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BI and Competative Analysis
Abilash K
1.1 Competitive Analysis of Qualcomm within Semiconductor Industry
Qualcomm ranked 3rd in Enterprose Ranking in terms of total revenue in Million USD
Intel Corp. is far better than Qualcom interms of Total revenue with more thn 2x times.
Broadcomm and Applied Materials also giving a competition for Qualcomm by standing near in Total Revnue.
Why Qualcomm??
Qualcomm is an American public multinational corporation headquartered in San Diego, California, and incorporated in Delaware. It creates intellectual property, semiconductors, software, and services related to wireless technology.
Known for designing and manufacturing wireless telecommunications products.
Stock Prices are much better than other competiators.
Industry Overview
Semiconductor Sector
Summary
In Enterprise Distribution, Texas hols more number of Enterprises under SemiConductor Industry. Qualcomm also based on Texas.
In Profit Distribution, Median Revenue is Average in Texas i.e not much High or Low. It's because of the tight competition.
In Total Revenue Analysis, Qualcomm stayed 3rd in most of the years without much variance which shows their Stable performance in the Semiconductor Industry.
Industry Trend Analysis
Semiconductor Sector
Summary
In Semiconductor Industry, % of profitable industries is higher as well as Net Income also much higher in USA when comparing to China.
In terms of Profitability and Cash flow US based enterprises are much better than Enterprises based on China. US has better asset utilization.
US Enterprises perfroms much better in financial health in Semiconductor Industry comparing to China with more Total and Operating Cash.
Industry Analysis
Semiconductor Sector
Summary
In terms of Profitability, throughout value chain we can see a balace between them.
In terms of growth, Median Operating Income and Revenue shows a particular proportion in all sectors in the chain,
Semiconductor Industry have poor bargaining power. But have Good ROA,ROI and Labour Productivity.
Stand in Competative Landscape
Semiconductor Industry
Profit Frontier, Risk vs Return
Semiconductor Industry
Ranking and Profit Distribution
Semiconductor Industry
Summary
Based Revenue Qualcomm stabs in 4th Position
When comes into Operating Margin and ROA Qualcomm is worst comparing to other competitors.
Summary
Majority of companies have a +ve ROA.
Qualcomm need to work to improve ROA in Semiconductor Industry.
Enterprise Diagnosis I
Semiconductor Industry
Summary
By Size, Qualcomm have Gross Profit and Total Revenue just like Broadcomm. But when comes into Net Income it's worst comparing to others.
Qualcomm holds smallest margin comparing to others.
Qualcomm is worst interms of ROI.
In Key indicator analysis, It's clear that Qualcomm is the worst in most of the indicators.
Also Growth,Profitability,ROI and financial health all of these areas Qualcomm's performance is poor.
Enterprise Diagnosis II
Semiconductor Industry
Summary
Total revenue and Operating revenue trend for Qualcomm is -ve and for others it's +ve when we analyse their YTY performance.
Margins for Qualcomm shows -ve trend and have poor ROA. Competitiors are far better in terms of Margins and ROA.
Growth rate of Qualcomm isn't satisfactory, Mostly it lies below 0 or near to zero. But Others shows good in terms of growth.
In terms if ITO,Cash flow Qualcomm performs better when comparing to competitors. In case of Productiviy of workers and Negotiaition with suppliers they stay alsong with comeptitors like Braodcom.
Value Driver Analysis and Breakdown
Analysis
Semiconductor Industry
Summary
Higher Liability Ratio leads to lower operating income. It's very clear in the analysis.
Higher Liability Ratio leads to lower ROA
Qualcom's COGS is above the industry average and have -ve Net Income comparing with others.
For Qualcomm, Stockholder Equity is quite low. Most are lies in Liabilities
Qualcomm have plenty of cash comapring with others and above the industry average. Inventory are also below the Industry avaergae which helps in better ITO.
