Folks, I hope you're ready, because we have a brand-new idea coming tonight! | | | We will be releasing the full report around 8pm EST. ✅ Possible Future Catalysts ✅ Sector Potential ✅ Low Float See you soon! Shifting Gears... Qualcomm is a tech giant with a rich history in mobile innovation, especially in smartphone chips. It has shown resilience and adaptability, riding the waves of industry cycles to stay at the top. Despite this, the company faces two formidable challenges that could alter its course: Apple's potential move away from Qualcomm's 5G chips and a looming legal battle with Arm Holdings. These aren't just road bumps; they're potential game-changers that could impact Qualcomm's place in the tech landscape. | | | The first threat is Apple... For years, Apple has relied on Qualcomm's 5G chips to power the high-speed connectivity in its iPhones. This partnership has been valuable for Qualcomm, representing around 22% of its revenue in the first three quarters of fiscal 2024. But Apple has never been comfortable with this dependence. In fact, since 2019, Apple has been pouring resources into developing its own 5G chip technology, aiming to cut ties with Qualcomm. If successful, Apple could eliminate a significant revenue stream for Qualcomm. This move would begin with the 2025 iPhones, with the loss potentially escalating by fiscal 2026, when Qualcomm could see 80% of its Apple-related revenue disappear. | | | Imagine the ripple effects! Qualcomm wouldn't just lose a customer, it would lose one of the most lucrative tech giants in the world. That's a hit not easily replaced, even with Qualcomm's efforts in new sectors like IoT and automotive chips. Apple's decision is part of a broader trend among tech companies seeking self-sufficiency. It signals a shift that Qualcomm, and perhaps others in the semiconductor industry, will have to reckon with. Losing Apple could accelerate Qualcomm's diversification push, but that's no easy task... Diversification takes time, investment, and market adoption, none of which happen overnight. | | | But as Qualcomm works to strengthen its position in PCs and automotive technology, another challenge looms on the legal front. This one involves Arm Holdings, the company behind the chip architecture Qualcomm relies on for much of its product line. Qualcomm and Arm are heading to trial in December, with Arm alleging that Qualcomm has violated its intellectual property rights. Arm even went as far as threatening to revoke Qualcomm's license to use its designs. This isn't an empty threat... Losing Arm's designs could severely impact Qualcomm's ability to manufacture a wide range of its chips, affecting both its mainstay smartphone segment and its burgeoning diversification areas. | | | The Arm trial is complex, with high stakes on both sides. Arm has a vested interest in maintaining Qualcomm as a customer because Qualcomm's success also drives Arm's revenue. But Arm is equally interested in safeguarding its intellectual property, especially as it recently went public and has more eyes on its balance sheet than ever. For Qualcomm, the stakes are clear: its license to use Arm's technology is foundational. | | | Without it, Qualcomm would face either costly redesigns or a rushed pivot to other architectures....a costly and uncertain path. Anyways... Don't forget to check out our new idea tonight! Stay tuned, -Damian | P.S. Want our text alerts? Text "ZIPTRADER" to 1-(855)-228-1598 to sign up!
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