Qualcomm Inc. (NASDAQ: QCOM ) is a fabless semiconductor designing and licensing company. The point to note is that they do not perform the manufacturing process. The primary operating subsidiary, Qualcomm Technologies Inc., designs power efficient, high performance chips. QualcommEquity investor with focus on long term and medium term value. Focuses on companies with good fundamentals with a long haul for investing and sector agnostic. Have passed CFA Level 1. Looking forward to building a base as an indep ...

Group 1 - Qualcomm has been a significant player in the wireless industry for decades, serving as the foundation for 3G and 4G technologies [1] - The company is now positioned to capitalize on the rise of 5G technology, which is expected to drive future growth [1] Group 2 - The analyst expresses a focus on undervalued and disliked companies with strong fundamentals and good cash flows, particularly in sectors like Oil & Gas and consumer goods [1] - Energy Transfer is highlighted as a company that was previously overlooked but has shown potential for substantial returns [1] - The analyst emphasizes a long-term value investing approach while also exploring deal arbitrage opportunities in various sectors [1]

Group 1 - Qualcomm has been a significant player in the wireless industry for decades, serving as the foundation for 3G and 4G technologies [1] - The company is now positioned to capitalize on the rise of 5G technology, which is expected to drive future growth [1] Group 2 - The analyst expresses a focus on undervalued and disliked companies with strong fundamentals and good cash flows, particularly in sectors like Oil & Gas and consumer goods [1] - Energy Transfer is highlighted as a company that was previously overlooked but has shown potential for substantial returns [1] - The analyst emphasizes a long-term value investing approach while also exploring deal arbitrage opportunities in various sectors [1]

Group 1 - The evolution of mobile communication technology occurs approximately every ten years, with the current standards transitioning from Rel-18 to Rel-19, and the completion of Rel-18 expected in June 2024 [1] - The 6G standardization has officially started this year, marking a significant shift towards a communication revolution aimed at the AI era, rather than a simple upgrade from 5G [1][3] - The vision for 6G is to create a global interoperable wireless platform that leverages the latest technologies, including AI, to enhance user experience and system performance, with commercial deployment anticipated around 2030 [3] Group 2 - Qualcomm has prioritized 6G innovation, focusing on early-stage research and foundational studies, particularly integrating AI deeply into 6G systems to support new services for an AI-connected future [5] - The year 2025 marks Qualcomm's 40th anniversary and 30 years of engagement in the Chinese market, highlighting the company's long-standing collaboration with mobile ecosystem enterprises in China [7] - Qualcomm is actively collaborating with global partners, including those from China, to advance the 6G standardization process, reflecting a strong commitment to international cooperation in this field [3][5]

Core Viewpoint - Qualcomm officially announced the upcoming Snapdragon Summit in 2025, where the next-generation flagship mobile platform, the fifth-generation Snapdragon 8 Supreme version, will be unveiled [1] Group 1: Product Development - The fifth-generation Snapdragon 8 Supreme version continues the evolutionary development of the Snapdragon 8 series flagship products, marking it as the fifth generation in the series [1] - Qualcomm emphasizes that the naming convention does not skip generations, and the "fifth generation" label aims to simplify consumer understanding of the product roadmap [1] Group 2: Technical Specifications - The new platform will continue to utilize Qualcomm's self-developed Oryon CPU architecture, which was first introduced in the previous Snapdragon 8 Supreme version [1] - The upcoming generation is expected to further optimize performance and energy efficiency [1] Group 3: Branding Strategy - The "Supreme version" designation is reserved for Qualcomm's most industry-leading products, and future mobile platforms will adopt a unified "fifth generation" naming convention to maintain consistency across the product line [1]

Core Insights - The company, Botai Vehicle Networking, is a supplier of smart cockpit solutions in China, primarily generating revenue from these solutions, which have shown consistent growth in both absolute amounts and as a percentage of total revenue [2][3] - According to Zhaoshang Consulting, the company ranks as the third-largest supplier of passenger car smart cockpit domain controller solutions in China, holding a market share of 7.3% as of 2024 [2][3] - The smart cockpit solutions are essential for the automotive industry's digital transformation, providing users with a tangible experience of automotive smart technologies, driven by increasing consumer demand for enhanced in-car experiences [2] Industry Overview - The market for passenger car smart cockpit solutions in China is expected to grow from RMB 129 billion in 2024 to RMB 299.5 billion by 2029, representing a compound annual growth rate (CAGR) of 18.4% [3] - Chinese OEMs are capturing a larger market share in the automotive industry and are shifting towards developing high-end vehicles with advanced smart automotive features, which is anticipated to increase demand for smart cockpit solutions [3] Financial Performance - The company's revenue for the years 2022, 2023, 2024, and the first five months of 2025 was approximately RMB 1.218 billion, RMB 1.496 billion, RMB 2.557 billion, and RMB 754 million respectively [5][6] - The company recorded losses of approximately RMB 452 million, RMB 284 million, RMB 541 million, and RMB 220 million for the same periods [5][6] - The gross profit margins for the years 2022, 2023, and 2024 were 14.1%, 15.4%, and 11.8% respectively, indicating fluctuations in profitability [6]

Group 1 - Qualcomm Incorporated (NASDAQ:QCOM) is recognized as one of the 11 Best Roth IRA Stocks to invest in currently [1] - Qualcomm and BMW launched the Snapdragon Ride Pilot, a next-generation automated driving system, on September 5, 2025, after three years of collaboration [2] - The Snapdragon Ride Pilot system utilizes Qualcomm's Snapdragon Ride SoCs and a co-developed AD software stack to provide safety-first autonomy, including NCAP compliance and Level 2+ hands-free driving capabilities [3] Group 2 - The Ride Pilot system is validated in over 60 countries, with plans to expand to over 100 countries by 2026, incorporating AI-powered perception and robust cybersecurity features [4] - Qualcomm is focused on developing AI-driven, low-power computing and connectivity platforms to enhance consumer experiences and drive digital transformation globally [5]

Group 1 - The Philadelphia Semiconductor Index opened slightly higher on September 12 [2] - Micron Technology saw an increase of over 3% [2] - AMD and Broadcom rose nearly 1% [2] - Arm experienced a decline of over 1% [2] - Qualcomm fell by nearly 1% [2]

Core Viewpoint - Micron Technology saw a stock increase of over 3%, while AMD and Broadcom experienced nearly a 1% rise. In contrast, Arm and Qualcomm faced declines of over 1% and nearly 1%, respectively [1] Company Performance - Micron Technology's stock performance indicates positive market sentiment, with a rise exceeding 3% [1] - AMD and Broadcom also showed slight gains, with stock increases close to 1% [1] - Arm's stock declined by more than 1%, suggesting potential challenges or negative market reactions [1] - Qualcomm's stock fell nearly 1%, indicating a similar trend of underperformance [1]

9月11日-12日，由知识产权出版社主办的第十四届中国知识产权年会在北京举办。12日下午，高通公司副总裁兼法律顾问克里斯·朗曼（Chris Longman）出 席年会分论坛"知识产权法治建设：全球规则与中国方案"并发表主题演讲，从高通的实践与经验出发，分享了对创新者如何从中国知识产权生态系统受益这 一话题的看法与思考。 朗曼在演讲中介绍道，今年恰逢高通公司成立40周年，也是高通与中国移动产业合作的30周年。他强调，高通的DNA是研发，无论是成立之初，还是今 天，高通始终专注于基础研发，高通每年将营收的约20%投入研发，研发投入累计已超过1000亿美元。多年来，高通始终依靠全球知识产权体系来保护其创 新成果。目前，高通在全球拥有超过16万项授权专利和专利申请，高通的中国发明专利申请和授权量多年来始终稳居在华外企前列。 朗曼在演讲中提到，高通公司发轫于无线通信领域，他还介绍了移动通信标准和产品的技术演进有三个关键阶段——早期研究、标准制定、商业化。朗曼指 出，在前两个阶段，即早期研究和标准制定阶段，需要大量资金投入，而回报却充满不确定性；在第三个阶段，即商业化阶段，通常是发明问世后多年，创 新型公司可以通过标准必 ...