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.

⇄ Compare

产品与营收

产品营收占比

营收构成 ($42.2B)

静态数据（加载实时财务…）

QCT (Chip) (80%)

QTL (Licensing) (16%)

QSI (Ventures) (4%)

业务板块构成与主要客户

产品详情

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

供应链关系

主要供应商

Taiwan Semiconductor Manufacturing Company

Snapdragon wafer fabrication

影响: Critical — sole advanced-node foundry

主要客户

Samsung Electronics

Snapdragon SoCs for Galaxy devices

影响: $6B+ annually

竞争对手

NVIDIA Corporation

AI edge inference chips

影响: Emerging competition in on-device AI

宏观与市场背景

반도체行业新闻

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

近期催化剂

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

AI 分析

点击「获取 AI 分析」以获得 Qualcomm Incorporated 的 AI 供应链分析。

企业信息

总部

San Diego, California, USA

成立时间

1985

员工人数

51,000+

官网

qualcomm.com

行业概况 — 반도체

行业新闻