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2026-01-26 21:58
- The competition between Qualcomm (QCOM) and MediaTek is heating up, investment firm Mizuho said.
- “Our call noted growing competition between [Qualcomm and Mediatek] with QCOM entering more low/mid-end, while MTK remains aggressive on pricing in the high-end with D9400/9500, but QCOM still the leader,” Mizuho analyst Vijay Rakesh wrote in a note to clients. “We believe Samsung could potentially increase Exynos2600 deployments (QCOM noted at 75%+ penetration in Samsung) into 2026E with EU/KR. We believe the China RF supply chain continues to expand with Maxscend, Vanchip, and Hisilicon (via CETC, Runxin, SMEI) working to increase penetration into mid-end phones at CN OEMs.”
- Rakesh reiterated his Neutral rating on Qualcomm, but lowered his price target to $160 from $175.
More on Qualcomm
- Qualcomm Looks Cheap: The Next Guidance Could Make It Way Cheaper
- Qualcomm: Ignored Personal AI Boom
- Qualcomm: Underperforming Its Peers But Still Warrants Positive Attention
- Qualcomm heading towards seventh straight session of losses
- AI semiconductor market forecasts to reach over $550B by 2028: RBC
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