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Earlier quoted context omitted.
Have to assume a lot of it is Apple making its own chips? And the rise of NVIDIA?
Apple never bought Qualcomm’s CPUs, and I don’t think they ever competed with NVidia. I think it’s just smartphone vendors are seeing a decline in sales; leading to a decline for Qualcomm.
Earlier quoted context omitted.
Android sales are down across the board because we're (consumers) already in a recession, so spending is down.
Additionally, most people on Android world use pre-paid and only replace the phones when they break down, get lost, stolen,.... Besides that, phones have plateaued in meaningful features for average consumers, they are good enough for their job.
Also flagship level phones have gotten much more expensive to bot to further put gas on the fire. In 2020 I got my OnePlus 7T for around 440 Euros, not the absolute pinnacle for the time, but close, now an equivalent model is something like 600-700 Euros. Yeah, we had inflation since then but Gawd damn that's steep!