gateways)

Assumption: 1 bridge device per 1,000 tags
Total Bridges Needed: 10 billion ÷ 1,000 = 10 million units
Qualcomm ASP per Bridge SoC: ~$30
Revenue: 10 million × $30 = $300 million

2. Edge Inference Nodes (Smart Cameras, Shelf Monitors)

Assumption: 1 inference node per 10,000 tags
Total Nodes Needed: 10 billion ÷ 10,000 = 1 million units
Qualcomm ASP per AI SoC: ~$75
Revenue: 1 million × $75 = $75 million

3. Connectivity Infrastructure (Wi-Fi 6/7 Access Points)

Assumption: 1 AP per 2,000 tags
Total APs Needed: 10 billion ÷ 2,000 = 5 million units
Qualcomm ASP per AP SoC: ~$40
Revenue: 5 million × $40 = $200 million

4. Licensing & IP Royalties

Assumption: Qualcomm earns $1 per 10 ambient tags via BLE/5G licensing
Total Licensing Revenue: 10 billion ÷ 10 × $1 = $1 billion

Total Aggregate Revenue Estimate

Stream	Revenue Estimate
Bridge Devices	$300 million
Edge Inference	$75 million
Connectivity Infra	$200 million
Licensing/IP	$1 billion
Total	$1.575 billion

Strategic Implication

Even with no direct tag sales, Qualcomm could generate $1.5B+ in ambient IoT revenue from orchestration layers.
If deployment scales to 20B+ tags, this doubles.
These are low-risk, high-leverage ASP streams tied to Qualcomm’s core strengths: connectivity, compute, and IP.

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

Qualcomm Ambient IoT Revenue Forecast by Stream (2025–2030)

Stream	2025	2026	2027	2028	2029	2030
Bridge Devices	$50M	$150M	$300M	$450M	$600M	$750M
Edge Inference	$10M	$35M	$75M	$110M	$150M	$190M
Connectivity Infra	$30M	$100M	$200M	$300M	$400M	$500M
Licensing/IP	$150M	$500M	$1B	$1.5B	$2B	$2.5B
Total Revenue	$240M	$785M	$1.575B	$2.36B	$3.15B	$3.94B