5G Will Help Accelerate Qualcomm's Growth, Canaccord's Walkley Says

The transcript discusses Qualcomm's positive outlook due to 5G technology, highlighting a 30% revenue increase per chipset. It notes the return of Apple as a customer, which is expected to drive growth. Qualcomm's licensing model, despite legal disputes, remains profitable. The impact of the coronavirus on the supply chain is acknowledged, with a cautious guidance provided.

What challenges does Qualcomm face regarding its licensing model?

How is the coronavirus impacting Qualcomm's supply chain and guidance?