@SamirKhazaka Samir Khazaka
Samir Khazaka posts on X about $qcom, samsung, qualcomm, $aapl the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
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- [--] Month [------] +12%
- [--] Months [-------] +4.50%
- [--] Year [-------] +78%
Mentions: [--] #
- [--] Week [--] -72%
- [--] Month [--] -28%
- [--] Months [---] +36%
- [--] Year [---] +74%
Followers: [-----] #
- [--] Week [-----] +0.05%
- [--] Month [-----] +0.53%
- [--] Months [-----] +4.30%
- [--] Year [-----] +11%
CreatorRank: [---------] #
Social Influence
Social category influence technology brands stocks finance countries products events automotive brands travel destinations celebrities social networks
Social topic influence $qcom #48, samsung #2494, qualcomm, $aapl, $ssnlf, $arm, huawei, iphone, ai, china
Top accounts mentioned or mentioned by @qualcomm @mediatek @arm @counterpointtr @apple @samsung @mytechmusings @markgurman @skundojjala @business @mweinbach @elerianm @reuters @jukanlosreve @huawei @danielnewmanuv @thegalox @wsj @techreve @samsungmobile
Top assets mentioned QUALCOMM, Inc. (QCOM) Apple, Inc. (AAPL) Arm Holdings plc (ARM) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Intel Corporation (INTC) Microsoft Corp. (MSFT) Taiwan Semiconductor (TSM) Advanced Micro Devices (AMD) Broadcom, Inc. (AVGO) Tesla, Inc. (TSLA) Dell Technologies, Inc. (DELL)
Top Social Posts
Top posts by engagements in the last [--] hours
".@Qualcomm QTM527 #mmWave antenna module for the Snapdragon X55 5G Modem-RF System delivering the worlds first fully integrated #extended-range mmWave solution for 5G fixed wireless access #FWA"
X Link 2019-09-06T13:23Z [----] followers, [--] engagements
"Whats in the future of #5G A lot. @qualcomm"
X Link 2019-10-05T12:36Z [----] followers, [--] engagements
"Ultimate operator spectrum aggregation flexibility for better #5G networks. #Snapdragon X60 #modem from #Qualcomm"
X Link 2020-02-24T18:51Z [----] followers, [--] engagements
"Is Apple's iPhone satellite communications a game changer or a dud @MyTechMusings $AAPL $QCOM https://www.fiercewireless.com/tech/apples-iphone-satellite-communications-game-changer-or-dud-sangam https://www.fiercewireless.com/tech/apples-iphone-satellite-communications-game-changer-or-dud-sangam"
X Link 2022-09-19T17:08Z [----] followers, [--] engagements
"Growing a custom chip business could be a good $QCOM strategy moving forward Maturing handset market and stiff #Mediatek competition are squeezing #Qualcomm's strategic options in this segment forcing it to more revenue dependency on #Samsung & #Apple. Could this make Qualcomm consider a custom chip business as it faces this customer concentration Maturing handset market and stiff #Mediatek competition are squeezing #Qualcomm's strategic options in this segment forcing it to more revenue dependency on #Samsung & #Apple. Could this make Qualcomm consider a custom chip business as it faces this"
X Link 2022-10-12T10:41Z [----] followers, [--] engagements
"$QCOM customer concentration remains high with $AAPL and Samsung accounting for some 42% of Qualcomm revenue - Samsung emerges as the largest customer of Qualcomm in FY22 overtaking Apple. Apple and Samsung each accounted for 21% of Qualcomm's revenue (my interpretation). - Samsung emerges as the largest customer of Qualcomm in FY22 overtaking Apple. Apple and Samsung each accounted for 21% of Qualcomm's revenue (my interpretation)"
X Link 2022-11-03T12:24Z [----] followers, [--] engagements
"Skyworks announced it has engaged with @MediaTek to offer a complete end to end modem-to-antenna #automotive grade 5G solution @skyworksinc #RFFE $SWKS $QCOM https://www.businesswire.com/news/home/20221113005075/en/Skyworks-and-MediaTek-Collaborate-to-Offer-End-to-End-5G-Automotive-Solutions https://www.businesswire.com/news/home/20221113005075/en/Skyworks-and-MediaTek-Collaborate-to-Offer-End-to-End-5G-Automotive-Solutions"
X Link 2022-11-14T12:34Z [----] followers, [--] engagements
"Wells Fargo not very positive on the mid-term outlook for $QCOM as its success beyond iPhone16 is dependent on the high-end Android smartphone community which may not be the best exposure to have. Downgraded to underweight reiterated $105 price target https://invst.ly/zt1q6 https://invst.ly/zt1q6"
X Link 2022-12-12T14:43Z [----] followers, [--] engagements
"Immortalis performing admirably in benchmarks vs Apple A16 in iPhone [--] Pro highlighting @Arm advances in leading GPU tech. Dimensity [----] has put @Mediatek squarely in premium phone territory. @vivo_europe Vivo X90 series. $AAPL $QCOM GPU tests results. Very similar story to the CPU part. You won't get the crazy fast performance on reference device. However the power consumption and efficiency is also much better. (GPU uses 10W power on reference device quite impractical) https://t.co/aSlKRk1Uhi GPU tests results. Very similar story to the CPU part. You won't get the crazy fast performance"
X Link 2022-12-18T10:34Z [----] followers, [----] engagements
"Q4 [----] phone processor shipments projected to decline across the board except for Apple $AAPL $QCOM #Mediatek #Samsung #Hisilicon #UNISOC Latest @CounterPointTR global phone processor market share by quarter https://www.counterpointresearch.com/global-smartphone-ap-market-share/ https://www.counterpointresearch.com/global-smartphone-ap-market-share/"
X Link 2022-12-21T11:10Z [----] followers, [---] engagements
"1 out of [--] phones launched in India in Q3 [----] used a @MediaTek processor according to Techarc #Dimensity #Snapdragon $qcom #Unisoc #Tensor https://techarc.net/1-out-of-2-smartphones-launched-in-3q-2022-used-a-mediatek-processor/ https://techarc.net/1-out-of-2-smartphones-launched-in-3q-2022-used-a-mediatek-processor/"
X Link 2022-12-24T20:33Z [----] followers, [----] engagements
"Oppo has apparently recruited thousands to form its own chipset division and phones could launch with an in-house chip as early as [----] #Mediatek #Qualcomm $qcom #Oppo #processor https://www.androidcentral.com/phones/oppo-to-launch-in-house-smartphone-chipset-in-2024 https://www.androidcentral.com/phones/oppo-to-launch-in-house-smartphone-chipset-in-2024"
X Link 2023-01-01T14:45Z [----] followers, [----] engagements
"👓 Who is timing an AR glasses push better @Apple or @Qualcomm $AAPL $QCOM #VR #AR #XR Will AR glasses really be a phone-like platform or an accessory to phones Will they rely more on #WiFi or #5G "Apple has indefinitely postponed development of its AR glasses" @markgurman @business $AAPL Meanwhile "Internet-Connected Eyeglasses are coming back says Qualcomm CEO" $QCOM @DanStrumpf @WSJ https://t.co/qexja0bX5P https://t.co/aPEh5lQa4Q "Apple has indefinitely postponed development of its AR glasses" @markgurman @business $AAPL Meanwhile "Internet-Connected Eyeglasses are coming back says"
X Link 2023-01-23T17:01Z [----] followers, [---] engagements
"At current pricing Google's Pixel [--] Pro phone is clearly a much better value than Samsung's Galaxy S23 it's the only premium Android phone to buy today if you are not going for iOS and iPhone [--] Pro $AAPL $SSNLF $GOOGL $QCOM"
X Link 2023-02-03T11:13Z [----] followers, [---] engagements
"It's good news that Galaxy S23 price hike rumors were not true however it would have been better for Samsung to deploy a lower premium pricing strategy. I don't believe it erodes Galaxy's brand. Apple iPhone will continue to eat up Android market share $SSNLF $QCOM $GOOGL $AAPL If the rumored Galaxy S23 price hike is true it would only serve to help Apple iPhone widen its steady market share gains against premium Android. Samsung should use a lower premium pricing strategy. $AAPL $SSNLF #GalaxyS23 If the rumored Galaxy S23 price hike is true it would only serve to help Apple iPhone widen its"
X Link 2023-02-03T13:10Z [----] followers, [---] engagements
"Apple is expected to use the X70 5G modem in iPhone [--]. Will it update to Snapdragon X75 modem for iPhone [--] or keep X70 for the next two iPhone gens ahead of its planned in-house modem Launch $AAPL $QCOM"
X Link 2023-02-15T16:57Z [----] followers, [----] engagements
"Apple takes [--] Spots in list of global top [--] phones. The [--] remaining spots were taken by entry level Samsung phones. Data continue to show iPhone increasingly eating Android's lunch especially premium & high end $AAPL $GOOGL $QCOM $SSNLF @CounterPointTR https://www.counterpointresearch.com/top-smartphones-global-2022/ https://www.counterpointresearch.com/top-smartphones-global-2022/"
X Link 2023-03-07T09:49Z [----] followers, [----] engagements
"Qualcomm recently affirmed that "When we provide the Snapdragon [---] platform to a Galaxy smartphone in terms of revenue and earnings it replaces at least the revenue and earnings of selling modems to five iPhones" $qcom. Rumors of Exynos [----] emerging again as candidate for Galaxy S24 bring to the forefront Qualcomm's dependency on Samsung Snapdragon volumes $ssnlf. These volumes are now peaking with 100% of S23 chipsets win likely to begin eroding in the future with emergence of Samsung processors be it Exynos in [----] or the "new Galaxy processor" in [----]. More revenue pressure is likely"
X Link 2023-04-04T12:36Z [----] followers, [----] engagements
"Softbank's @Arm has built a new solutions engineering team to lead the development of advanced prototype chips for mobile devices laptops and other electronics. $aapl $qcom $ssnlf #Mediatek. The team is lead by Kevork Kechichian who joined Arm from NXP and Qualcomm where he oversaw the development of the companys flagship Snapdragon chip. @FT @ChengTingFang @AnnaSophieGross @timbradshaw https://www.ft.com/content/72897dde-2d84-48b1-8bd7-390e66049d40 https://www.ft.com/content/72897dde-2d84-48b1-8bd7-390e66049d40"
X Link 2023-04-23T12:43Z [----] followers, [----] engagements
"$QCOM Qualcomm earnings badly impacted by smartphone market conditions underscore reliance on a phone segment amounting to 80% of total revenue (when phone tech licensing revenue is included.) A long bull case has several issues to dispell some key topics listed in thread 👇 Qualcomm $QCOM phone segment. [--] key topics ahead of earnings: [--]. The company's expressed Premium phone strategy focus with iPhone modem looming + Samsung Galaxy S aiming for own processor [--]. Very high customer concentration in Apple and Samsung climbing towards 1/2 of Total Qualcomm $QCOM phone segment. [--] key topics ahead"
X Link 2023-05-04T10:46Z [----] followers, [----] engagements
"Apple A17 Bionic process node advantage alone may make [----] a forgettable year for Android premium phones. More iPhone [--] pro features can only widen the lead. A17 is likely to be the only phone processor on the leading TSMC #3nm node in that timeframe. $AAPL $TSM $QCOM $SSNLF"
X Link 2023-05-06T19:25Z [----] followers, [----] engagements
"Will X70 be the last Snapdragon modem version for $AAPL Apple iPhone [--] is expected to use the $QCOM Qualcomm X70. Even if Apple might adopt a gradual multi-year transition plan to its in-house modem (likely starting in 2025) it may be beneficial to stick with X70 for any future iPhones for the duration of the transition (rather than upgrading to X75 for example.) With 5G mobile broadband modem feature differentiation slowing staying with the same X70 helps Apple streamline a transition to its own modem without losing out on critical features"
X Link 2023-05-14T10:53Z [----] followers, [----] engagements
"$AAPL $QCOM Apple contributes almost half of total Qualcomm licensing revenues 49% Apple contributes 16% of total Qualcomm chip revenues FY2022 numbers. @SKundojjala"
X Link 2023-05-17T19:46Z [----] followers, [--] engagements
"Interesting that Apple iPhone has 19% market share in [----] contributes 49% of Qualcomm licensing revenues. Samsung has 22% phone market share but it takes Samsung + all Chinese OEMs combined to contribute the other half of licensing revenues. $QCOM $AAPL $SSNLF"
X Link 2023-05-18T11:14Z [----] followers, [--] engagements
"Apple willingness & appetite to negotiate lower royalty rates once it no longer needs Qualcomm modems is likely high. Whether these negotiations devolve to litigation is another thing and harder to assess but not needing to buy modems may embolden Apple's strategy $AAPL $QCOM"
X Link 2023-05-18T11:19Z [----] followers, [--] engagements
"Apple announces multibillion-dollar deal w/ Broadcom for components made in USA. Through this collaboration Broadcom will develop 5G radio frequency components including FBAR filters and cutting-edge wireless connectivity components $AAPL $AVGO $QCOM https://nr.apple.com/DH0h8J0Mi3 https://nr.apple.com/DH0h8J0Mi3"
X Link 2023-05-23T13:17Z [----] followers, [----] engagements
"Time for an update to the chart comparing Samsung Galaxy S models first [--] months of sales #GalaxyS23 $ssnlf $qcom @neiltwitz @CounterPointTR @Tech_Reve"
X Link 2023-05-24T10:33Z [----] followers, [--] engagements
"@Tech_Reve A stronger strategic collaboration with @Arm or a move to its own custom core is good for @SamsungMobile independent of its fab strategy. Much like Samsung has been willing to use both snapdragon and Exynos it can also use both TSMC and its own fab $ssnlf $tsm $qcom"
X Link 2023-05-24T10:57Z [----] followers, [--] engagements
"Apple M & Qualcomm Nuvia performance rumors 👇 Single Core: M3 Snapdragon 8cx Gen [--] by 38% Multi-Core: 8cxGen4 M3 by 32% (8cxGen4 is a 12-core part with [--] performance cores. M3 is 8-core part with only [--] performance cores) $qcom $aapl @omarsohail90 https://wccftech.com/snapdragon-8cx-gen-4-32-percent-higher-multi-core-score-than-m3/ https://wccftech.com/snapdragon-8cx-gen-4-32-percent-higher-multi-core-score-than-m3/"
X Link 2023-05-28T11:11Z [----] followers, [----] engagements
"Will Mediatek + Arm + Nvidia bring laptop surprises to Computex Continuing Windows on Arm ecosystem delays create opportunities for Arm chip vendor competition it also afford Intel and AMD more time to bring competing laptop solutions. $NVDA $MSFT $QCOM #SoftBank #Computex2023"
X Link 2023-05-28T19:48Z [----] followers, [--] engagements
"MediaTek will develop #automotive SoCs integrating Nvidia GPU chiplet and featuring Nvidia AI and graphics IP into design architecture. MediaTek will runNvidia DRIVE OS DRIVE IX CUDA and TensorRT software on these automotive SoCs. $nvda $qcom"
X Link 2023-05-29T13:20Z [----] followers, [--] engagements
"Auto SoC competition accelerates. @MediaTek will develop automotive SoCs integrating Nvidia GPU chiplet and featuring Nvidia AI and graphics IP into design architecture. MediaTek will runNvidia DRIVE OS DRIVE IX CUDA and TensorRT software on these automotive SoCs $nvda $qcom"
X Link 2023-05-29T13:27Z [----] followers, [----] engagements
"Samsung [----] in-house Galaxy S processor / SoC can possibly leverage [--] strategic partnerships: with @Arm for custom CPU @AMD for custom GPU @Google for custom AI TPU. It's overdue for @Samsung to better integrate activate its Galaxy S brand SoC & fab $SSNLF $GOOG $AMD $QCOM"
X Link 2023-06-04T11:07Z [----] followers, [----] engagements
"Even fewer XR / VR consumers will now be buying many traditional XR devices. Most are now waiting for next year to buy the Apple Vision Pro. Hopes of jumpstarting the XR market are dashed Apple leapfrogged and left the traditional XR market behind $META $AAPL $QCOM #VisionPro"
X Link 2023-06-05T19:29Z [----] followers, [----] engagements
"Sluggish demand in China continues according to Digitimes. Prompting both Qualcomm and MediaTek to cut wafer starts as well as prices $QCOM"
X Link 2023-06-22T10:53Z [----] followers, [---] engagements
"AI Model optimizations are well and fine but consumers will favor services that use the best LLM the one that produces the best results. Generative AI Optimization cannot be at the expense of the robustness of the model or its knowledge base"
X Link 2023-07-21T23:38Z [----] followers, 37.6K engagements
"LLM and Generative AI remain grossly misrepresented across the board and that's a shame. Everyone in the space should be more active and blunt addressing misconceptions and inapplicable hype"
X Link 2023-07-25T01:20Z [----] followers, [---] engagements
"LLM ability is seeded by past human ideas and creativity. It was made possible by the human content it is trained on. The future should carefully allow for human creativity to continue to play a larger role in AI evolution and training even as AI generated content proliferates"
X Link 2023-07-29T15:38Z [----] followers, [---] engagements
"Qualcomm said Snapdragon had 40% share in S21 75% in S22. S23 was 100%. Exynos [----] seems all but confirmed in Galaxy S24 Snapdragon share likely to decline from the peak heading back to the 40-75% range. A planned new [----] Samsung processor may take a lion share of S25 $qcom"
X Link 2023-08-11T11:23Z [----] followers, [---] engagements
"Eight of the [--] companies with the largest share of revenue from China are chip makers or related to the chip industry with Qualcomm at the top. $QCOM derived 63.6% of its revenue from China as of Sept [--]. @LizMoyer @barronsonline Chinas woes Linger. These [--] stocks have the most exposure"
X Link 2023-08-18T13:44Z [----] followers, [---] engagements
"Samsung could lose to Apple for the first time ever in annual phone shipments @aamirsidd94 @AndroidAuth Trend might cause phone revenue pressure for $QCOM. Qualcomm CEO said last year: "When we provide the Snapdragon [---] platform to a Galaxy smartphone in terms of revenue and earnings it replaces at least the revenue and earnings of selling modems to five iPhones""
X Link 2023-08-20T12:38Z [----] followers, [---] engagements
"More rumors seem to be surfacing on disappointing Qualcomm Nuvia processor performance. $QCOM should've never paused its own custom Arm core development after Krait"
X Link 2023-08-23T13:32Z [----] followers, [---] engagements
"@elerianm @WSJ Yes of course. The primary reason is not current higher mortgage rates rather unhealthy low mortgage rates for more than a decade coupled with the government subsidies for home mortgages and home mortgage interest deductions. Unhealthy policies across the board"
X Link 2023-08-25T12:50Z [----] followers, [----] engagements
"Paul Jacobs @Paul_E_Jacobs and Matt Grob are now CEO and CTO of Globalstar a key Apple partner for Satellite services $GSAT $AAPL $QCOM Globalstar has exclusively licensed XCOM Labs technology to enhance its "terrestrial wireless efforts""
X Link 2023-08-29T14:21Z [----] followers, [----] engagements
"@QaM_Section31 Model based is a better strategy. I posted on this earlier this year explaining why it makes sense for the Samsung Galaxy S product line to consider at this juncture"
X Link 2023-08-31T14:24Z [----] followers, [--] engagements
"Neither Google Pixel nor foldables made meaningful market share impact to improve premium Android diversity and position in the US. Android continues to be challenged by Apple iPhone's superior ecosystem offering and market share growth with no change on the horizon $AAPL $GOOG"
X Link 2023-09-04T00:31Z [----] followers, [---] engagements
"All Exynos [----] needs for market share is be in comparable performance as Qualcomm's Snapdragon [--] Gen [--] not Gen [--]. Watch for that. Samsung can then (like Apple did) use Exynos [----] in Galaxy S24 & S24 plus and save the more costly Snapdragon [--] Gen [--] for the Ultra. $qcom $ssnlf"
X Link 2023-09-04T13:29Z [----] followers, [----] engagements
"Testing by Bloomberg Newsshowedthe Mate [--] Pro capable of cellular speeds on a par with 5G devices likeApple Inc.s latest iPhones (Qualcomm Snapdragon X65 modem) @vladsavov @business #SMIC #7nm"
X Link 2023-09-05T12:13Z [----] followers, [---] engagements
"With many changes in recent years would Huawei HiSilicon shift strategy and become a merchant chip supplier to Chinese phone brands Oppo Vivo Xiaomi. Maybe Huawei and SMIC can improve fab yields in successor chips to #Kirin9000S targeted for the domestic China phone market"
X Link 2023-09-06T14:52Z [----] followers, [---] engagements
"Qualcomm To Lose Up To [--] Million Chipset Orders in [----] Thanks To Huaweis Kirin 9000S Potential Profit Loss In The Billions @omarsohail90 @mingchikuo"
X Link 2023-09-06T17:43Z [----] followers, [--] engagements
"If China expands its current campaign to exert pressure and promote progress in self-reliance (Huawei / SMIC) and decoupling from US semiconductor technology (Apple iPhone / Qualcomm) it could end up benefitting Taiwan's Mediatek chip share in China's phone market $AAPL $QCOM"
X Link 2023-09-07T20:25Z [----] followers, [---] engagements
"Apple / Qualcomm purchase agreement expiring had to be updated. Expectations remain same as prior: Apple takes the [--] year extension option in license agreement (to 2027). Gradual rollout Apple modem in [----]. Phasing out $QCOM modem in [----]. Renegotiate lower license fee forward"
X Link 2023-09-12T11:44Z [----] followers, [----] engagements
"From PR on the [----] settlement between Apple/Qualcomm: The companies also have reached a six-year license agreement effective as of April [--] [----] including a two-year option to extend and a multiyear chipset supply agreement. Supply agreement is what was recently updated"
X Link 2023-09-12T12:14Z [----] followers, [---] engagements
"5G modems are hard to do and take time but Apple didn't set market expectations otherwise. It factored in the timeline realities in its [----] settlement agreements with Qualcomm. There are many good 5G modems from Samsung Mediatek Huawei Qualcomm. Apple will have its modem too"
X Link 2023-09-12T15:09Z [----] followers, [----] engagements
"Media has started reporting on options for some future Apple iPhones keeping the Qualcomm Snapdragon X70 modem (the one in iPhone 15) rather than upgrading to the X75"
X Link 2023-10-13T10:33Z [----] followers, [---] engagements
"If Qualcomm Snapdragon 8cx is now rebranded Snapdragon X to create marketing buz for Oryon what will the "Snapdragon X modem" (the original X branding) be named in the future Is it a de-emphasis on promoting modem as Apple plans transition to its own"
X Link 2023-10-13T11:22Z [----] followers, [---] engagements
"Even if Qualcomm Oryon (Nuvia) core is ready and competitive for consumer laptops will Windows on Arm and its software ecosystem be The main competition here is not with the Apple M series rather with Intel and AMD. $msft $qcom $intc $amd $arm $AAPL"
X Link 2023-10-14T12:51Z [----] followers, [----] engagements
"Google's wearable strategy continues to be in a perpetual state of flux with the latest iteration now a RISC-V experiment. Might as well. After all this category has thus far and after many years failed to become a viable supported ecosystem for Android Wear OS"
X Link 2023-10-17T19:47Z [----] followers, [---] engagements
"Dimensity [----] may give Qualcomms next-gen chip Snapdragon [--] Gen [--] a run for its money $qcom #Mediatek @ADSoomeet @Androidheadline"
X Link 2023-10-20T12:30Z [----] followers, [---] engagements
"Qualcomm said it will have "majority share" Snapdragon in Galaxy S24 series. This confirms Exynos [----] return in Galaxy S24 with Qualcomm only getting better than 50% share this time likely between 50-75% with a 60% share possibly a reasonable working assumption $qcom $ssnlf Qualcomm said Snapdragon had 40% share in S21 75% in S22. S23 was 100%. Exynos [----] seems all but confirmed in Galaxy S24 Snapdragon share likely to decline from the peak heading back to the 40-75% range. A planned new [----] Samsung processor may take a lion share of S25 $qcom Qualcomm said Snapdragon had 40% share in S21"
X Link 2023-11-02T05:42Z [----] followers, [----] engagements
"A possible earlier release date for Samsung Galaxy S24 than traditionaly estsblished launch timeline of previous Galaxy S models may shift some component vendors quarterly volumes and revenue assumptions. May affect Qualcomm quarterly projections as well as others $QCOM $SSNLF"
X Link 2023-11-02T15:24Z [----] followers, [---] engagements
"Apple iPhone weaker performance in China recently may very well be an indicator of a more broader shift that is underway for the Chinese phone and chip market $aapl $qcom #Huawei #Mediatek"
X Link 2023-11-03T15:49Z [----] followers, [---] engagements
"It's clear Mediatek and Arm are building a closer partnership to showcase cutting edge Arm phone technologies with Dimensity premium chips. Latest Dimensity [----] boasts the best Arm has to offer from Immortalis G720 GPU to Arm Cortex-X4 cores [--] of them. $ARM $QCOM"
X Link 2023-11-06T19:11Z [----] followers, [---] engagements
"@MyTechMusings @Qualcomm @MediaTek China should probably be included too in this battleground. The US premium however is iPhone or Galaxy S so yes harder to break into for Mediatek Dimensity as Samsung seems focused on growing usage of their own processors next"
X Link 2023-11-07T12:50Z [----] followers, [---] engagements
"@MyTechMusings @ebizexec @Qualcomm @MediaTek @SamsungExynos Samsung has been growing usage of Exynos in non-premium Galaxy phone tiers in the past [--] years. They are keen to increase share in the premium S series again. This year Exynos looks likely to get around 40% of Galaxy S24 series share not bad since it's up from 0% in the S23"
X Link 2023-11-07T19:29Z [----] followers, [--] engagements
"Dimensity [----] "will be especially attractive to the numerous Chinese smartphone OEMs who have been looking for a Qualcomm alternative especially given the unspoken trade war between the US and China" Jack Gold @jckgld. "We expect the chip to help MediaTek capture a significant share of the premium mobile device market in addition to their current advanced position in the mid tier and force Qualcomm to react with incentives for device OEMs to continue to use the Qualcomm chips""
X Link 2023-11-08T12:54Z [----] followers, [---] engagements
"Mediatek Dimensity chips have come a long way. Should Samsung see delays in its revamped [----] processor for Galaxy they now have more options. It is now more conceivable they might consider a successor of Dimensity [----] alongside Qualcomm Snapdragon in some models of Galaxy S25"
X Link 2023-11-08T17:04Z [----] followers, [---] engagements
"@MyTechMusings @Qualcomm @IridiumComm @SamsungMobile @Snapdragon Could be that Samsung wanted its own thing directly with Iridium without Qualcomm. Maybe this announcement will be followed by another from Samsung and Iridium for Galaxy S24"
X Link 2023-11-09T23:48Z [----] followers, [---] engagements
"Qualcomm & Iridium exited Snapdragon Satellite that was only announced Jan. Prakash Sangam @MyTechMusings had predicted "It will be hard for the competition to match Apple's offering quickly. Even if it did it would not be for at least the next 2-3 years""
X Link 2023-11-10T12:50Z [----] followers, [---] engagements
"Apple will likely closely scrutinize the technology implemented in Qualcomm Nuvia Oryon cores once they are commercial in devices. For competitive research and otherwise"
X Link 2023-11-11T13:16Z [----] followers, [---] engagements
"The Verge: Qualcomms satellite SOS for Android feature didnt make it to launch. Someone needs to pay Iridium for access to its satellites and this system would have put Qualcomm in the middle of those payments. Smartphone makers may not have loved the idea of offering a service that was ultimately managed by Qualcomm @jake_k @verge"
X Link 2023-11-11T13:47Z [----] followers, [---] engagements
"The upcoming Vivo X100 pro+ may need an overclocked "Snapdragon [--] Gen [--] for Vivo" chip. Chinese OEMs are in a better competitive place sourcing phone SoC with Huawei coming back and Mediatek offering a Dimensity [----] performance competing head to head with the Qualcomm 8Gen3"
X Link 2023-11-15T14:12Z [----] followers, [---] engagements
"Phone processor & modem margins are under pressure more than they have been in a long time with moats fading. Slow 5G modem evolution. Slower 6G. Maturing market. Competition in all phone chip tiers Mediatek Qualcomm Huawei Samsung Google Apple all with great solutions"
X Link 2023-11-16T13:51Z [----] followers, [---] engagements
"Dimensity [----] leads the big cores phone processor shift today raising anticipation for Samsung [----] processor redesign direction likely to launch in Galaxy S25 alongside a Snapdragon [--] Gen4 with Oryon (Nuvia) cores scaled for phones also using more big cores $qcom $ssnlf. Samsung could also now easily consider Dimensity [----] as a candidate for some Galaxy S25 models. Samsung [----] in-house Galaxy S processor / SoC can possibly leverage [--] strategic partnerships: with @Arm for custom CPU @AMD for custom GPU @Google for custom AI TPU. It's overdue for @Samsung to better integrate activate its"
X Link 2023-11-22T13:22Z [----] followers, [----] engagements
"With Snapdragon [--] Gen [--] an outgoing core design to be replaced by Oryon it makes sense for early adopters to just wait for the Gen [--]. Most of Qualcomm's attention this year seems to have been diverted to Oryon and Snapdragon X Elite for the nascent laptop market $qcom. The Gen [--] CPU cores may have not received the focus and innovation needed as resources likely shifted to Oryon"
X Link 2023-11-23T10:51Z [----] followers, [---] engagements
"As Qualcomm races to scale Oryon for a Snapdragon [--] Gen [--] big-cores design change Mediatek and Arm now have a one year head start with Dimensity [----]. May have been better for $qcom strategy to prioritize Oryon for phones launch it in Gen [--] first instead of laptop bound X Elite"
X Link 2023-11-23T11:19Z [----] followers, [---] engagements
"More reasons for Galaxy S25 to rely on a home grown Samsung processor (Exynos [----] or whatever new name) to capitalize on Samsung fab chips & Galaxy brand. Samsung has always hedged in the past. Qualcomm & MediaTek look to TSMC for 3nm tech over Samsung"
X Link 2023-11-24T13:15Z [----] followers, [---] engagements
"It was a strategy blunder for Qualcomm to stop its own processor cores efforts after Krait. It set up for a costly Nuvia acquisition to re-enter. It helped Mediatek catch up with premium Snapdragon. Focus shifted to laptops and Oryon won't be in phones til [----] 8Gen4 at earliest"
X Link 2023-11-26T12:29Z [----] followers, [----] engagements
"This strategy blunder forcing Qualcomm to rely on a Nuvia acquisition to re-enter custom cores also lead to an opening for the Arm lawsuit against Qualcomm over the Nuvia core design and licensing. Introducing more risks and potential increases in Arm licensing costs for $qcom"
X Link 2023-11-26T13:19Z [----] followers, [----] engagements
"Morgan Stanley expects MediaTeks market share in the flagship phone segment to increase from 20% in [----] to 30%-35% in [----] or up from [--] million units to around [--] million. Investors see Dimensity [----] as game-changer that will help steal a march over Qualcomm the current leader in the high-end mobile market. @CharlotteYTYang @business"
X Link 2023-11-27T10:23Z [----] followers, [---] engagements
"A Snapdragon [--] Gen [--] Miracle is crucial to stave off Samsung's Dream chip. Qualcomm's declining share in premium Android likely to be further stressed by Samsung's chips for Galaxy. While Mediatek already expected to have an impressive 30-35% premium phone share in [----]. And Google continues to Tensor"
X Link 2023-11-28T10:54Z [----] followers, [---] engagements
"A better strategy for Apple is to prepare & launch its 5G modem in all products rather than gradually as first reported and rumored. Likely timeline is 2026-2027 ahead of renewal of license agreement with Qualcomm. Recent renewal of purchase agreement points there $aapl $qcom"
X Link 2023-11-30T11:04Z [----] followers, [---] engagements
"A better strategy for Apple is to prepare & launch its 5G modem in all products rather than gradually as first reported and rumored. Likely timeline is 2026-2027 ahead of renewal of license agreement (after taking the [--] year extension option) with Qualcomm. $aapl $qcom. Recent renewal of purchase agreement points there"
X Link 2023-11-30T11:26Z [----] followers, [---] engagements
"Interesting point that Apple pays less than [--] cents per device for the right to use Arm based custom chips. What was Qualcomm's ALA license rate for its custom cores vs Nuvia's rate prior acquisition vs. the rate $QCOM will possibly pay post lawsuit"
X Link 2023-11-30T12:55Z [----] followers, [----] engagements
"One thing Samsung Mediatek Huawei and Qualcomm have in common is that all [--] companies have great competitive 5G modems. Modems are hard to do and take time sure. So Apple can have its modem too and it should not be too surprising it is taking it some time to get there"
X Link 2023-11-30T22:49Z [----] followers, [---] engagements
"@Tech_Reve Fascination with Apple iPhone aside Snapdragon [--] Gen [--] needs to forget Apple. Rather focus on protecting Qualcomm's eroding market share in premium Android phones. Facing Arm / Mediatek premium emergence + Samsung strategic need for its own Exynos or (new brand) chips for Galaxy"
X Link 2023-12-01T11:59Z [----] followers, [----] engagements
"@dnystedt Some real incentive for Galaxy S25 to use more Samsung's own processors be it Exynos or a new branding. It's overdue for Samsung to capitalize on its fab and chip divisions and collect the full benefit of Galaxy marketing & brand spend rather than gifting to TSMC and Qualcomm"
X Link 2023-12-01T12:25Z [----] followers, [---] engagements
"Apple's Srouji reminds we care about cellular and we have teams enabling that @KatieTarasov @CNBC 5G modems are hard to do and take time but Apple didn't set market expectations otherwise. It factored in the timeline realities in its [----] settlement agreements with Qualcomm. It is a good reminder that while modems are hard and take time there are many companies [--] of them with competitive 5G modems in the market today. If anyone can be number [--] it's a company with Apple's resources and established business strategy"
X Link 2023-12-02T08:47Z [----] followers, [----] engagements
"Apples hardware VP Johny Srouji says We care about cellular burying rumors talking about abandonment of in-house 5G modem $aapl $qcom @omarsohail90"
X Link 2023-12-02T13:40Z [----] followers, [---] engagements
"A better Apple strategy would be to ready & launch its 5G modem in all products rather than gradually as first rumored. Likely timeline is 2026-2027. That's ahead of license renegotiation (after taking the [--] year extension option) with Qualcomm $aapl $qcom"
X Link 2023-12-02T14:36Z [----] followers, [---] engagements
"Snapdragon X Elite Oryon (Nuvia) is likely to be closely scrutinized by Apple once it is commercial. Apple will want to ensure that none of its protected intellectual property is in this product. Since Qualcomm acquired Nuvia any possible future litigation focus will be on this"
X Link 2023-12-04T11:18Z [----] followers, [----] engagements
"Seems Samsung will use strategy below for Galaxy S24 series only partially. It's curious its use of Exynos [----] in Galaxy S24 & S24+ will not be global but continues to be region specific with US versions getting Snapdragon [--] Gen [--]. What's the reason behind this Ultra is said to be launching globally with Snapdragon [--] Gen3. How will Samsung position all this Why not processor tiering in all markets"
X Link 2023-12-06T11:23Z [----] followers, [---] engagements
"Arm is focused and driving an aggressive phone processors & coprocessors strategy for Android in terms of leading features product approach and growth plans. $ARM is arguably the biggest and most consistent strategic threat to Qualcomm's Snapdragon revenue today $QCOM"
X Link 2023-12-10T10:57Z [----] followers, [---] engagements
"@dnystedt Mediatek has been on a tear grabbing more market share with Dimensity now with wifi modems. Maybe next on their list is grabbing 5G cellular modem share with 'the world's leading American tablet brand'"
X Link 2023-12-11T02:07Z [----] followers, [---] engagements
"@MaxWinebach Would be interesting to get more color as to why "Qualcomm Snapdragon devices currently aren't working with NNAPI to properly test NPU stack. It falls back to CPU performance""
X Link 2023-12-13T11:06Z [----] followers, [---] engagements
"As EU continues to practice its favorite sport of adding more regulations some decided that if you cannot stop this tide join it to try to sway it to favor you more than your competition. Google Meta Qualcomm team up to push for open digital ecosystems"
X Link 2023-12-13T14:32Z [----] followers, [---] engagements
"Ironically Apple iPhone modem is now a most predictable business short term for Qualcomm while Android share is under pressure. Chinese OEM increasingly relying on Mediatek including flagships. Samsung moving phone volumes to Exynos including Galaxy S $AAPL $QCOM. Ironical as well Qualcomm's message to the street in recent quarters had pointed to the opposite - that timeline of Apple modem business loss is perhaps more imminent and Qualcomm's focus on Android premium phones will better secure its share and revenue in the segment (in the face of Mediatek challenges and Samsung's push towards"
X Link 2023-12-20T10:58Z [----] followers, [----] engagements
"Interesting that Google did not need neither Qualcomm nor Mediatek processors & modems to bag @MKBHD phone of the year award in the US: Pixel [--] using Tensor chips with Google and Samsung tech. Telling for today's phone chip market and consumer phone needs. $qcom $goog $ssnlf Google Tensor G3 is the chip that powers the Phone of the year: Pixel [--]. Google focused where it matters optimizing its SoC and software for its own differentiated user experience for consumers. A winning formula in this maturing phone market. Google Tensor G3 is the chip that powers the Phone of the year: Pixel [--]. Google"
X Link 2023-12-22T12:54Z [----] followers, [----] engagements
"The New York Times AI lawsuit should be about using data for statistical models and it will be good to have the courts have their say on this issue to pave a clearer way. Emphasizing AI or Artificial Intelligence creates unnecessary fog that will work against the @nytimes"
X Link 2023-12-29T13:23Z [----] followers, [---] engagements
"Looking forward to Samsung unveiling Galaxy S24 on January 17th [----] $ssnlf $qcom. Below is what I posted back in April '23 on possible strategies for Galaxy S24 & S25 processors and chips. Samsung's strategy to move to its own processors for premium Galaxy S phones is underway. Future @Samsung Galaxy premium S line (S24 S25) may want to consider following Apples strategy of equipping iPhone models with different processors as part of tiering. The Galaxy Ultra for example would be the only model to receive the latest more performing and expensive https://t.co/kYNF7UrQkO Future @Samsung Galaxy"
X Link 2024-01-03T14:28Z [----] followers, [----] engagements
"Awareness level for MediaTeks chipsets is 61% across smart device users in India driven by the brands leadership position in smartphones. @CounterPointTR @Tarunpathak @Mediatek continues to gain brand equity with Dimensity phone processors chipsets [----] can be marked as the year @Mediatek stopped being a fast follower in premium phone chips. It has earned its stripes as a prime flagship silicon supplier and the #Dimensity brand was accepted as a premium component by consumers [----] can be marked as the year @Mediatek stopped being a fast follower in premium phone chips. It has earned its"
X Link 2024-01-05T14:26Z [--] followers, [---] engagements
"Will we See Windows on ARM laptops for consumers next week at CES [----] More importantly will Windows on ARM software ecosystem be actually ready and viable for consumers Qualcomm Snapdragon X Elite processors compete more for laptops with Intel & AMD rather than with Apple M & Macbooks @JoannaStern #CES2024 $INTC $AMD $QCOM $AAPL Windows PCs that compete with Apple M2-powered Macs Here's Qualcomm's @cristianoamon at my #MWC2023 @WSJ Tech Things event talking about how the company's next chip for PCs is going to compete with Apple. Only problem It's not shipping in products until early 2024."
X Link 2024-01-06T13:33Z [--] followers, [----] engagements
"Vision Pro will be available from Apple on February 2nd. Orders start January 19th. Spatial computing with VisionOS. An all-new App Store with access to more than [--] million compatible apps across iOS & iPadOS. XR / VR solutions can't rely on Apple jumpstarting a market. With Vision Pro Apple is defining a space for itself very dependent on its deployed ecosystem of software & devices. Others need to define a market of their own. They tried for years already won't be easier now $aapl XR / VR solutions can't rely on Apple jumpstarting a market. With Vision Pro Apple is defining a space for"
X Link 2024-01-08T15:19Z [----] followers, [---] engagements
"Arm Blackhawk CPU & Krake GPU are gearing up. $arm $aapl $qcom @Arm aims to lead the Android premium phone performance. #TCS24 Have you heard of @Arms next smartphone CPU Blackhawk $ARM is going for it. Faster than Apple Pro Bionic The company says it will be. Have you heard of @Arms next smartphone CPU Blackhawk $ARM is going for it. Faster than Apple Pro Bionic The company says it will be"
X Link 2024-01-09T11:43Z [--] followers, [----] engagements
"The Core War of [----] Dimensity Blackhawk vs. Snapdragon Oryon. Arm & Mediatek aim to capture more of Qualcomm premium Android phone market share. $arm $qcom Arm Blackhawk CPU & Krake GPU are gearing up. $arm $aapl $qcom https://t.co/e5lsATI3Da @Arm aims to lead the Android premium phone performance. #TCS24 https://t.co/phR67FVL2X Arm Blackhawk CPU & Krake GPU are gearing up. $arm $aapl $qcom https://t.co/e5lsATI3Da @Arm aims to lead the Android premium phone performance. #TCS24 https://t.co/phR67FVL2X"
X Link 2024-01-10T10:36Z [----] followers, [----] engagements
"@ryanshrout Yes. It's Arm (Mediatek) TLA license business vs Arm (Qualcomm Oryon Nuvia) ALA license business for premium Android share. The Arm vs Apple is interesting but iPhone is in its own ecosystem Arm is obviously teaming up more with Mediatek to premier its CPU GPU co-processors"
X Link 2024-01-10T11:56Z [----] followers, [--] engagements
"The Core War of [----] is Arm vs Arm Arm (Mediatek TLA license business) vs. Arm (Qualcomm / Oryon / Nuvia ALA license business) competing for the highest license revenue and market share in premium Android phones"
X Link 2024-01-10T12:02Z [----] followers, [----] engagements
"Headwinds the market is monitoring as phone related revenues (including processor modem RF and licensing) are the large majority of Qualcomm total revenues $QCOM [--]. Mediatek gaining premium phone share and brand awareness with very competitive premium chips [--]. Samsung using its own processor in Galaxy S product line [--]. Arm doubling down on processor GPU and co-processors R&D to trump custom cores [--]. Apple using their own modems [--]. iPhone gaining market share globally from premium Android even as premiumization is the trend in India and China [--]. Margin pressure on processor modems in a more"
X Link 2024-01-11T10:40Z [----] followers, [----] engagements
"Qualcomm continues to highlight its diversification strategy while talking less about primary strategies to grow maintain and reduce risk in its phone core business and market share. The street wants to hear more about that. Diversification for growth is great and should be additive to primary strategies to maintain and grow the core business and market share therein. The phone related business is critical to funding this diversification and remains the lion share of the revenue"
X Link 2024-01-11T12:04Z [----] followers, [----] engagements
"Windows on Arm was a no-show at the CES [----] show #CES2024 Microsoft primary focus continues to be on Intel & AMD x86 processors evolution for Windows. As more Arm processor vendors step in alongside Qualcomm (e.g Nvidia Mediatek AMD) we may see Microsoft move faster on Arm"
X Link 2024-01-12T14:16Z [----] followers, [---] engagements
"@ylecun @obai____ @erikbryn The name "artificial intelligence" often hinders the discussion of these technology solutions rather than facilitating it"
X Link 2024-01-13T20:36Z [----] followers, [---] engagements
"Apps & services model's been here on phones and Generative AI apps are more of the same. Good apps for good use cases win software & platforms are best suited to monetize. Artificial Intelligence creates aspirational fog that's being leveraged for marketing hype. It's software. AI like software before it runs in the cloud and on-device already on CPU & co-processors (GPU DSP NPU TPU) much like apps and software we already use"
X Link 2024-01-18T12:21Z [----] followers, [---] engagements
"@Ravi_711 I agree that improvements in AI co-processors are moving fast they are accelerating new sw functions being used more for some phone apps. It is a good trend that predates the ChatGPT hype. The ecosystem continues to operate and evolve within the same business model it has been"
X Link 2024-01-18T13:00Z [----] followers, [--] engagements
"With Galaxy S24 Samsung begins to move premium phone volumes to Exynos [----]. The next generation of Samsung in-house processor may get a lion share of Galaxy S25 as Samsung seems to be looking to better leverage its own silicon $SSNLF $QCOM Ironically Apple iPhone modem is now a most predictable business short term for Qualcomm while Android share is under pressure. Chinese OEM increasingly relying on Mediatek including flagships. Samsung moving phone volumes to Exynos including Galaxy S $AAPL $QCOM. Ironical as Ironically Apple iPhone modem is now a most predictable business short term for"
X Link 2024-01-18T18:01Z [----] followers, [----] engagements
"Qualcomm $qcom a list of [--] headwinds to track 👇 Headwinds the market is monitoring as phone related revenues (including processor modem RF and licensing) are the large majority of Qualcomm total revenues $QCOM [--]. Mediatek gaining premium phone share and brand awareness with very competitive premium chips [--]. Samsung using Headwinds the market is monitoring as phone related revenues (including processor modem RF and licensing) are the large majority of Qualcomm total revenues $QCOM [--]. Mediatek gaining premium phone share and brand awareness with very competitive premium chips [--]. Samsung using"
X Link 2024-01-19T10:23Z [----] followers, [----] engagements
"Samsung Exynos [----] is officially back to Galaxy S24 and Galaxy S is no longer 100% Snapdragon. What's the volume split between the two $qcom $ssnlf Qualcomm said Snapdragon had 40% share in S21 75% in S22. S23 was 100%. For S24 Qualcomm said it only has "majority share" Qualcomm said it will have "majority share" Snapdragon in Galaxy S24 series. This confirms Exynos [----] return in Galaxy S24 with Qualcomm only getting better than 50% share this time likely between 50-75% with a 60% share possibly a reasonable working assumption $qcom $ssnlf Qualcomm said it will have "majority share""
X Link 2024-01-19T11:34Z [----] followers, [----] engagements
"Samsung is tiering Exynos [----] in Galaxy S24 product line and doesn't have to match Snapdragon [--] Gen [--] to succeed. Curious however that it adopted a different strategy for US & China where it used Snapdragon in all models not only Ultra. For some unknown business reasons. Dismissing Exynos [----] in Galaxy S24 as not performant compared to Snapdragon [--] Gen3 in the Ultra misses the point. It's same as A16 in iPhone [--] vs [--] in Pro. It's tiering. All Exynos [----] needs is be comparable to [--] Gen2 and early benchmarks show it easily doing that and more Dismissing Exynos [----] in Galaxy S24 as not"
X Link 2024-01-20T10:57Z [----] followers, [---] engagements
"The ultimate benefit of on-device GenAI will be when third-party app developers introduce new exciting use cases applications services and experiences with mass appeal. Until that happens I am skeptical about a new upgrade cycle starting. @MyTechMusings"
X Link 2024-01-20T18:46Z [--] followers, [---] engagements
"@elerianm @washingtonpost In effect the US seems to be normalizing faster currency devaluation rates higher ongoing inflation rates and higher debt"
X Link 2024-01-28T23:43Z [----] followers, [---] engagements
"This is for sure overdue but more software ecosystem work is needed. Surprising it took so long. Hopefully this is an indication that Microsoft is finally more serious about Windows on Arm now that more vendors are getting ready to offer performant chips for it Qualcomm Mediatek Nvidia and AMD"
X Link 2024-01-30T11:52Z [----] followers, [--] engagements
"Qualcomm ahead of earnings [--] headwinds to keep an eye on $qcom Headwinds the market is monitoring as phone related revenues (including processor modem RF and licensing) are the large majority of Qualcomm total revenues $QCOM [--]. Mediatek gaining premium phone share and brand awareness with very competitive premium chips [--]. Samsung using Headwinds the market is monitoring as phone related revenues (including processor modem RF and licensing) are the large majority of Qualcomm total revenues $QCOM [--]. Mediatek gaining premium phone share and brand awareness with very competitive premium chips 2."
X Link 2024-01-31T16:45Z [----] followers, [----] engagements
"Today Qualcomm announced that Apple took the [--] year license extension option. $qcom $aapl Apple will likely take the [--] year license extension option in its settlement with Qualcomm extending its license to [----]. It has a wide window to plan and execute a transition to its own modem expected to start in [----] while negotiating lower future licensing fees $AAPL $QCOM Apple will likely take the [--] year license extension option in its settlement with Qualcomm extending its license to [----]. It has a wide window to plan and execute a transition to its own modem expected to start in [----] while"
X Link 2024-01-31T23:58Z [----] followers, [---] engagements
"Qualcomm mentioned again "multi-year agreement" with Samsung for Galaxy Snapdragon. These agreements seem flexible $qcom $ssnlf and seem to only mean Galaxy will use some Snapdragon. They already had multi-year agreement when Samsung moved significant Galaxy S24 volume to Exynos [----]. Exynos [----] is expected to get a lion share of Galaxy S25 as Samsung continues its strategy to move volumes to its in-house processors"
X Link 2024-02-01T10:19Z [----] followers, [----] engagements
"Apple and Qualcomm license agreement is what was extended recently. The chipset supply agreement was already updated last year. Some media are conflating the two. $qcom $aapl From PR on the [----] settlement between Apple/Qualcomm: The companies also have reached a six-year license agreement effective as of April [--] [----] including a two-year option to extend and a multiyear chipset supply agreement"
X Link 2024-02-01T15:19Z [----] followers, [---] engagements
"Qualcomm facing challenges in part because it's losing phone market share in China & India to Dimensity & Exynos losing Samsung Galaxy S share and Android losing market share to iPhone when Qualcomm makes 5x selling a Snapdragon [--] than just selling Apple iPhone a modem. $qcom"
X Link 2024-02-03T10:27Z [----] followers, [---] engagements
"Will the Apple Vision Pro ecosystem competition end up dominating like iPad vs Android tablets or Apple Watch vs Android Wear Apple Vision Pro vs today's XR/VR/AR space has the potential to unfold much like iPad vs Android tablets or Apple Watch vs Android Wear. On steroids. $AAPL #WWDC23 Apple Vision Pro vs today's XR/VR/AR space has the potential to unfold much like iPad vs Android tablets or Apple Watch vs Android Wear. On steroids. $AAPL #WWDC23"
X Link 2024-02-03T11:32Z [----] followers, [---] engagements
"Apple Vision Pro should become standard on all flights. The airplane use case alone makes the Apple Vision Pro worth the money for frequent traveler ✈ The airplane use case alone makes the Apple Vision Pro worth the money for frequent traveler ✈"
X Link 2024-02-03T11:56Z [----] followers, [---] engagements
"Would @Samsung now consider a "Dimensity [----] for Galaxy" as a candidate for some Galaxy S25 or other premium Galaxy phone models should @MediaTek use Samsung Fab Samsung is already tiering Galaxy S24 product line by processor with Exynos and Qualcomm Snapdragon. $ssnlf $qcom Dimensity [----] leads the big cores phone processor shift today raising anticipation for Samsung [----] processor redesign direction likely to launch in Galaxy S25 alongside a Snapdragon [--] Gen4 with Oryon (Nuvia) cores scaled for phones also using more big cores $qcom $ssnlf. Dimensity [----] leads the big cores phone"
X Link 2024-02-04T10:44Z [----] followers, [----] engagements
"@MyTechMusings @Samsung @MediaTek @SamsungExynos Could also be an alternative to Exynos should Exynos [----] be unexpectedly delayed. Allows Samsung to have vendor diversity with Mediatek and Qualcomm to keep pricing in check. Arm been keen on driving R&D to field big cores with Mediatek that can easily compete with custom cores"
X Link 2024-02-04T11:05Z [----] followers, [---] engagements
"Dimensity can be an alternative to Exynos should Exynos [----] be unexpectedly delayed. Gives @Samsung vendor diversity with @Mediatek & @Qualcomm to keep pricing in check. @Arm has been keen on driving R&D to field big cores with Mediatek that can easily compete with custom cores"
X Link 2024-02-04T11:34Z [----] followers, [---] engagements
"Apple Vision Pro will hopefully bring more attention to privacy issues with wearable cameras also phones always recording and often live streaming as well. Better "Reasonable Expectation of Privacy" laws are needed. Better privacy technology solutions are needed too. With #cameras on all phones and soon on #smartglasses accessories how should we think about reasonable expectations of privacy Better privacy laws are needed but also better tech solutions for transparency & consent - Maybe tech that blocks glasses cameras from recording you With #cameras on all phones and soon on #smartglasses"
X Link 2024-02-04T15:13Z [----] followers, [---] engagements
"@BenBajarin Yep. Apple needs to add "whisper typing" to the Vision Pro"
X Link 2024-02-04T16:08Z [----] followers, [---] engagements
"Seems that China SMIC and Huawei are moving to 5nm soon for Kirin phone processors as well as AI chips. @QianerLiu @khalafroula @ft SMIC 7nm in the news recently reminds of this below from [----] 👇 SMIC Huawei imec and Qualcomm in Joint Investment on SMIC's New Research and Development Company https://t.co/xIIecrbMXL "In the first phase the joint venture company will develop [--] nanometer CMOS technology SMIC 7nm in the news recently reminds of this below from [----] 👇 SMIC Huawei imec and Qualcomm in Joint Investment on SMIC's New Research and Development Company https://t.co/xIIecrbMXL "In the"
X Link 2024-02-06T18:00Z [----] followers, [----] engagements
"A good point on #China @Huawei and #SMIC 5nm chips: Since this is a national interest & pride low-yield/high cost will not be an issue @MyTechMusings $nvda $aapl $qcom Interesting No question #SMIC & @Huawei #HiSilicon engineers are very resourceful in bootstrapping and making things work. Also if they can make this work since this is a national interest & pride low-yield/high cost will not be an issue. Backward integration is in their Interesting No question #SMIC & @Huawei #HiSilicon engineers are very resourceful in bootstrapping and making things work. Also if they can make this work"
X Link 2024-02-06T19:23Z [----] followers, [---] engagements
"As China moves fast to bolster a more independent home-grown semiconductor strategy it's likely @Huawei #HiSilicon chip division will also shift strategy at some point to become a merchant phone chip vendor for Chinese brands @oppo #Vivo and @Xiaomi for the Chinese phone market"
X Link 2024-02-07T13:36Z [----] followers, [---] engagements
"In India share of @MediaTek based phones increased to 50% growing by 6% YoY while @Qualcomm share dropped to 25% a decline of 6% YoY $QCOM. Demand remained stressed leading to excess inventory and India's smartphone market grew only 1% YoY in [----]. @IDC"
X Link 2024-02-13T10:44Z [----] followers, [---] engagements
"Apple Vision Pro is less a real product launch than a large scale experiment in beta testing and product category research that only @Apple can pull off and it is fitting for this seemingly forever nascent category of XR VR AR spatial computing wearable computing"
X Link 2024-02-15T10:11Z [----] followers, [---] engagements
"Dear MWC [----] Barcelona. [--] thoughts ahead of #MWC24 👇 [--]. Tone down on-device Generative AI hype. Show more substance traction with consumer use cases. Don't create fog. [--]. Focus on features stop renaming everything "AI" in hopes of riding hype waves. That's overplayed. [--]. Good apps and services for good use cases win. Software and platforms are best suited to monetize Generative AI in phones. Much like apps & services today. [--]. Admit OpenRAN failed as it was envisioned although in the process good technology progress was achieved. Focus on that. [--]. Do not chase after Apple Vision Pro or let"
X Link 2024-02-15T11:23Z [----] followers, [----] engagements
"Exynos [----] powered Galaxy S24 & S24+ and it wasn't an end of the world or the galaxy that some enthusiasts feared. It powered the precious AI's too. Validation for Samsung to increase Exynos share in Galaxy S25 even while keeping a door open for Qualcomm Snapdragon chips insurance policy for the Ultra. Its strategy of chipsets tiering in premium phones creates a comfortable space for Samsung to leverage its in-house chips"
X Link 2024-02-17T12:45Z [----] followers, [----] engagements
"I agree. A likely scenario for Samsung Premium Galaxy phones for 2025: Exynos [----] - All Galaxy S25 series globally. $ssnlf Qualcomm Snapdragon [--] Gen [--] - Only Galaxy foldables. $qcom But Samsung is conservative and may for now expand the regions it uses Exynos [----] in increasing Exynos market share in Galaxy S25 while keeping its current strategy the same"
X Link 2024-02-19T12:31Z [----] followers, [----] engagements
"Seemingly caught off guard by a strong Mediatek Dimensity presence in premium leaks suggest Qualcomm may be adding more Snapdragon [--] chip tiering pricing and branding splinter $qcom "Leak places Snapdragon 8s Gen [--] between Gen [--] and Gen [--]. Qualcomm also has for Galaxy/Plus version that sits above the flagship SoC and you can see the flagship lineup getting clogged with a simplified branding unfortunately all over the place" @aamirsidd94 @AndroidAuth"
X Link 2024-02-21T11:34Z [----] followers, [---] engagements
"Qualcomm told @JoannaStern @WSJ last year at MWC that we will probably see Windows on Arm laptops w/ Snapdragon X Elite (Oryon) announced late [----] or most likely CES [----]. That did not materialize. Will we see the announcements a year later at MWC [----] #MWC24 #MWC2024 $QCOM Windows PCs that compete with Apple M2-powered Macs Here's Qualcomm's @cristianoamon at my #MWC2023 @WSJ Tech Things event talking about how the company's next chip for PCs is going to compete with Apple. Only problem It's not shipping in products until early [----]. https://t.co/84g6HZ0jtb Windows PCs that compete with"
X Link 2024-02-22T12:53Z [----] followers, [----] engagements
"China's phone shipments are forecast to dive 19% as flat economy becomes the new normal"
X Link 2024-02-22T23:28Z [----] followers, [---] engagements
"Apple iPhone's strong hold on premium phones in India could be promoting Google to bring more Tensor Pixel Androids to the forefront in the country aiming to ship [--] million Pixel phones in 2024"
X Link 2024-02-23T11:29Z [----] followers, [--] engagements
"Bhai @Mediatek's Dimensity brand is Getting Peid 🚀 @getpeid #India #MWC2024 Nice marketing ROI for Dimensity [----] Pro NRE investment Didn't know we could tune MediaTek this buttery smooth. Didn't know we could tune MediaTek this buttery smooth"
X Link 2024-02-25T13:30Z [----] followers, [---] engagements
"Well said by Phil Solis of IDC on Generative AI and the unfortunate artificial and misleading fog of marketing. @PhilSolis @IDC #MWC2024 #MWC24"
X Link 2024-02-27T04:22Z [----] followers, [---] engagements
"The auto infotainment experience is diminished if it is decoupled from the smartphone infotainment experience. Auto OEM have no choice but to play nice with Apple iPhone and Android phones and fully support their respective car infotainment software because it provides for a better overall consumer experience. Phones will always have a sizable infotainment role in cars because it is what consumers want"
X Link 2024-02-28T11:56Z [----] followers, [---] engagements
"Microsoft's Windows on Arm ecosystem delays and Qualcomm's late performant chips created an opportunity for competing Arm chip vendors (e.g Mediatek Nvidia maybe AMD). Also gave Intel & AMD more time to bring competing x86 laptop processors. $NVDA $AMD $MSFT $QCOM $ARM #MWC24 It's been a long exhausting wait. #Windows #RT (Arm) devices were first released in October [----] nearly [--] years ago. #Windows on #Arm launched late [----] almost [--] years ago Apple launched the #M1 in October [----] and completely redefined and owned the space in less than [--] years It's been a long exhausting wait. #Windows"
X Link 2024-02-28T13:54Z [----] followers, [---] engagements
"More rumors surfacing on @Samsung Exynos phone processor strategy Moving more premium Galaxy S volumes from @Qualcomm Snapdragon to Samsung in-house processors $qcom $ssnlf https://m.gsmarena.com/galaxy_s25_series_will_be_allexynos_everywhere_new_rumor_claims-amp-61837.php So currently [----] Samsung phones will be : Galaxy Z - Snapdragon Only Galaxy S - Exynos Only Galaxy A - Mediatek & Exynos https://m.gsmarena.com/galaxy_s25_series_will_be_allexynos_everywhere_new_rumor_claims-amp-61837.php So currently [----] Samsung phones will be : Galaxy Z - Snapdragon Only Galaxy S - Exynos Only Galaxy A"
X Link 2024-03-02T10:53Z [----] followers, [---] engagements
"The Windows on Arm delays continue. Qualcomm Snapdragon X Elite (Oryon) laptops announcements were a no-show both at CES [----] and at MWC [----] Barcelona $arm $intc $amd $msft $qcom #MWC2024 #CES2024"
X Link 2024-03-02T13:39Z [----] followers, [---] engagements
"Nuvia startup was focused on data center Arm CPU core. Had it not sold to Qualcomm in [----] it would've likely pivoted quickly to a cloud AI silicon focus maybe seen a bigger valuation bump. Instead it shifted design efforts from cloud to the mature markets of laptops & phones"
X Link 2024-03-04T12:36Z [----] followers, [---] engagements
"The street wants a sign of life that AI revenue is there real demonstrably incremental and driven by AI products before pushing valuations of tech companies accordingly. AI hype and marketing especially Generative AI can be loud and lively but it is not revenue"
X Link 2024-03-04T14:01Z [----] followers, [---] engagements
"40% @Qualcomm Snapdragon phone processor revenue comes from Samsung according to @Canalys @Samsung's ongoing strategic shift to using more of its in-house Exynos processors in Galaxy S line is even more important to monitor than @Apple's in-house modem $ssnlf $qcom $aapl"
X Link 2024-03-06T11:44Z [----] followers, [----] engagements
"The current Apps & services model is already well established on phones and laptops and Generative AI apps & services are more of the same. Good apps for good use cases win software and platform companies are best suited to monetize. Artificial Intelligence creates aspirational fog that's being leveraged for marketing hype. It is software and AI like software before it runs in the cloud and on-device already on CPUs and co-processors (GPU DSP NPU TPU) much like the apps and software we already use"
X Link 2024-03-07T14:24Z [----] followers, [---] engagements
"Only Mediatek & Apple grew their phone processor revenues in Q4 [----] amongst mainstream phone processor vendors. (Huawei's HiSilicon excluded since it basically just re-entered the market.) @Mediatek up 22% YoY @Apple up 20% YoY $aapl $qcom $ssnlf @Canalys"
X Link 2024-03-07T14:55Z [----] followers, [----] engagements
"Arm vs Qualcomm lawsuit boils down to this lawsuit excerpt: "The licenses Arm granted Nuvia safeguarded Arm's rights and expectations by prohibiting assignment without Arm's consent regardless of whether a contemplated assignee had its own Arm licenses" $qcom $arm"
X Link 2024-03-09T11:35Z [----] followers, [----] engagements
"@jowyang Or the product team was told to prioritize wall street's hype du jour (e.g. AI) to market the company to investors instead of creating products to win the consumers and create real lasting company valuation"
X Link 2024-03-09T14:14Z [----] followers, [--] engagements
"@anshelsag @Meta @Apple Thing is @Meta's been on their path for too long with too little traction to show. There were industry hopes that @Apple Vision Pro will come to validate that path instead it both diverged and leapfrogged while positioning its product to leverage its broader ecosystem"
X Link 2024-03-10T15:41Z [----] followers, [---] engagements
"With Samsung using more Exynos in premium phones Qualcomm needs to fill an eroding cluster of 40% of its phone processor revenue. Only market space to do that is in competing with Mediatek with lower margin lower pricing. A tough hill to climb out of Galaxy S dependency. $QCOM"
X Link 2024-03-11T11:03Z [----] followers, [---] engagements
"Samsung Galaxy S24 Ultra vs. S23 Ultra global unit sales during first three weeks of launch actually declined 1% YoY. Interesting data point that may have some broader indications into the state of premium Android phone market. $ssnlf $qcom @CounterPointTR @neiltwitz"
X Link 2024-03-13T20:45Z [----] followers, [----] engagements
"Buying decision of @Samsung Galaxy S24 Plus vs Ultra wasn't affected by processor choice: Exynos vs Qualcomm's Snapdragon. Exynos [----] is doing well with Galaxy S24+ first three weeks unit sales up 53% while S24 Ultra down 1% YoY compared to respective S23 models. $qcom $ssnlf Samsung Galaxy S24 Ultra vs. S23 Ultra global unit sales during first three weeks of launch actually declined 1% YoY. Interesting data point that may have some broader indications into the state of premium Android phone market. $ssnlf $qcom @CounterPointTR @neiltwitz https://t.co/KLGJ4xVZUt Samsung Galaxy S24 Ultra vs."
X Link 2024-03-14T13:50Z [----] followers, [----] engagements
"Phone chip competition between @Qualcomm and @Mediatek is likely to intensify in [----]. May see aggressive moves in pricing and some adjustments in processor tiers positioning & branding to try to meet revenues in an environment likely fraught with more margin challenges $qcom With Samsung using more Exynos in premium phones Qualcomm needs to fill an eroding cluster of 40% of its phone processor revenue. Only market space to do that is in competing with Mediatek with lower margin lower pricing. A tough hill to climb out of Galaxy S dependency. $QCOM With Samsung using more Exynos in premium"
X Link 2024-03-15T10:08Z [----] followers, [---] engagements
"Keep an eye for how the Qualcomm Snapdragon 8s Gen3 and Snapdragon 7+ Gen3 will be positioned how fast features are waterfalling from [--] Gen3 and ultimately what can be gleaned on Mediatek Dimensity impact on the Snapdragon pricing strategy and branding towards China OEMs Phone chip competition between @Qualcomm and @Mediatek is likely to intensify in [----]. May see aggressive moves in pricing and some adjustments in processor tiers positioning & branding to try to meet revenues in an environment likely fraught with more margin challenges $qcom Phone chip competition between @Qualcomm and"
X Link 2024-03-16T13:39Z [----] followers, [----] engagements
"Snapdragon 8S Gen [--] is a reaction to advances of Dimensity & Exynos market share "@Qualcomm seems to be slicing the high-end phone market awfully thin maybe in an attempt to keep OEMs from turning to @MediaTek for theirless-than-flagship devices" @verge Keep an eye for how the Qualcomm Snapdragon 8s Gen3 and Snapdragon 7+ Gen3 will be positioned how fast features are waterfalling from [--] Gen3 and ultimately what can be gleaned on Mediatek Dimensity impact on the Snapdragon pricing strategy and branding towards China OEMs Keep an eye for how the Qualcomm Snapdragon 8s Gen3 and Snapdragon 7+"
X Link 2024-03-18T08:30Z [----] followers, [---] engagements
"Snapdragon 8S Gen [--] can be viewed as a clandestine Qualcomm price cut for the Snapdragon [--] Gen [--] $qcom With Samsung using more Exynos in premium phones Qualcomm needs to fill an eroding cluster of 40% of its phone processor revenue. Only market space to do that is in competing with Mediatek with lower margin lower pricing. A tough hill to climb out of Galaxy S dependency. $QCOM With Samsung using more Exynos in premium phones Qualcomm needs to fill an eroding cluster of 40% of its phone processor revenue. Only market space to do that is in competing with Mediatek with lower margin lower"
X Link 2024-03-18T08:44Z [----] followers, [---] engagements
"Is a pricing war looming between Qualcomm and Mediatek Because in effect Qualcomm's flagship processor the Snapdragon [--] Gen [--] has just been cosmetically altered renamed and given a fresh price cut"
X Link 2024-03-18T11:04Z [----] followers, [---] engagements
"Qualcomm ends its bid to buy Autotalks @Reuters @StephenNellis This was an interesting acquisition target. Would be good to hear an update on @Qualcomm progress in the Auto V2X technology $qcom @EricJhonsa Good aquisition and need to continue doing more. One observation though is that V2X is an area one would've expected to lead and grow through internal solutions rather than by aquisition. @EricJhonsa Good aquisition and need to continue doing more. One observation though is that V2X is an area one would've expected to lead and grow through internal solutions rather than by aquisition"
X Link 2024-03-23T14:27Z [----] followers, [---] engagements
"@elerianm @FT It's called further normalization of ongoing currency devaluation and making your own rules as you go. It's also political convenience and expediency. Everything works for a while until it doesn't"
X Link 2024-03-26T15:35Z [----] followers, [--] engagements
"@jonmasters @PatrickMoorhead @nvidia @Arm @intel @Qualcomm @AMD Standards are generally great for expanding the market. In this case the effort feels more skewed towards a business strategy to try to help create demand for Nvidia competitors' products and show a roadmap about facilitating porting and coexistence to help sales pitches"
X Link 2024-03-26T20:41Z [----] followers, [---] engagements
"Chrome for Windows on Arm is finally here. It only took forever but it is a good sign that Microsoft may finally be ready to push the software ecosystem forward after delaying it for too long helping Intel and AMD catch up and ensuring multiple Arm processor vendors are ready to step into the ecosystem. More work on this ecosystem is needed but the advent of Chrome is a positive signal and we will see if it will progress faster now as chrome is not enough Microsoft indeed is still using Intel x86 for its business and enterprise bound Surface. Microsoft's Windows on Arm ecosystem delays and"
X Link 2024-03-27T15:59Z [----] followers, [---] engagements
"The age of AI BS. Companies are overexaggerating their AI prowess. While the semiconductor industry is seeing an enormous amount of demand on the infrastructure side of AI not all companies in the arena are created equal. @EmilyStewartM @BusinessInsider https://www.businessinsider.com/generative-ai-exaggeration-openai-nvidia-microsoft-chatgpt-jobs-investors-markets-2024-3 https://www.businessinsider.com/generative-ai-exaggeration-openai-nvidia-microsoft-chatgpt-jobs-investors-markets-2024-3"
X Link 2024-03-28T10:19Z [----] followers, [---] engagements
"Nvidia AMD Broadcom are big winners but there are others out there "who want to be part of the story the way they would kind of spin it is somewhere along the lines of: We expect AI to be a huge beneficiary of our business and we see increasing orders related to AI" - Angelo Zino CFRA Research @AngeloZino"
X Link 2024-03-28T10:51Z [----] followers, [--] engagements
"Like Exynos [----] all Exynos [----] needs is be comparable to Qualcomm Snapdragon [--] Gen [--] not Gen [--] $qcom $ssnlf. Samsung can continue processor tiering strategy split Galaxy S25 between Exynos & Snapdragon likely increase Exynos share by adding more regions. Should Exynos [----] perform comparably to Snapdragon Gen [--] Samsung can expand its use further. Dismissing Exynos [----] in Galaxy S24 as not performant compared to Snapdragon [--] Gen3 in the Ultra misses the point. It's same as A16 in iPhone [--] vs [--] in Pro. It's tiering. All Exynos [----] needs is be comparable to [--] Gen2 and early benchmarks show"
X Link 2024-03-29T12:46Z [----] followers, [---] engagements
"@MyTechMusings @Apple @Qualcomm @MediaTek @CounterPointTR @TantraAnalyst Good observation. The same period Q4 [----] Mediatek AP revenue grew 22% YoY while @Qualcomm's decreased 2% indication @Mediatek may be gaining premium phone share. Notable is $QCOM customer concentration 40% of Snapdragon processor revenue comes from [--] company: Samsung. @Canalys"
X Link 2024-03-30T11:23Z [----] followers, [---] engagements
"I wasexcited about Windows laptops fighting back especially with adoption of Qualcomm Snapdragon X Elite chips. But due to some recent developments Im beginning to worry about just how successful this transition can really be @lalarsen11 @DigitalTrends https://www.digitaltrends.com/computing/im-worried-about-next-macbook-rival/ https://www.digitaltrends.com/computing/im-worried-about-next-macbook-rival/"
X Link 2024-03-31T13:38Z [----] followers, [---] engagements
"More consumers are comfortable using @Apple ID iCloud & services than using a @Samsung account for Galaxy AI. When Apple launches its Generative AI services at WWDC [----] they will likely see faster and higher organic adoption and usage by iPhone and iOS consumers. $AAPL $SSNLF"
X Link 2024-03-31T15:16Z [----] followers, [---] engagements
"Qualcomm: Fundamentals Deteriorate With Intensifying Competition @ValueAnalyst1 @SeekingAlpha $qcom https://seekingalpha.com/article/4681328-qualcomm-fundamentals-deteriorate-with-intensifying-competition https://seekingalpha.com/article/4681328-qualcomm-fundamentals-deteriorate-with-intensifying-competition"
X Link 2024-03-31T16:37Z [----] followers, [---] engagements
"@ValueAnalyst1 @SeekingAlpha Here is what I posted a while ago on my take on headwinds facing Qualcomm: Headwinds the market is monitoring as phone related revenues (including processor modem RF and licensing) are the large majority of Qualcomm total revenues $QCOM [--]. Mediatek gaining premium phone share and brand awareness with very competitive premium chips [--]. Samsung using https://twitter.com/SamirKhazaka/status/1745395235222368583t=v3vz0OibPvc-YKfmEPrZBQ&s=19 Headwinds the market is monitoring as phone related revenues (including processor modem RF and licensing) are the large majority of"
X Link 2024-03-31T16:48Z [----] followers, [---] engagements
"5G Private networks are interesting for manufacturing factory optimization and robotics an area @elonmusk is keen on. For wide area vehicular network Elon and @Tesla should develop and drive a strategy for wireless WAN v2x sidelink roadside infrastructure as it complements the vehicular network data and AI they already have and will be an integral part of any future vehicular network Instead of #5G #PrivateNetwork IMO @Tesla / @elonmusk should look at how best they can utilize its network of $tsla cars on the road leverage #v2x or similar technology. https://t.co/1Bi4LY5Vxb That gives them"
X Link 2024-04-01T22:20Z [----] followers, [---] engagements
"This + HiSilicon perhaps becomes merchant chip supplying China's phone OEMs. Huawei resurgence may blow multi-billion-dollar hole in Qualcomm. Qualcomm may have saved Huawei's phone business but Huawei won't be returning any favors. @iainwmorris $qcom https://www.lightreading.com/smartphones-devices/huawei-resurgence-may-blow-multi-billion-dollar-hole-in-qualcomm https://www.lightreading.com/smartphones-devices/huawei-resurgence-may-blow-multi-billion-dollar-hole-in-qualcomm"
X Link 2024-04-03T15:10Z [----] followers, [----] engagements
"Huawei China phone share soared from 9% for first [--] weeks of [----] to 17% for same period in [----] @CounterPointTR. Besides Apple main losers appear to be Chinese brands such as Oppo & Vivo Qualcomm customers. $QCOM 4G chip sales to Huawei may ultimately carry a much steeper cost"
X Link 2024-04-03T17:09Z [----] followers, [---] engagements
"Qualcomm SEC filing excerpt: "to the extent that Huawei's 5G devices take share from Chinese OEMs that utilize our 5G products or from non-Chinese OEMs that utilize our 5G products in devices they sell into China our revenues results of operations and cash flows could be further impacted""
X Link 2024-04-03T17:14Z [----] followers, [---] engagements
"Margins likely to get squeezed as @Mediatek & @Qualcomm are locked in stiff competition along [--] vectors of phone premiumization in a flat to tepid smartphone market. Vying for Chinese OEM share in all tiers as @Samsung continues to bolster its in-house Exynos strategy. $qcom Consumers are moving to premium phones + Premium features are moving to more budget friendly phones even the much trumpeted AI's. Premiumization is well underway on two fronts but waterfalling features seems to be accelerating faster as competition heats up between merchant Consumers are moving to premium phones + Premium"
X Link 2024-04-04T09:57Z [----] followers, [---] engagements
"As @Apple iPhone and iOS services gear up for AI it is now even more important for @Samsung & @Google to have bolder collaboration on the full Android ecosystem including processors and software. We may see the beginning of this in Exynos [----] and Galaxy S25. $AAPL $GOOG $SSNLF This problem is fast becoming an existential threat for #premium Android. @Google and @Samsung need bolder focused substantial joint initiatives to build a vertically integrated silicon/hw/sw/services phone & accessory ecosystem together in next 2-3 years or watch Android erode This problem is fast becoming an"
X Link 2024-04-06T11:10Z [----] followers, [---] engagements
"Europes chips research champion Imec is cutting China ties. In [----] the research centreteamed up in a joint venturewith both SMICand Huawei @pieter_haeck @politico PR of [----] joint venture: "SMIC Huawei imec and Qualcomm in joint investment on SMIC's new research and development company. A joint collaboration is set up to build China's most advanced integrated circuit research and development platform." SMIC 7nm in the news recently reminds of this below from [----] 👇 SMIC Huawei imec and Qualcomm in Joint Investment on SMIC's New Research and Development Company https://t.co/xIIecrbMXL "In"
X Link 2024-04-07T12:56Z [----] followers, [---] engagements
"Resurgence of @Huawei Android 5G phones with Kirin SoC impacts @Qualcomm revenues but the real question is to what extent and how much of it was anticipated early. News and analysts reported on surprising popularity and fast growth of Huawei's phones in the China market. $QCOM @CounterPointTR Qualcomm SEC filing excerpt: "to the extent that Huawei's 5G devices take share from Chinese OEMs that utilize our 5G products or from non-Chinese OEMs that utilize our 5G products in devices they sell into China our revenues results of operations and cash flows could be @CounterPointTR Qualcomm SEC"
X Link 2024-04-07T15:06Z [----] followers, [--] engagements
"Soon China may also set adoption targets for domestic processors coupled with gov subsidies for phones laptops & data centers. $qcom $intc $nvda $amd Chinese gov't pushes Huawei's HarmonyOS hard sets adoption targets to beat Windows Android iOS https://www.tomshardware.com/tech-industry/artificial-intelligence/chinese-govt-pushes-huaweis-harmonyos-hard-sets-adoption-targets-to-beat-windows-android-and-ios https://www.tomshardware.com/tech-industry/artificial-intelligence/chinese-govt-pushes-huaweis-harmonyos-hard-sets-adoption-targets-to-beat-windows-android-and-ios"
X Link 2024-04-07T18:57Z [----] followers, [----] engagements
"Today @Google Axion custom Arm core for data centers. Perhaps soon a new custom @Arm core for Pixel Android phones as well $GOOG $ARM $QCOM @googlecloud We all knew it was coming because what else was @jonmasters working on :) Google now officially with an @arm CPU. All three hyperscalers now with @arm cpus for their software stack. This gets super interesting as the ratio of CPUs to GPUs gets closer in future datacenter. https://cloud.google.com/blog/products/compute/introducing-googles-new-arm-based-cpu We all knew it was coming because what else was @jonmasters working on :) Google now"
X Link 2024-04-09T18:02Z [----] followers, [---] engagements
"💯 Google better be using its own TPU to train Gemini AI. It's an ASIC @Google specifically designed for these types of computations. Be interesting how well it scales TPUs for use by others competing with more flexibility and better software support of @Nvidia GPU. $NVDA $GOOG I got confirmation by Google today that 100% of Gemini was trained on the TPU. 🔥 I got confirmation by Google today that 100% of Gemini was trained on the TPU. 🔥"
X Link 2024-04-10T13:02Z [----] followers, [---] engagements
"China ordered telecom providers to phase out foreign-made chips according to @WSJ What's in store for China's phone OEMs If @Huawei Kirin had higher yields OEMs could be next in line China planning to rip and replace Intel and AMD chips via @Verge https://www.theverge.com/2024/4/12/24128342/china-intel-amd-chips-telecom-providers-ban https://www.theverge.com/2024/4/12/24128342/china-intel-amd-chips-telecom-providers-ban"
X Link 2024-04-13T18:45Z [----] followers, [---] engagements
"12 topics to track ahead of Qualcomm earnings $qcom: [--]. Diversification strategy contribution to revenue remains small. Phone related revenues including processor modem RF and licensing continue to be the vast majority of Qualcomm's revenues [--]. Sticky Mediatek gains in premium phone share and increasing Dimensity brand awareness are a new ongoing reality to contend with [--]. Samsung may continue a shift to increase share of its in-house Exynos processors in the premium Galaxy S phone line building on its Galaxy S24 Exynos & Snapdragon mix strategy [--]. High customer concentration. 40% of Qualcomm"
X Link 2024-04-17T18:38Z [----] followers, 20K engagements
"Some of what might underpin the bear case for $qcom [--] Qualcomm headwinds to consider 👇 [--] topics to track ahead of Qualcomm earnings $qcom: [--]. Diversification strategy contribution to revenue remains small. Phone related revenues including processor modem RF and licensing continue to be the vast majority of Qualcomm's revenues [--]. Sticky Mediatek gains in [--] topics to track ahead of Qualcomm earnings $qcom: [--]. Diversification strategy contribution to revenue remains small. Phone related revenues including processor modem RF and licensing continue to be the vast majority of Qualcomm's"
X Link 2024-04-18T11:59Z [----] followers, [---] engagements
"After chip breakthrough @Huawei launched its Pura [--] series of phones continuing its resurgence in China @CNBC @ArjunKharpal Driving domestic market share away from @Apple iPhone and @Qualcomm Snapdragon powered Chinese OEM premium Android. $AAPL $QCOM https://www.cnbc.com/2024/04/18/huawei-launches-pura-70-smartphones-in-challenge-to-apple-in-china.html This + HiSilicon perhaps becomes merchant chip supplying China's phone OEMs. Huawei resurgence may blow multi-billion-dollar hole in Qualcomm. Qualcomm may have saved Huawei's phone business but Huawei won't be returning any favors."
X Link 2024-04-18T13:56Z [----] followers, [---] engagements
"When Microsoft is confident enough to offer its Arm based Surface for business & Enterprises consumers can then be confident enough to buy them. Until then probably best for consumers to go Apple MacBook if they want Arm and x86 Intel / AMD if they need a Windows laptop. $MSFT Windows on Arm software ecosystem is still not ready for primetime and Microsoft using Intel CPU for its business & enterprise Surface is one clear evidence of that Such bifurcation of Arm for consumer and Intel for business is not confidence inspiring. More work is needed. Windows on Arm software ecosystem is still not"
X Link 2024-04-22T19:18Z [----] followers, [---] engagements
"Qualcomm most likely not cheating. But all benchmarks always been a bit of truth a bit of manipulation a bit of BS with a bit of usefulness. Qualcomm faces benchmark cheating allegations Snapdragon X Elite/Plus benchmarks claimed to be fraudulent https://www.tomshardware.com/tech-industry/qualcomm-faces-benchmark-cheating-allegations-snapdragon-x-eliteplus-benchmarks-claimed-to-be-fraudulent https://www.tomshardware.com/tech-industry/qualcomm-faces-benchmark-cheating-allegations-snapdragon-x-eliteplus-benchmarks-claimed-to-be-fraudulent"
X Link 2024-04-24T23:43Z [----] followers, [----] engagements
"Qualcomm said "we stand behind our performance claims". Benchmarks are what they are + these are run on $QCOM made test laptop. Commercial laptops will launch everyone can then use benchmarks to get results they trust. Single core performance & power consumption will be key indicator on where the tech stands. Marketing of multi core performance should always include number and type of cores and their total power consumption especially when comparing with competitor Arm processor solutions with a different number of cores otherwise any claims would be simply misleading. Qualcomm most likely"
X Link 2024-04-25T16:26Z [----] followers, [---] engagements
"Details of this implementation in Qualcomm Snapdragon X Elite might be interesting as Apple had been generating IP and filing patents in the area of shared & hybrid SoC memory subsystems. Especially that Nuvia core (Oryon) was started by previous Apple Arm processors engineers. Looks like my assumption was correct this screenshot from the latest @Qualcomm announcement alludes to that the new Snapdragon Elite X will take a unified memory approach similar to the Apple M chips https://t.co/TMLrlICOuB Looks like my assumption was correct this screenshot from the latest @Qualcomm announcement"
X Link 2024-04-26T10:50Z [----] followers, [---] engagements
"If the Fed is really following the data they will do one more rate hike this year. It's no longer clear if the Fed is following the data or perhaps which data the Fed is following. BREAKING: March PCE inflation the Fed's preferred inflation measure RISES to 2.7% above expectations of 2.6%. Core PCE inflation was 2.8% above expectations of 2.6%. We now CPI PPI and PCE inflation RISING for [--] straight months. How can the Fed cut interest rates BREAKING: March PCE inflation the Fed's preferred inflation measure RISES to 2.7% above expectations of 2.6%. Core PCE inflation was 2.8% above"
X Link 2024-04-26T12:49Z [----] followers, [---] engagements
"@elerianm The Fed lost more than "some" credibility. If the Fed was really following the "data" they would be talking one more rate hike this year"
X Link 2024-04-26T13:21Z [----] followers, [----] engagements
"Here are [--] headwinds @Qualcomm is likely facing. Upcoming earnings release & call will hopefully shed some light adding color on some of these topics. Some elements of $qcom bear case👇 [--] topics to track ahead of Qualcomm earnings $qcom: [--]. Diversification strategy contribution to revenue remains small. Phone related revenues including processor modem RF and licensing continue to be the vast majority of Qualcomm's revenues [--]. Sticky Mediatek gains in [--] topics to track ahead of Qualcomm earnings $qcom: [--]. Diversification strategy contribution to revenue remains small. Phone related revenues"
X Link 2024-04-27T09:18Z [----] followers, [----] engagements
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