Qualcomm — Supply Chain & Business Relationships
Every relationship below is sourced to a verbatim quote from a public company filing that names the counterparty, with a one-click link to the original document.
Click a company to open its map · drag to explore · hover a line to read the source quote. Green = supplies · orange dashed = competes · blue = partners · purple = ownership · grey dashed = suspended · how to read this data.
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9 suppliers5 customers1 partner16 competitors16 source filings
Featured in supply-chain maps: Networking & Connectivity Chips
Customers (companies it supplies)
Filed 2025-11-05 · 289 days ago
“In fiscal 2025, revenues from Apple, Samsung and Xiaomi each comprised 10% or more of our consolidated revenues.”— QCOM 10-K, filed 2025-11-05 EDGAR · View source filing ↗
Filed 2025-11-05 · 289 days ago
“In fiscal 2025, revenues from Apple, Samsung and Xiaomi each comprised 10% or more of our consolidated revenues.”— QCOM 10-K, filed 2025-11-05 EDGAR · View source filing ↗
Supplies to →
Pegatron
Filed 2026-05-28 · 85 days ago
“Develop a full‑feature AI smart‑glasses system that is dust‑proof and waterproof, uses a Qualcomm AR1 Gen1 SOC and RT595 MCU with 64 GB storage, and includes prescription corrective lenses.”— Pegatron Annual report, filed 2026-05-28 TWSE (English translation of the Chinese original) · View source filing ↗
Supplies to →
Apple
Filed 2025-11-05 · 289 days ago
“Apple purchases our MDM (or thin modem) products”— QCOM 10-K, filed 2025-11-05 EDGAR · View source filing ↗
Supplies to →
Transsion
Filed 2025-11-05 · 289 days ago
“During the second quarter of fiscal 2025, we executed final agreements for new long-term licenses with two key Chinese OEMs (for which the initial terms had expired) and entered into comprehensive 4G and 5G license agreements with Transsion (a growing, China-headquartered OEM”— QCOM 10-K, filed 2025-11-05 EDGAR · View source filing ↗
Suppliers (companies that supply it)
Filed 2026-05-26 · 87 days ago
“Qualcomm, which is currently a major customer of ours and accounted for 9% of our total revenue for the fiscal year ended March 31, 2026”— ARM 20-F, filed 2026-05-26 EDGAR · View source filing ↗
Supplied by ←
Amkor
Last confirmed 2026-02-20 · 182 days ago · corroborated by 2 filings
“Direct sales to Apple and Qualcomm accounted for 29.8% and 11.1% of our net sales, respectively, for the year ended December 31, 2025.”— AMKR 10-K, filed 2026-02-20 EDGAR · View source filing ↗
Supplied by ←
Rambus
Filed 2026-02-18 · 184 days ago
“such as AMD, Amlogic, Broadcom, CXMT, IBM, Infineon, Kioxia, Marvell, MediaTek, Micron, Nanya, Nuvoton, NVIDIA, Phison, Qualcomm, Samsung, Silicon Motion, SK hynix, Socionext, STMicroelectronics, Toshiba, Western Digital and Winbond have licensed our patents.”— RMBS 10-K, filed 2026-02-18 EDGAR · View source filing ↗
Supplied by ←
TSMC
Filed 2025-11-05 · 289 days ago
“The primary foundry suppliers for our various digital, analog/mixed-signal, RF and PM integrated circuits include Taiwan Semiconductor Manufacturing Company (TSMC), Samsung Electronics and Global Foundries.”— QCOM 10-K, filed 2025-11-05 EDGAR · View source filing ↗
Supplied by ←
Samsung
Filed 2025-11-05 · 289 days ago
“The primary foundry suppliers for our various digital, analog/mixed-signal, RF and PM integrated circuits include Taiwan Semiconductor Manufacturing Company (TSMC), Samsung Electronics and Global Foundries.”— QCOM 10-K, filed 2025-11-05 EDGAR · View source filing ↗
Supplied by ←
GlobalFoundries
Filed 2025-11-05 · 289 days ago
“The primary foundry suppliers for our various digital, analog/mixed-signal, RF and PM integrated circuits include Taiwan Semiconductor Manufacturing Company (TSMC), Samsung Electronics and Global Foundries.”— QCOM 10-K, filed 2025-11-05 EDGAR · View source filing ↗
Supplied by ←
ASE
Filed 2025-11-05 · 289 days ago
“Our primary semiconductor assembly and test suppliers are Advanced Semiconductor Engineering, Amkor Technology, Siliconware Precision Industries and STATSChipPAC.”— QCOM 10-K, filed 2025-11-05 EDGAR · View source filing ↗
Supplied by ←
SPIL
Filed 2025-11-05 · 289 days ago
“Our primary semiconductor assembly and test suppliers are Advanced Semiconductor Engineering, Amkor Technology, Siliconware Precision Industries and STATSChipPAC.”— QCOM 10-K, filed 2025-11-05 EDGAR · View source filing ↗
Supplied by ←
STATS ChipPAC
Filed 2025-11-05 · 289 days ago
“Our primary semiconductor assembly and test suppliers are Advanced Semiconductor Engineering, Amkor Technology, Siliconware Precision Industries and STATSChipPAC.”— QCOM 10-K, filed 2025-11-05 EDGAR · View source filing ↗
Partners & collaborations
Partners with ↔
STMicroelectronics
Filed 2026-02-26 · 176 days ago
“first product of ST’s collaboration with Qualcomm Technologies, Inc. announced in 2024, to simplify implementing wireless connectivity in systems containing STM32 MCUs.”— STM 20-F, filed 2026-02-26 EDGAR · View source filing ↗
Competitors
Competes with ↔
Cirrus Logic
Filed 2026-05-21 · 92 days ago
“Our primary competitors include, but are not limited to, AKM Semiconductor Inc., Analog Devices Inc., QUALCOMM Incorporated, Realtek Semiconductor Corporation, Renesas Electronics Corporation, Shanghai Awinic Technology Co., Ltd., … Shenzhen Goodix Technology Co, Ltd., Skyworks Solutions Inc., ST Microelectronics N.V., Synaptics Incorporated and Texas Instruments, Inc.”— CRUS 10-K, filed 2026-05-21 EDGAR · View source filing ↗
Competes with ↔
Qorvo
Last confirmed 2026-05-08 · 105 days ago · corroborated by 2 filings
“CSG competes primarily with Broadcom Inc.; Murata Manufacturing Co., Ltd.; Nordic Semiconductor; NXP Semiconductors N.V.; Qualcomm Technologies, Inc.; RichWave Technology Corporation; Silicon Laboratories Inc.; Skyworks Solutions, Inc.; and Vanchip (Tianjin) Technology Co., Ltd. … ACG competes primarily with Broadcom Inc.; Maxscend Microelectronics Co., Ltd.; Murata Manufacturing Co., Ltd.; Qualcomm Technologies, Inc.; Skyworks Solutions, Inc.; and Vanchip (Tianjin) Technology Co., Ltd.”— QRVO 10-K, filed 2026-05-08 EDGAR · View source filing ↗
Competes with ↔
Marvell
Filed 2026-03-11 · 163 days ago
“Companies that compete directly with our businesses include, but are not limited to, … Qualcomm Incorporated (“Qualcomm”)”— MRVL 10-K, filed 2026-03-11 EDGAR · View source filing ↗
Competes with ↔
NVIDIA
Last confirmed 2026-02-25 · 177 days ago · corroborated by 2 filings
“Our current competitors include: … • suppliers of hardware and software for SoC products that are used in servers or embedded into automobiles, autonomous machines, and gaming devices, such as Ambarella, Inc., AMD, Broadcom, Intel, Qualcomm Incorporated, Renesas Electronics Corporation, and Samsung, or companies with internal teams designing SoC products for their own products and services, such as Tesla, Inc.; and”— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗
Competes with ↔
NXP
Last confirmed 2026-02-19 · 183 days ago · corroborated by 2 filings
“Our primary key public competitors in alphabetical order include, but are not limited to, Analog Devices Inc., Broadcom Inc., Infineon Technologies AG, Microchip Technology Inc., Qualcomm Inc., Renesas Electronics Corp., STMicroelectronics NV and Texas Instruments Inc.”— NXPI 10-K, filed 2026-02-19 EDGAR · View source filing ↗
Competes with ↔
Silicon Labs
Filed 2026-02-10 · 192 days ago
“We compete with Espressif, Infineon, MediaTek, Microchip, Nordic Semiconductor, NXP, Qualcomm, Renesas, STMicroelectronics, Synaptics, Telink, Texas Instruments and others.”— SLAB 10-K, filed 2026-02-10 EDGAR · View source filing ↗
Competes with ↔
AMD
Filed 2026-02-04 · 198 days ago
“We expect continued competition from our primary FPGA competitors such as Altera, Lattice Semiconductor Corporation and Microsemi Corporation, and from ASSP vendors such as Broadcom Corporation, Marvell Technology Group, Ltd., Analog Devices, Texas Instruments Incorporated, NXP Semiconductors N.V., Qualcomm Incorporated and NVIDIA.”— AMD 10-K, filed 2026-02-04 EDGAR · View source filing ↗
Competes with ↔
Intel
Filed 2026-01-23 · 210 days ago
“We also face significant competition from companies that design processors based on the ARM architecture, such as Apple with its M series products, Qualcomm with its Snapdragon products and MediaTek with its Kompanio products.”— INTC 10-K, filed 2026-01-23 EDGAR · View source filing ↗
Competes with ↔
Skyworks
Last confirmed 2025-11-07 · 287 days ago · corroborated by 2 filings
“Our competitors include … Qualcomm,”— SWKS 10-K, filed 2025-11-07 EDGAR · View source filing ↗
Competes with ↔
Broadcom
Filed 2025-11-05 · 289 days ago
“Companies that provide on-device AI, high-performance and low-power computing and wireless connectivity-based integrated circuit products and/or software are generally competitors or potential competitors. … Examples (some of which are strategic partners of ours in other areas) include Broadcom, HiSilicon, MediaTek, Mobileye, Nvidia, NXP Semiconductors, Qorvo, Samsung, Skyworks, Texas Instruments and UNISOC.”— QCOM 10-K, filed 2025-11-05 EDGAR · View source filing ↗
Competes with ↔
Hisilicon
Filed 2025-11-05 · 289 days ago
“Companies that provide on-device AI, high-performance and low-power computing and wireless connectivity-based integrated circuit products and/or software are generally competitors or potential competitors. … Examples (some of which are strategic partners of ours in other areas) include Broadcom, HiSilicon, MediaTek, Mobileye, Nvidia, NXP Semiconductors, Qorvo, Samsung, Skyworks, Texas Instruments and UNISOC.”— QCOM 10-K, filed 2025-11-05 EDGAR · View source filing ↗
Competes with ↔
MediaTek
Filed 2025-11-05 · 289 days ago
“Companies that provide on-device AI, high-performance and low-power computing and wireless connectivity-based integrated circuit products and/or software are generally competitors or potential competitors. … Examples (some of which are strategic partners of ours in other areas) include Broadcom, HiSilicon, MediaTek, Mobileye, Nvidia, NXP Semiconductors, Qorvo, Samsung, Skyworks, Texas Instruments and UNISOC.”— QCOM 10-K, filed 2025-11-05 EDGAR · View source filing ↗
Competes with ↔
Mobileye
Filed 2025-11-05 · 289 days ago
“Companies that provide on-device AI, high-performance and low-power computing and wireless connectivity-based integrated circuit products and/or software are generally competitors or potential competitors. … Examples (some of which are strategic partners of ours in other areas) include Broadcom, HiSilicon, MediaTek, Mobileye, Nvidia, NXP Semiconductors, Qorvo, Samsung, Skyworks, Texas Instruments and UNISOC.”— QCOM 10-K, filed 2025-11-05 EDGAR · View source filing ↗
Competes with ↔
Samsung
Filed 2025-11-05 · 289 days ago
“Companies that provide on-device AI, high-performance and low-power computing and wireless connectivity-based integrated circuit products and/or software are generally competitors or potential competitors. … Examples (some of which are strategic partners of ours in other areas) include Broadcom, HiSilicon, MediaTek, Mobileye, Nvidia, NXP Semiconductors, Qorvo, Samsung, Skyworks, Texas Instruments and UNISOC.”— QCOM 10-K, filed 2025-11-05 EDGAR · View source filing ↗
Competes with ↔
Texas Instruments
Filed 2025-11-05 · 289 days ago
“Companies that provide on-device AI, high-performance and low-power computing and wireless connectivity-based integrated circuit products and/or software are generally competitors or potential competitors. … Examples (some of which are strategic partners of ours in other areas) include Broadcom, HiSilicon, MediaTek, Mobileye, Nvidia, NXP Semiconductors, Qorvo, Samsung, Skyworks, Texas Instruments and UNISOC.”— QCOM 10-K, filed 2025-11-05 EDGAR · View source filing ↗
Competes with ↔
Unisoc
Filed 2025-11-05 · 289 days ago
“Companies that provide on-device AI, high-performance and low-power computing and wireless connectivity-based integrated circuit products and/or software are generally competitors or potential competitors. … Examples (some of which are strategic partners of ours in other areas) include Broadcom, HiSilicon, MediaTek, Mobileye, Nvidia, NXP Semiconductors, Qorvo, Samsung, Skyworks, Texas Instruments and UNISOC.”— QCOM 10-K, filed 2025-11-05 EDGAR · View source filing ↗
Filed activity
Filings by Qualcomm itself, from our archive: US SEC earnings filings (Form 8-K Item 2.02 and Form 6-K results reports) since 2025-07-22, plus Taiwan Stock Exchange material announcements where covered. Not a complete filing history; subjects appear verbatim in their original language.
Revenues: $9.9 billion GAAP EPS: $1.87, Non-GAAP EPS: $2.21 —Combined QCT Automotive and IoT Revenues Grew 28% Year-Over-Year— —QCT Automotive Revenues: 23 Consecutive Quarters of Double-Digit Year-Over-Year Growth— —Completed Acquisition of Modular Inc Creating an Open Software Foundation for Generative and Agentic AI— SAN DIEGO - July 29, 2026 - Qualcomm Incorporated (NASDAQ: QCOM) todayShow more from the filing
announced results for its fiscal third quarter ended June 28, 2026. “Despite a challenging memory and supply environment, our third quarter results reflect solid execution of our growth strategy, with quarterly revenues at the high end of guidance,” said Cristiano Amon, President and CEO of Qualcomm Incorporated. “We are well positioned to execute on the vision we outlined at our recent Investor Day, with total non-handset revenues growing to $40 billion by fiscal 2029 – nearly double the target we shared in November 2024.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
Revenues: $10.6 billion GAAP EPS: $6.88, Non-GAAP EPS: $2.65 —Record Quarterly QCT Automotive Revenues— —Diversification: Combined QCT Automotive and IoT Revenues Grew 20% Year-Over-Year— —Completed $5.4B of Share Repurchases in First Half of Fiscal 2026 and Announced New $20B Authorization— SAN DIEGO - April 29, 2026 - Qualcomm Incorporated (NASDAQ: QCOM) today announced results for its fiscalShow more from the filing
second quarter ended March 29, 2026. “We are pleased to deliver results in line with our guidance, reflecting solid execution as we navigate a challenging memory environment,” said Cristiano Amon, President and CEO of Qualcomm Incorporated. “We are in a period of profound industry transformation — the rise of AI agents is reshaping our roadmap across every platform we develop. We are equally excited by our entry into the data center, where a leading hyperscaler custom silicon engagement is on track for initial shipments later this calendar year.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
Record Revenues: $12.3 billion GAAP EPS: $2.78, Non-GAAP EPS: $3.50 —Record Quarterly Total Company and QCT Revenues— —Record QCT Automotive Revenues: 2nd Consecutive Quarter of Greater Than $1 Billion— —Completed Acquisition of Alphawave Semi Accelerating Our Expansion into Data Centers— SAN DIEGO - February 4, 2026 - Qualcomm Incorporated (NASDAQ: QCOM) today announced results for its fiscalShow more from the filing
first quarter ended December 28, 2025. “We are pleased to deliver strong quarterly results, with record total company revenues,” said Cristiano Amon, President and CEO of Qualcomm Incorporated. “Our momentum across personal, industrial and physical AI is growing, as evidenced by recent product announcements at CES and customer traction.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
GAAP Revenues: $44.3 billion Fiscal 2025 GAAP EPS: $5.01, Non-GAAP EPS: $12.03 —QCT: Record Fiscal Year Revenues - Executing Towards our 2024 Investor Day Targets— —Total QCT Non-Apple Fiscal Year Revenues Grew 18% Year-Over-Year— —Combined QCT Automotive and IoT Fiscal Year Revenues Grew 27% Year-Over-Year— SAN DIEGO - November 5, 2025 - Qualcomm Incorporated (NASDAQ: QCOM) today announcedShow more from the filing
results for its fiscal fourth quarter and year ended September 28, 2025. "Our business remains strong as demonstrated by record QCT revenues in fiscal 2025,” said Cristiano Amon, President and CEO of Qualcomm Incorporated. “We delivered 18% year-over-year growth in total QCT non‑Apple revenues, with combined fiscal year Automotive and IoT revenue growth of 27%.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
Revenues: $10.4 billion GAAP EPS: $2.43, Non-GAAP EPS: $2.77 —QCT Diversification: Combined Automotive and IoT Revenues Grew 23% Year-Over-Year— —QCT Automotive: Record Quarterly Revenues— —On track to meet our accelerated buyback commitment in FY25— SAN DIEGO - July 30, 2025 - Qualcomm Incorporated (NASDAQ: QCOM) today announced results for its fiscal third quarter ended June 29, 2025.Show more from the filing
“Another quarter of strong growth in QCT Automotive and IoT revenues further validates our diversification strategy and confidence in achieving our long-term revenue targets,” said Cristiano Amon, President and CEO of Qualcomm Incorporated.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗