Qualcomm Lands Its Largest 5G Deal With SpaceX

Qualcomm said on 4 November that it will supply Dragonwing QRU100 and QDU100 base-station platforms and software for Starlink Mobile’s US terrestrial network, with tens of thousands of 5G macro sites planned from 2027, a deal the company calls its largest 5G contract to date, with revenue recognition starting late in fiscal 2027. The earlier chart covered the partnership announcement; this is the hardware and the schedule. The strategic reading is straightforward: handset silicon is contracting, and base stations are the second curve.