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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產品與營收

產品營收佔比

營收結構 ($42.2B)

靜態數據（加載即時財務…）

QCT (Chip) (80%)

QTL (Licensing) (16%)

QSI (Ventures) (4%)

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

主要供應商

Taiwan Semiconductor Manufacturing Company

Snapdragon wafer fabrication

影響: Critical — sole advanced-node foundry

主要客戶

Samsung Electronics

Snapdragon SoCs for Galaxy devices

影響: $6B+ annually

競爭對手

NVIDIA Corporation

AI edge inference chips

影響: Emerging competition in on-device AI

宏觀與市場背景

반도체行業新聞

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

近期催化劑

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

AI 分析

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企業資訊

總部

San Diego, California, USA

成立時間

1985

員工人數

51,000+

官網

qualcomm.com

行業概況 — 반도체

行業新聞