Qualcomm Positions Robotics as Next Growth Engine in Two Years
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 03 2026
0mins
Should l Buy QCOM?
Source: Benzinga
- Robotics Business Outlook: Qualcomm CEO Cristiano Amon indicated that the robotics segment could become a larger opportunity within the next two years, marking a strategic shift for Qualcomm as it expands beyond smartphones into emerging markets.
- New Processor Launch: In January, Qualcomm introduced its Dragonwing brand robotics processor, aimed at developing chipsets that can operate across multiple robotics platforms, similar to how its Snapdragon processors function in smartphones, showcasing the versatility and adaptability of its technology.
- Significant Market Potential: McKinsey estimates that the general-purpose robotics market could reach $370 billion by 2040, while RBC Capital Markets forecasts a $9 trillion total addressable market for humanoid robots by 2050, highlighting the long-term growth potential of the robotics industry.
- AI-Driven Robotics Growth: Amon noted that advancements in physical AI have made robots significantly more useful, with analysts suggesting that the robotics market alone could represent a trillion-dollar opportunity, reflecting the profound impact of Qualcomm's strategic positioning in this sector.
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Analyst Views on QCOM
Wall Street analysts forecast QCOM stock price to rise
16 Analyst Rating
10 Buy
5 Hold
1 Sell
Moderate Buy
Current: 138.110
Low
165.00
Averages
197.14
High
225.00
Current: 138.110
Low
165.00
Averages
197.14
High
225.00
About QCOM
Qualcomm Incorporated is engaged in the development and commercialization of foundational technologies for the wireless industry, including third generation (3G), fourth generation (4G) and fifth generation (5G) wireless connectivity, and high-performance and low-power computing, including on-device artificial intelligence. Its segments include Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL) and Qualcomm Strategic Initiatives. QCT develops and supplies integrated circuits and system software based on 3G/4G/5G and other technologies, including radio frequency front-end, digital cockpit and advanced driver assistance and automated driving, Internet of things including consumer electronic devices, industrial devices and edge networking products. QTL grants licenses or otherwise provides rights to use portions of its intellectual property portfolio that includes certain patent rights essential to and/or useful in the manufacture and sale of certain wireless products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Autonomy Technology Integration: Wayve's AI Driver learns driving behavior from large datasets collected in real-world conditions, while Qualcomm's Snapdragon Ride architecture provides the necessary computing power for vehicle-level AI processing, ensuring safety redundancy and real-time monitoring capabilities.
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See More
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- Corning Stock Surge: Corning's shares jumped 7.6% following AT&T's announcement of a $250 billion investment over the next five years to build high-speed networks, positioning Corning favorably due to its leadership in optical fiber and cable manufacturing.
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See More
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- Integration Simplification: By combining the Wayve AI Driver with Qualcomm's Snapdragon Ride system-on-chips, the integration complexity is reduced, enabling automakers to implement advanced driver assistance systems (ADAS) more quickly and efficiently.
- Significant Market Potential: Qualcomm's automotive segment has generated over $1 billion in revenue in recent quarters, and this new solution is expected to become a long-term growth driver, supporting scalability from basic driver assistance to Level 4 automation.
- Strategic Diversification: This collaboration is part of Qualcomm's long-term strategy to diversify, aiming to help automakers reduce development cycles and risks while strengthening their market position in the autonomous driving sector.
See More
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