tae kim(@firstadopter):Phone sales are as bad as PC sales. Qualcomm is suffering the most "Global smartphone SoC shipments declined 21% YoY in Q3 2026, driven by rising memory costs, longer replacement cycles and cautious inventory management by smartphone OEMs." "Qualcomm also faced headwinds from Samsung’s decision to use a mix of Snapdragon 8 Elite Gen 5 and its own Exynos 2600 chipsets in the Galaxy S26 series, alongside softer sales among Chinese smartphone OEMs."

2026.10.30 08:50

Phone sales are as bad as PC sales. Qualcomm is suffering the most "Global smartphone SoC shipments declined 21% YoY in Q3 2026, driven by rising memory costs, longer replacement cycles and cautious inventory management by smartphone OEMs." "Qualcomm also faced headwinds from Samsung’s decision to use a mix of Snapdragon 8 Elite Gen 5 and its own Exynos 2600 chipsets in the Galaxy S26 series, alongside softer sales among Chinese smartphone OEMs."