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Handset Components

Will Qualcomm's Non-Smartphone Growth Offset its Apple Revenue?

Report Summary:

Qualcomm embarked on a multi-year 5G chipset relationship with Apple in 2020. The first year produced blockbuster results for both companies. In addition, Qualcomm will post its all-time-high revenue in 2021 on the strength of its Apple relationship. In this Insight, we analyse Qualcomm's revenue from Apple and future scenarios for Qualcomm's chipset revenue from Apple.

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How do you make a return on the large investments into mobile infrastructure required for 5G? How do you meet consumers requirements for a better service whilst being sensitive to price changes? And how do vendors present their value proposition to gaining a worthwhile share of the market?

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