Qualcomm Shares Rise After Giving Strong Sales Forecast

The video discusses Qualcomm's growth driven by the 5G upgrade cycle, highlighting its $6 billion revenue from handsets. It explores potential risks, such as Apple's shift to in-house components, and opportunities in expanding markets like automotive and VR. The competitive landscape is analyzed, noting rivals like Mediatech, NVIDIA, and Intel. The video emphasizes the importance of scale in a supply-constrained market.

What competitive challenges does Qualcomm encounter in the semiconductor market?

How is the current supply-constrained market affecting chip makers like Qualcomm?