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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.
semianalysis.substack.com
Is mmWave Adoption Stagnating? Qualcomm’s $6B Opportunity Update, $QCOM EPS Estimates
iPhone 14, Jio, Samsung, and Meta Updates

Benjamin Buchanan's avatar
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!
Dylan Patel's avatar
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