Qualcomm
QCOMQ1 2022Estimated1% AI
AI Revenue %
1%
AI Fair Value
$534.9M
AI Revenue (Q)
$111.6M
Total Revenue (Q)
$11.2B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q1 FY2022 (Jun 2022 quarter). Total revenue $10,936M. QCT $9,378M, QTL $1,519M, nonreportable segments $31M. Qualcomm describes Hexagon processors for 'signal processing applications, including AI, audio and sensor processing.' The NPU is one of many processor blocks on the Snapdragon SoC. Cloud AI inference is listed as a nonreportable segment with negligible revenue. No AI revenue disclosed. Conservative estimate: ~2% of QCT handset/IoT revenue attributable to AI/NPU silicon area and value ($9,378M * 0.02 = ~$188M), plus ~$5M from cloud AI nonreportable segment. Nonreportable segments total only $31M and include QGOV + cloud AI. QTL licensing is on wireless standards, not AI. Total AI ~$110M / $10,936M = ~1.0%.
Analyzed by claude-opus-4-6
Quoted Figures
QCT $9,378M, QTL $1,519M, nonreportable segments $31M
10-Q Note 7 Segment Information, period ended June 26, 2022
Our Qualcomm Hexagon processors are designed to support a variety of signal processing applications, including AI, audio and sensor processing
10-Q Item 2 MD&A / 10-K Item 8 Segment Note, FY2022
nonreportable segments, including QGOV (Qualcomm Government Technologies), our cloud AI inference processing initiative and other technology and service initiatives
10-Q Note 7 Segment Information, period ended June 26, 2022
AI Products Identified (Ring 1)
Snapdragon SoC (Hexagon NPU block)Cloud AI 100 inference accelerator (nonreportable segment)
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
RFFE componentsSnapdragon compute platformAutomotive connectivity/digital cockpitIoT products
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix