Qualcomm Inc. may be regaining a spot in some of Samsung’s next-generation smartphones, according to an Aug. 23 research note from Timothy Arcuri at Cowen & Co.
Qualcomm (Nasdaq: QCOM)’s Snapdragon 820 processor will be in next-generation Samsung Galaxy models in some markets. Meanwhile, the Samsung Exynos processor — which edged out Qualcomm in current models — will be in next-generation Galaxy models in other markets. It all depends on geography, Arcuri and his team said.
They said they came to that conclusion after doing field checks with carriers.
The analysts also said they see Qualcomm — not Intel — providing a thin modem for Apple iPhone 6S and 6S+ in the near-term.