A Qualcomm já confirmou que todos os seus produtos, incluindo o futuro Snapdragon 8 Elite Gen 6 Pro, vão ficar mais caros a partir do próximo mês. A subida abre uma janela de oportunidade à MediaTek, que, segundo rumores da cadeia de fornecimento, poderá vender o Dimensity 9600 Pro por bem menos dinheiro aos fabricantes de smartphones.

The post Qualcomm vai subir os preços a partir de setembro. Será esta a oportunidade da MediaTek? appeared first on Tek Notícias.

Qualcomm reported fiscal Q3 results which beat Wall Street’s revenue expectations but missed on profit, as the chipmaker continued to grapple with the impact of a memory supply crunch weighing on the smartphone sector.

The company posted revenue of $9.9 billion for the quarter ended 28 June, down 4 per cent from $10.4 billion a year earlier but ahead of the roughly $9.7 billion analysts had expected. Net income during the period was $2 billion, down 25% year-on-year.

Handset chip sales fell 20% to $5.1 billion, which Qualcomm CEO Cristiano Amon (pictured) stated reflected a bottoming out in the China market after OEMs pulled back on orders amid memory supply uncertainty.

“We actually don’t expect fundamental changes in the premium tier and the higher tier volume,” Amon said on the company’s investor call.

Going forward, the executive expects Apple-related revenue to decline sharply and faster than previously anticipated, after Qualcomm’s share of components in the upcoming iPhone range came in well below an earlier estimate of around 20%.

Amon said the company is offsetting the loss with growth elsewhere, including its emerging data centre business, which it expects to generate $5 billion in revenue by fiscal 2027.

“We expect Android to grow and significantly offset the reduction in Apple, and then data centre revenue that starts to ramp in the fourth quarter,” CFO Akash Palkhiwala said.

Amon said its Q3 results reflected “solid execution of our growth strategy” despite the challenging environment.

He noted Qualcomm is taking steps to protect margins going forward, including raising prices across its chip portfolio from 1 September, as component costs continue to climb.

Automotive remained a bright spot, with revenue reaching $1.59 billion which marked a 61% increase and the 23rd consecutive quarter of double-digit year-on-year growth for the segment. Qualcomm reiterated a target of $10 billion in annual automotive revenue by fiscal 2029.

IoT revenue was $1.83 billion, representing a 9% increase. Combined automotive and IoT revenue climbed 28%, underscoring the company’s push to diversify beyond its traditional handset business as it also builds out a data centre and custom silicon strategy with a leading hyperscaler.

The post Memory crunch bites Qualcomm handset chip sales appeared first on Mobile World Live.

Qualcomm forecast fourth-quarter profit below Wall Street estimates on Wednesday and said revenue from Apple products would decline faster than expected as supply constraints and rising costs weighed on its business.

In an interview with Reuters, CEO Cristiano Amon said costs had risen not just for memory chips, but across the supply chain. Qualcomm plans to raise prices starting September 1 in an effort to return its margins to historical levels, he said.“We’re just passing through big cost increases that we have,” Amon said, noting that Qualcomm will have to negotiate with each customer. “The temporary disconnect between cost and pricing causes a slight decline temporarily in gross margin.”

Qualcomm also said it expects revenue from Apple products to decline more quickly starting in the fourth quarter as supply constraints reduce its share of components used in the next iPhone launch to well below its earlier estimate of 20%.

“It’s availability of supply,” Amon told Reuters of the Apple share change.For fiscal 2027, the company expects the majority of its chip sales will come from categories other than smartphones.

“We kind of replaced Apple with the data center,” Amon said.Qualcomm expects adjusted profit to be between $2.05 and $2.25 per share in the fourth quarter, below analysts’ average estimate of $2.36, according to data compiled by LSEG. It forecast revenue of between $9.7 billion and $10.5 billion during the period, compared with estimates of $10.02 billion.

Revenue in its chip segment is expected to be between $8.4 billion and $9 billion, while analysts were expecting $8.49 billion.

Qualcomm reiterated that revenue from Chinese phone makers bottomed out in the third quarter as customers worked through excess inventory. Xiaomi, Oppo, and Vivo posted the steepest shipment declines among the top five global smartphone vendors in the June quarter, according to Counterpoint Research.

While unit sales of Android phones began to recover, Amon said handset makers were forced to raise prices, which in turn prompted buyers to look toward the bottom end of the premium phone segment, or even at older models, both of which hurt Qualcomm margins.“There was a mix change versus what we expected,” Amon said.

Qualcomm’s broad exposure to devices such as smartphones makes its results a closely watched indicator of demand trends across consumer electronics.

MacDailyNews Note: Its third-quarter revenue fell 4% to $9.95 billion, beating estimates of $9.67 billion. Adjusted profit came in at $2.21 per share, compared with estimates of $2.23.

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The post Qualcomm forecasts weak quarterly profit, sees faster drop in Apple revenue appeared first on MacDailyNews.

BMW Group handed Qualcomm Technologies a long-term deal to be the lead supplier of chips for its digital cockpit and next generation automated and assisted driving systems.

The chip company revealed it had been appointed the automotive giant’s lead compute silicon provider for the business areas over the next decade, with products being used from its Snapdragon Digital Chassis portfolio.

It noted the latest deal follows years of technical collaboration between the pair, pointing to a commercial launch of an automated driving system in the BMW iX3 vehicle in November 2025.

Qualcomm EVP and group GM, Automotive, Industrial and Embedded IoT and Robotics Nakul Duggal said “as agentic and physical AI drive a new generation of intelligent vehicles, this collaboration enables both companies to define the future of mobility”.

The company added the deal “establishes the hardware basis for BMW Group to deliver the next generation AI-powered experience”.

Qualcomm has been actively pursuing the automotive sector in recent years as part of a diversification strategy to spread its revenue away from being handset-heavy.

Accelerating ambitions
Last month, the company upped financial targets for revenue from automotive and general non-smartphone earnings.

At its investor day in June, it set out an ambition to make $10 billion in revenue from the automotive segment in its fiscal 2029 (ending late September 2029), forming part of a wider target of $40 billion in non-handset revenue that year.

It expects revenues from handsets to make up a third of its top line figure in fiscal 2029.

The previous target for fiscal 2029 was $8 billion from automotive out of a non-handset figure of $22 billion.

In its fiscal 2025, automotive revenue generated almost $4 billion of its total $38.4 billion. Handsets contributed $27.8 billion of its top line.

The post Qualcomm buckles-up for long haul with BMW appeared first on Mobile World Live.