The continuous rise in international oil prices has profound implications for global supply chains, particularly affecting tech giants like Qualcomm. Initially, the increase in oil prices directly leads to higher costs for petrochemical products such as polyimide. Polyimide is a crucial chemical material extensively used in the production of memory chips. Memory chips are vital components of graphics processing units (GPUs), which in turn are core elements of smartphone chipsets. As the cost of polyimide rises, the price of memory chips also increases, exerting cost pressure on Qualcomm's chipset production. As a leading global supplier of smartphone chips, Qualcomm faces the dual challenges of rising production costs and supply instability. This could not only impact its product margins but also weaken its competitiveness in the market, especially in the price-sensitive consumer electronics sector. Each link in the supply chain could become a bottleneck, further exacerbating production and delivery pressures.