Assessing Qualcomm's PC Opportunity; Incremental revenue for Qualcomm; Share and forecast; x86 notebook PC processor revenue share trends: Qualcomm's name is synonymous with smartphones. But, the company is diversifying to reduce its dependence on smartphones. PC is one opportunity the company has long been trying to break into. Despite its long association with Microsoft on Windows, Qualcomm's PC chip record leaves much to be desired. Yet, surprisingly, the management continued to drumbeat abou
May 28, 2023, 6:08 p.m.
TSMC’s top-10/20/30/40 customers; Who spends how much on TSMC? Apple revenue; Top-10 customer dynamics: TSMC, the world's largest semiconductor foundry, served 532 customers in 2022. However, its top-10 customers accounted for 68% of its revenue. Apple, the largest customer, accounted for 23% of TSMC's revenue. In this post, I address which company contributed how much income to TSMC, the top-10 customer revenue trend and Apple's revenue concentration.
May 25, 2023, 6:50 p.m.
Apple-Broadcom New Agreement: What does it mean? Broadcom's Apple revenue estimate, Apple's RF front-end content estimate and wireless revenue split by component: Broadcom extended its Apple agreement to extend the life of its wireless business (unsurprisingly). Broadcom's previous contract with Apple will expire by mid-2023, and there has been speculation about the relationship's future. However, people paying close attention to Broadcom's earnings calls and executive statements at investor con
May 24, 2023, 4:38 p.m.
Qualcomm: Apple Dependency Analysis (Part 1): Qualcomm's dependency on smartphone chips has an issue, especially its Apple-centric revenue. Despite the company's diversification efforts, smartphone chips continued to be the mainstay of Qualcomm. Within smartphones, the company is exposed to Android and Apple, with the latter's chipset revenue going away soon. What does that mean? How much revenue is at stake?
May 17, 2023, 6:44 a.m.
