Overview
- Qualcomm reported a strong Q4 FY2025 for its QCT unit, with non-Apple revenue up 18% on higher-end Android sales and more silicon per handset.
- CEO Cristiano Amon said Qualcomm now supplies modems for about 75% of Samsung’s Galaxy smartphones, up from roughly half in earlier years.
- Some Samsung models, including the Galaxy S25 series, use Snapdragon modems exclusively.
- Apple has begun shipping its C1-series 5G modems in the iPhone 16e, iPhone Air, and iPad Pro, replacing Qualcomm chips in those devices.
- Qualcomm remains slated to supply Apple with Snapdragon modems through 2026, with industry reports expecting a reduced role afterward.