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."

tae kim@firstadopter

2026.10.08 18:33

IDC: "Worldwide PC shipments fell 20.1% year over year in Q3 2026 to 62.7 million units, according to preliminary results from IDC Research (IDC)"

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