How Qualcomm Plans To Keep Growing, With Or Without Apple

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Published 2023-09-05
Qualcomm long reigned as the world’s biggest fabless chip company, pioneering the cellular age and making the modems inside nearly every smartphone today. But ChatGPT sent Nvidia’s revenue soaring past Qualcomm’s this month, and Apple is working on its own modems for iPhones after 2024. Now Qualcomm is diversifying into smart cars, chips for VR headsets, and powering generative AI off the cloud. We got an inside look at Qualcomm’s chip lab in San Diego, and its plans to hold on to wireless dominance.

Chapters:
00:00 — Introduction
02:16 — Launching the cellular age
06:06 — Growing chip business
08:11 — Life beyond Apple
10:56 — Diversifying to auto and more
13:47 — AI and what's next

Produced and Shot by: Katie Tarasov
Edited by: Evan Lee Miller
Supervising Producer: Jeniece Pettitt
Animation: Alex Wood, Andrea Schmitz, Jason Reginato
Additional Camera: Andrew Evers
Editorial Support: Kif Leswing
Additional Footage: Apple, AMD, BMW, Broadcom, Cadillac, General Motors, Getty Images, Hyundai, Intel, JLR, Mercedes-Benz, Qualcomm, Samsung, Stellantis, TSMC

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How Qualcomm Plans To Keep Growing, With Or Without Apple

All Comments (21)
  • @Beatricegove733
    Sold my APPL before it tanked, will buy at next major drop. I’d definitely need to make use of the $250k liquidity elsewhere. So what should I be looking at? Large cap or small cap stocks? Maybe crypto?
  • @Dxeus
    Qualcomm is seriously a game-changer in the tech world, but their leadership really dropped the ball when it comes to selling themselves as the innovators.
  • @hitardo
    I see Qualcomm as Texas Instruments a few years ago. For some time, they were at the fore front of technology, and everyone knew them and their products. After some shifts in the market, the brand was no longer at the fore front, but still quite relevant, and still quite present inside the products we use daily.
  • @LiLprimo_414
    I love the educational content keep up the good work 👍
  • @RickMckee-nq4ni
    I am seeking some investment guidance. It seems like I am never able to identify trends, options always go against me, and I can't utilize scanners efficiently. I am looking for a simple reproducible passive income strategy that supplements my income and eventually replace my wage income.
  • @Kevin-oj2uo
    Running locally these ML models would be great for privacy!
  • @boobeshkumar406
    I nice to see a company speak about there weekness publicly. Which will help them in long turm.
  • @lokesh303101
    Yes, It's the right approach, and they must be focussed on many other sectors, with Auto for the start, with impacts on medical wellness, they need the insights for telemedicine with Auto Alerts moderated by qualified doctors on regular checks, revolutionizes Food Industry in AI based Agricultural activities, other impacts on Logistics in Delivery Services is huge where the AI led Demand Generated Quants used for Current Operative Demand requirements, Industry 4.0!
  • @JJs_playground
    On-device AI is definitely the future, especially with humanoid robots and autonomous vehicles.
  • @baburo101
    They nailed their 8 Gen 2 SoC this year.
  • @mrmuranga
    always informative....love this CNBC short series....keep it up
  • @hhwippedcream
    I wonder how AI would do advising city folk on surviving in unfamiliar environments - either other countries or the wilderness. It would be really fun to watch it try to help it's human symbiote survive in a new environment based on its sensory synthesis and knowledgebase.
  • @boybata84
    This is the 1st time I have seen unbiased reporting from the Economist
  • @hakunamatata324
    Those running homelab can already run AI ML models offline without internet connection. It isn't straight forward atm so I guess this is gonna be more user friendly in the future.
  • @ivsrdt
    It's a pleasure to work as a software developer partner on Qualcomm chip to deliver next-generation electric vehicle solutions to the world.
  • @SherKhanShani
    I remember when AI first made its way into mobile phones, enabling features like background removal, face changing, and apps that could create content with a single click. However, in recent years, AI on mobile devices seems to have fallen behind, while web-based applications and PC computers have surged ahead.
  • There is no doubt that we want Generative AI or future forms of AI in our devices because our mobile phones and devices need to be fast and private and have capabilities beyond internet connectivity.
  • @xerogue
    Veey informative. Thank you CNBC!