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Worth noting Agenda QCOM Wed, Nov 4 Time to be announced 1 min read
Qualcomm supplies smartphone processors and wireless chips and earns fees from licensing wireless technology. Its report offers a view of phone makers' purchasing demand. Apple recently reported strong device sales but warned that memory costs would squeeze margins; Qualcomm can help show whether handset customers are still ordering chips despite those cost pressures.[1]
Watch handset-chip revenue, customer purchasing expectations and whether growth comes from shipments or a more expensive product mix. Resilient demand would support handset-chip and component suppliers, but would not establish better margins for phone brands still paying more for memory. Softer purchasing would pressure supply-chain orders. Follow device makers' pricing and production plans alongside Qualcomm's margins, allowing for its particular customer mix.[1]