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Qualcomm Announces Snapdragon X2 Elite and 8 Elite Gen 5 Chips | #snapdragonsummit
CNET· 2025-09-24 23:07
Given the provided content "No content yet!", it's impossible to extract any meaningful insights or summarize main points related to a specific industry, financial performance, or market trends Therefore, the output will reflect the absence of content General Observation - No content available for analysis [1]
Qualcomm (QCOM) Ascends While Market Falls: Some Facts to Note
ZACKS· 2025-09-24 22:45
Group 1: Stock Performance - Qualcomm (QCOM) closed at $173.55, marking a +2.37% move from the prior day, outperforming the S&P 500, which registered a loss of 0.29% [1] - Prior to the latest trading session, Qualcomm shares had gained 6.51%, lagging behind the Computer and Technology sector's gain of 8.98% and outpacing the S&P 500's gain of 3.08% [1] Group 2: Upcoming Financial Results - Qualcomm's upcoming EPS is projected at $2.86, indicating a 6.32% increase compared to the same quarter of the previous year [2] - The consensus estimate for quarterly revenue is $10.77 billion, up 5.16% from the year-ago period [2] Group 3: Full-Year Estimates - Full-year Zacks Consensus Estimates for Qualcomm are calling for earnings of $11.89 per share and revenue of $43.8 billion, representing year-over-year changes of +16.34% and +12.41%, respectively [3] - Recent changes to analyst estimates for Qualcomm indicate analysts' confidence in the business performance and profit potential [3] Group 4: Valuation Metrics - Qualcomm is currently traded at a Forward P/E ratio of 14.26, which is significantly lower than the industry average Forward P/E of 36.44, suggesting Qualcomm is trading at a discount [6] - Qualcomm holds a PEG ratio of 2.01, which is comparable to the industry average PEG ratio of 2.04 [7] Group 5: Industry Context - The Electronics - Semiconductors industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 190, placing it in the bottom 24% of all 250+ industries [8] - The Zacks Industry Rank assesses the strength of industry groups, with top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [8]
硅谷观察|高通发布第五代骁龙8至尊版,号称全球最快
Xin Lang Ke Ji· 2025-09-24 21:26
Core Insights - Qualcomm has launched the fifth-generation Snapdragon 8 Gen 2 mobile processor, claiming it to be the fastest mobile SoC globally [2][4] - The new Snapdragon 8 Gen 2 features a third-generation Qualcomm Oryon CPU with a 20% performance increase, a new Adreno GPU with a 23% improvement in graphics performance, and a Hexagon NPU with a 37% performance boost [2] - The platform supports advanced professional video codec recording, enabling professional-grade video production [4] Group 1 - The Snapdragon 8 Gen 2 mobile platform enables personalized AI assistants that provide customized operations across applications [2] - Qualcomm emphasizes that performance scores are not artificially inflated by running devices in low-temperature environments [2] - Major OEMs and smartphone brands, including ZTE, Xiaomi, Vivo, Sony, Samsung, and others, will adopt the Snapdragon 8 Gen 2 in their flagship products [4]
Qualcomm CEO on its latest chips: 'We are going to bring AI everywhere '
CNBC Television· 2025-09-24 21:04
Qualcomm making news right now about its next generation mobile and PC chips. Joining us from the annual Snapdragon Summit in Hawaii in a first on CNBC interview is Qualcomm CEO Cristiano Aman. Cristiano, aloha.Uh Qualcomm supplies the chips for flagship smartphones that don't carry Apple's logo pretty much everywhere now. So tell tell us what's enabled here with Snapdragon 8 uh Elite Gen 5. How will it play with Agentic AI.Very good. Look, uh, great talking to you. I think we're missing you here.This has b ...
Qualcomm CEO on its latest chips: 'We are going to bring AI everywhere '
Youtube· 2025-09-24 21:04
Core Insights - Qualcomm is unveiling its next-generation mobile and PC chips, specifically the Snapdragon 8 Elite Gen 5, which is touted as the fastest and most powerful processor the company has ever produced, setting the pace for innovation in the industry [2][3] Group 1: AI Integration and Future of Mobile - The Snapdragon 8 Elite Gen 5 is designed for the age of AI, emphasizing performance and the role of edge computing, which allows AI capabilities to extend beyond data centers to various devices [3][4] - The future of mobile technology is shifting towards personal AI, which will be integrated into various form factors such as glasses, watches, and earbuds, indicating a broader ecosystem beyond just smartphones [3] - Qualcomm is focusing on a hybrid AI approach, combining on-device AI with cloud-based AI, which necessitates robust connectivity solutions [5][7] Group 2: Competitive Positioning and Connectivity - The introduction of agentic modems will enhance connectivity for not only smartphones but also other devices, positioning Qualcomm favorably against competitors [7][8] - Qualcomm is actively working on next-generation connectivity solutions, including 6G technology, which is expected to provide higher speeds and improved response times, with pre-commercial devices anticipated as early as 2028 [8]
高通高级副总裁:我们不干虚假跑分这种事
Xin Lang Ke Ji· 2025-09-24 20:58
高通高级副总裁、手机、计算和XR业务总经理卡图赞(Alex Katouzian)在夏威夷召开的高通骁龙峰会 上发布了第五代高通骁龙8 Elite处理器。 因为低温可以降低芯片温度,从而在短时间内提升性能表现,获得更高的分数,但这并不反映设备在正 常使用环境下的真实性能。 责任编辑:丁文武 在介绍新处理器性能时,卡图赞专门强调,他们绝不会通过在低温环境中运行设备,来人为虚假提高跑 分成绩。"我们不干这种事"。 卡图赞是意在强调他们的跑分测试是在标准、公平的条件下进行的,以确保成绩的真实性和可靠性。这 句话可能是在回应某些厂商可能通过极端手段优化跑分的行为。 ...
Qualcomm launches Snapdragon 8 Elite Gen 5 with Big Gains in CPU, GPU, and AI
The Economic Times· 2025-09-24 20:30
Core Insights - The Snapdragon 8 Elite Gen 5 is introduced as the fastest mobile system-on-a-chip (SoC) ever built, featuring the 3rd Generation Qualcomm Oryon CPU, a new Adreno GPU architecture, and an upgraded Hexagon NPU, with significant performance improvements: CPU performance up by 20%, GPU rendering improved by 23%, and AI processing speed increased by 37% [1][5]. Performance Enhancements - The new platform enhances everyday smartphone experiences, focusing on lightning-fast multitasking, seamless app switching, and improved efficiency for long gaming sessions [1][5]. AI Capabilities - The Snapdragon 8 Elite Gen 5 supports advanced on-device AI, enabling "agentic AI" that learns from user behavior, processes information in real time, and acts proactively across applications, ensuring personal data remains on the device [5]. - It introduces the ability to record in the Advanced Professional Video (APV) codec, combined with AI-powered imaging tools, aimed at providing creators with more control over video production from capture to post-production [2][5]. Industry Rollout - The platform will debut in flagship devices from various manufacturers, including Samsung, Xiaomi, OnePlus, OPPO, vivo, Honor, iQOO, Nubia, POCO, realme, REDMI, RedMagic, ROG, Sony, and ZTE, with launches expected soon [3][5].
明星科技股走势分化,英特尔涨超3%,特斯拉、高通涨近2%





Mei Ri Jing Ji Xin Wen· 2025-09-24 16:31
每经AI快讯,明星科技股走势分化,英特尔涨超3%,特斯拉、高通涨近2%;美光科技、甲骨文跌近 4%,苹果、英伟达、谷歌跌超1%。 ...
How QUALCOMM (QCOM) Enhances Growth Potential in a Dividend Stock Portfolio
Yahoo Finance· 2025-09-24 16:02
QUALCOMM Incorporated (NASDAQ:QCOM) is included among the Best Retirement Stocks for a Dividend Stock Portfolio. How QUALCOMM (QCOM) Enhances Growth Potential in a Dividend Stock Portfolio Photo by NeONBRAND on Unsplash QUALCOMM Incorporated (NASDAQ:QCOM) develops products that power wireless connectivity, computing, and edge artificial intelligence (AI). Its technologies are widely used in cellular and networking infrastructure, automobiles, smartphones, smart audio devices, and other connected applica ...
高通高管:这两个领域有望比肩手机市场
第一财经· 2025-09-24 14:57
Core Viewpoint - Qualcomm's China President Meng Pu emphasized that China's industrial chain is the most dynamic and competitive globally, which is essential for the proliferation of edge AI, driven by strong terminal manufacturing capabilities and diverse application scenarios [3][4]. Group 1: Edge AI and Automotive Industry - The automotive sector is identified as an excellent application scenario for edge AI due to safety, mobility, and responsiveness requirements that cannot rely solely on cloud AI [3]. - Qualcomm has established deep collaborations with nearly all major Chinese smartphone brands over the past 30 years, with recent expansions into the automotive market [3][4]. - The rapid development cycles of Chinese electric vehicle manufacturers contrast with the longer timelines of Western manufacturers, leading to diverse demand challenges for Qualcomm [4]. Group 2: Future Opportunities and AI Integration - Meng Pu predicts that applications in robotics and various wearable smart glasses (including AR, VR, and AI glasses) could potentially match or exceed the scale of smartphones in the future [4][5]. - The integration of AI in smart cockpits, driving assistance, and cockpit integration is seen as a significant opportunity for Qualcomm's collaboration with the Chinese automotive industry [4]. Group 3: Industry Trends and Competitive Landscape - The current early stage of AI development presents challenges in adapting various large models to terminals, with Qualcomm focusing on facilitating this adaptation without dictating model choices [4]. - The trend of companies like Apple and Xiaomi developing their own chips is viewed as a normal industry evolution, with Qualcomm's core value lying in its "horizontal empowerment" business model, which aims to provide chip platform services to as many customers as possible without competing with them [5].