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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 Deutsche Bank's 2025 Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Deutsche Bank's 2025 Technology Conference summary28 Aug, 2025
Diversification strategy and business evolution
Diversification began a decade ago, focusing on leveraging technology stacks beyond core mobile markets, especially in automotive and industrial sectors.
Automotive business operates independently, with dedicated resources and a long-term view, influencing approaches in other slow-moving but transformative markets.
Strategic investments include M&A and partnerships, with a focus on aligning closely with industry needs.
Automotive segment growth and outlook
Automotive revenues are on track for nearly $4B this year, with a 40% CAGR over five years, and a target of $9B by fiscal 2031.
Growth is driven by broad global customer base, supply chain resilience, and early investments in central compute, ADAS, and software.
Revenue mix is shifting from connectivity and cockpit to a larger share of ADAS and compute over the next five years.
Content per vehicle and profitability both increase as the business moves from connectivity to ADAS.
Execution on the design pipeline and continued win rates are key to achieving growth targets.
ADAS and compute platform differentiation
ADAS differentiation comes from optimizing silicon for power and performance, and offering a scalable portfolio across entry, mid, and premium tiers.
The Arriver acquisition enabled rapid development of a global computer vision stack, launching commercially across 60+ countries.
Flex architecture allows running infotainment and driver assistance stacks concurrently on a single SoC, appealing to OEMs seeking cost optimization.
Focus remains on L2+ ADAS, with readiness for L3, emphasizing safety and data-driven AI architecture.
Explain Flex architecture's ADAS advantage?
Key indicators for $9B auto revenue target?
Industrial growth: How leverage existing IP?
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Business Philosophy16 Sep 2024
Cristiano Amon: Qualcomm's 5G Specialist CEO
Cristiano Amon, Qualcomm CEO, has spent two decades at the company while taking on several roles, developing both technical and business expertise.
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Company Research13 Sep 2024
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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