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Qualcomm's September-quarter revenue falls 8% as handset slump outweighs automotive gains
What happened
Qualcomm's fiscal fourth quarter, covering the three months ended September 27, showed revenue falling 8% from a year earlier to US$10.3 billion, according to the company's November 4 earnings release. The source attributes the decline to a memory-driven downturn in phone demand weighing on its largest product line, the handset business, while automotive chips grew sharply but not yet at a scale that can offset the shrinking handset business.
Impact and signal
High impactImpact score: 90/100
Affected components and suppliers
handset chipsautomotive chips
earningsrevenue declinehandset demand downturnautomotive growth
Source and time
Source: DigiTimes Asia · 11/4/2026 · View original source
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