Qualcomm Inc. (NASDAQ:QCOM) is emerging as the dominant force in the rapidly expanding smart glasses market, powering designs for major players including Meta, Oakley, Ray-Ban, and Xiaomi.
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What Happened: This strong position has led Ray Wang, Research Director for Semiconductors at Futurum Group, to declare Qualcomm the “biggest beneficiary” for AI/smart glasses, asserting that their technology is the “best one for now.”
This strategic focus on next-generation personal AI devices, coupled with robust third-quarter 2025 earnings, underscores Qualcomm’s successful diversification beyond traditional mobile chipsets.
While overall performance was strong, a key highlight from the earnings call transcript was the significant traction in the XR (Extended Reality) segment. Qualcomm’s Snapdragon platform is the preferred choice for smart glasses and mixed reality devices, boasting 19 …