Qualcomm announcedIts second quarter financial results for fiscal year 2025, of which revenue reached US$108.36 billion and net profit reached US$28.1 billion. Qualcomm said it will continue to expand cross-field business development in the future.
Of the revenue, Qualcomm Technologies' business accounted for US$94.69 billion, the mobile phone business accounted for US$69.29 billion, the vehicle business accounted for US$9.59 million, the Internet of Things business accounted for US$15.81 billion, and the Qualcomm licensing business accounted for US$13.19 billion.
Although Qualcomm's core business is still focused on mobile phones and communication chips, and it still maintains cooperation with mainstream brands such as Samsung, it still has a certain advantage in global chip shipments. However, due to its current partnership with Apple, it may be due toApple's first self-made 5G networking chip Apple C1The emergence of the new chip has brought about changes. In addition, Chinese mobile phone brands have begun to expand their cooperation with MediaTek, and some product lines have even been oriented towards using MediaTek processors as the main processor. Therefore, Qualcomm must conceive of a more diversified business development model.
For example, in expanding the application layout of the Internet of Things and Internet of Vehicles market, we can see that Qualcomm has continued to expand its cooperation with car manufacturers in recent years. At the same time, in the industrial Internet of Things application part, it also announced the launch of Snapdragon technology-basedDragonwing BrandIn addition, it will use NUVIA's technical resources to strengthen its own architecture design, thereby utilizing Arm instruction set resources to improve processor computing power, and even further promote the development of Windows on Snapdragon laptop products. Overall, these are preparations for the upcoming changes in business development.
As for the previous lawsuit with Arm, the US court ruled that Qualcomm's license was valid and that its practice was legitimate. After Arm withdrew its previous lawsuit accusing Qualcomm of improper use of instruction set licenses, Qualcomm earlier submitted documents to the European Commission, the US Federal Trade Commission, and the Korea Fair Trade Commission, accusing Arm of using its market position to engage in monopolistic behavior. As for Arm, it did not respond to this and recently stated that it lost the case.Will continue to appeal, and it also shows that Qualcomm's relevant actions are to protect its own interests.
