“So I don't think it fundamentally changes the seasonality across the quarters.”

In context

“me effect on QCT. Given the share gain at Samsung, does that affect the seasonality for June at all, and how should we be thinking that in general? Akash Palkhiwala: Yeah, I think, Chris, you're right in terms of understanding our seasonality. When you look at the last several years, the kind of the framework across quarters, it is driven by the timing of the flagship launches. And so as a result, we expect kind of first quarter to be the high point from an EPS perspective and third quarter is the low point because you don't have as many flagship launches in it. On your question specifically on Samsung, Samsung is in, kind of the impact of the higher share is included in the first quarter and the second quarter guide as well. And so it will be included in third and fourth quarter as well. So I don't think it fundamentally changes the seasonality across the quarters. Chris Caso: Got it. As a follow up, if you could address some of the higher price points that you're seeing on Snapdragon now, and certainly there are more features in there because of AI, but to some extent, it's also about cost too, because the waiver costs are higher. What's the impact of that on Qualcomm, not just from a quarter basis, but looking a little bit out, should we expect ASP to be a tailwind for you? And then how are your OEM customers dealing with that? Is it a factor of, we're just going to see a mix higher to higher end phones, or is that going to result in higher ASP? Akash Palkhiwala: Chris, the primary driver here is that there is a consumer demand for more capable smartphones. And so as we go from generation to generation, we're adding a lot more capability on the pr”