Qualcomm’s Snapdragon 810 and 808 will continue to be its flagship chips for the rest of this year, but, as we’ve written, the 810 in particular has been problematic for the company. It had a gift for generating both heat and bad press , and, while the Snapdragon 808 didn’t suffer from the same problems, it was less of an improvement over older 800-series chips. As this has been happening on the technical side, things have been looking less rosy on the financial side. Qualcomm’s outlook for Q4 of 2015 ( PDF ) sums it up nicely: there’s “increased concentration” at the high end of the market, pushing out phones that use Snapdragon SoCs (the huge worldwide success of the iPhone 6 and 6 Plus can be at least partially blamed); “lower demand” for high-end Snapdragons from one of Qualcomm’s major customers (read: Samsung, which is using its own chips in high-end Galaxy phones); and lowered sales of “certain handset models” in China using high-end Snapdragons. Some of this could be attributed to the 810 specifically, but a lot of it would be happening no matter how good the chip was. Most of the money in consumer electronics is in high-end, high-margin products, but Apple controls an overwhelming amount of that market , and the company only uses Qualcomm’s modems, not the (presumably more expensive and profitable) Snapdragon SoCs. The wider smartphone market continues to grow, but companies like Xiaomi and Motorola are willing to sell to good-to-great phones for one-third to one-half of what you’d pay for a flagship, and those phones often use lower-end, less-profitable Qualcomm SoCs or chips from an upstart like MediaTek or a newly competitive Intel. Read 15 remaining paragraphs | Comments
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Snapdragon 820 is official: A look at its GPU (and how much the chip matters)
