There are now over 40 OEMs and over 30 operators launching or announcing 5G products or commercial service, up from approximately 20 OEMs and operators respectively at the start of the year. But is that rate still or do you guys think it needs to be changed after after seeing the mix come through?Thanks for that. Please proceed with your question.We have seen in those devices, some of our existing incumbents continue to support and provide content for 4G, but the 5G position of Qualcomm is very strong. So the way to think about it, it's pretty much at this point by market, for example, the United States market, all of the devices they have launched, there is a requirement for millimeter wave that the spectrum utilized by all of the three of the four carriers right now and therefore we have seen the initial launches of millimeter wave. Or are you really talking about ultra high band RF and also just on millimeter wave because I know there's a lot of investors questioning the viability of millimeter wave at the moment. We tend to be a little bit more insulated I think from the trade talks compared to maybe other companies, but too early to tell in terms of what it will mean to the licensing discussions.thank you. We're not really breaking that down, but we did provide that metric of 1.5 times that include both the ASP increase in a 5G modem as well as our RF front-end content in average per tier.Your last question is about China. We are expecting from first to second quarter revenue will go up mid-teens and operating margins will also be in the mid-teens range in the second quarter. So the best way to think about it is a mix of marketsLooking ahead to fiscal year 2020, the Company remains focused on these three key priorities.

Qualcomm (QCOM) came out with quarterly earnings of $0.78 per share, beating the Zacks Consensus Estimate of $0.71 per share. And so, as we noted, we're going to see seasonality and we're going to see the remaining quarters at the range that we identified, and of cours,e that's without the the Huawei numbers, but we have made really good progress with signing up 5G agreements. The order of magnitude of deployment in China is significant in we said during the script that it's now the projection is 1 million [Indecipherable] or base stations by 2020. Around the March quarter on QCT guide. Congratulation Akash. Your revenue run rate was close to $1 billion. However, the inflection point for Q2 is where you started to see the effect and when we talk about at the 1.5 times. Thanks for the question. If anything, the guide that we provide in Q2, it contemplates the core market environment, the typical seasonality of our business, no significant changes in OEM share and does not include yet the ramp of the Apple business, you will see that change just with the 1.5 which in average has higher ASP content on the modem plus the RF front-end.Yeah.
Our next question comes from Srini Pajjuri with SMBC. ©2020 Qualcomm Technologies, Inc. and/or its affiliated companies.Materials that are as of a specific date, including but not limited to press releases, presentations, blog posts and webcasts, may have been superseded by subsequent events or disclosures.“We delivered a strong quarter, with Non-GAAP earnings per share above the high end of our guidance range, primarily on solid performance in our QTL segment,” said Steve Mollenkopf, CEO of Qualcomm Incorporated.

And perhaps more importantly, it seems like it's up very nicely, almost 12% year-over-year in fiscal ' 19 and still despite that sequential decline in your fiscal first quarter is still up, the better part of 10% there.

First, I think, it's been very clear that our early investments in millimeter wave have provided Qualcomm with a significant technology advantage in having the technology to maturity and we're optimistic about millimeter wave going from the United States initial launches into Korea and Japan and other markets, including being license already in Europe where Telecom Italia was the first one happening throughout 2020, that's a very good thing for Qualcomm.In China, all three mobile operators commercially launched 5G services last week bringing 5G to the largest smartphone subscriber base in the world.
Maybe you could give a little color on what you're assuming the geographic mix of those units is, in particular, what percentage might be China versus rest of world? As my follow-up a quick one for Alex on the licensing agreements and obviously we're all encouraged to see the progress you've made on 5G. The first inflection point will be flagship launches in early 2020 by both our global and Chinese OEMs and you should think of it as RMB3000 and above handsets will start adopting 5GHi Srini, this is Akash. It is a very exciting time to become Chief Financial Officer of Qualcomm and I'm looking forward to engaging with our shareholders and analysts.Yeah, hi, Stacy. But this is something we will address at Analyst Day. PDF . So I realized this to be down a little bit in December quarter. Our integrated 5G SoCs will support both sub-6 gigahertz and millimeter wave at the volume tiers across all geographies.Yes, thank you. That's how to think about it.On the product side, in September, we announced plans to accelerate 5G global commercialization at scale by expanding our portfolio of 5G mobile platforms into the Snapdragon 7 Series and 6 Series, launching as early as calendar Q1 2020.

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