Key Takeaways QCOM's Q3 non-GAAP EPS of $2.77 beats estimates, driven by strong IoT and automotive demand.Automotive revenue hit a record $984M, up 21% on Snapdragon Digital Chassis adoption.QCT revenue rose 11% to $8.99B, fueled by premium handset gains and solid EDGE networking traction.Qualcomm Incorporated (QCOM) reported relatively robust third-quarter fiscal 2025 results, with adjusted earnings exceeding the Zacks Consensus Estimate, driven by healthy demand trends in IoT and automotive businesses. Ho ...

1.7月31日(周四)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.27%，标普500指数期货涨0.94%，纳指期货涨1.33%。 | ■ US 30 | 44,580.80 | 44,694.30 | 44,488.30 | +119.50 | +0.27% | | --- | --- | --- | --- | --- | --- | | ■ US 500 | 6,422.70 | 6,436.70 | 6,399.70 | +59.80 | +0.94% | | ■ US Tech 100 | 23,656.80 | 23,710.30 | 23,553.80 | +311.40 | +1.33% | 2.截至发稿，德国DAX指数跌0.17%，英国富时100指数涨0.39%，法国CAC40指数跌0.32%，欧洲斯托克50指数跌0.51%。 | 德國DAX30 | 24,231.41 | 24,433.66 | 24,199.45 | -41.24 | -0.17% | | --- | --- | --- | --- | --- | --- | | 英國富時100 | 9,172.70 | 9, ...

凤凰网科技讯 7月31日，高通公司在上海举办骁龙游戏技术赏活动，联合一加、腾讯、Epic Games等手 机厂商、游戏及合作伙伴，共同展示移动游戏领域的技术进展，分享了骁龙携手生态。 高通技术公司全球副总裁侯明娟透露，今年ChinaJoy骁龙主题馆将联合75家合作伙伴升级呈现"全芯热 爱"主题。 据介绍，骁龙8至尊版移动平台目前已支持184款产品设计，涵盖高端Android游戏设备。该平台已被 iQOO手机选为KPL赛事官方用机，双方在触控响应、散热架构及网络优化等方面展开技术共建。 在AI应用层面，可在一些游戏中利用骁龙NPU实现实时面部表情捕捉，利用玩家实时面部表情，驱动 游戏角色表情、打造AI队友功能，提供战斗辅助建议等功能。同时，搭载第三代骁龙G3游戏平台的 AYANEO Pocket S2等Android掌机设备将在ChinaJoy开放体验。 在技术优化方面，高通 Adreno 图像运动引擎2.0作为一款AI赋能的工具，通过运动矢量、深度信息、变 换矩阵等3D信息，来分析连续帧并追踪物体运动轨迹，提升游戏帧率，降低时延并增强画面流畅性， 助力《鸣潮》等游戏提升帧率和能效表现。 高通宣布与腾讯游戏合作 ...

Core Viewpoint - Qualcomm's smartphone market growth is sluggish, leading to a decline in stock price and raising concerns about tariffs impacting the smartphone industry [1] Group 1: Financial Performance - Qualcomm reported a 7% increase in mobile-related sales, reaching $6.33 billion for the third fiscal quarter ending June 29, falling short of analysts' expectations of $6.48 billion [1] - The company achieved a 10% revenue growth to $10.37 billion, with adjusted earnings per share of $2.77, surpassing Wall Street's forecast of $2.72 [2] - Automotive chip revenue grew by 21% to $984 million, while semiconductor sales for connected devices increased by 24% to $1.68 billion [2] Group 2: Business Diversification - Qualcomm's automotive and IoT segments saw revenue growth exceeding 20%, indicating a successful diversification strategy [3][4] - The mobile business revenue increased by 7% to $6.32 billion, while automotive revenue reached $984 million and IoT revenue soared by 24% to $1.68 billion [4] - The company aims for automotive and IoT sectors to contribute 50% of total revenue by 2030, as discussed during the investor day event in November 2024 [4] Group 3: Competitive Landscape - Qualcomm faces ongoing challenges from Apple, which is producing its own modem chips for iPhones, potentially reducing Qualcomm's supply in these devices [2][4] - The company is showing signs of reducing its dependency on Apple for modem-related revenue [5]

7月31日，芯片大厂高通发布第三财季财报，营收103.65亿美元，同比增长10%，不及分析师平均预期 的106.2亿美元。调整后净利润26.7亿美元，同比增长25%。 | 07.41 | | | | | | | --- | --- | --- | --- | --- | --- | | 改名制(移 | - | 1,497 1 | 2,992 1 | 26,195 | 24.299 | | 序可 | | 1,472 | 1,445 | 4.820 | 4.499 | | | | 1 | 1 | - | | | SIZA | | 4,663 | 9,991 | 3.8.90 3. | 29.718 | | 使用状变速 | | | | | | | 原人麻将 | | 4,000 | 4,174 | 14,704 | 12.999 | | 图统与同发 | | 2,374 | 2,2,49 | 4.632 | 6.924 | | 原谷,如相比 | | 722 | 104 | 2,200 | 194 | | 人味 | | | 71 | | 17. | | 系受用氧安同 | | 74472 | 2,534 | 21,576 ...

格隆汇7月31日｜高通美股盘前股价跌幅接近5%。因其在最新财报中预计，未来几年其调制解调器芯片 业务可能会失去苹果这个客户。 ...

智通财经7月31日电，高通盘前股价跌幅接近5%。因其在最新财报中预计，未来几年其调制解调器芯片 业务可能会失去苹果这个客户。 ...

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 美股盘前，微软涨近9%，Meta涨12%，高通因手机业务疲软跌4.7%，AMD涨3%，英伟达涨2%，超微 电脑涨超2%。 风险提示及免责条款 ...

7月31日早间，美国芯片大厂高通发布了截至今年6月29日的第三财季财报。财报显示，公司当季营收为 103.65亿美元，同比增长10%，不及分析师平均预期的106.2亿美元；调整后净利润为26.7亿美元，同比 增长25%。 虽然财报数据整体稳健增长，但高通盘后股价下跌了4.7%。市场担忧主要集中在其智能手机芯片业务 低于预期，以及苹果在未来转向自己的调制解调器芯片将影响高通芯片部门的收入。 今年2月，苹果发布了主打中端市场的iPhone 16e，一同官宣的还有此前传言许久的苹果首款自研基带芯 片C1。苹果开始商用自研基带芯片，标志着苹果正式突破"基带魔咒"，结束对高通长达多年的技术依 赖。同时，外界也认为，这将给高通的财务状况带来一定影响。 降低对手机业务的依赖成效初显 从业务结构来看，高通主营业务可以分为以芯片产品为主的半导体业务（QCT），以及负责知识产权授 权的技术许可业务（QTL）两大板块。其中，QCT部门是高通公司的主要营收来源，由三大板块业务组 成，分别是手机终端芯片、汽车和联网设备（IoT）。 对于基带芯片的研发难度，今年5月小米创始人、董事长雷军曾用"投入大，难度高、周期更长"来进行 概括。"通 ...

Group 1: Industry Overview - The semiconductor industry is experiencing a moderate recovery, with Q1 2025 global sales reaching $167.7 billion, a year-on-year increase of 18.8% [66] - In May 2025, global semiconductor sales were $59 billion, showing a year-on-year growth of 19.8% [66] - The recovery is driven by strong demand in the Americas and Asia-Pacific regions, particularly in high-end computing and storage due to AI [66] Group 2: Company Performance - Texas Instruments reported Q2 revenue of $4.45 billion, a 9% quarter-on-quarter increase and a 16% year-on-year increase, driven by a broad recovery in the industrial market [6] - STMicroelectronics experienced a 14.4% year-on-year decline in Q2 revenue to $2.76 billion, resulting in a net loss of $133 million due to restructuring costs [7] - NXP's Q2 revenue was $2.93 billion, a 6% year-on-year decline but a 3% quarter-on-quarter increase, with all key end markets performing better than expected [9] Group 3: Specific Company Highlights - Qualcomm's Q3 revenue increased by 10% year-on-year to $10.365 billion, with automotive chip revenue growing by 21% [11] - MediaTek's Q2 revenue was NT$150.37 billion, a 1.9% quarter-on-quarter decline but a 4.3% year-on-year increase, driven by demand for AI and automotive chips [13] - Samsung's Q2 operating profit fell by 55.2% year-on-year to 4.7 trillion KRW, marking a six-quarter low due to AI chip sales issues [14][15] Group 4: Market Trends - The industrial market is showing signs of recovery, while the automotive market is lagging behind by about a year [6] - AI-related demand continues to be strong, particularly in high-performance computing and storage sectors [66] - The overall semiconductor market is expected to see varied recovery rates across different sectors, with traditional markets like industrial applications rebounding first [66] Group 5: Financial Performance of Key Players - SK Hynix reported record high Q2 revenue of 22.232 trillion KRW, driven by strong demand for AI-related memory products [16] - Micron Technology's Q3 revenue reached $9.3 billion, a 37% year-on-year increase, attributed to record DRAM revenue [19] - TSMC's Q2 revenue was approximately NT$933.8 billion, with a net profit increase of 60.7% year-on-year [43]