Qualcomm's Growth Seen Threatened by Competition, China Demand -- Market Talk

Dow Jones

2025/05/02

1225 ET - With Qualcomm's total handset revenue dominated by Chinese sales, competition and lagging demand in the region pose the biggest risk to the overall segment's current double-digit growth rate, Bank of America Securities analysts said in a research note. Chinese competitor MediaTek continues to move into premium tier devices, threatening Qualcomm's share of the market, the analysts said. Meanwhile, after a few quarters of 40% growth, China demand has started to slow, the analysts said. Shares are down 8.3%. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

May 01, 2025 12:25 ET (16:25 GMT)

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Chinese competitor MediaTek continues to move into premium tier devices, threatening Qualcomm's share of the market, the analysts said. Meanwhile, after a few quarters of 40% growth, China demand has started to slow, the analysts said. Shares are down 8.3%. 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Chinese competitor MediaTek continues to move into premium tier devices, threatening Qualcomm's share of the market, the analysts said. Meanwhile, after a few quarters of 40% growth, China demand has started to slow, the analysts said. Shares are down 8.3%. (kelly.cloonan@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 01, 2025 12:25 ET (16:25 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BVYPNP33.GBP","symbol_name":"GUINNESS ASIAN EQUITY INCOME \"C\" (GBP) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2532300049","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2532300049","pubTimestamp":1746116700,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1225 ET - With Qualcomm's total handset revenue dominated by Chinese sales, competition and lagging demand in the region pose the biggest risk to the overall segment's current double-digit growth rate, Bank of America Securities analysts said in a research note. Chinese competitor MediaTek continues to move into premium tier devices, threatening Qualcomm's share of the market, the analysts said. Meanwhile, after a few quarters of 40% growth, China demand has started to slow, the analysts said. Shares are down 8.3%. 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