HandsetsHandset Components

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Author: Sravan Kundojjala
Publication Date: Nov 04 2022
Pages: 17
 Report Type: Insight, Word

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Handset Components

Qualcomm: Resilient but Inventory Puts Breaks



Report Summary:

Qualcomm posted a resilient quarter in 3QCY2022, driven by continued gains at Samsung, automotive and IoT.  However,  the company’s outlook took a beating due to the weakened economic climate and high inventories. We analyse Qualcomm's growth drivers, Apple and Samsung relationships, inventory, 5G premium tier traction, market share, ASPs, foundry strategy, and outlook.
Table of Contents

1. Executive Summary
2. Analysis
   2.1 Top Customers
   2.2 Apple Modem
   2.3 Samsung Relationship
   2.4 Foundry Strategy
   2.5 Inventory
   2.6 Outlook
3. Conclusions
4. Recommended Reports
5. Analyst Contacts

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