Qualcomm is seeing challenges with Apple's modem shift and EPS risks. Learn about QCOM's AI and IoT focus for growth and why we downgrade it to a hold.

Qualcomm is reportedly making big moves in the chip manufacturing race, preparing to launch two 2nm processors as competition with Apple heats up.

Apple’s C1 modem in the iPhone 16e outperforms the iPhone 16’s Qualcomm modem in many key benchmarks, per a new study of real-world data.

Qualcomm's diversification into Automotive and IoT segments shows high growth potential. Read why I maintain my buy rating for QCOM stock.

The latest iPhone is the most affordable, but a new study shows that it manages to outdo some of its pricier siblings.

Apple’s latest move into in-house modem production may spell trouble for Qualcomm, as early testing suggests its first 5G modem, the C1, delivers competitive performance. The C1 debuted in February with Apple’s iPhone 16e,

While much has been written throughout the years about Apple's cellular modem and how it would stack up versus Qualcomm, Apple's C1 modem in the iPhone 16e is no slouch when it comes to actual internet speeds.

The iPhone 16, which has a Snapdragon X71 modem, offers higher top speeds, but in worse conditions it gets lower speed than the iPhone 16e.

The 10th percentile—users in the bottom 10 percent of performance results—actually had a better mean download speed with Apple’s C1 modem. That’s the opposite of our findings, where the C1 modem performed especially poorly in areas where the connection was quite weak.