They just won a significant case in its licensing battle with Arm, securing rights to use Oryon cores in Snapdragon chips. Add in a decent x86 to ARM translation layer, and you have the basis of the next generation of handheld gaming. If Valve or someone paired with them for the next Steamdeck style project, they'd dominate.

At the high-end they announced two new flagship processor platforms at its 2025 Snapdragon Summit. The Snapdragon 8 Elite Gen 5 they claim to be the world’s fastest mobile SoC.

Outside of Snapdragon its basically 5G Telecoms atm - iPhone 17 Pro Max relies on Qualcomm's Snapdragon X80 Modem for 5G - 5G Edge solutions for RAN, presumably harnessing AI - Non-Terrestrial 5G Provisioning in their partnerships with Thales/Ericsson. - IoT and Wearables - presumably low power/footprint modems

I think the AI bit is overblown. Why does every large company have to do everything in technology, AI is horribly over valued in the market right now. The other issues are much more important as those are threats to Qcom's current profit method mostly MediaTek squeezing the lower tier market. It's unclear if Qcoms going to be able to dominate upper tier where they own like 60% of market share if they don't also compete at lower tier where MediaTek has been very successful

Apple's vertical integration is formidable but Google are still really struggling with their execution, their Tensor SOCs are consistently years behind Snapdragon in performance and efficiency even after their switch to TSMC this generation. Qualcomm is probably safe at the high end of the Android market for a while yet.

Qualcomm is and will remain patent holding company. They have a crazy number patents for all manner of wireless communication, and they treat them like their golden geese.

Qualcomm are good at radios and associated signal processing. The rest is simply integrations around that.

I've been out of the hardware game a minute but Qualcomm was a great partner for helping you ship products. Everything about them sucks, but they will actually send engineers to your office. They always took bug reports seriously and pretty much always delivered patches. Also they always had ample samples, both in terms of dev boards and software. I know of several products that basically shipped the sample code with minimal modifications.

If I were a company trying to ship V1 of our first product, I would hands down pick Qualcomm. MediaTek et al are great for when you know what you're doing with minimal handholding.

I absolutely hated working with them, but at least they were a vendor you could work with. Perhaps the cheaper vendors have upped their game here but I wouldn't know.

Cooked how exactly? - Completely missed out on the LLM boom, just like everyone except nvidia. - Apple never used qcom SoCs, just their modems, Google doesn't even register on the radar of sales, their first foray into SoCs isn't great. - Idk where you get that, they still hold the entire market in their firm grasp and Nuvia stuff has been nothing but outstanding, it's just a shame that MS are cowards and dropped the Windows-on-Arm stuff again. - Google are partnering with them for the Android on PC projects.

I hope they provide better Linux support for the next gen PC grade chips.

Buying random companies they have no use for like Arduino, they have firmly entered the Intel era.

Qualcomm still are the only relevant ones in town who actually sell high performance ARM designs to third parties and have no political quarrels attached, there's a lot of money to be made in that game.

As you said there is competition from Mediatek, but who knows how long Mediatek has before the US government sanctions them to hell and beyond. Apple doesn't sell to third parties (no matter how much one might dream) and so does Google. Samsung I haven't ever seen used outside of their own phones and TVs.

The remainder is NVidia's Tegra lineup but other than automotive and the Nintendo Switch I haven't seen these in third party products either, I doubt they'll even take your calls if you are not coming in with millions of units sold of demand.

just a correction: Mediatek is Taiwanese.

>completely missed out on AI

Cheap on-device AI. Qualcomm to the moon, @webdevver BTFO.

If anyone can pull that move, it's them.

You just severely lack imagination, man.

Cooked hardware companies get bought into it seems. Intel is the most egregious example, but AMD is being circled by OpenAI now for 10%. Companies like Marvell and even hard drive companies are up due to how they fit into the AI pipeline.