QualcommQCOM
Moat score
A patent-licensing moat with an expiry date, as its largest customer builds its own modem.
MOATE2.8Solid
2.8 Solid
| Dimension | MOATE | Community |
|---|---|---|
| Switching costsweight 15Modem and platform integration is sticky for Android OEMs; Apple has shown it can be undone. | 6 | — |
| Network effectsweight 15Little; OEM relationships do not compound. | 4 | — |
| Scale & cost advantageweight 12Leading scale in mobile silicon and RF. | 7 | — |
| Brand & pricing powerweight 12Premium Snapdragon pricing holds in Android; licensing terms are set by patents, not preference. | 6 | — |
| Cornered resourceweight 12One of the deepest wireless patent portfolios in existence; QTL is the cash engine. | 8 | — |
| Distribution controlweight 12Design wins across Android OEMs; no owned surface. | 6 | — |
| Disruption resilienceweight 12Apple’s in-house modem, Huawei’s independence, and the Arm dispute all erode the core at once. | 4 | — |
| Independenceweight 10Regulators on three continents have challenged the licensing model; China is a large share of revenue. | 4 | — |
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