Who are Qualcomm’s competitors?
Qualcomm names 11 companies as competitors in its latest annual report. 9 companies name Qualcomm back.
Skip to the field, head to head ↓Qualcomm company profile
Qualcomm meets its rivals in different markets, and some are also partners
Qualcomm names 11 competitors in chip and semiconductor markets. Then it adds a caveat: some of them are "strategic partners of ours in other areas". Its rivals are not a single opposing army. Many are customers or allies somewhere else.
Other companies place Qualcomm in different fights. Nvidia lists it among suppliers of chips for servers and automobiles. Himax calls it the main competition for ultralow power AI sensing. Silicon Laboratories, MaxLinear, NXP Semiconductors and Cirrus Logic each list it among their peers, in their own markets. Each one sees a different Qualcomm.
That breadth comes with scale: $44.3 billion in revenue, up 14%, at a 13% net margin. Nvidia earned 56% and Broadcom 36%. A company this spread out is not defined by one rival. Its position is defined by how many borders it holds, and by which of them it chooses to defend.
Where Qualcomm says it competes
“Examples (some of which are strategic partners of ours in other areas) include Broadcom, HiSilicon, MediaTek, Mobileye, Nvidia, NXP Semiconductors, Qorvo, Samsung, Skyworks, Texas Instruments and UNISOC.”
Who names Qualcomm as a competitor
“Our primary competitors include, but are not limited to, AKM Semiconductor Inc., Analog Devices Inc., QUALCOMM Incorporated, Realtek Semiconductor Corporation, Renesas Electronics Corporation, Shanghai Awinic Technology Co., Ltd., Shenzhen Goodix Technology Co, Ltd., Skyworks Solutions Inc., ST Microelectronics N.V.…”
10-K for 2026“suppliers of hardware and software for SoC products that are used in servers or embedded into automobiles, autonomous machines, and gaming devices, such as Ambarella, Inc., AMD, Broadcom, Intel, Qualcomm Incorporated, Renesas Electronics Corporation, and Samsung, or companies with internal teams designing SoC produc…”
10-K for 2026“We compete with Espressif, Infineon, MediaTek, Microchip, Nordic Semiconductor, NXP, Qualcomm, Renesas, STMicroelectronics, Synaptics, Telink, Texas Instruments and others.”
10-K for 2026“For WiseEye ultralow power AI sensing, the main competition is Qualcomm with its “Glance” device.”
20-F for 2025“Our primary merchant semiconductor competitors include Broadcom, Inc., Qualcomm Incorporated, Realtek Semiconductor Corp., Skyworks Solutions, Inc., Credo Semiconductor Inc., MediaTek, Inc., Marvell Technology Group Ltd., MACOM Technology Solutions Holdings, Inc., Texas Instruments Incorporated, Analog Devices, Inc.…”
10-K for 2025“Our primary key public competitors in alphabetical order include, but are not limited to, Analog Devices Inc., Broadcom Inc., Infineon Technologies AG, Microchip Technology Inc., Qualcomm Inc., Renesas Electronics Corp., STMicroelectronics NV and Texas Instruments Inc.”
10-K for 2025“We also face significant competition from companies that design processors based on the ARM architecture, such as Apple with its M series products, Qualcomm with its Snapdragon products and MediaTek with its Kompanio products.”
10-K for 2025“We expect continued competition from our primary FPGA competitors such as Altera, Lattice Semiconductor Corporation and Microsemi Corporation, and from ASSP vendors such as Broadcom Corporation, Marvell Technology Group, Ltd., Analog Devices, Texas Instruments Incorporated, NXP Semiconductors N.V., Qualcomm Incorpor…”
10-K for 2025“We compete with international and United States semiconductor manufacturers of all sizes in terms of resources and market share, including, but not limited to, Analog Devices, Broadcom, Cirrus Logic, Murata Manufacturing, NXP Semiconductors, Qorvo, Qualcomm, and Texas Instruments.”
10-K for 2025The field, from the filings
| Company | Fiscal year | Revenue | Growth | Net margin | Employees |
|---|---|---|---|---|---|
| Qualcomm | FY to Sep 2025 | $44.3B | +14% | 13% | – |
| Nvidia | FY to Jan 2026 | $215.9B | +65% | 56% | 42,000 |
| Broadcom | FY to Nov 2025 | $63.9B | +24% | 36% | 33,000 |
| Intel | 2025 | $52.9B | 0% | −1% | – |
| AMD | 2025 | $34.6B | +34% | 13% | 31,000 |
| Texas Instruments | 2025 | $17.7B | +13% | 28% | 33,000 |
| NXP Semiconductors | 2025 | $12.3B | −3% | 16% | 32,169 |
| Skyworks Solutions | FY to Oct 2025 | $4.1B | −2% | 12% | 10,000 |
| Qorvo | FY to Mar 2026 | $3.7B | −1% | 9% | 5,200 |
| Cirrus Logic | FY to Mar 2026 | $2.0B | +5% | 21% | 1,668 |
| Himax Technologies | 2025 | $832M | −8% | 5% | 2,238 |
Each company’s latest fiscal year as reported to the SEC, in US dollars; fiscal years end in different months. Rivals that report outside the US or in other currencies are not shown.
What the rivals have done lately
“On April 23, 2024, we acquired certain assets related to the design, development, and manufacture of System-on-Chip operations of Seagate Technology Holdings plc for $600 million .” filing
“On August 9, 2024, the Company completed the acquisition of Silo AI Oy (Silo AI), an AI lab based in Finland in an all-cash transaction of $665 million.” filing
“In August 2023, we acquired Mipsology SAS, an AI software company to help develop the full AMD AI software stack and expand the open ecosystem of software tools, libraries and models.” filing
“On January 9, 2024, NXP acquired shares in the newly founded European Semiconductor Manufacturing Company (ESMC) GmbH, in Dresden, Germany.” filing
Decisions that shaped the field
Asked about Qualcomm’s competitors
Who are Qualcomm's competitors?
In its annual report for fiscal 2025, Qualcomm names 11 competitors. 10-K for fiscal 2025
Which companies name Qualcomm as a competitor?
9 companies in our coverage name it in their own annual reports: Cirrus Logic, Nvidia, Silicon Laboratories, Himax Technologies, Maxlinear, NXP Semiconductors, Intel, AMD and Skyworks Solutions.
How does Qualcomm compare with its rivals?
Qualcomm reported $44.3B in revenue in its latest fiscal year, +14% on a year, with a 13% net margin. Nvidia: $215.9B, 56% net margin; Broadcom: $63.9B, 36% net margin.
What are the alternatives to Qualcomm?
The companies Qualcomm itself names as competitors are listed above, front by front, each in its own report’s words. Which matters for a given buyer depends on the job, not the list.
What would it actually cost a challenger to take your customer?
Sources: Qualcomm’s annual report for fiscal 2025; the annual reports of the companies that name it; each company’s financial data as reported to the SEC; Stratrix Decision Records. Analysis and data, not advice.
Keep going
Tools to try
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- Change readiness checkFramework: Kotter's 8-Step Change Model
- Five Forces scorerFramework: Porter's Five Forces
- SMART goal builderFramework: SMART Goals
- SWOT builderFramework: SWOT Analysis
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