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Qualcomm says supply constraints are shrinking its Apple business - 9to5Mac

Qualcomm CEO told Reuters that supply constraints will cause its revenue from Apple products to decline faster than expected.

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9to5mac.comStai leggendo19 h fa

Qualcomm says supply constraints are shrinking its Apple business - 9to5Mac

Qualcomm's Apple modem share drops below 20% in Q4 due to supply constraints, accelerating Apple's transition to in-house chips. For tech leaders, this signals Qualcomm's pivot to data center ($5B target FY2027), reshaping smartphone supply chain competition.

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Timeline cronologica

mercoledì 29 luglio 2026·channelnewsasia.com
Qualcomm forecasts weak quarterly profit, expects Apple revenue drop to accelerate
July 29 : Qualcomm forecast fourth-quarter profit below Wall Street estimates on Wednesday, and said revenue from Apple products would decline faster than expected as supply…
mercoledì 29 luglio 2026·cryptobriefing.com
Qualcomm issues weak profit forecast as AI data centers steal memory chips from smartphones
Qualcomm guided Q2 profit well below expectations as AI data center demand creates a global memory chip shortage, sending shares down 11% after

Qualcomm says supply constraints are shrinking its Apple business - 9to5Mac

Confronto fonti

Qualcomm says supply constraints are shrinking its Apple business - 9to5Mac

Timeline cronologica

Qualcomm forecasts weak quarterly profit, expects Apple revenue drop to accelerate

Qualcomm issues weak profit forecast as AI data centers steal memory chips from smartphones

Qualcomm forecasts weak quarterly profit, expects Apple revenue drop to accelerate

Qualcomm shows Apple’s modem transition is almost complete

Qualcomm shares fall 5% as higher costs, Apple-related weakness cloud profit forecast

Qualcomm's Apple Chip Sales Halve As Snapdragon Prices Rise

Qualcomm issues weak profit forecast as AI data centers steal memory chips from smartphones

Qualcomm shows Apple’s modem transition is almost complete

Qualcomm says supply constraints are shrinking its Apple business - 9to5Mac

Apple revenue drop: Qualcomm forecasts weak quarterly profit, expects Apple revenue drop to accelerate - The Economic Times

Qualcomm's Apple Chip Sales Halve As Snapdragon Prices Rise

Qualcomm shares slide as higher costs, Apple-related weakness cloud profit forecast

Qualcomm shares fall 5% as higher costs, Apple-related weakness cloud profit forecast