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What Qualcomm’s Samsung Memory-Supplier Disclosure Means
Qualcomm’s fiscal 2026 report names Samsung alongside Micron as a primary memory supplier, as automotive revenue rose 52% to about $6 billion. Qualcomm’s fourth quarter automotive revenue reached $1.99 billion, equivalent to an annualized run rate of about $8 billion—not a reported full year figure.
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Key takeaways
- Qualcomm’s fiscal 2026 report names Samsung alongside Micron as a primary memory supplier, as automotive revenue rose 52% to about $6 billion.
- Qualcomm’s fourth quarter automotive revenue reached $1.99 billion, equivalent to an annualized run rate of about $8 billion—not a reported full year figure.
- Samsung began supplying Qualcomm with automotive LPDDR4X in 2024; claims of a later LPDDR5 application should be treated as unconfirmed.
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Qualcomm’s fiscal 2026 annual report publicly identifies Samsung Electronics alongside Micron as a primary memory supplier. The disclosure adds a memory-supply role to Samsung’s previously reported foundry relationship with Qualcomm, while arriving as Qualcomm’s automotive business grows. It does not, on its own, establish a new product-specific contract or show how much business Samsung receives.
What Qualcomm’s disclosure says
Reporting on the fiscal 2026 filing says Qualcomm identified Micron and Samsung as its primary sources for memory components used in some products, including automotive products. Earlier annual reports had not named memory suppliers, and Samsung had previously been identified as a foundry partner.9
That makes the report a notable change in public disclosure. It does not necessarily mark the beginning of Samsung’s supply relationship: Samsung said in 2024 that it had started supplying automotive LPDDR4X to Qualcomm after completing performance verification.
Automotive growth provides context, not proof of cause
Qualcomm’s automotive revenue rose 52% in fiscal 2026, to about $6.0 billion, while fourth-quarter automotive revenue increased 89% to $1.99 billion.1
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11 On its fiscal fourth-quarter earnings call, the company described automotive as exiting the year at an annualized revenue run rate of about $8 billion. That is a pace based on the quarter, not full-year revenue.
The results help explain why automotive memory is relevant to the supplier disclosure: Qualcomm’s vehicle business has become a larger part of its growth story. But the available figures do not show what portion of Qualcomm’s memory purchases came from Samsung, or establish that Samsung’s supply contributed to the automotive revenue increase.
What is established about the Samsung collaboration
The reported starting point is automotive LPDDR4X memory supplied by Samsung for Qualcomm’s Snapdragon Digital Chassis platform. Samsung’s 2024 announcement described the supply as its first automotive-chip collaboration with Qualcomm.
The fiscal 2026 supplier disclosure supports the broader conclusion that Samsung is among Qualcomm’s primary memory sources. It does not specify memory types, products, purchase volumes, or the terms of any arrangement. In particular, it is not confirmation of a specific LPDDR5 design win for Digital Cockpit displays or instrument clusters.
Market-share estimates add context, with limits
An industry report citing S&P Global Mobility put Samsung’s share of automotive memory at 40% in 2025, up from 35% in 2024, while Micron’s share fell from 40% to 36%. Those estimates suggest Samsung moved ahead of Micron in that market, but they do not establish Qualcomm-specific purchasing patterns or explain Qualcomm’s revenue growth.
The careful reading, then, is that Qualcomm has publicly named Samsung as a primary memory supplier as its automotive business expands. That points to a broader relationship than foundry work alone, but the filing does not prove exclusivity, quantify Samsung’s sales to Qualcomm, or confirm a particular next-generation memory application.9
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Qualcomm’s fiscal 2026 report names Samsung alongside Micron as a primary memory supplier, as automotive revenue rose 52% to about $6 billion.
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Qualcomm’s fiscal 2026 report names Samsung alongside Micron as a primary memory supplier, as automotive revenue rose 52% to about $6 billion. Qualcomm’s fourth quarter automotive revenue reached $1.99 billion, equivalent to an annualized run rate of about $8 billion—not a reported full year figure.
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Samsung began supplying Qualcomm with automotive LPDDR4X in 2024; claims of a later LPDDR5 application should be treated as unconfirmed.