HandsetsHandset Components

Handset Components

Qualcomm: Smartphone Weakness Hits Growth

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Report Summary:

Qualcomm took a hit 4QCY2022, driven by reduced demand for smartphones and continued inventory adjustments by customers.  The company will have to wait until mid-2023 to see an upturn.  We analyse Qualcomm's growth drivers, top customers, inventory, 5G shipments, market share, ASPs, foundry strategy, and outlook.

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