Synaptics Incorporated and Qualcomm Technologies, Inc. announced a strategic partnership on November 12, 2025, to combine Synaptics’ AI‑ready touch and fingerprint sensing technologies with Qualcomm’s compute and biometric security capabilities. The collaboration will deliver a unified platform that integrates Synaptics’ capacitive fingerprint solutions with Qualcomm’s 3D Sonic Fingerprint technology, targeting PC, mobile, tablet, and wearable devices. The alliance is designed to simplify OEM design, accelerate time‑to‑market, and enhance security, performance, and user experience across consumer electronics.
Synaptics’ most recent quarterly results, released on November 6, 2025, showed revenue of $292.5 million, up 14 % year‑over‑year, and a non‑GAAP EPS of $1.09, a 35 % increase that beat analyst expectations of $0.75 by $0.34. The company’s Core IoT segment grew 74 % YoY, now representing 35 % of total revenue, and drove the majority of the revenue lift. Management attributed the earnings beat to disciplined cost control and a favorable product mix that favored higher‑margin IoT and enterprise offerings. The company guided Q2 FY2026 revenue to $300 million ±$10 million, non‑GAAP EPS to $1.15 ±$0.15, and gross margin to 53.5 % ±1.0 %, signaling confidence in continued demand for its high‑performance touch and biometric solutions.
Qualcomm’s Q4 FY2025 results, released on November 5, 2025, reported revenue of $11.27 billion, up 10 % YoY, and a non‑GAAP EPS of $3.00, beating the consensus estimate of $2.87 by $0.13. The company’s QCT segment generated $9.82 billion in revenue, while automotive and IoT revenues reached record $1.05 billion and $1.81 billion, respectively. A $5.7 billion non‑cash tax charge pushed the GAAP net loss to $3.12 billion, but the company maintained strong operating performance. Management highlighted the record automotive and IoT revenues as key drivers of the quarter’s success and guided Q1 FY2026 revenue to $11.8 billion–$12.6 billion and EPS to $3.30–$3.50, reflecting optimism about continued growth in its core segments.
The partnership leverages Synaptics’ expertise in capacitive fingerprint solutions and Qualcomm’s advanced 3D Sonic Fingerprint technology to create a single, AI‑enhanced platform that can be embedded in a wide range of devices. By combining Synaptics’ touch and sensor integration with Qualcomm’s secure compute engine, the alliance aims to deliver faster, more secure biometric authentication and richer touch experiences. The collaboration also positions both companies to capture the growing demand for flexible OLED displays and AI‑driven edge computing, as OEMs seek passwordless authentication and seamless user interfaces.
Industry analysts note that flexible OLED shipments are projected to rise from 600 million units in 2025 to over 800 million by 2030, creating a larger market for integrated touch and biometric solutions. The partnership aligns with this trend by offering a scalable platform that supports high‑resolution displays and low‑power biometric sensors. Additionally, the move reflects a broader shift toward AI integration at the edge, where secure, low‑latency authentication is critical for emerging applications such as augmented reality, automotive infotainment, and wearable health monitoring.
CEO Rahul Patel said the partnership “strengthens Synaptics’ position in the biometric and human‑interface market and opens new revenue opportunities across PC, mobile, and wearable segments.” CFO Ken Rizvi added that disciplined cost management and a focus on high‑margin IoT products have positioned the company for continued growth. Qualcomm’s President Cristiano Amon noted that the collaboration “complements our existing biometric security capabilities and expands our portfolio for mobile and PC platforms.” CFO Akash Palkhiwala emphasized that the company’s strong non‑GAAP performance and record segment revenues underpin its optimistic outlook for the coming year.
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