Qualcomm and MediaTek group their majority of non-smartphone chip revenue (networking, consumer, computing and industrial) in IoT/edge segments. Both have an annual run-rate of ~$6B and grew in CY24. MediaTek groups auto revenue here but Qualcomm doesn't. DC ASIC is an area MediaTek is ahead of QCOM but the latter has lead in auto/PC/XR. The overlap will likely grow more.
Source: Sravan Kundojjala
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