“whereas our share from 75% in GS 22 goes up to global share in GS 23.”

In context

“How do we think about the interplay of those 2 things? Is the Samsung volume enough to offset some of that channel flush that we're still seeing in March? I mean you said big customers are changing some of their inventory plans. Are -- is Samsung one of those big customers? Is it -- it doesn't sound like it's just isolated to China. Just anything you can give us about like some of those drivers, both positive and negative, as they're going to the market would be helpful. And then I have a follow-up. Akash Palkhiwala : Sure, Stacy. It's Akash. So from a March quarter perspective, you're right, the benefit from the Samsung launch for the new phone would be in the -- in kind of the second half of the March quarter. So it comes in towards the end of the quarter, but that will be an advantage, whereas our share from 75% in GS 22 goes up to global share in GS 23. In terms of inventory adjustment, I think you're right the way you heard it. You have an impact of $0.80 in the first quarter, and it's more than half. So we do expect to have some impact from that going into second quarter as well. And then your last question on whether it's just the Chinese or Samsung and others adjusting inventory, it's really across the industry. Stacy Rasgon: Right. That's helpful. For my follow-up, I wanted to ask about the QTL run rate. So I get the market is weak. But presumably, Apple should be stronger than the rest of the market into December. And usually, that gives a pretty big lift. It implies that Android must be really bad in the December quarter, unless there's something else going on. Can you just verify there's nothing else going on, no collection issue”