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CLAIM #51590 · Qualcomm Incorporated (QCOM) · 2025Q3 earnings call · Jul 30, 2025 · due Sep 30, 2026

And as we go to next year, I think our agreement, as Cristiano outlined, carries over, and we're in a very good position to maintain our scale there as well.

Akash Palkhiwala · CFO

PENDING
graded after results covering Sep 30, 2026 are reported

How to check this claim

Look at: Qualcomm's share of Samsung flagship device chip attach (percentage of Samsung Galaxy models launched with Qualcomm Snapdragon chips)

It came true if: Qualcomm chip share of Samsung flagship launches in fiscal 2026 remains at or near fiscal 2025 level (roughly 90-100%, not materially below prior year's share)

Where: management commentary on earnings calls / company disclosures regarding Samsung device chip attach rates

In context

mes every year, and they're going to use our chip for launches within China and globally as well. In addition, they will also be the first OEM to launch with our next Snapdragon 8 Elite chip, which comes out over the next couple of months. And the relationship really has expanded over the last couple of years. We've gone from phones to automotive. They introduced smart glasses with our chips, wearables, tablets, so it's a very broad relationship, and it's just an example of relationships we have with other Chinese OEMs as well. So you should consider this as a very well-positioned sustained business for us. Within Samsung, as you can see in fiscal -- in 2026, they launched most of their devices with our chip, but they did launch Flip with their own, and so we're slightly below 100% share. And as we go to next year, I think our agreement, as Cristiano outlined, carries over, and we're in a very good position to maintain our scale there as well. Cristiano Renno Amon: So let me just add -- maybe add a different perspective. Tal, I'm going to agree with Akash, but I'll provide probably a comment of questions that we usually we don't get. Look, we have been doing business in China for 30 years. We actually started down at the 3G. And I think what we learned by doing business in China, we actually learned how to move at China's speed. And I think if you look at the position in Qualcomm in China, they only improved over the years. And as Akash outlined, not only we've been well positioned in the phone business, we're well positioned with some of the fastest- growing OEMs in the auto business. And that is expanding now into industrial, into robotics and other areas. So another way to look into this is Qualcomm has became a very competi

Verify independently

SEC filings for QCOM · Claim quote is verbatim from the 2025Q3 earnings call.