中经记者 谭伦 北京报道 在存储芯片持续涨价冲击下，全球手机市场将承压。 日前，市场研究机构Counterpoint Research发布的最新研报显示，为了应对DRAM（动态随机存储器） 和NAND Flash（闪存）的供求和价格上涨带来的成本压力，手机厂商将被迫对旗下终端产品进行涨 价，而这也将在一定程度上抑制消费者的购买需求。 因此，Counterpoint Research预计，此前一直受益于DRAM和NAND Flash成本下降的中低端智能手机市 场，将会在2026年承受前所未有的巨大压力，出货量将较2025年同比下降6.1%，同时，智能手机SoC出 货量同比下降7%。 另一大研究机构TrendForce在2月最新跟踪报告中亦指出，2026年第一季度，全球DRAM合约价上涨90% —95%，NAND合约价亦大幅上调。在此背景下，若干移动存储子品类（包括部分LPDDR5X与UFS4.0 规格）与消费级1TB SSD在近几个月内出现了数倍级或接近翻倍的现货与零售价格上涨。 受此推动，2026年在全球手机市场涨价也成为业内共识。CHIP中国研究室主任罗国昭向《中国经营 报》记者表示，此轮普涨来自AI训练需 ...

来源：EETOP 事情出现意外转折——英特尔代工服务（Intel Foundry）负责人凯文·奥布克利（Kevin O'Buckley）在任职仅两年后，决定跳槽至高通。即日起，英特尔代 工服务将由此前负责前端工艺技术研发与制造的印度裔高管纳加·钱德拉塞卡兰（Naga Chandrasekaran）接任。 至于奥布克利，他将出任高通执行副总裁，主管全球运营与供应链，领导高通全球芯片生产业务，监管制造工程、代工厂合作及元器件供应商关系。奥布 克利将直接向高通执行副总裁、首席财务官兼首席运营官阿卡什·帕尔希瓦拉（Akash Palkhiwala）汇报。 与之不同，钱德拉塞卡兰将负责新一代逻辑工艺节点、先进封装方案与测试技术的研发及落地，同时监管全球前端晶圆制造、后端封装测试业务。此外， 他还负责英特尔代工服务的客户合作、生态建设、战略规划、集团质量与可靠性项目，以及供应链运营。简而言之，他同时掌管技术路线图与工厂运营。 钱德拉塞卡兰此前担任英特尔代工服务技术与运营负责人，监管前端工艺技术研发与制造。在此期间，他已同时负责技术研发（TD）部门与代工制造及 供应链（FMSC）部门（自2024年年中起接管），因此此次晋升 ...

Core Insights - Qualcomm is expanding its presence in the utility and critical infrastructure market through a partnership with Anterix, aiming to accelerate the adoption of next-generation private wireless networks for utilities across the U.S. [1][8] Group 1: Partnership and Technology - Qualcomm will provide industrial-grade IoT chipsets, including the Snapdragon SDX35-3 and SDX32-3 modems, designed for large-scale utility deployments, enhancing mission-critical connectivity [2][8] - The Snapdragon X62 modem offers high-speed 5G connectivity with power-efficient performance, suitable for large-scale utility and industrial applications [3] - Qualcomm's 9205S modem supports cellular and satellite connectivity with low-power operation, aiding utilities in maintaining reliable coverage for smart meters and grid monitoring [3] Group 2: Market Trends - The private wireless and industrial IoT markets are rapidly growing as utilities transition to secure, low-latency LTE and 5G networks, with companies like Easymetering utilizing Qualcomm's SDX35-3 modem for advanced metering solutions [4] Group 3: Competitive Landscape - Qualcomm faces competition from Intel and Broadcom, with Intel promoting AI-enabled edge computing and rugged processors for smart grids, and Broadcom providing networking and custom chip solutions for industrial communications [5][6] Group 4: Financial Performance - Qualcomm shares have decreased by 5.7% over the past year, contrasting with the industry's growth of 59.7% [7] - The company's shares currently trade at a price/earnings ratio of 12.83, lower than the industry's 31.67 [10] - Earnings estimates for fiscal 2026 have declined by 7.5% to $11.18, while estimates for fiscal 2027 have decreased by 8.8% to $11.41 [11]

Qualcomm (QCOM) has faced challenges in the past. Its stock dropped by more than 30% over a period of less than two months in 2020, leading to a loss of billions in market value and erasing substantial gains in a single downturn. If past trends are an indicator, QCOM stock is susceptible to abrupt and significant downturns.The Qualcomm Incorporated logo is being displayed at their pavilion during the Mobile World Congress in Barcelona, Spain, on February 28, 2024. Qualcomm, an American multinational corpora ...

【环球网科技报道记者 心月】2026世界移动通信大会（MWC）巴塞罗那站即将启幕，高通技术公司工程技术高级副总裁庄思民博士（Dr. John E Smee）日 前发表博客文章，称高通将在本届展会上集中展示6G领域面向智能化与高效化的前沿工程实践成果，围绕6G基础技术演进、AI原生设计打造全新体验、感 知赋能的数字孪生平台三大核心主题，全方位呈现从空口技术基础到AI原生服务的全链路6G技术探索，推动6G技术从概念加速向原型落地。 庄思民认为，无线连接技术正持续迭代演进，终端、服务和网络的智能化程度不断提升，其在日常生活中的重要性愈发凸显。随着用户对边缘侧AI的期待 与需求持续提升，未来6G无线系统的核心要求已不仅是实现更高的数据传输速率，更要完成效率提升、情境自适应的升级，同时支撑跨终端和基础设施的 新型服务，这也是高通6G技术研发与工程实践的核心方向。 针对AI原生体验与服务的打造，庄思民称，随着AI驱动型应用的快速发展，无线通信系统的核心挑战已从单纯的比特传输转变为保障全场景下的一致体 验，分布式计算、协同通信与情境感知自适应成为6G技术研发的重要课题。高通将在展会上展示四大核心技术成果：一是智能体AI和A ...

The global smartphone market will contract 12.9% in 2026 because of the unprecedented memory chip shortage, marking “a crisis like no other,” according to researcher IDC.The new forecast, a dramatic revision down from earlier estimates, gives the latest accounting of the ongoing memory crunch that’s affecting every corner of the electronics industry. The demand for advanced memory to power artificial intelligence tasks has drained global supply until well into next year and now jeopardizes the business mode ...

前言 很多人看世界五百强榜单，只觉得是一堆企业的排名，比谁更有钱、规模更大，但其实这张榜单，更像 是一面照妖镜，把全球经济的起起落落、各国实力的此消彼长，看得明明白白。 回望1995年《财富》首次发布世界500强排行榜时的格局，如今很多人都难以想象，榜单几乎被美国和 日本包揽，当时的中国企业不仅数量稀少，在全球榜单中也几乎没有话语权。 从149到40 如果把时间往回推三十年，在欧洲的斯特拉斯堡，或者美国纽约那些金融写字楼里，假如有人当众说一 句：未来几十年，中国会把日本从全球产业竞争的中心位置挤出去，很多人可能只会当作笑话听。 当时的世界格局完全不是现在这样，日本在经济舞台上的地位几乎无人能撼动，1995年发生了一件很有 象征意义的事。 《财富》杂志在那一年第一次把服务业公司纳入统计，正式形成了我们今天熟悉的"世界500强"榜单体 系。 从那份榜单的结构来看，当时全球商业力量几乎被两个国家垄断：美国有151家公司上榜，日本紧跟其 后，149家。换句话说，这两个国家加起来几乎占据了榜单的六成席位。 当时的日本正处在一种极度自信甚至有点飘的阶段。全球前十强企业里，日本公司竟然占了六个席位， 而且前三名几乎都被日本 ...

Key Takeaways Qualcomm launched Snapdragon 8 Elite Gen 5 to power the Galaxy S26 Ultra globally.The chip adds Oryon CPU, Adreno GPU, and Hexagon NPU to enhance AI, graphics, and camera features.Qualcomm expands with new mid-range Snapdragon chips, targeting broader AI smartphone growth.Qualcomm Incorporated (QCOM) has launched its most advanced mobile chip, the Snapdragon 8 Elite Gen 5 for Galaxy, strengthening its long-running partnership with Samsung Electronics. The new processor, which is an updated ver ...

Core Insights - Anterix has expanded its collaboration with Qualcomm to enhance the adoption of next-generation connectivity for utilities and critical infrastructure operators across the nation [1][2] - The partnership aims to provide a comprehensive private wireless connectivity platform that supports safer operations, greater resilience, and long-term grid modernization for the utility sector [2][3] Collaboration Details - The collaboration focuses on developing new industrial-grade IoT chipsets specifically optimized for utility use cases, including Qualcomm's Snapdragon SDX35-3 and SDX32-3 IoT Modems, which will enable 4G and 5G connectivity on Anterix's 900 MHz broadband platform [3][4] - Eight utilities have already chosen Anterix-enabled private wireless as the foundation for their next-generation grid connectivity [3] Strategic Importance - The partnership provides utilities with a scalable roadmap to 5G, delivering immediate operational value while supporting long-term network evolution [4] - The collaboration is positioned to future-proof the adoption of private wireless networks, enhancing operational efficiency and resilience in the energy sector [4]

Core Insights - The year 2025 is recognized as the "standardization year for 6G," with a consensus in the industry that 6G will not only enhance communication capabilities but also serve as a collaborative technology innovation platform deeply integrated with AI [1][3] - The transition of communication networks from "data pipelines" to "intelligent foundations" is crucial for supporting personal intelligence, embodied intelligence, and the digital upgrade of various industries, making it an essential infrastructure in the AI era [1] Group 1: Technological Advancements - Qualcomm has initiated systematic investments and explorations in multiple cutting-edge technology areas, leading industry research and promoting standardization for 6G, aiming to create an end-to-end system that encompasses terminal devices, networks, and computing infrastructure [3][6] - In foundational technology, Qualcomm is testing ultra-large-scale MIMO to support new wide-area capacity, providing feasible paths for operators to reduce costs and accelerate commercialization [3] - Qualcomm has achieved interoperability verification of wireless AI with Nokia Bell Labs, enabling AI training and collaborative operation between terminals and the cloud based on shared data or models [3] Group 2: Industry Evolution - Qualcomm's continuous investment and technological accumulation across multiple generational nodes have positioned it as a key player in the evolution of 6G, building on its historical contributions from 2G to 5G [5] - The integration of AI, expansion of spectrum resources, and enhancement of performance and perception capabilities in 6G are seen as new missions for communication technology, connecting the physical world with digital intelligence [5] - The upcoming MWC 2026 will showcase Qualcomm's vision for 6G, emphasizing its engineering and systematic approach to make 6G an innovative platform that transcends mere connectivity [6][8] Group 3: Future Applications - Qualcomm plans to demonstrate the natural, rapid, and reliable cross-terminal experience brought by the integration of 6G and AI during the MWC, focusing on the new layered services that operators can provide [8] - The transition from concept to prototype for 6G systems will be highlighted, showcasing innovations in multi-vendor RF calibration and AI-enabled advancements, as well as the latest developments in millimeter-wave NTN and scalable, high-fidelity wireless digital twins [8] - The industry is expected to recognize that 6G is not just an isolated generational upgrade but a systematic reconstruction centered around an AI-native communication system [8]