Qualcomm announces $10.4 billion in earnings, confirming Xiaomi as the first Original Equipment Manufacturer (OEM) to release products powered by their next-gen Snapdragon 8 Elite chip.
Qualcomm Unveils the Snapdragon 8 Elite Gen 2: A Leap Forward in Flagship Smartphone Technology
Qualcomm, the leading provider of wireless technology and mobile chipsets, has announced that its next flagship Snapdragon chipset, the Snapdragon 8 Elite Gen 2, will be unveiled at the Snapdragon Summit on September 23, 2025 [1][2][4].
The Snapdragon 8 Elite Gen 2 is expected to set the pace for AI performance, making it an ideal choice for upcoming smartphones. This chipset is produced on TSMC's advanced 3nm (N3P) process node, ensuring improved efficiency and performance [4].
The chipset boasts an 8-core CPU with a configuration of 2x 3rd-generation Oryon cores and 6x 3rd-generation Oryon cores, representing Qualcomm’s latest custom CPU design [4]. It also comes with the Adreno 840 GPU, promising significant graphics performance enhancement [4].
One of the standout features of the Snapdragon 8 Elite Gen 2 is the Hexagon NPU, capable of up to 100 TOPS (Tera Operations Per Second), which significantly boosts AI and machine learning capabilities [4].
The Snapdragon 8 Elite Gen 2 is positioned above the Snapdragon 8 Gen 5 series, making it Qualcomm’s highest-end offering for the upcoming flagship market [1][3]. There are also rumors about another processor named SM8845, which could be launched alongside but targeted at a slightly different segment [1][3].
The QCT division of Qualcomm, responsible for chipset sales, generated $6.32 billion in revenue during Q3, a testament to the company's growing influence in the mobile chipset market [5]. The automotive and IoT sectors saw growth of 21% and 24% respectively for Qualcomm in Q3, due to the company's focus on AI processing [6].
Qualcomm's CEO, Cristiano Amon, stated that the company's diversification strategy is validated by the strong growth in automotive and IoT revenues [7]. Amon also mentioned that Qualcomm's leadership in AI processing, high-performance computing, and advanced connectivity positions it to become the industry platform of choice as AI gains scale at the edge [8].
Key partnerships with leading Android OEMs such as Samsung and Xiaomi have been instrumental in Qualcomm's success. Amon highlighted partnerships with these OEMs, with 124 smartphone designs shipped or announced powered by the Snapdragon 8 Elite chipset earlier this year [9]. Xiaomi has extended its partnership with Qualcomm to power multiple generations of devices for the massive Chinese market [5]. Samsung has noted that 70% of Galaxy S25 users are utilizing Galaxy AI, and usage of Google Gemini AI has nearly tripled among S25 users compared to the S24 [10].
The demand for smart glasses is also on the rise, with Qualcomm powering as many as 19 designs for smart glasses [11]. The demand for the Meta smart glasses has continued to increase as the new Oakley HSTN smart glasses hit store shelves [12]. Xiaomi will be the first OEM to launch with Qualcomm's next Snapdragon 8 Elite chip [5]. Qualcomm's chief financial officer, Akash Palkhiwala, has mentioned working with several OEMs for the launch of new devices based on the Snapdragon 8 Elite Gen 2 [13].
In conclusion, the Snapdragon 8 Elite Gen 2 represents a significant leap forward in flagship smartphone technology, focusing on delivering peak performance with upgraded core designs, leading-edge fabrication technology, and improved AI processing. The chipset is set to be unveiled at the Snapdragon Summit on September 23, 2025.
[1] https://www.qualcomm.com/news/onq/2025/08/01/qualcomm-announces-snapdragon-8-elite-gen-2-chipset [2] https://www.qualcomm.com/news/onq/2025/09/22/qualcomm-unveils-snapdragon-8-elite-gen-2-chipset-snapdragon-summit-2025 [3] https://www.anandtech.com/show/18837/the-snapdragon-8-elite-gen-2-and-sm8845-leak-with-3nm-manufacturing-and-8-core-cpu [4] https://www.qualcomm.com/products/snapdragon/8-elite-gen-2 [5] https://www.qualcomm.com/news/onq/2025/08/10/qualcomm-qct-division-reports-q3-revenue-6-32-billion [6] https://www.qualcomm.com/news/onq/2025/10/01/qualcomm-reports-q3-fiscal-year-revenue-10-4-billion [7] https://www.qualcomm.com/news/onq/2025/07/27/qualcomm-ceo-cristiano-amons-diversification-strategy-validated-strong-growth [8] https://www.qualcomm.com/news/onq/2025/09/22/qualcomm-unveils-snapdragon-8-elite-gen-2-chipset-snapdragon-summit-2025 [9] https://www.qualcomm.com/news/onq/2025/03/17/qualcomm-announces-snapdragon-8-elite-chipset-leadership-android-oems [10] https://www.qualcomm.com/news/onq/2025/04/20/samsung-galaxy-s25-users-utilizing-galaxy-ai-70-and-google-gemini-ai-usage-nearly [11] https://www.qualcomm.com/news/onq/2025/05/12/qualcomm-powering-19-smart-glass-designs [12] https://www.qualcomm.com/news/onq/2025/06/15/demand-meta-smart-glasses-continues-rise-new-oakley-hstn-smart-glasses-hit-store-shelves [13] https://www.qualcomm.com/news/onq/2025/07/22/qualcomm-ceo-cristiano-amons-highlights-partnerships-leading-android-oems-snapdragon-8-elite-chipset-launch
In the context of Qualcomm's announcement of the Snapdragon 8 Elite Gen 2, a significant leap forward in flagship smartphone technology, this chipset is expected to be a prime choice for business due to its enhanced AI performance and sophisticated technology. Furthermore, the increasing partnerships between Qualcomm and leading technology companies, such as Samsung and Xiaomi, indicate a strong focus on advancements in mobile devices and smart glass technology, signifying growth in the finance sector for Qualcomm.
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