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Business Philosophy3 Oct 2024
Irwin Jacobs & Andrew Viterbi: Qualcomm's Pioneering Founders
In 1985, Irwin Jacobs and Andrew Viterbi co-founded Qualcomm, a leading company in telecommunications and semiconductor innovation.
Qualcomm (QCOM) investor relations material
Qualcomm UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary2 Dec, 2025
AI and data center strategy
Targeting large-scale AI inference with dedicated hardware and disaggregated data center architectures.
Announced AI 200 and AI 250 products, with more roadmap details to be unveiled; AI 250 is purpose-built and ramps in 2028.
Secured a 200-megawatt data center customer in Saudi Arabia and is in talks with major hyperscalers.
Alphawave acquisition brings key connectivity IP and custom SoC expertise to scale solutions.
AI business is expected to be fully incremental to the $22B non-handset revenue target for 2029.
Growth in adjacent markets
Automotive segment continues robust growth, with expanding design win pipeline and digital cockpit opportunities.
Personal AI devices, especially glasses, are seen as a major new category, with XR device revenue projections already ahead of plan.
Industrial platform strengthened by Arduino acquisition, aiming to bring AI to industrial applications.
Models for personal devices will run both on-device and in the cloud, with new computing architectures for smartphones expected by 2026.
Handset business performance and strategy
Premium and high-tier Android phones are expanding, driving growth despite a flat overall market.
India is a key growth driver, with Snapdragon brand preference rising and premium tier expanding.
Maintains strong relationships with OEMs despite their internal modem efforts, leveraging rapid technology transitions and Snapdragon brand strength.
AI 250: What's the competitive advantage?
New smartphone architecture: What's the impact?
OEM internal modems: How to sustain share?
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Qualcomm: Quality Communication and Semiconductor Innovation
Founded in 1985, Qualcomm has transformed the digital communication industry with CDMA technology and its advanced semiconductor business.
Frequently asked questions
Quality Communications
Qualcomm Incorporated is a global semiconductor and telecommunications equipment company. Its primary focus is on designing and marketing wireless telecommunications products and services, and the company has made significant contributions to the development and commercialization of the 3G, 4G, and 5G communication standards. In addition to mobile networks, the company produces a wide range of chipsets, semiconductors, and software solutions used in a variety of devices and applications. The company is headquartered in San Diego, California, and its shares are listed on the NASDAQ.
From Satellites to Telecommunications
Founded in 1985 in San Diego, California, Qualcomm was established by engineers. The company initially concentrated on contracting business satellite communications before shifting its focus to the mobile communications sector. In the 1990s, Qualcomm was pivotal in developing the Code Division Multiple Access (CDMA) technology, which became a foundation for 3G mobile networks. As previously mentioned, Qualcomm played a significant role in the advancements of 4G and has been involved in the development and deployment of 5G technologies.
Focusing on 5G
Today, Qualcomm is a major player in the telecommunications sector, with a strong emphasis on 5G technologies. They collaborate extensively with network operators, equipment vendors, and device manufacturers to facilitate the deployment and optimization of 5G networks worldwide. Qualcomm's suite of products includes advanced modems, RF front-end solutions, and small-cell platforms, which collectively aim to enhance network coverage, increase capacity, and reduce latency.
Additionally, their technology solutions address various use cases beyond just smartphones, encompassing IoT devices, automotive connectivity, and more. The company also plays a significant role in defining 5G standards and specifications while it is being rolled out worldwide.
The Semiconductor Business
While Qualcomm might be best known for its telecommunications operations, it also operates within the production of semiconductors used in mobile devices. Central to this business segment is their Snapdragon platform, a series of system-on-chip (SoC) products for mobile devices, offering robust computing, graphics, and connectivity functionalities. These chipsets incorporate CPU, GPU, and AI modules, enhancing device performance, battery efficiency, and multimedia capabilities. Qualcomm's semiconductor portfolio isn't limited to mobile platforms alone; they serve a broader range of industries including automotive, IoT, and computing.
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