Qualcomm focuses on AI and auto as Nvidia takes over as world’s biggest fabless chip company: https://www.cnbc.com/video/2023/09/05/qualcomm230905tarasovsf.html
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Thanks to OP for the video. As usual, a lot of fluff from fluffy folks. Competition is already doing what CA and CP are saying their devices can do even though they may not be on mobile platforms. These were the same folks who were pushing for edge and cloud computing and now are pivoting to on-device computing for LLM's. Regarding auto, it will continue to be a low margin, low volume business. The world of automobiles is not like mobile business where there will be some % of defective HW that can be replaced by warranties.One single recall from NHTSA for a small % of hardware bug can erase entire margins and turn whatever meagre profits into losses. Regarding the Nuvia project, less said the better - why does Q even focus on this? You can go to apple.com and order a MBAir for less than $1000 and it has more than decent computing power and lasts at least 12 to 18 hours.
what is a joke