Handset semi: QCOM QCT, QRVO, SWKS likely to beat 2Q revenue expectations in 2Q though LT concerns linger June 2025
admin –
July 8, 2025
Based on the feedback from 12 handset OEM experts, 2Q global mid- to high-end phone sales outperformed overall market, driven by pull-forward demand in US & aggressive 6.18 promotions in China. QCOM QCT may exceed C2Q revenue growth consensus…