(2/4)My take:1. Qualcomm's revenue and EPS in 2H23-1H24 will likely beat market consensus thanks to its sole supplier position for 5G chips of 2H23 new iPhones as Apple fails to replace Qualcomm.— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) June 28, 2022
(2/4)My take:1. Qualcomm's revenue and EPS in 2H23-1H24 will likely beat market consensus thanks to its sole supplier position for 5G chips of 2H23 new iPhones as Apple fails to replace Qualcomm.