Latest news with #Qualcomm
GSM Arena
an hour ago
- Business
- GSM Arena
Xiaomi 16 specs leak
The Xiaomi 16 has a new round of leaked specs to speak of, courtesy of the prolific Weibo account Digital Chat Station. According to him, the phone will be powered by the Snapdragon 8 Elite 2 chipset, and will have three 50 MP rear cameras: a main one with a 1/1.3" type sensor, an ultrawide, and a telemacro. The phone will allegedly have a battery over 6,500 mAh in capacity, and a 6.3-inch flat OLED panel with thin bezels on all sides. None of these specs is unexpected, perhaps only the fact that the telemacro isn't specifically called out as a periscope - the Xiaomi 16 was previously rumored to be getting one of those. Xiaomi 16 leaked illustrative render Since Qualcomm is making the Snapdragon 8 Elite 2 official at the end of September, don't be surprised if the Xiaomi 16 will also be unveiled before that month ends. In the meantime, we'll surely be hearing much more about it, so stay tuned. Source (in Chinese) | Image source
Phone Arena
an hour ago
- Business
- Phone Arena
Samsung Galaxy Z Flip 7 might cause significant disappointment to US customers
Samsung is preparing to launch its new flagship foldables in less than two months. The Galaxy Z Fold 7 and Galaxy Z Flip 7 will be Samsung's main top-tier products until next year when the South Korean company is expected to introduce its new Galaxy S26 series. A recent report coming from the South Korean media claimed the Galaxy Z Flip 7 will use two chipsets: Qualcomm Snapdragon 8 Elite and Exynos 2500. The international version will be equipped with Samsung's Exynos 2500 chip, while the US model will get the Snapdragon 8 Elite. The report seemed very reliable considering that Samsung always does that with its flagships. All Samsung flagships launched in the United States are using Qualcomm chipsets, while the rest of the world is getting either MediaTek or Exynos chips. Unfortunately, that might not be the case this year. According to a new report, the firmware files for the US Galaxy Z Flip 7 indicate that the phone will be powered by the Exynos 2500 chipset. Samsung Galaxy Z Flip 6 uses a Qualcomm Snapdragon 8 Gen 3 chipset | Image credit: PhoneArena If that proves to be accurate, then the Galaxy Z Flip 7 will be equipped with the Exynos 2500 processor in every market, including North America. It's unclear if that will be the case for the Galaxy Z Fold 7 too, but hopefully Samsung is worried that Qualcomm's Snapdragon 8 Elite chipset isn't able to keep its foldable flagships cool enough because of how thin they are. We're not sure if this is the real reason or just a guess based on real-life tests, but if the report is true, it will disappoint many Samsung fans in the United type of chipset Samsung uses inside its smartphones remains a sensible topic for tech-savvy customers, although that might not be the case for the general public. What will really matter is how US carriers will decide to push Samsung's new foldables and whether or not they will recommend them over other similar products that use Qualcomm's chipsets like the Motorola Razr Ultra 2025 that has just made its debut in the country. This is probably a matter of perspective rather than performance, especially if the report that Qualcomm's Snapdragon 8 Elite chipset can't keep a phone's battery cool enough the thinner a phone is proves to be correct.
Yahoo
an hour ago
- Business
- Yahoo
Is Qualcomm Stock (QCOM) a Hidden Gem in Deep Value Territory?
Qualcomm (QCOM) stock has taken a beating, sliding more than 30% over the past year, weighed down by investor concerns over smartphone market slowdowns and geopolitical tensions impacting chip demand. Yet the company's latest numbers tell a different story, showcasing robust growth, record revenues, and no signs of stalling. In fact, Qualcomm's current valuation might be a screaming buy given its strong fundamentals and tailwinds in multiple sectors, hinting at serious upside for investors willing to look past the noise. Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter My analysis indicates QCOM is set for a strong recovery following a year of sideways trade. Qualcomm's dominance in 5G technology remains its primary growth driver. In its latest Q2 report, the company achieved $9.5 billion in revenue from its Qualcomm CDMA Technologies (QCT) segment, up 18% year-over-year, driven by its Snapdragon processors and 5G modem platforms like the X85. These chips power premium smartphones from brands like Xiaomi, which recently extended its multi-year deal with Qualcomm, ensuring its flagship devices use Snapdragon 8-series chips through at least 2030. With global 5G connections projected to hit 2 billion by 2025, Qualcomm's intellectual property and licensing arm (QTL) continues to vacuum in royalties, contributing $1.3 billion in Q2 alone. Also, Qualcomm's 5G technology is now making inroads beyond mobile devices, powering transformative applications in new sectors. The company has secured partnerships to integrate 5G into private networks for industrial automation, enabling real-time data processing for smart factories, as seen in collaborations with firms like Siemens (SIE). Moreover, its chips are now driving connectivity in smart city projects, with deployments in urban infrastructure expected to grow as global investments in smart cities reach $1.8 trillion by 2030. Besides its core 5G offerings, Qualcomm's diversification into automotive and IoT is paying off big time. In Q2, its automotive segment soared 59% year-over-year, generating notable revenue as carmakers adopt Snapdragon Digital Chassis for connected and autonomous vehicles. Partnerships with major automakers, including contracts to supply chips for next-gen electric cars, are pretty interesting (and relevant to the valuation argument I will make later), as they show Qualcomm's pivot from smartphone reliance. The IoT segment wasn't far behind, growing 27% as demand for smart home devices and industrial IoT solutions surges. By branching out and reducing its dependence on the cyclical smartphone market, Qualcomm is stripping the volatility out of its cash flows. For example, its chips are now integral to automotive safety systems and infotainment, markets expected to grow at a 10% CAGR through 2030. Qualcomm's automotive revenue is projected to reach $8 billion annually by 2030, per analyst estimates, bolstering its long-term growth as these segments scale. Finally, Qualcomm is turning heads with a renewed focus on AI and data centers. At Computex 2025, CEO Cristiano Amon shared plans for the company's return to the data center market through a partnership with Nvidia (NVDA). Together, they're developing custom Arm-based CPUs built for AI workloads. The goal is to offer a more energy-efficient alternative and take on established players like Intel (INTC) and AMD (AMD). Look at Qualcomm's chips, which are starting to penetrate the PC market. Q2 results showed solid growth in laptops built for AI features. Qualcomm's focus on on-device AI, which improves privacy and efficiency, is already drawing interest from major partners like Microsoft (MSFT). With the AI chip market expected to grow around 30% annually through 2030, Qualcomm's early push could lead to strong new revenue, expand its business, and improve profit margins. Despite these wins, Qualcomm's stock is trading in what looks like deep value territory. The company has seen its shares decline consistently over the past year, and yet its profitability surges. EPS jumped 30% to $2.85 in Q2, well ahead of forecasts, leaving the stock trading at just 12x this year's projected earnings. At this multiple, I believe the tech giant is priced like a bargain. Historically, Qualcomm's cyclical exposure justified lower multiples, but today's 5G, automotive, and AI tailwinds are structural, not fleeting. These trends suggest Qualcomm's earnings growth, expected at 10-12% annually over the next five years, could drive significant upside. If the market begins to value Qualcomm more like its tech peers, many of which command premium valuations due to their recurring revenue models, and Qualcomm is now showing similar characteristics, then the combination of earnings growth and a higher valuation multiple could drive significant gains. Following its extended selloff, Wall Street analysts are more optimistic about QCOM's prospects. Specifically, QCOM stock features a Moderate Buy consensus rating based on eight Buy, eight Hold, and one Sell recommendations over the past three months. At $178.31, the average QCOM stock price target implies an upside potential of ~23% from the current levels. Qualcomm's stock may be down, but it's hardly out. With strong leadership in 5G, rapid growth in automotive and IoT, and an ambitious move into AI and data centers, the company is firing on all cylinders. At what appears to be a bargain valuation, the potential for earnings growth and multiple expansion is hard to overlook. While the semiconductor industry is known for its cyclical nature, Qualcomm's diversified growth and solid fundamentals make it an attractive option for value-focused investors seeking meaningful upside. Disclaimer & DisclosureReport an Issue Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Phone Arena
3 hours ago
- Business
- Phone Arena
T-Mobile unlocks new possibilities for customers with hardware launch
—Steve Harmon, chief commercial officer Inseego, May 2025 This is the third device from Inseego for's FWA service, and the company has taken care of a pain point in previous generations. The new router comes with a screen that displays signal strength and tells you whether 5G is available. It can also do speed tests. These features will make it easier for business owners to troubleshoot any issues that may pop up. —Steve Harmon, chief commercial officer Inseego, May 2025 T-Mobile T-Mobile T-Mobile This is Inseego's first 5G Advanced device. 5G Advanced, which activated in April , is the latest evolutionary step in Wavemaker FX4100 is underpinned by Qualcomm Dragonwing FWA Gen 3 Platform, which ensures improved uplink performance, better coverage, and superior spectrum also supports three carrier aggregation on the downlink and two carrier aggregation on the uplink. This will boost speed and make online conferencing smoother. It's also equipped with 5G uplink MIMO to support both Time Division Duplex (TDD) and Frequency Division Duplex (FDD) device also supports non-standalone (NSA) modes and 4G LTE Cat 20 for reliable performance across multiple spectrum router will remain exclusive tothrough the end of the the only carrier to support 5G SA nationwide and enjoying exclusive rights to the device, the Wavemaker FX4100 may serve as a reason for many enterprise customers who are looking for speed, reliability, and a future-ready solution to switch to the carrier.
Yahoo
7 hours ago
- Business
- Yahoo
QCOM Mixed Growth Outlook Leads Seaport to Start Coverage with Neutral Call
Seaport Research analyst Jay Goldberg recently initiated coverage of QUALCOMM Incorporated (NASDAQ:QCOM) with a Neutral rating and no price target. QCOM develops and sells foundational technologies for the wireless industry. In an investor note, the analyst noted that Qualcomm's core market was not growing, and it was losing share there on multiple fronts. The analyst added that the company's efforts to diversify beyond mobile were mixed and would all take years to materialize. Seaport saw a lack of any serious near-term catalyst for the shares. A technician testing the latest 5G device, demonstrating the company's commitment to innovation. At the end of April, the firm forecasted fiscal Q3 revenues of $9.9 billion to $10.7 billion and non-GAAP EPS of $2.60 to $2.80. QCT revenues are expected to range between $8.7 billion and $9.3 billion, with year-over-year growth of approximately 12%, led by handsets, IoT, and automotive segments. This includes 10% growth in handset revenues and 15%-20% growth in IoT and automotive revenues. CFO Akash Palkhiwala has acknowledged ongoing monitoring of macroeconomic conditions, including tariffs, which are incorporated into the guidance. While we acknowledge the potential of QCOM, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than QCOM and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 33 Most Important AI Companies You Should Pay Attention To and 30 Best AI Stocks to Buy According to Billionaires Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
