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Dylan Patel
$17.6M
Followers
@dylan522p
09/08/2022
Is mmWave Adoption Stagnating?
$QCOM
$6B Opportunity Update & EPS Estimates
iPhone BOM
iPhone 14 and Jio mmWave
$META
update
Is mmWave Adoption Stgnating?
Qualcomm’s $6B Opportunity Update
iPhone mmWave BOM
$QCOM
EPS Estimates
iPhone 14 and Jio mmWave updates
Samsung and
$META
update - This includes chip-level details and what’s going on with Meta’s in-house SoC development.
https://semianalysis.substack.com/p/is-mmwave-adoption-stagnating-qualcomms
semianalysis.substack.com
Is mmWave Adoption Stagnating? Qualcomm’s $6B Opportunity Update, $QCOM EPS Estimates
iPhone 14, Jio, Samsung, and Meta Updates
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Benjamin Buchanan
@01core_ben
09/08/2022
Hi Dylan! Asked the same question on Twitter, just curious as to your thoughts on how much of a discount QCOM is getting valuation wise due to geopolitics concerns. Ty sir!
Reply
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Dylan Patel
$17.6M
Followers
@dylan522p
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