@Tenbagger2024 what do you think about the future of Qualcomm? still positive, even if Apple continues to distance itself from Qualcomm? LG
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@Patschke6686
Really difficult question, Qualcomm is one of the few semiconductor stocks with a dividend yield of over 2%. The P/E ratio is acceptable. And you still have growth, albeit not as strong.
Apple has been talking about distancing itself from Qualcomm for years, but can't get the quality right and relies on Qualcomm for its high-end smartphones.
Samsung has done the same with the S series.
Furthermore, Qualcomm is taking more and more market share away from Intel in notebooks.
Qualcomm should play a role in autonomous driving to bring mobility into the car, 5G.
Qualcomm also plays a role in VR glasses. The question is to what extent the glasses, which are getting smaller and smaller thanks to Qualcomm, will prevail.
Qualcomm is probably also the address when it comes to AI in smartphones.
But the competition never sleeps.
And you can see from Intel how quickly you can lose touch.
The semiconductor sector also remains a cyclical sector
Really difficult question, Qualcomm is one of the few semiconductor stocks with a dividend yield of over 2%. The P/E ratio is acceptable. And you still have growth, albeit not as strong.
Apple has been talking about distancing itself from Qualcomm for years, but can't get the quality right and relies on Qualcomm for its high-end smartphones.
Samsung has done the same with the S series.
Furthermore, Qualcomm is taking more and more market share away from Intel in notebooks.
Qualcomm should play a role in autonomous driving to bring mobility into the car, 5G.
Qualcomm also plays a role in VR glasses. The question is to what extent the glasses, which are getting smaller and smaller thanks to Qualcomm, will prevail.
Qualcomm is probably also the address when it comes to AI in smartphones.
But the competition never sleeps.
And you can see from Intel how quickly you can lose touch.
The semiconductor sector also remains a cyclical sector
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