Qualcomm's new forecasts after Investor Day met with a lack of the enthusiasm from the market https://lnkd.in/gztNti_y Qualcomm owned the smartphone market and that showed in the valuations however as per this report "Qualcomm plans to significantly move beyond the smartphone segment and aims for 50% of its business exposure to be in segments other than smartphones by 2030" which may sound exciting to some, but given how dominant Qualcomm had been in smartphone market, the above move changed it from "a sure thing" to "selling into lots of uncertainty"
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Globally or domestically, Xiaomi has never literally been a first mover. Its success illustrates the late mover advantage (Q1, Q2). Q1: "Xiaomi’s move could help with China’s goal of tech self-reliance, but only Apple and Google have completely transitioned to self-designed silicon" Q2: "The 2025 time frame underscores how Xiaomi's keen to join a growing number of tech majors investing in semiconductors, a key focus for Beijing in a broader tech race with the US. Chinese officials have also repeatedly asked local firms to reduce their reliance on foreign tech as much as possible, and Xiaomi’s move is likely to help with that goal." https://lnkd.in/gXH9_DXT
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🚀 Xiaomi to Develop In-House Mobile Processor by 2025 🚀 Xiaomi is developing its own mobile processor, set for mass production by 2025, to reduce reliance on Qualcomm and MediaTek. This move aligns with China's push for tech self-sufficiency and strengthens Xiaomi’s position in the competitive smartphone market. The company is also heavily investing in EVs, with a 30 billion yuan R&D budget for 2025. Xiaomi’s chip ambitions could reshape its ecosystem, integrating smarter devices and cars. However, it will face significant challenges from global competition and geopolitical tensions. #Xiaomi #TechInnovation #MobileProcessors #EVs #ChinaTech
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Senior ICT Product & Programme manager with expertise in devices and services
Apple's iPhone 16 series, while featuring incremental upgrades, has seen a modest initial response. However, the integration of Apple Intelligence is poised to drive significant future growth. Analyst Erik Woodring of Morgan Stanley believes that expanding Apple Intelligence capabilities and availability will fuel increased iPhone demand. Apple's Services division has been a key driver of its financial success, contributing significantly to its market capitalization of over $3 trillion. This robust revenue stream provides a strong foundation for the company, offsetting potential declines in other areas. While the rollout of Apple Intelligence features may face some delays, its potential to drive an iPhone "supercycle" remains a key area of focus for the company. #Apple #TechGiants #iPhone16 #AppleIntelligence #AI #Services #MarketCap #Technology #Innovation
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I spoke with Jan Piotrowski about the current state of the world's smartphone market in this Schumpeter column for the The Economist. Apple is still the biggest smartphone player but it's not a foregone conclusion that it'll continue dominate the next decade. A waning developed world market, emergence of #AI, and nimble Chinese brands with a cost advantage are all potential challenges that can chip into 'Pax Cupertina'. https://lnkd.in/eHUcRYHP
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"A great challenge of life: Knowing enough to think you're doing it right, but not enough to know you're doing it wrong."
Every company in China who relies on Western semicon should strive to wean itself away from Western chip makers as soon as feasible. Should does not mean they could though. "Breaking through in the smartphone chip arena is no easy task. Intel Corp. and Nvidia Corp. failed to compete effectively, as did Xiaomi’s rival Oppo. Only Apple Inc. and Alphabet Inc.’s Google have successfully transitioned their full range of devices to self-designed silicon — with even industry leader Samsung Electronics Co. relying heavily on Qualcomm’s chips due to their better efficiency and mobile connectivity." So what should Qualcomm and MediaTek do? Well, they should prepare for the day that Xiaomi will be able to produce some of its own chips with SMIC, in preparation for the day that Xiaomi will produce all its chips in China.
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The South Korean firm is also grappling with weak smartphone sales and said it aimed to revive mobile margins to above 10% this quarter. https://lnkd.in/gEpaQQRs
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Head of Product & Operations at O-Line-O | Rebuilding Mobile Retail in India| Master of Science in International Business, Hult IBS London
Foxconn sets sights on Indian expansion: Moving beyond smartphone assembly to venture into emerging sectors with substantial investments. Is this the next big pivot for the tech manufacturing giant? Explore the potential impacts. #SmartphoneIndustry #TechExpansion #Foxconn #IndiaBusiness
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A big wrinkle is that America’s smartphone market is shrinking. Americans bought some 124m new handsets in 2023, according to Counterpoint, another research firm, down from 174m six years earlier. Now the strategy of grabbing a bigger slice of a shrinking American pie may have run its course. Apple’s domestic sales peaked in 2021, at 77m. Last year it shipped 70m.
Interconnect infrastructure @Qualcomm
4moWith the limited knowledge of how this industry works, I feel we have more case studies of companies missing out on opportunities rather than companies diversifying their strategies and failing. In the never ending debate on available opportunities vs anticipated wins, we can't possibly be fully right or fully wrong. Whatever it may be, the future looks very very interesting!