Handset semi: 4Q high-end outperformed, benefiting QCOM QCT, QRVO & SWKS, despite flat 4Q global phone sales Jan 2026
admin –
January 28, 2026
Based on the feedback from 12 handset OEM experts, premium phones outperformed in a stagnant market in 4Q, with iPhone sales particularly a bright spot. QCOM QCT can at least deliver C4Q YoY revenue growth in line with the 5% consensus.