Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

Equity Bottom-Up

<ul>
<li>Automotive revenues for Q1CY24 amounted to $603 million, up 35% YoY. This compares to MobilEye's revenue of $239 million, down 48% YoY</li>
<li>Automotive design-win pipeline is now $45 billion, up from $30 billion less than two years ago</li>
<li>CEO Amon said "Every time we enter a new market, we end up building a very strong position". That's a shot across the bows for Intel and AMD...</li>
</ul>


Automotive revenues for Q1CY24 amounted to $603 million, up 35% YoY. This compares to MobilEye's revenue of $239 million, down 48% YoY
Automotive design-win pipeline is now $45 billion, up from $30 billion less than two years ago
CEO Amon said "Every time we enter a new market, we end up building a very strong position". That's a shot across the bows for Intel and AMD...


<ul>
<li>Microsoft last week launched their CoPilot+ PC category which enables their CoPilot to run locally on your PC, as long as it has an NPU with &gt;40 TOPS</li>
<li>With Qualcomm being the only one currently offering such an NPU, their Snapdragon processors will be powering the first wave of CoPilot+ PC's</li>
<li>It's an extraordinary accomplishment for Qualcomm &amp; likely an inflection point for Arm powered PCs. It's also really bad news for Intel and not great for AMD</li>
</ul>


Microsoft last week launched their CoPilot+ PC category which enables their CoPilot to run locally on your PC, as long as it has an NPU with &gt;40 TOPS
With Qualcomm being the only one currently offering such an NPU, their Snapdragon processors will be powering the first wave of CoPilot+ PC's
It's an extraordinary accomplishment for Qualcomm &amp; likely an inflection point for Arm powered PCs. It's also really bad news for Intel and not great for AMD


Qualcomm Leapfrogs Intel & AMD To Power The First Microsoft CoPilot + PCs

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>The Qualcomm Inc. second quarter 2024 earnings focused on recent achievements and future expectations.</li><li>The company reported non-GAAP revenues of $9.4 billion, surpassing its guidance, with chipset business revenues of $8 billion, on the strength of Android smartphones and automotive momentum.</li><li>Underpinned by its technology leadership, Qualcomm expects to continue growing in both the mobile and automotive markets.</li></ul>

The Qualcomm Inc. second quarter 2024 earnings focused on recent achievements and future expectations.The company reported non-GAAP revenues of $9.4 billion, surpassing its guidance, with chipset business revenues of $8 billion, on the strength of Android smartphones and automotive momentum.Underpinned by its technology leadership, Qualcomm expects to continue growing in both the mobile and automotive markets.

Qualcomm Incorporated: Will The Solid Momentum in Augmented and Virtual Reality Last? - Major Drivers

Blue Lotus China New Economy Research, Blue Lotus Research Institute

Eric Wen

Blue Lotus China New Economy Research

China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

Thematic (Sector/Industry)

<ul>
<li>Macro News Update: Our take from the decision draft of the CCP 3rd Plenary Session</li>
<li>1519 HK/ZTO US: Weekly parcel volume shows 31% y-o-y growth (+)</li>
<li>1810 HK/981 HK: Huawei’s mid-premium Nova 13 smartphone to be delayed (+//)</li>
</ul>


Macro News Update: Our take from the decision draft of the CCP 3rd Plenary Session
1519 HK/ZTO US: Weekly parcel volume shows 31% y-o-y growth (+)
1810 HK/981 HK: Huawei’s mid-premium Nova 13 smartphone to be delayed (+//)


[Blue Lotus Daily]:1519 HK/ZTO US/1810 HK/981 HK/XPEV US/LI US/NIO US/QCOM US/TSMC US

<ul><li>Qualcomm has reported its Q1 fiscal year 2024 results, highlighting robust revenue growth across various business segments.</li><li>In the first fiscal quarter, non-GAAP revenues reached $9.9 billion and non-GAAP earnings per share were $2.75 which is above the high end of the company's guidance.</li><li>Healthy Android demand coupled with momentum in automotive drove revenues of $8.4 billion from the chipset business, while the licensing business posted revenues of $1.5 billion.</li></ul>

Qualcomm has reported its Q1 fiscal year 2024 results, highlighting robust revenue growth across various business segments.In the first fiscal quarter, non-GAAP revenues reached $9.9 billion and non-GAAP earnings per share were $2.75 which is above the high end of the company's guidance.Healthy Android demand coupled with momentum in automotive drove revenues of $8.4 billion from the chipset business, while the licensing business posted revenues of $1.5 billion.

Qualcomm Incorporated: Heavy Investments in On-Device AI and IoT And 5 Major Drivers

United States

QUALCOMM, Inc . manufactures digital wireless communications equipment.  The Company licenses its code division multiple access (CDMA) and orthogonal frequency division multiplexing access intellectual property to other companies, and produces CDMA-based integrated circuits; and produces equipment and software used to track workers and assets; and software for wireless content enablement.

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Qualcomm Inc (QCOM US)

Qualcomm. Watch This Space...

Automotive revenues for Q1CY24 of 603 million, +35% YoY. Automotive design-win pipeline is now $45 billion, up from $30 billion less than two years...

William Keating

Qualcomm Leapfrogs Intel & AMD To Power The First Microsoft CoPilot + PCs

Microsoft launched CoPilot+ PC. It requires an NPU of >40 TOPS. Only Qualcomm has this, making them the sole supplier to Microsoft & leading OEMs...

William Keating

Qualcomm Incorporated: Will The Solid Momentum in Augmented and Virtual Reality Last? - Major Drivers

The Qualcomm Inc. second quarter 2024 earnings focused on recent achievements and future expectations. The company reported non-GAAP revenues of...

Baptista Research

[Blue Lotus Daily]:1519 HK/ZTO US/1810 HK/981 HK/XPEV US/LI US/NIO US/QCOM US/TSMC US

CCP 3rd Plenary Session decision draft analyzed; parcel volume growth for HK/ZTO and Huawei's Nova 13 smartphone delay.

Blue Lotus Research Institute

Qualcomm Incorporated: Heavy Investments in On-Device AI and IoT And 5 Major Drivers

Qualcomm has reported its Q1 fiscal year 2024 results, highlighting robust revenue growth across various business segments. In the first fiscal...

Baptista Research

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52-week Range

Market Cap (USDm)

P/E

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Qualcomm. Watch This Space...

Automotive revenues for Q1CY24 of 603 million, +35% YoY. Automotive design-win pipeline is now $45 billion, up from $30 billion less than two years...

William Keating

Qualcomm Leapfrogs Intel & AMD To Power The First Microsoft CoPilot + PCs

Microsoft launched CoPilot+ PC. It requires an NPU of >40 TOPS. Only Qualcomm has this, making them the sole supplier to Microsoft & leading OEMs...

William Keating

Qualcomm Incorporated: Will The Solid Momentum in Augmented and Virtual Reality Last? - Major Drivers

The Qualcomm Inc. second quarter 2024 earnings focused on recent achievements and future expectations. The company reported non-GAAP revenues of...

Baptista Research

[Blue Lotus Daily]:1519 HK/ZTO US/1810 HK/981 HK/XPEV US/LI US/NIO US/QCOM US/TSMC US

​CCP 3rd Plenary Session decision draft analyzed; parcel volume growth for HK/ZTO and Huawei's Nova 13 smartphone delay.

Blue Lotus Research Institute

Qualcomm Incorporated: Heavy Investments in On-Device AI and IoT And 5 Major Drivers

Qualcomm has reported its Q1 fiscal year 2024 results, highlighting robust revenue growth across various business segments. In the first fiscal...

Baptista Research

CCP 3rd Plenary Session decision draft analyzed; parcel volume growth for HK/ZTO and Huawei's Nova 13 smartphone delay.