Cost of Revenue Trends: QUALCOMM Incorporated vs ON Semiconductor Corporation

Cost of Revenue Trends: A Tale of Two Tech Giants

In the ever-evolving landscape of the semiconductor industry, understanding cost dynamics is crucial. Over the past decade, QUALCOMM Incorporated and ON Semiconductor Corporation have showcased distinct trends in their cost of revenue. From 2014 to 2023, QUALCOMM's cost of revenue has seen a significant increase, peaking at approximately $18.6 billion in 2022, a 75% rise from 2014. In contrast, ON Semiconductor's cost of revenue grew steadily, reaching around $4.4 billion in 2023, marking a 110% increase since 2014.

This divergence highlights QUALCOMM's aggressive expansion and market dominance, while ON Semiconductor's growth reflects its strategic positioning in niche markets. Notably, 2024 data for ON Semiconductor is missing, indicating potential reporting delays or strategic shifts. As these companies navigate the complexities of global supply chains and technological advancements, their cost management strategies will be pivotal in shaping their future trajectories.