{"id":19620,"date":"2026-04-28T07:07:10","date_gmt":"2026-04-28T07:07:10","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/19620\/"},"modified":"2026-04-28T07:07:10","modified_gmt":"2026-04-28T07:07:10","slug":"qualcomm-eyes-ai-native-smartphones-with-openai-partnership-and-2028-timeline","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/19620\/","title":{"rendered":"Qualcomm Eyes AI Native Smartphones With OpenAI Partnership And 2028 Timeline"},"content":{"rendered":"\n

Find winning stocks<\/a> in any market cycle. Join 7 million investors using Simply Wall St’s investing ideas for FREE.<\/p>\n

Qualcomm, listed as NasdaqGS:QCOM, is reported to be working with OpenAI and MediaTek on AI focused smartphone processors.<\/p>\n

The collaboration targets AI native chips for mass market smartphones, with production reportedly planned for 2028.<\/p>\n

The project aims to create custom processors optimized for on device AI workloads rather than relying solely on cloud processing.<\/p>\n

Qualcomm is a major supplier of smartphone chipsets, and this move ties directly into its core role in mobile computing. As AI features spread from the cloud to phones, chip design is becoming more specialized around AI workloads, power efficiency, and on device processing capacity. For Qualcomm, building AI centric processors with OpenAI and MediaTek highlights how large players in software and hardware are aligning around next generation handset capabilities.<\/p>\n

For investors, the reported 2028 production timeline highlights a long development cycle rather than an immediate revenue swing. The project presents NasdaqGS:QCOM as a participant in potential hardware refresh cycles driven by AI features, while also expanding its relevance beyond traditional modem and application processor demand. It may also introduce new competitive dynamics with vertically integrated players such as Apple and Samsung that already design custom smartphone chips.<\/p>\n

Stay updated on the most important news stories for QUALCOMM<\/a> by adding it to your watchlist<\/a> or portfolio<\/a>. Alternatively, explore our Community<\/a> to discover new perspectives on QUALCOMM.<\/p>\n

\"NasdaqGS:QCOM<\/a> NasdaqGS:QCOM Earnings & Revenue Growth as at Apr 2026 <\/p>\n

We’ve flagged 1 risk for QUALCOMM. See which could impact your investment.<\/a><\/p>\n

Investor Checklist Quick Assessment <\/p>\n

\u2696\ufe0f Price vs Analyst Target: At US$150.26, QCOM trades almost in line with the US$150.10 analyst price target.<\/p>\n

\u2696\ufe0f Simply Wall St Valuation: Shares are described as trading close to estimated fair value.<\/p>\n

\u2705 Recent Momentum: The 30 day return of 18.21% signals strong short term price momentum.<\/p>\n

There is only one way to know the right time to buy, sell or hold QUALCOMM. Head to Simply Wall St’s company report for the latest analysis of QUALCOMM’s Fair Value<\/a>.<\/p>\n

Key Considerations <\/p>\n

\ud83d\udcca The OpenAI and MediaTek collaboration ties QUALCOMM directly to AI native smartphones, which could influence how you think about its role in future device cycles.<\/p>\n

\ud83d\udcca Watch progress toward the 2028 production goal, AI related R&D spend, and any early design wins with handset makers that adopt these chips.<\/p>\n

\u26a0\ufe0f Profit margins of 12% are lower than last year\u2019s 25.8%, so monitor whether heavy AI investment pressures profitability further before any AI chip revenue arrives.<\/p>\n

Dig Deeper <\/p>\n

For the full picture including more risks and rewards, check out the complete QUALCOMM analysis<\/a>. Alternatively, you can check out the community page for QUALCOMM<\/a> to see how other investors believe this latest news will impact the company’s narrative.<\/p>\n

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.<\/p>\n

Companies discussed in this article include QCOM<\/a>.<\/p>\n

Have feedback on this article? Concerned about the content? Get in touch<\/a> with us directly. Alternatively, email editorial-team@simplywallst.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St’s investing ideas for…\n","protected":false},"author":2,"featured_media":19621,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[12857,157,1340],"class_list":{"0":"post-19620","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-openai","8":"tag-mediatek","9":"tag-openai","10":"tag-qualcomm"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/19620","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=19620"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/19620\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/19621"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=19620"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=19620"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=19620"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}