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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Products & Revenue

Product Revenue Share

Revenue Breakdown ($42.2B)

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QCT (Chip) (80%)

QTL (Licensing) (16%)

QSI (Ventures) (4%)

Segment Breakdown & Key Customers

Product Details

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

Supply Chain Relationships

Key Suppliers

Taiwan Semiconductor Manufacturing Company

Snapdragon wafer fabrication

Impact: Critical — sole advanced-node foundry

Key Customers

Samsung Electronics

Snapdragon SoCs for Galaxy devices

Impact: $6B+ annually

Competitors

NVIDIA Corporation

AI edge inference chips

Impact: Emerging competition in on-device AI

Macro & Market Context

반도체Sector News

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

Upcoming Catalysts

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

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AI Analysis

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Company Info

Headquarters

San Diego, California, USA

Founded

1985

Employees

51,000+

Website

qualcomm.com

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