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Qualcomm also believes that the chip shortage will not be overcome until the second half of the year
04.02.2021 [04:26],
Alexey Razin

Qualcomm’s quarterly reports show that the company is more dependent on the supply of semiconductor components than on technology licensing. The current shortage of production capacity limited the growth of its revenue; the industry’s problem will be eliminated no earlier than the second half of this year, as the management is convinced.

Image source: Reuters

In an interview with Reuters, CEO Steve Mollenkopf admitted that if Qualcomm could sell more components in the quarter, it would. Huawei’s forced withdrawal from the global smartphone market allows Qualcomm to increase its share of mobile processors to 16%. Huawei’s competitors, who have not previously used Qualcomm processors, are now trying to fill the vacant niche with the help of more expensive smartphones based on the processors of this brand.

Although Qualcomm gets its processors from different contract manufacturers, it will be difficult to avoid the company’s widespread problem of shortages. The situation, according to representatives of Qualcomm, will remain tense until the second half of this year. Even optimistic revenue forecasts for the current quarter did not help prevent a 7.6% decline in Qualcomm’s stock.

In the past quarter, the company gained $ 8.24 billion, which was slightly below analysts’ expectations. The company received $ 6.53 billion from the sale of semiconductor products, licensing of technologies brought only $ 1.66 billion. In the direction of smartphones, revenue grew by 79% to $ 4.22 billion. Modem components increased core revenue by 157% to $ 1.06 billion, automotive components – by 44% to $ 212 million.

In the coming quarter, Qualcomm expects to gain $ 6.25 billion from chip sales and $ 1.35 billion from technology licensing. The company admitted that cooperation with Apple is not as profitable for it as in the case of manufacturers of Android phones, since the American company does not buy additional software, as its competitors do. In total, according to the results of the current quarter, Qualcomm expects to gain $ 7.6 billion.

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