Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Bill Wolf who wrote (196856)	12/8/2025 10:58:01 PM
From: zax	5 Recommendations Recommended By Dan R JeffreyHF Jim Mullens John Hayman waitwatchwander Read Replies (3) \| Respond to of 196996

The INMO Air 3 starts shipping in January. inmoxr.com The specs and technology seem impressive. Needs no mobile phone - full android computer in the frames, Sony 1080P display and waveguide technology. Camera, speakers, mic, etc. Choose you own favorite AI. 8-core Snapdragon XR processor, 8GB RAM, 128GB storage. kickstarter.com

To: Bill Wolf who wrote (196856)

12/9/2025 5:41:36 PM

From: Jim Mullens

Read Replies (1) | Respond to of 196996

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.