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2021-11-16
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As it diversifies, Qualcomm can keep growing without Apple, analysts say
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Shares of the company have risen almost 19% since Qualcomm gave its forecast.</p>\n<p>\"Anything beyond our contract with (Apple) is an upside to our model,\" Amon said during an earnings call Nov. 3. \"They have a large number of devices. And if there are opportunities, we'll be very happy to engage with them on supply.\"</p>\n<p>Apple's business likely won't drop off all at once, analysts said. Evercore ISI analyst CJ Muse said \"it’s a matter of when not if,\" Apple leaves.</p>\n<p>But Angelo Zino of CFRA Research said Apple likely will leave in phases, introducing internal chips only for <a href=\"https://laohu8.com/S/AONE.U\">one</a> or two devices initially.</p>\n<p>And in the meantime, Qualcomm has gained market share among Android phones because Qualcomm customers are filling the vacuum left from Huawei's exit from the smartphone market. Brands such as China's Honor are turning to the U.S. chip firm for supply.</p>\n<p>\"Qualcomm’s China handset (revenue) is growing faster than Apple is growing, which is helping to offset any Apple reductions,\" Patrick Moorhead, founder of Moor Insights & Strategy said.</p>\n<p>(Reporting by Chavi Mehta in Bengaluru; writing by Stephen Nellis in San Francisco; Editing by Chizu Nomiyama)</p>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>As it diversifies, Qualcomm can keep growing without Apple, analysts say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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Shares of the company have risen almost 19% since Qualcomm gave its forecast.\n\"Anything beyond our contract with (Apple) is an upside to our model,\" Amon said during an earnings call Nov. 3. \"They have a large number of devices. And if there are opportunities, we'll be very happy to engage with them on supply.\"\nApple's business likely won't drop off all at once, analysts said. Evercore ISI analyst CJ Muse said \"it’s a matter of when not if,\" Apple leaves.\nBut Angelo Zino of CFRA Research said Apple likely will leave in phases, introducing internal chips only for one or two devices initially.\nAnd in the meantime, Qualcomm has gained market share among Android phones because Qualcomm customers are filling the vacuum left from Huawei's exit from the smartphone market. Brands such as China's Honor are turning to the U.S. chip firm for supply.\n\"Qualcomm’s China handset (revenue) is growing faster than Apple is growing, which is helping to offset any Apple reductions,\" Patrick Moorhead, founder of Moor Insights & Strategy said.\n(Reporting by Chavi Mehta in Bengaluru; writing by Stephen Nellis in San Francisco; Editing by Chizu Nomiyama)","news_type":1},"isVote":1,"tweetType":1,"viewCount":491,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/871367817"}
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