HandsetsHandset Components

Handset Components

Qualcomm Scores Big with Samsung



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Report Summary:

Despite the macro weakness, Qualcomm grew its semiconductor revenue by 45 percent in 2QCY2022, driven by premium tier handsets, Samsung gains, automotive momentum and IoT. In addition, the company secured its future further with a long-term agreement with Samsung on IP and chip supply. We analyse Qualcomm's growth drivers, Samsung relationship, inventory, 5G premium tier traction, market share, ASPs, foundry strategy, and outlook.

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