Qualcomm Shares Rise After Giving Strong Sales Forecast

The video discusses Qualcomm's growth driven by the 5G upgrade cycle, highlighting its $6 billion revenue from handsets. It explores potential risks, such as Apple's shift to in-house components, and opportunities in expanding markets like automotive and VR. The competitive landscape is analyzed, noting rivals like Mediatech, NVIDIA, and Intel. The video emphasizes the importance of scale in a supply-constrained market.

What is a significant risk for Qualcomm's 5G smartphone market growth?

• Decline in global smartphone sales

• Apple's shift to in-house components

• Regulatory challenges in Asia

• Increased competition from Samsung

How much is the semiconductor value expected to increase in connected cars?

• From $200 to $2,000

• From $300 to $1,000

• From $500 to $1,500

• From $200 to $500

Which new markets is Qualcomm exploring for growth opportunities?

• Healthcare and Education

• Automotive and Virtual Reality

• Agriculture and Energy

• Retail and Finance

Who is a major competitor for Qualcomm in the low-end 5G device market?

• NVIDIA

• Intel

• Samsung

• Mediatek

What is driving the current demand for chips in the market?

• Increased advertising

• Supply constraints

• New government policies

• Rising labor costs