is 86x is here to stay or ARM base architecture for the win
this is not a financial advice
Qualcomm's dominance in mobile processors often flies under the radar, but it's a key player in the semiconductor industry. Their new Snapdragon line for laptops, based on ARM architecture, offers better power efficiency than x86 designs. This means longer battery life and sleeker devices - crucial for modern mobile tech.
They're also betting big on AI, integrating Neural Processing Units (NPUs) into their CPUs. This move could revolutionize mobile computing by enabling powerful on-device AI processing. Qualcomm has compilers for running open-source large language models locally on phones, potentially addressing privacy concerns and reducing cloud dependence.
While it's facing tough competition from Apple's powerful in-house chips, they've got a major advantage in market reach. Snapdragon chips are in most Android phones, giving Qualcomm a huge slice of the global market. Apple's chips are great, but they're limited to Apple devices.
so Qualcomm's doubling down on AI integration and expanding into new areas like automotive tech. The main hurdle? Software and gaming industries are still catching up to ARM architecture, making some consumers hesitant. But with Intel faltering, more folks might start looking ARM's way.
let's talk finances:
Revenue Growth:
-Total Revenue has increased from $8,451 million in Q3 2023 to $9,393 million in Q3 2024, showing a year-over-year growth of about 11.1%. This indicates positive momentum in Qualcomm's business.
Gross Profit:
-Total Gross Profit has risen from $4,659 million in Q3 2023 to $5,219 million in Q3 2024, an increase of about 12%. This slightly outpaces revenue growth, suggesting improved profit margins.
Cost Management:
-Cost of Revenue has increased proportionally with revenue, from $3,792 million to $4,174 million. This shows consistent cost management relative to sales growth.
Operating Expenses:
-Selling, General and Administrative Expenses have increased from $618 million to $664 million, a modest rise considering the revenue growth.
-Research and Development Expenses have slightly increased from $2,222 million to $2,259 million, indicating continued investment in innovation.
Quarterly Trends:
-Looking at the most recent quarters (Q1 2024 to Q3 2024), we see a slight dip in Q2 followed by recovery in Q3, suggesting some quarterly fluctuations but an overall upward trend.
Overall, this basic skimming of the balance sheet paints a picture of healthy growth for Qualcomm, with increasing revenues and profits, maintaining cost efficiency, and continued investment in R&D. The company appears to be in a strong financial position with positive year-over-year performance.
finally, I think if they broke into the market they r the next Nvidia but timing is hard make ur own decision and take smart and calculated risk
Qualcomm's dominance in mobile processors often flies under the radar, but it's a key player in the semiconductor industry. Their new Snapdragon line for laptops, based on ARM architecture, offers better power efficiency than x86 designs. This means longer battery life and sleeker devices - crucial for modern mobile tech.
They're also betting big on AI, integrating Neural Processing Units (NPUs) into their CPUs. This move could revolutionize mobile computing by enabling powerful on-device AI processing. Qualcomm has compilers for running open-source large language models locally on phones, potentially addressing privacy concerns and reducing cloud dependence.
While it's facing tough competition from Apple's powerful in-house chips, they've got a major advantage in market reach. Snapdragon chips are in most Android phones, giving Qualcomm a huge slice of the global market. Apple's chips are great, but they're limited to Apple devices.
so Qualcomm's doubling down on AI integration and expanding into new areas like automotive tech. The main hurdle? Software and gaming industries are still catching up to ARM architecture, making some consumers hesitant. But with Intel faltering, more folks might start looking ARM's way.
let's talk finances:
Revenue Growth:
-Total Revenue has increased from $8,451 million in Q3 2023 to $9,393 million in Q3 2024, showing a year-over-year growth of about 11.1%. This indicates positive momentum in Qualcomm's business.
Gross Profit:
-Total Gross Profit has risen from $4,659 million in Q3 2023 to $5,219 million in Q3 2024, an increase of about 12%. This slightly outpaces revenue growth, suggesting improved profit margins.
Cost Management:
-Cost of Revenue has increased proportionally with revenue, from $3,792 million to $4,174 million. This shows consistent cost management relative to sales growth.
Operating Expenses:
-Selling, General and Administrative Expenses have increased from $618 million to $664 million, a modest rise considering the revenue growth.
-Research and Development Expenses have slightly increased from $2,222 million to $2,259 million, indicating continued investment in innovation.
Quarterly Trends:
-Looking at the most recent quarters (Q1 2024 to Q3 2024), we see a slight dip in Q2 followed by recovery in Q3, suggesting some quarterly fluctuations but an overall upward trend.
Overall, this basic skimming of the balance sheet paints a picture of healthy growth for Qualcomm, with increasing revenues and profits, maintaining cost efficiency, and continued investment in R&D. The company appears to be in a strong financial position with positive year-over-year performance.
finally, I think if they broke into the market they r the next Nvidia but timing is hard make ur own decision and take smart and calculated risk
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