Qualcomm's incremental revenue from non-handsets in CY25 was $1.75B. Around 1/4th of Apple chipset revenue. Still a long way to go to offset lost Apple revenue. But, interestingly, Qualcomm has posted $2B+ incremental handset revenue in CY25, most of which came from Android. Between Android and non-handset, $4B+ incremental revenue, still short of Apple chipset revenue.
Source: Sravan Kundojjala
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