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Imagination E系列发布:架构进步巨大,静待市场发挥
3 6 Ke· 2025-05-08 12:24
当时我们的目光主要集中在了对Imagination产品历史的回顾,以及结合当时曝光的一系列相关资料,给大 家讲解了Imagination如今的业务形式。但对其具体的GPU架构和性能,并没有过多的提及。 此前在3月底,我们三易生活用《曾经的苹果"御用"GPU厂商,成就如今的国产显卡》这篇文章,为大 家"揭秘"了曾经的苹果"御用"GPU厂商Imagination,如今已然成为国产"自主可控显卡"背后最大的助力 者,这一不太为人所知的事实。 但不得不说有时候事情就是这么巧,因为就在这篇文章上线不过一个多月后,Imagination方面就发布了他 们新一代的GPU IP——Imagination E系列。这次我们就有机会来好好分析一下,Imagination最新GPU的性 能水准,以及它对于终端消费者的意义所在了。 多年坚持VLIW后,Imagination终于缩短流水线了 首先根据官方公布的信息显示,Imagination E系列采用了新的架构设计,将单位面积的能效比提升了 35%。这一新的改进名为"爆发处理器(Burst Processors)",本质上其实是通过大幅缩短ALUs(算数逻辑 单元)的管线深度,从而 ...
RISC-V,席卷全球
半导体行业观察· 2025-05-07 01:46
如果您希望可以时常见面,欢迎标星收藏哦~ 来源:本 文 编译自 csis ,谢谢。 RISC-V 架构是一个开放的国际标准,用于规范计算机软件与硬件的接口方式。它作为一种共享语 言,设定了通信和互操作性的参数。开放标准为行业参与者提供了一种协作和开发技术解决方案的 途径,有助于加速创新并限制知识产权 (IP) 的滥用。 一些政策制定者担心开放标准可能威胁美国的国家安全和竞争优势。然而,标准的开放性本身并不 构成风险。事实上,RISC-V 不包含敏感知识产权,其合作开发也不需要企业披露知识产权。企业 竞争的是使用该平台开发的技术,而不是平台本身。RISC-V 通过创建一个灵活、低风险、低成本 的合作平台,增强了美国芯片设计公司的竞争力。为了抓住这一机遇,美国应继续支持 RISC-V 在未来芯片创新中的应用。 ISA 格局中的 RISC-V 目前,有两种领先的半导体指令集架构 (ISA)占据了大部分市场:x86(来自美国的 Intel/AMD) 和 ARM(来自英国的 Arm Holdings,该公司由日本软银集团控股)。ISA 主要有两种:复杂指 令集计算机 (CISC) 和精简指令集计算机 (RISC),它们 ...
Qualcomm: Analyst Opinions Split, But Upside Potential Remains
MarketBeat· 2025-05-06 11:02
Core Viewpoint - Qualcomm's stock has shown a modest rally post-earnings, closing just under $140, despite being down approximately 6% from pre-earnings levels, indicating market indecision regarding its long-term positioning [1][2]. Financial Performance - Qualcomm reported an EPS of $2.85, beating consensus by $0.04, and revenue of $10.98 billion, reflecting a nearly 17% year-over-year increase [12]. - Handset sales increased by 12%, automotive revenue surged by 59%, and IoT sales jumped by 27%, showcasing strong performance across key segments [12]. Analyst Ratings and Price Targets - Analysts have mixed views; some maintain bullish stances with price targets significantly above the current trading level, such as Baird's target of $216, implying a 55% potential upside [4]. - Conversely, Wells Fargo has an Underweight rating with a price target of $140, citing concerns over China exposure and declining Apple-related revenue [7]. - Benchmark slightly lowered its price target to $200 from $240, while still noting broad-based demand across Qualcomm's segments [5][6]. Market Sentiment and Valuation - Qualcomm's P/E ratio stands at 14.90, which is a deep discount compared to peers like NVIDIA and AMD, making it attractive for investors seeking value [9]. - Despite strong financials, the market remains cautious, looking for clearer signs of demand recovery and growth beyond smartphones [10]. Long-Term Growth Drivers - Qualcomm's long-term growth drivers, including its expanding presence in automotive and AI sectors, support its investment case, even amidst current market uncertainties [13][14].
智能化“狂飙”直面传播挑战,上海车展的技术发展与理性回归
Huan Qiu Wang Zi Xun· 2025-05-06 10:42
中国汽车行业近几年风云变幻,一边是技术创新的"狂飙突进",一边是市场竞争的"大浪淘沙"。回想4 年前的上海车展,业内人士看到了中国汽车行业的一个转折–新能源大势已成,科技企业迎来造车机 遇。而2023年,上海车展已经名副其实地成为了国际新能源汽车展,智能化技术创新开始集中爆发。当 时,开启人生最后一次创业的雷军亲临现场逛遍各家展台,为小米汽车的发布做着准备。 到了今年,上海车展来到40年的新起点,展会规模再创新高。小米汽车与鸿蒙智行等品牌迎来首秀,兰 博基尼、劳斯莱斯等超豪华品牌,以及现代、起亚、东风标致等韩系法系品牌却不见身影。作为技 术"顶流"的人工智能(AI)与汽车的深度融合成为一大看点,而关于智能驾驶的花式营销则被按下"暂 停键"。 "智能驾驶"宣传拨乱反正 辅助驾驶、自动驾驶、L2级辅助驾驶功能、NOA(Navigate on Autopilot,自动辅助导航驾驶)等这类 词汇在汽车智能化时代反复出现在车企的宣传中,但普通受众可能并不理解它们的真实含义,更难以界 定它们能带来的功能范围。于是便出现了"男子高速开'智驾'睡觉1个多小时"的新闻报道,看得人心惊 胆颤。 来源:美通社 第二十一届上海国际汽 ...
Momenta联手Uber,全球都能开的时代来了?
21世纪经济报道· 2025-05-06 05:01
5月3日,Momenta与Uber联合宣布,双方达成战略合作协议,将自动驾驶车辆引入Uber平台,共 同推进国际市场自动驾驶Robotaxi商业化落地。 这对于Mome n t a,或者整个自动驾驶行业来说,都有着重大意义。 Ub e r是全球领先的出行公司,出行业务覆盖全球多个国家和地区。 而 Mome n t a 是 目 前 市 场 占 有 率 最 高 的 辅 助 驾 驶 方 案 供 应 商 之 一 , 自 2 0 2 3 年 1 月 至 2 0 2 4 年 1 0 月,Mome n t a市场占有率超过6 0%。 并且就在上海车展期间,Mome n t a和合作伙伴智己联合宣布,双方联合打造的IM AD 智能辅 助驾驶正式出海。 Mome n t a的产品战略一直都是"一个飞轮两条腿",现在这两条腿,都跨向了海外。 从全国都能开 变成全球都能开 我们都知道在国内的量产和规模化上,Mome n t a做的是最好的之一,量产辅助驾驶的客户已 经涵盖了中德日美等多个国家的合资品牌。 过去两年,自主品牌和供应商卷的是全国都能开;现在的格局是,Mome n t a这样的供应商, 已经携手Ub e r这样的出行公司 ...
国产射频前端,天塌了?
半导体行业观察· 2025-05-06 00:57
如果您希望可以时常见面,欢迎标星收藏哦~ 继上市公司唯捷创芯、慧智微、康希通信2024财年亏损之后,"明星选手"卓胜微在2025 年一季度 交出了一份"血亏"成绩单——营收7.56亿元,同比暴跌36.47%,归母净利润直接狂泻至-4662.3 万元。 "雪崩的时候,没有一片雪花是无辜的。" 这句话出自于法国著名的思想家伏尔泰,意思是,在雪 崩的时候,没有一片雪花想要承认自己是雪崩的罪魁祸首,但如果没有雪花,何来雪崩呢?当射频 前端头部企业都亏损时,说明企业面临多方面的困境和挑战,过度竞争加剧市场内卷是导致企业亏 损的最重要原因。 国产射频前端,曾是国产替代的佼佼者,却"天塌下来"般地陷入了前所未有的困境,这一波惨烈的 亏损潮到底会持续多久? 卓胜微 为了找到答案,先从三家国产手机PA上市公司来进行分析。黑暗是暂时的,光明一定会到来的, 只有不畏惧风雨的洗礼,未来才会灿烂如花。 卓胜微作为国内射频前端芯片领域的龙头企业,凭借射频开关、低噪声放大器(LNA)等产品占 据市场优势地位,其产品已进入三星、华为、小米等头部终端厂商供应链,并逐步向滤波器、功率 放大器(PA)及集成模组等高端领域拓展。 为了技术突破与创新 ...
台积电2nm,大跃进
半导体行业观察· 2025-05-05 04:22
如果您希望可以时常见面,欢迎标星收藏哦~ 来源:内容来自工商时报,谢谢。 全球晶圆代工龙头台积电(TSMC)2纳米制程进展备受瞩目,其缺陷密度(D0)表现已比肩5纳 米家族,甚至超越同期7纳米与3纳米制程,成为技术成熟度最高的先进节点之一,为2025年下半 年量产注入强心针。法人看好,2纳米的快速进展将带动供应链如中砂、升阳半等业者的营收成 长。 台积电2纳米主要客户锁定苹果、英伟达、AMD、高通、联发科及博通一线业者。AMD新一代 EPYC处理器Venice为业界首款完成投片并采用台积电2纳米制程,苹果iPhone 18系列机型预计采 用2纳米处理器,英伟达的Rubin平台2026年下半年仍以3纳米为主,2纳米导入较谨慎。英特尔亦 积极布局2纳米,特别针对AI与高效能运算应用。 *免责声明:本文由作者原创。文章内容系作者个人观点,半导体行业观察转载仅为了传达一种不同的观点,不代表半导体行 业观察对该观点赞同或支持,如果有任何异议,欢迎联系半导体行业观察。 | "半导体行业观察"交流群 | | | | | | --- | --- | --- | --- | --- | | 扫码添加小助手微信,注明:加群+姓名 ...
Qualcomm Q2: Growing Non-Handset Business Is Encouraging
Seeking Alpha· 2025-05-01 17:44
Core Insights - The article does not provide specific insights or analysis regarding any companies or industries, focusing instead on disclaimers and disclosures [1][2] Group 1 - There is no stock, option, or similar derivative position in any of the companies mentioned [1] - The article expresses personal opinions and is not receiving compensation from any company mentioned [1] - The views expressed may not reflect those of Seeking Alpha as a whole [2] Group 2 - Seeking Alpha is not a licensed securities dealer, broker, or investment adviser [2] - Analysts include both professional and individual investors who may not be licensed or certified [2]
Qualcomm Q2 Earnings Beat Estimates on Solid Revenue Growth
ZACKS· 2025-05-01 14:40
Core Viewpoint - Qualcomm Incorporated (QCOM) reported strong second-quarter fiscal 2025 results, with adjusted earnings and revenues exceeding expectations due to robust demand in Android handsets, automotive, and IoT sectors [1] Financial Performance - GAAP net income for the March quarter increased to $2.81 billion or $2.52 per share, up from $2.33 billion or $2.06 per share year-over-year, primarily driven by top-line growth [2] - Non-GAAP net income was $3.17 billion or $2.85 per share, compared to $2.76 billion or $2.44 per share in the previous year, beating the Zacks Consensus Estimate by 2 cents [3] - Total GAAP revenues for the fiscal second quarter reached $10.98 billion, an increase from $9.39 billion in the prior-year quarter [3] - Non-GAAP revenues were $10.84 billion, up from $9.34 billion a year ago, surpassing the consensus estimate of $10.67 billion [4] Segment Results - Qualcomm CDMA Technologies (QCT) revenues rose to $9.47 billion from $8.03 billion, driven by strong performance in automotive and IoT businesses, exceeding revenue estimates of $9.19 billion [5] - Automotive revenues surged 59% year-over-year to $959 million, supported by increased content in new vehicle launches with the Snapdragon Digital Chassis platform [6] - Handset revenues increased 12% year-over-year to $6.93 billion, benefiting from higher premium-tier Android shipments [7] - IoT revenues grew 27% year-over-year to $1.58 billion, driven by demand for connectivity, processing, and AI technologies [7] - Qualcomm Technology Licensing (QTL) revenues remained flat at $1.32 billion, matching estimates, with an EBT margin decline to 70% from 71% [7] Cash Flow & Liquidity - Qualcomm generated $7.14 billion in net cash from operating activities in the first half of fiscal 2025, compared to $6.5 billion a year ago [8] - At the end of the quarter, the company had $7.2 billion in cash and cash equivalents and $13.3 billion in long-term debt [8] - The company repurchased 11 million shares for $1.7 billion during the quarter [8] Q3 Guidance - For the third quarter of fiscal 2025, Qualcomm expects GAAP revenues between $9.9 billion and $10.7 billion, with GAAP earnings projected at $2.14 to $2.34 per share [10] - Non-GAAP earnings are anticipated to be between $2.6 and $2.8 per share, with QTL revenues expected to be $1.15 billion to $1.35 billion and an EBT margin of 67% to 71% [10] - QCT revenues are forecasted to be between $8.7 billion and $9.3 billion, with an EBT margin of 28% to 30% [10]
Qualcomm shares fall on weaker revenue guidance
Proactiveinvestors NA· 2025-05-01 13:58
Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and improve content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]