Qualcomm

Qualcomm is a leader in smartphone chips, it makes chips for on-device AI.

Qualcomm is an American semiconductor company famous for its mobile chips (Snapdragon), the brains of smartphones, and its patents on communication technology. The company's chips are used in most premium Android smartphones, and communication patent licensing fees are also a major source of revenue.

In the AI era, it is considered a key company in the trend of on-device AI, that is, running AI within the device without access to the cloud. By strengthening Snapdragon's AI-specific processing unit (NPU), we are enabling AI functions to run directly on smartphones and laptops, and have also entered the laptop market, Intel's stronghold, with AI PC chips. We are also rapidly growing our automotive chip business.

We also announced our entry into the data center AI chip market, challenging the area dominated by NVIDIA. However, the stagnant growth of the smartphone market, which is the largest customer, and the strengthening of Apple and Samsung's own chips are concerns.

✅ Strengths

• As a leader in the field of on-device AI chips, we benefit from the spread of AI smartphones and PCs
• It has a stable source of revenue in the form of communications patent licenses
• Business diversification is in progress into automobiles and PCs.

⚠️ Limits

• The flagship smartphone market is experiencing stagnant growth
• There is a risk that dependent sales will decrease due to the development of in-house chips by large customers such as Apple
• There is no proven track record yet in the data center AI chip market