Qualcomm's Q2 2025 Cash Up But Sales Worries Pop Up
The money report for Qualcomm’s second bit of 2025 shows the main thing making it win is its Snapdragon chips. They made $6.33 billion, or 61 percent, of the total $10.37 billion made in that time. Even after losing the deal to make parts for Apple's iPhone 16e, Qualcomm's boss, Christiano Amon, said chip sales still rose by 15 percent this year. But an expert warns this way of growth might not last.
More Cash from High Prices Not More Sales
The jump in money comes mostly from charging more for top-tier chips like the Snapdragon 8 Elite. A Qualcomm head said this chip would cost more than the old one as it uses new Oryon parts. This move helped Qualcomm's money but made it tough on the phone makers they work with.
Third Bridge’s William McGonigle says the 15 percent more money didn't come from selling more chips, but from the higher prices of the parts. Relying on pricey chips might turn bad as more rivals step up.
More Heat from MediaTek
MediaTek has moved past Qualcomm as the top chip maker in the world by the number of sales. They offer high-end parts that tempt makers with good tech for less cash. In its own Q2 2025 talk, MediaTek said its new Dimensity 9500 chip is in higher demand than old ones were.
MediaTek is also keeping up in tech. They said they'll start making 2nm chips later this year, catching up to Qualcomm by 2026.
What Qualcomm Must Do Next
The new version of the Snapdragon 8 Elite, the Gen 2, might cost just a bit more. This means Qualcomm must sell a lot more than before to make more money, not just up their prices.
