Qualcomm - Asia Tech Wire

Qualcomm

2025.03.08

05:11

The three major U.S. stock indexes rose collectively at the close, and Broadcom rose more than 8%

The three major U.S. stock indexes rose collectively at the close, with the Dow Jones Industrial Average up 0.52%, the Nasdaq up 0.7%, and the S&P 500 up 0.55%. Most large technology stocks rose, with Broadcom up more than 8%, Nvidia up nearly 2%, and Apple up more than 1%. Semiconductors and retail businesses saw the largest gains, with Kohl's up more than 8%, Macy's and Arm up more than 6%, Micron Technology up more than 4%, and NXP and Qualcomm up more than 3%. Cryptocurrencies and airlines saw the largest declines, with Strategy down more than 5% and Delta down more than 3%.

2025.03.06

10:15

Trump to meet with U.S. tech industry leaders early next week

Trump is scheduled to meet with U.S. technology industry leaders early next week. The CEOs of HP, Intel, IBM and Qualcomm discussed meeting with Trump on Monday.

10:10

Market news: US President Trump will meet with technology leaders early next week. The CEOs of HP, Intel, IBM and Qualcomm will meet with Trump on Monday.

2025.03.05

08:52

ThunderSoft: Has developed DeepSeek all-in-one solution with partners

ThunderSoft said on an interactive platform on March 5 that the company is a provider of operating systems and end-side intelligent products and technologies, and has been deploying in the end-side intelligent field. The company's Dishui OS, Rubik Pi and intelligent module computing platform have all completed the adaptation of Qualcomm platform to DeepSeek. The company has developed a DeepSeek all-in-one solution with its partners, but no clear orders have been formed so far, and there is still some uncertainty about its impact on the company's future operating performance.

2025.03.03

17:43

Qualcomm announces X85 5G modem and RF, commercial terminals are expected to be released in the second half of this year

During MWC2025, Qualcomm Technologies announced the launch of the Qualcomm® X85 5G modem and RF, the company's eighth-generation 5G modem-to-antenna solution and the company's fourth-generation AI-enabled 5G connection system. It is reported that Qualcomm X85 has industry-leading 5G Advanced features and will bring leading advantages in connectivity to Android smartphones. Qualcomm X85 also brings 5G Advanced features to a variety of other types of terminals, including PCs, fixed wireless access points, cars, XR, etc.

2025.03.02

11:53

Hurun Report: American companies continue to increase investment in China

The "Special Report on American Companies in China in 2024" released by the Hurun Research Institute on February 28 showed that China's foreign investment market grew against the trend, and the investment growth rate of American companies was significant, highlighting the confidence of foreign capital in the Chinese economy. From fiscal years 2020 to 2023, the Chinese market's revenue contribution rate to the selected sample companies continued to remain at 12% or above. The report found that U.S. companies' revenue contribution in the Chinese market was stable and substantial, with the contribution rate remaining stable at 12% or above. The median revenue of the sample companies in the Chinese market was US$2.16 billion, and the average was US$4.39 billion. There are seven American companies with revenue of over 10 billion US dollars in the Chinese market, namely Apple, Qualcomm, Tesla, Walmart, Intel, Broadcom and Nvidia. Among them, Apple ranks first. 41% of companies view China as their second largest revenue source market worldwide.

2025.02.28

00:11

Research institute: Trump's tariff increase on the EU may lead to economic contraction in the US and Europe and push up inflation

The Kiel Institute for the World Economy in Germany released a trade policy assessment, saying that if US President Trump imposes a 25% tariff on EU goods, it will lead to economic contraction in both the EU and the US, and will also push up inflationary pressure. According to the results of the institute's trade policy assessment model simulation, the real GDP of the EU economy will shrink by an average of 0.4% in the first year. The US economy itself will shrink by 0.17%. If the EU retaliates with a 25% tariff, the US economic losses will double. In addition, even in the first year of implementing this measure, European exports to the US will fall sharply, by an average of 15% to 17%.

2025.02.26

08:46

Qualcomm launches Yuelong product brand

Qualcomm launches the Yuelong product brand, which represents Qualcomm's industrial and embedded IoT, network and cellular infrastructure solutions.

2025.02.22

15:35

Apple plans to release a chip codenamed "Prometheus" in 2027 that will surpass Qualcomm in performance

It is reported that Apple is accelerating its efforts to get rid of its dependence on Qualcomm. The iPhone 16e is just the beginning, and self-developed baseband chips will be used on more devices in the future. It is reported that an important reason for Apple to get rid of its dependence on Qualcomm is that it believes that third-party chips cannot provide an ideal experience and do not understand the core experience of the iPhone, so it is determined to develop its own baseband chips. Apple's short-term goal after the C1 chip is to support mmWave 5G technology and enable it to achieve speeds of more than 6 Gbps. Apple may launch a 5G chip code-named "Ganymede" in the 2026 iPhone 18 series and the 2027 iPad Pro product line to support mmWave 5G technology. In addition, Apple plans to release a chip code-named "Prometheus" in 2027, which will surpass Qualcomm in performance.

2025.02.21

22:11

According to The Information: Apple has been quietly developing a plan that could reduce the patent fees it needs to pay Qualcomm.

22:05

Qualcomm (QCOM.O) fell 0.48% in pre-market trading.

22:04

According to The Information: Apple (AAPL.O) plans to replace Qualcomm modems in the rest of its iPhones with its own modems.

17:27

Ming-Chi Kuo: All iPhone 17 models will be equipped with Apple's self-developed Wi-Fi chips

On February 21, Ming-Chi Kuo, an analyst at Tianfeng International Securities who has been following Apple's industry chain for many years, wrote that after Qualcomm, Broadcom's Wi-Fi chips will also be replaced by Apple's self-made chips, and the replacement speed will be faster. His latest industry survey shows that all new iPhone 17 models in 2H25 will use Apple's self-made Wi-Fi chips (compared to the new iPhone 17 in 2H25, only the ultra-thin iPhone 17 will use the Apple C1 modem). In addition to reducing costs, Apple's switch to its own Wi-Fi chips will help enhance the user experience of its own products' interconnection in the future.

14:21

Oriental Zhongke: Developing and promoting hot-rental testing tools for the AI chip field

Dongfang Zhongke official microblog: DeepSeek craze accelerates the AI chip industry. As the scale of AI applications expands, the limitations of traditional general-purpose chips in terms of performance and power consumption become increasingly prominent. After the deep learning algorithm is stable, AI chips can be customized using ASIC design methods to achieve optimal indicators. In the model training stage, strong computing power, high communication bandwidth and large-capacity chips still represent the dominant technology. In the model reasoning stage, the terminal AI computing power consumption is low, and the flash memory required for the small model after distillation is small, which is more in line with the development trend of domestic AI chips. At the same time, the lower price is more attractive to users, and domestic chip and server manufacturers based on domestic chips will usher in higher growth. The company develops and promotes hot rental test tools in the field of AI chips. Among them, the KEYSIGHT UXR0134A Infiniium UXR series oscilloscope provides accurate measurement of multiple bandwidth conditions and in-depth insight into the true characteristics of the signal. Through hardware-accelerated measurement and analysis, the broadband millimeter wave measurement EVM performance is comparable to other advanced signal analyzers; and the KEYSIGHT M8040A 64 Gbaud high-performance bit error rate tester represents one of the highly integrated and scalable bit error rate test solutions that can support PAM4 and NRZ signals. It is reported that Oriental Zhongke has become a core supplier of many large and well-known technology companies.

2025.02.20

16:50

Analyst: iPhone 16E is expected to contribute 10% of Apple's revenue in fiscal 2025

Gene Munster, a well-known technology analyst and partner at Deepwater Management, expects Apple's revenue to grow in fiscal 2025, driven by the newly launched iPhone 16E. Munster also predicts that the 16E will account for about 10% of Apple's revenue, exceeding the current 7% contribution of the SE model. He believes that this incremental revenue may exceed Wall Street's current expectations of 1% revenue growth for iPhone in fiscal 2025. He expects that revenue growth is more likely to exceed 3%. Munster pointed out that the 16E will be the first iPhone to use Apple's own cellular modem chip, a move that will free Apple from Qualcomm's shackles.

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