Qualcomm Inc. (NASDAQ:QCOM) has been on a tear, with its stock up 53.65% year-to-date and 85.46% higher over the past year. The latest boost? Renowned tech analyst Ming-Chi Kuo reports that Samsung's upcoming Galaxy S25 will exclusively feature Qualcomm's next-generation chipset, propelling Qualcomm shares higher.
The news sent Qualcomm shares soaring, closing 3.20% higher on Monday. Kuo's predictions underscore the robust demand for Qualcomm's advanced chipsets and their crucial role in flagship devices like the Galaxy S25.
Samsung's Switch To Qualcomm
Kuo revealed that Qualcomm will be the sole SoC supplier for the Galaxy S25, significantly shifting from the Galaxy S24, where Qualcomm supplied only 40% of chipsets. The decision stems from Samsung's struggle with lower-than-expected yields in its 3nm Exynos 2500 chips.
Consequently, Qualcomm's Snapdragon 8 Gen 4 will dominate the S25, with prices for the chip expected to surge by 25-30%.
Related: Advantage Qualcomm: World's Largest Smartphone Maker Could Switch Completely To Snapdragon Chips For Its Next Flagship
Qualcomm's Growth Drivers
Kuo has also recently highlighted two new growth drivers for Qualcomm.
- The SM8750 (Snapdragon 8 Gen 4) will enter mass production in the second half of 2024, with a significant price hike due to TSMC's advanced N3E node technology. AI demand in high-end smartphones is expected to drive high single-digit shipment growth for this chip.
- Qualcomm plans to double shipments of its X Elite and X Plus chips for Windows on ARM (WOA) by 2025, with new low-cost variants. These developments signal Qualcomm's expanding influence in various tech segments.
QCOM Stock Riding The Bullish Wave
From a technical perspective, Qualcomm's stock is riding a bullish wave. Its current price sits above its 5, 20, 50, and 200-day moving averages, all of which indicate strong buying signals. This trend reflects investor confidence and the stock's potential for further gains.
Samsung's endorsement and the expected price hike for the Snapdragon 8 Gen 4 signal sustained growth for Qualcomm. As it cements its status in the smartphone arena and ventures into new markets, Qualcomm continues to be a pivotal force in the tech sector.
Qualcomm's strategic moves and technical strength suggest it's not just keeping pace with the market—it's leading the charge.
Investors will be keen to see how the partnership with Samsung and new growth drivers play out in the coming months.
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納斯達克上的高通公司（NASDAQ:QCOM）股票今年以來上漲了53.65%，過去一年上漲了85.46%。最近的推動力量來自於著名科技分析師郭明錤的報道，稱三星即將推出的Galaxy S25手機將獨家採用高通的下一代芯片組，推動高通的股票價格上漲。
這條消息使得高通公司的股票價格飛漲，週一收盤上漲3.20%。郭明錤的預測強調了高通先進芯片組的強勁需求以及它們在Galaxy S25這樣的旗艦設備中的關鍵作用。
三星公司的轉換 對高通產生影響
郭明錤透露，高通將成爲Galaxy S25的唯一SoC供應商，這是一個重大的轉變，相比之下，在Galaxy S24中，高通只提供了40%的芯片組。這一決定源於三星公司在3納米的Exynos 2500芯片上產量低於預期的問題。
因此，高通的驍龍8 Gen 4芯片將主導S25，預計芯片價格將上漲25-30%。
相關：高通優勢：全球最大的智能手機制造商可能會爲其下一款旗艦完全轉投驍龍芯片
高通的增長驅動因素
郭明錤最近還強調了高通公司的兩個新增長驅動因素。
SM8750（驍龍8 Gen 4）將在2024年下半年進入大規模生產，由於台積電先進的N3E節點技術，價格將大幅上漲。高端智能手機中的人工智能需求預計將推動該芯片的高一位數出貨增長。
高通計劃到2025年將其X Elite和X Plus芯片的Windows on ARM (WOA)出貨量翻倍，並推出新的低成本變體。這些發展預示着高通在各種技術領域的影響力不斷擴大。
QCOM股票處於看漲浪潮中
從技術角度來看，高通公司的股票正在上升的看漲浪潮之中。它當前的價格高於其5天、20天、50天和200天的移動平均線，這些技術指標都表明了強勁的買入信號。這一趨勢反映了投資者的信心以及股票進一步增長的潛力。
三星的認可以及驍龍8 Gen 4的預期漲價預示着高通的持續增長。隨着它在智能手機領域鞏固其地位並進入新的市場，高通在科技行業中繼續扮演着至關重要的角色。
高通公司的戰略舉措和技術實力表明，它不僅與市場保持着同步，而且正在引領市場發展。
投資者將密切關注與三星的合作以及新的增長驅動因素在未來幾個月中的表現。
