Qualcomm CEO Targets Two-Year Ramp for Robotics Business
The push centers on Dragonwing, a new processor built to run across diverse robot platforms.
Overview
- Cristiano Amon told CNBC at Mobile World Congress in Barcelona that robotics will start to reach scale and become a larger opportunity for Qualcomm within the next two years.
- Qualcomm launched its Dragonwing robotics chip in January 2026, positioning it to play a cross-vendor role similar to Snapdragon in smartphones.
- Amon cited advances in so-called physical AI as the reason robots are becoming more useful and commercially viable.
- Robotics featured prominently at MWC, with companies showing prototypes including a humanoid tease from Chinese device maker Honor.
- Reporting cited market estimates of $370 billion for general-purpose robots by 2040 and a $9 trillion humanoid TAM by 2050, and noted QCOM shares fell about 2.2% after the remarks.