Qualcomm

Qualcomm is a leader in the Design (Fabless) segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include Synopsys, Cadence Design Systems, Siemens EDA. Its key customers include Apple, Samsung Electronics, Dell Technologies.

Leading smartphone SoC and modem designer, expanding into PC and auto.

Ticker
NASDAQ: QCOM
Headquarters
United States
Revenue
$44.3B (FY2025) · +13.7% YoY
Net income
$5.5B
Operating margin
27.9%
Market position
leader
Value-chain segment
Mobile SoC, Networking Silicon
Key products
Snapdragon SoCs, modems, RF front-end

About Qualcomm

Qualcomm, headquartered in United States, operates in the Mobile SoC and Networking Silicon segments of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include Snapdragon SoCs, modems, RF front-end. wafergraph maps 68 tracked suppliers and 4 tracked customers for Qualcomm across the value chain. It has a supply-chain criticality score of 81/100, with 235 companies downstream of it. Qualcomm is a party to 4 tracked deals, including Broadcom's attempted Qualcomm takeover; Qualcomm's attempted NXP acquisition; Qualcomm acquires Nuvia.

Role in the chain

Qualcomm is a market leader in Design (Fabless) (Mobile SoC), headquartered in United States. Leading smartphone SoC and modem designer, expanding into PC and auto.

Diligence questions

  1. The dataset records 68 tracked suppliers for Qualcomm. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 8 of Qualcomm's tracked suppliers are a monopoly or leader (including Arm Holdings, ASE Technology, Cadence Design Systems, eMemory Technology). Which of those are actually single-source for the process step you care about?
  3. The dataset names 4 tracked customers for Qualcomm. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. Qualcomm is positioned as a leader in Design (Fabless). How replaceable is this vendor on the process step you are buying?
  5. Qualcomm is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  6. Qualcomm trades as NASDAQ:QCOM. What does the latest reported period say about capacity and backlog versus the graph position above?

Full diligence pack for Qualcomm

Key products

  • Snapdragon SoCs
  • modems
  • RF front-end

Suppliers

Customers

More Design (Fabless) companies

Compare with

AMD · MediaTek · NVIDIA · Broadcom · Marvell Technology · Astera Labs

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “Qualcomm — supply chain, financials & market position”, https://wafergraph.com/company/qualcomm (data as of 2026-09-05).

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