Qualcomm shares slide as Apple modem shift, tariffs raise growth concerns:
Qualcomm shares fell nearly 5% in early trading on Thursday as the looming loss of ...
reuters.com/business/qualcomm-shares-slide-apple-modem-shift-tariffs-raise-growth-concerns-2025-07-31/
Photo: reuters.com · view article
Qualcomm Shares Slide Amid Apple and Tariff ConcernsThe stock fell nearly 5% in early trading Thursday and was last down at $152.55.
Key FactsJul 31, 2025 · Reading time: ~45 sec.
Summary created with AI assistance · Source: reuters.com
Summary created with AI assistance · Source: reuters.com
- Qualcomm warned that Apple's shift to in-house modems, starting with the iPhone 16e launch in February, would weigh on future chip revenue.
- Analysts warned renewed US semiconductor-tariff threats could disrupt supply chains and hurt handset revenue; smartphones and chips had so far been exempt.
- Chip sales to customers other than Apple rose more than 15% this fiscal year, driven by premium Android launches.
- Qualcomm now supports 19 augmented-reality designs, including Meta's Ray-Ban smart glasses, and expects that number to grow.
“Tariffs could trim mid-single digits off handset revenue, but Chinese OEMs still view Snapdragon as essential for global 5G and AI-on-device marketing.”— Michael Ashley Schulman, CIO at Running Point Capital, on the potential effects of tariffs on Qualcomm’s handset business.
Story Details
| Last Updated | |
| Total Articles | 9 |
Main Topics
electronic circuit formed on a small, flat piece of semiconductor material
News on this topic
Qualcomm shares slide as Apple modem shift, tariffs raise growth concerns: Qualcomm shares fell nearly 5% in early trading on Thursday as the looming loss of ...
reuters.com/business/qualcomm-shares-slide-apple-modem-shift-tariffs-raise-growth-concerns-2025-07-31/
Qualcomm's premium smartphone chip reliance, Apple modem loss overshadow upbeat forecast
reuters.com/business/qualcomms-premium-smartphone-chip-reliance-apple-modem-loss-overshadow-upbeat-2025-07-30/
dlvr.it Jul 31 25
Qualcomm working on datacenter CPU and in ‘advanced discussions’ with hyperscaler
theregister.com/2025/07/31/qualcomm_q3_samsung_q2_205/
More articles on this subject
Previous
Qualcomm's premium smartphone chip reliance, Apple modem loss overshadow upbeat forecast
reut.rs/4l9P3Zo
The Globe and Mail Jul 30 25
Qualcomm forecasts sales above Wall Street estimates, bets on AI use to drive chip demand
theglobeandmail.com/business/article-qualcomm-forecasts-sales-ai-chip-demand/
Next
Similar to This
Previous
Samsung's Exynos 2700 allegedly 'overpowers' Qualcomm's Extreme chip in the CPU game
androidcentral.com/phones/samsung-galaxy/samsungs-exynos-2700-allegedly-overpowers-qualcomms-extreme-chip-in-the-cpu-game
Qualcomm Splits Its First 2nm Snapdragon Flagship Chip Into Two: Qualcomm's first 2nm process chips are the Snapdragon 8 Elite Gen 6 and 8 Elite Extreme Gen 6 ...
uk.pcmag.com/mobile-phones/167449/qualcomm-splits-its-first-2nm-snapdragon-flagship-chip-into-two
iPhone 18 Pro Max in U.S. Has Qualcomm's Snapdragon X80 Modem: TechInsights has published an iPhone 18 Pro Max teardown that confirms the U.S ...
macrumors.com/2026/09/18/iphone-18-pro-max-us-qualcomm-x80/
dlvr.it Jul 30
Qualcomm won’t be a big datacenter player anytime soon: But AI has come along just in time to cover being dumped by Apple
theregister.com/systems/2026/07/30/qualcomm-wont-be-a-big-datacenter-player-anytime-soon/5280839
Notebookcheck Jul 26
Exclusive: 12.6 × 10.67 mm. That's the size of Qualcomm's next flagship chip, and we know more.
notebookcheck.net/Exclusive-12-6-x-10-67-mm-That-s-the-size-of-Qualcomm-s-next-flagship-chip-and-we-know-more.1352224.0.html
iPhone 18 Pro Could Use Qualcomm Modem in the US and C2 Elsewhere: Stolen data from Apple manufacturing partner Tata Electronics appears to reveal that the ...
macrumors.com/2026/07/02/iphone-18-pro-could-use-qualcomm-modem-in-the-us/
Gizchina Oct 23 25
Exynos 2600 Benchmarks Hint at Unexpected CPU Slowdown: Samsung’s new Exynos 2600 was supposed to mark a big return for the company’s own chips ...
gizchina.com/samsung/exynos-2600-benchmarks-hint-at-unexpected-cpu-slowdown
9to5Mac Jun 25 25
Apple’s C1 is coming to this product next, and skipping the rest - 9to5Mac: Apple’s C1 modem debuted on the iPhone 16e with two compelling benefits ...
9to5mac.com/2025/06/25/apples-c1-is-coming-to-this-product-next-and-skipping-the-rest/
9to5Mac May 27 25
Qualcomm paid for a study that says its modems beat Apple’s C1 - 9to5Mac: Apple’s C1 modem launched earlier this year as a competitor to Qualcomm ...
9to5mac.com/2025/05/27/qualcomm-paid-for-a-study-that-says-its-modems-beat-apples-c1/
9to5Mac May 03 25
Tim Cook said the thing about C1 that Apple wouldn’t say before - 9to5Mac: Apple’s C1 modem is a bigger success for the company than it’s previously let on ...
9to5mac.com/2025/05/02/tim-cook-said-the-thing-about-c1-that-apple-wouldnt-before/
Cult of Mac Mar 18 25
iPhone 18 Pro could ditch Qualcomm for Apple’s C2 modem: Apple will reportedly equip the iPhone 18 Pro lineup with its in-house next-gen C2 modem ...
cultofmac.com/news/iphone-18-pro-could-ditch-qualcomm-apples-c2-modem
Qualcomm Claims New X85 Modem Creates 'Huge Delta' in Performance Versus Apple: Qualcomm believes its latest X85 5G modem will set a "huge delta" between ...
macrumors.com/2025/03/05/qualcomm-claims-x85-modem-better-than-apple/
Apple Says Its 5G Modem Will Come to More Devices, Here's Which Ones: The new iPhone 16e is equipped with Apple's custom-designed C1 modem for 5G and LTE ...
macrumors.com/2025/02/26/future-devices-with-apple-5g-modem/
9to5Mac Feb 19 25
Apple reveals C1, its first in-house 5G iPhone modem, replacing Qualcomm - 9to5Mac
9to5mac.com/2025/02/19/apple-reveals-c1-its-first-in-house-5g-iphone-modem-replacing-qualcomm/
Wccftech Jan 23 25
Samsung’s Galaxy S25, Galaxy S25+ And Galaxy S25 Ultra Are The First Android Smartphones To Support Qual…
wccftech.com/galaxy-s25-series-first-ever-to-support-qualcomm-snapdragon-satellite/
How Qualcomm built a mobile empire (and will it last?): Qualcomm is synonymous with top-tier smartphone performance these days, but the market was once much more ...
androidauthority.com/how-qualcomm-came-to-dominate-3506946/
What You Should Know About Apple's 5G Modem: For the last several years, Apple has been working to create its own 5G modem, with the eventual goal of eliminating ...
macrumors.com/guide/apple-5g-modem/
Cult of Mac Jul 25 24
Apple’s in-house 5G modem could finally debut on next year’s iPhones: A reputed analyst claims that Apple will use its in-house 5G modem on the iPhone SE 4 and ...
cultofmac.com/863657/apples-5g-modem-could-finally-debut-on-next-year-iphone/
Qualcomm's Snapdragon X70 Modem 5Gs Smarter, Not Harder: The 5G modem for next year's phones focuses on using AI to optimize coverage.
pcmag.com/news/qualcomms-snapdragon-x70-modem-5gs-smarter-not-harder
Qualcomm Expecting to Supply Just 20% of 2023 iPhone Modems As Apple Prepares to Launch Its Own Chips
macrumors.com/2021/11/16/qualcomm-2023-modem-chips-iphone/
Next