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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纳斯达克上的高通公司（NASDAQ:QCOM）股票今年以来上涨了53.65%，过去一年上涨了85.46%。最近的推动力量来自于著名科技分析师郭明錤的报道，称三星即将推出的Galaxy S25手机将独家采用高通的下一代芯片组，推动高通的股票价格上涨。
这条消息使得高通公司的股票价格飞涨，周一收盘上涨3.20%。郭明錤的预测强调了高通先进芯片组的强劲需求以及它们在Galaxy S25这样的旗舰设备中的关键作用。
三星公司的转换 对高通产生影响
郭明錤透露，高通将成为Galaxy S25的唯一SoC供应商，这是一个重大的转变，相比之下，在Galaxy S24中，高通只提供了40%的芯片组。这一决定源于三星公司在3纳米的Exynos 2500芯片上产量低于预期的问题。
因此，高通的骁龙8 Gen 4芯片将主导S25，预计芯片价格将上涨25-30%。
相关：高通优势：全球最大的智能手机制造商可能会为其下一款旗舰完全转投骁龙芯片
高通的增长驱动因素
郭明錤最近还强调了高通公司的两个新增长驱动因素。
SM8750（骁龙8 Gen 4）将在2024年下半年进入大规模生产，由于台积电先进的N3E节点技术，价格将大幅上涨。高端智能手机中的人工智能需求预计将推动该芯片的高一位数出货增长。
高通计划到2025年将其X Elite和X Plus芯片的Windows on ARM (WOA)出货量翻倍，并推出新的低成本变体。这些发展预示着高通在各种技术领域的影响力不断扩大。
QCOM股票处于看涨浪潮中
从技术角度来看，高通公司的股票正在上升的看涨浪潮之中。它当前的价格高于其5天、20天、50天和200天的移动平均线，这些技术指标都表明了强劲的买入信号。这一趋势反映了投资者的信心以及股票进一步增长的潜力。
三星的认可以及骁龙8 Gen 4的预期涨价预示着高通的持续增长。随着它在智能手机领域巩固其地位并进入新的市场，高通在科技行业中继续扮演着至关重要的角色。
高通公司的战略举措和技术实力表明，它不仅与市场保持着同步，而且正在引领市场发展。
投资者将密切关注与三星的合作以及新的增长驱动因素在未来几个月中的表现。
