Qualcomm long reigned as the world’s biggest fabless chip company, pioneering the cellular age and making the modems inside nearly every smartphone today. But ChatGPT sent Nvidia’s revenue soaring past Qualcomm’s this month, and Apple is working on its own modems for iPhones after 2024. Now Qualcomm is diversifying into smart cars, chips for VR headsets, and powering generative AI off the cloud. We got an inside look at Qualcomm’s chip lab in San Diego, and its plans to hold on to wireless dominance.
Chapters:
00:00 — Introduction
02:16 — Launching the cellular age
06:06 — Growing chip business
08:11 — Life beyond Apple
10:56 — Diversifying to auto and more
13:47 — AI and what's next
Produced and Shot by: Katie Tarasov
Edited by: Evan Lee Miller
Supervising Producer: Jeniece Pettitt
Animation: Alex Wood, Andrea Schmitz, Jason Reginato
Additional Camera: Andrew Evers
Editorial Support: Kif Leswing
Additional Footage: Apple, AMD, BMW, Broadcom, Cadillac, General Motors, Getty Images, Hyundai, Intel, JLR, Mercedes-Benz, Qualcomm, Samsung, Stellantis, TSMC
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How Qualcomm Plans To Keep Growing, With Or Without Apple