Qualcomm’s Android Surge Signals Strategic Shift Away From Apple

Qualcomm is actively reducing its reliance on Apple. The chipmaker’s growth is now being driven by premium Android smartphones. This strategic shift was detailed in a new industry report.

According to DigiTimes, Qualcomm’s semiconductor business posted strong quarterly results. Rising Android device sales and more chips per device are key factors. This marks a significant change in the company’s revenue streams.

Android Demand Fuels Record Chipset Performance

Qualcomm CDMA Technologies (QCT) saw impressive year-over-year growth. The fourth quarter of fiscal 2025 showed a major uptick. President and CEO Cristiano Amon confirmed the trend.

He stated that non-Apple QCT revenue jumped by 18%. The global smartphone market is shifting toward advanced devices. Users are upgrading to models with more features.

This transition boosts average selling prices. It also increases demand for flagship Snapdragon processors. These chips now offer better AI, camera, and connectivity.

Qualcomm’s strategy focuses on embedding more value into each device. This approach supports long-term growth. It also lessens the impact of Apple’s future plans.

Samsung Partnership Deepens as Apple Plans Exit

Qualcomm’s expanding work with Samsung is crucial. Amon said Qualcomm now supplies modems for about 75% of Galaxy phones. This is a major increase from roughly 50% in previous years.

Some models, like the Galaxy S25 series, use Snapdragon modems exclusively. This strong partnership provides a stable revenue base. It helps offset the anticipated reduction in Apple business.

Apple is expected to move away from Qualcomm modems soon. The tech giant has been developing its own in-house 5G technology. This effort began after Apple acquired Intel’s modem division in 2019.

Recent Apple products already use custom C1-series modems. Qualcomm will supply Apple with modems through 2026. After that, their partnership is widely expected to shrink.

Qualcomm’s growing Android business demonstrates a successful diversification. The company is positioning itself for a future with less Apple dependency. This strategic pivot appears to be paying off already.

Info at your fingertips

What is driving Qualcomm’s recent growth?

Growth is primarily driven by rising demand for premium Android smartphones. The company is also placing more chips into each device. This increases the overall value of its shipments.

How important is Samsung to Qualcomm now?

Samsung is a critically important partner. Qualcomm provides modems for about 75% of Samsung’s Galaxy smartphones. This is a significant increase from previous years.

Is Apple still using Qualcomm components?

Apple will use Qualcomm modems through 2026 based on an existing agreement. However, newer Apple devices already use the company’s own custom modems. The partnership is expected to diminish over time.

What does this mean for the smartphone chip market?

It indicates a more competitive and diversified landscape. Qualcomm’s strength in Android reduces its vulnerability to Apple’s in-house plans. This could lead to more innovation in the Android ecosystem.

Why is Qualcomm focusing on premium Android devices?

These devices have higher average selling prices and require more advanced chips. This strategy allows Qualcomm to increase its revenue per device. It is a direct response to the changing market structure.