Qualcomm Incorporated

QCOMleader

Qualcomm is the world's leading designer of mobile system-on-chips and holds fundamental patents on 3G/4G/5G cellular technologies. Its Snapdragon platform powers the majority of premium Android smartphones and is expanding aggressively into automotive, PC, and XR markets.

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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($42.2B)

Datos estáticos (cargando finanzas en tiempo real…)

QCT (Chip) (80%)

QTL (Licensing) (16%)

QSI (Ventures) (4%)

Composición de segmentos y clientes principales

Detalles del producto

Snapdragon Mobile Platforms55%

SoCs powering premium Android smartphones with integrated 5G modems

5G Modem-RF Systems25%

Stand-alone 5G baseband and RF front-end solutions for device OEMs

Automotive/IoT Platforms20%

Snapdragon Ride and IoT SoCs for connected vehicles and smart devices

Relaciones en la Cadena de Suministro

Proveedores Clave

Taiwan Semiconductor Manufacturing Company

Snapdragon wafer fabrication

Impacto: Critical — sole advanced-node foundry

Clientes Clave

Samsung Electronics

Snapdragon SoCs for Galaxy devices

Impacto: $6B+ annually

Competidores

NVIDIA Corporation

AI edge inference chips

Impacto: Emerging competition in on-device AI

Contexto macro y de mercado

반도체Noticias del sector

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Próximos catalizadores

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

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Análisis IA

Haz clic en "Obtener Análisis IA" para un análisis de cadena de suministro de Qualcomm Incorporated impulsado por IA.

Información de la Empresa

Sede Central

San Diego, California, USA

Fundación

1985

Empleados

51,000+

Sitio Web

qualcomm.com

Estado del sector — 반도체

Noticias del sector