Future of Qualcomm
CATEGORIES
- Asset Performance
- Innovation assets and pipeline
- Disruption vulnerability
- Company headlines
- Company’s future prospects
DATA ACCESS
Qualcomm is a US global telecommunications and semiconductor equipment company that markets and designs wireless telecommunications products and services. It obtains most of its revenue from chipmaking and the majority of its profit from patent licensing businesses. It is headquartered in San Diego, California, United States, and has global locations. The parent company is Qualcomm Incorporated (simply known as Qualcomm), which includes the Qualcomm Technology Licensing Division (QTL). Qualcomm's wholly owned subsidiary, Qualcomm Technologies, Inc. (QTI), operates largely all of Qualcomm's R&D activities, as well as its product and services businesses, including its semiconductor business, Qualcomm CDMA Technologies.
Innovation assets and Pipeline
All company data collected from its 2016 annual report and other public sources. The accuracy of this data and the conclusions derived from them depend on this publicly accessible data. If a data point listed above is discovered to be inaccurate, Quantumrun will make the necessary corrections to this live page.
DISRUPTION VULNERABILITY
Belonging to the telecommunications and semiconductor sector means this company will be affected directly and indirectly by a number of disruptive opportunities and challenges over the coming decades. While described in detail within Quantumrun’s special reports, these disruptive trends can be summarized along the following broad points:
*First off, internet penetration will grow from 50 percent in 2015 to over 80 percent by the late-2020s, allowing regions across Africa, South America, the Middle East and parts of Asia to experience their first Internet revolution. These regions will represent the biggest growth opportunities for tech companies, and the semiconductor companies that supply them, over the next two decades.
*Meanwhile, in the developed world, increasingly data-hungry populations will begin demanding ever greater broadband internet speeds, spurring investment into 5G internet networks. The introduction of 5G (by the mid-2020s) will enable a range of new technologies to finally achieve mass commercialization, from augmented reality to autonomous vehicles to smart cities. And as these technologies experience greater adoption, they will likewise spur further investment into building out nationwide 5G networks.
*As a result, semiconductor companies will continue to push Moore’s law forward to accommodate the ever growing computational capacity and data storage needs of the consumer and business markets.
*The mid-2020s will also see significant breakthroughs in quantum computing that will enable game-changing computational abilities applicable across many sectors.
*By the late 2020s, as the cost of rocket launches becomes more economical (in part thanks to new entrants like SpaceX and Blue Origin), the space industry will expand dramatically. This will bring down the cost of launching telecom (internet beaming) satellites into orbit, thereby increasing the competition terrestrial telecom companies face. Similarly, broadband services delivered by drone (Facebook) and balloon (Google) based systems will add an additional level of competition, especially in underdeveloped regions.