Research
FORUM TRANSCRIPT

Qualcomm – Growth Opportunities & 2023 Outlook

  • Public Equity
  • TMT
  • North America
PREMIUM

Specialist

Former VP at Qualcomm Inc

Agenda

  • Qualcomm’s (NASDAQ: QCOM) operating environment, including shift to automotive and IoT from mobile plus handset demand outlook
  • Competitive dynamics – Qualcomm’s RFFE (radio frequency front end) positioning vs those of Broadcom (NASDAQ: AVGO), Qorvo (NASDAQ: QRVO) and Skyworks (NASDAQ: SWKS),
  • Samsung (KRX: 005930) partnership and 5G modem positioning ability of MediaTek (TWSE: 2454) to make inroads and market share dynamics
  • AR/VR metaverse share dynamics, automotive pipeline health and demand forecasting
  • Stimulus benefits from CHIPS (Creating Helpful Incentives to Produce Semiconductors) Act and relationships with China-based smartphone OEMs and dynamics with Apple (NASDAQ: AAPL)
  • Outlook for 2023 and beyond

Questions

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