我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 扫码加我本人微信 从去年开始，越来越多的芯片人开始把目光投向海外市场。在技术创新与本土竞争趋于白热化的背 景下， "出海" 成为产业升级与持续增长的新选项。 但芯片人想要做到真正出海并不容易，背后需要对终端市场、区域法规、技术趋势与产业节奏的真 正理解，真正看清趋势、理解产业、建立链接，比 "走出去"本身更重要。 因此， 9 月 4 日至 9 月 14 日 ，芯片超人决定开启 "挖掘欧洲电子领域芯动向" 德国商 务考察活动 ，实地走访德国 柏林、莱比锡、德累斯顿、斯图加特以及慕尼黑 五个城市，重点聚 焦 全球两大顶级展会： IFA 柏林国际消费电子和家电产品展览会 与 IAA 德国国际汽车及 智慧出行博览会 （简称"慕尼黑车展"） ，带大家一起走进欧洲电子产业的最前沿，实地理解消 费电子与汽车电子的真实需求与发展方向。 IFA ，源于 1924 年，作为 世界上规模和影响力最大的国际视听及消费类电子产品展览会之一 ，上一届 IFA 吸引了 1800 多家展商，以及来自 ...

Group 1 - The global IoT chip market is expected to reach approximately $494.89 billion by 2024, with a year-on-year growth of 6% from 2020 to 2024, driven primarily by consumer electronics and building automation applications [4] - The development of smart transportation systems and the growth potential of connected vehicles are anticipated to boost the automotive and transportation application sectors for IoT chips [4] - The COVID-19 pandemic has accelerated the demand for IoT chips, particularly in non-contact temperature measurement, remote healthcare, and smart logistics, leading to increased diversification and specialization of IoT chips [3][4] Group 2 - The global cellular IoT chip market is highly concentrated, with the top 10 chip manufacturers holding over 98% market share, and six of these companies being Chinese, accounting for over 55% of the market [7] - Major players in the global IoT chip market include Intel, Qualcomm, STMicroelectronics, Texas Instruments, and MediaTek, employing various growth strategies such as partnerships, acquisitions, and new product launches to enhance their market presence [9] - The future trend in the global IoT chip market indicates significant growth in dedicated MCU and SoC designs [11]

1.【余承东：华为近十年研发费用12490亿】在6月11日的华为Pura80系列及全场景新品发布会上， 余承东称，华为近十年研发费用12490亿。（新浪科技） 2.【高通公司在越南成立人工智能研发中心】美国芯片制造商高通公司 周二表示，该公司已在越南成 立了一个人工智能研发中心。该公司在一份声明中表示，其研究人员将专注于在智能手机、个人电 脑、XR(扩展现实)、汽车和物联网应用中推进生成式和代理式人工智能解决方案。高通公司表示，此 举符合越南在人工智能、半导体和数字化转型方面的战略，并将重点关注技术转让、生态系统合作和 能力建设。（科创板日报） 3.【黄仁勋：将在欧洲建造全球首个工业AI云】英伟达CEO黄仁勋在巴黎VivaTech大会上发表现场主 题演讲，主题为"人工智能计算的下一阶段——从智能体系统到AI工厂"。演讲中，黄仁勋透露，"星 门"（Stargate）项目将配备约50万块图形处理器（GPU）。同时，他还披露了英伟达的新规划，目 前其正在七个不同国家建立人工智能技术中心，计划在欧洲建造20多个超大型人工智能工厂。此外， 英伟达还将在欧洲建造全球首个工业AI云，总部位于德国的AI工厂将配备10000个 ...

Acquisition Overview - Qualcomm Incorporated (QCOM) has agreed to acquire Alphawave Semi for an enterprise value of approximately $2.4 billion, with completion expected in the first quarter of 2026, pending regulatory approvals [1][7] - The acquisition aims to enhance Qualcomm's presence in high-growth applications such as data centers, artificial intelligence (AI), data networking, and data storage [1][7] Technology and Product Synergy - Alphawave Semi provides advanced connectivity products and chiplets that improve data transfer speed and reliability while reducing power consumption, particularly for 5G, AI, and data center applications [2] - The acquisition is expected to position Qualcomm as a leader in the next wave of AI innovation by integrating Alphawave's technology with its existing CPU and NPU cores [2][7] Recent Strategic Moves - In April, Qualcomm acquired MovianAI, enhancing its capabilities in generative AI, machine learning, and computer vision, which supports the development of AI-driven solutions across various industries [3] Competitive Landscape - Other tech firms are also focusing on AI chip development, with Intel launching the Intel Core Ultra processors aimed at improving mobile computing and AI capabilities [4] - Advanced Micro Devices (AMD) has strengthened its position in the semiconductor market with the MI300 series accelerator family, which supports large language model training and generative AI workloads [5] Financial Performance - Qualcomm's shares have declined by 26.1% over the past year, contrasting with the industry's growth of 15.3% [6] - The company's shares currently trade at a price/earnings ratio of 13.18, lower than the industry average of 30.77 and the stock's historical mean of 17.33 [8] - Earnings estimates for 2025 have decreased by 0.17% to $11.8 per share, while estimates for 2026 have declined by 4.1% to $12.07 [9]

QUALCOMM Incorporated (NASDAQ:QCOM) Nasdaq London Investor Conference June 11, 2025 4:00 AM ET Company Participants Akash Palkhiwala - CFO & COO Conference Call Participants Blayne Peter Curtis - Jefferies LLC, Research Division Blayne Peter Curtis All right. Thank you again for joining. It's the second day here. Very happy -- I'm Blayne Curtis, U.S. semi and semi-cap equipment. Very happy to have with us Qualcomm, from the company, Akash Palkhiwala. He's the CFO, COO. So thank you for joining. Akash Palkhi ...

Qualcomm Conference Call Summary Industry Overview - Qualcomm is focusing on expanding its presence beyond handsets into various edge devices, including automotive, industrial, augmented reality (AR), virtual reality (VR), and robotics [3][4][5] - The company aims for a revenue split of approximately 50% from handsets and 50% from non-handsets by the end of the decade [5] Key Areas of Focus Automotive Market - The automotive industry is undergoing a significant transformation, with a shift towards connected cars and advanced driver-assistance systems (ADAS) [16][18] - Qualcomm is experiencing growth in automotive silicon, with an annual growth rate exceeding 15-20% due to increased digitization [18] - The company has established a strong position in wireless connectivity and digital cockpit technologies [19] - Qualcomm has set a financial target of approximately $8 billion in automotive revenue by fiscal 2029 [23] Data Center Market - Qualcomm is entering the data center market with a focus on AI and low-power, high-performance computing [6][7][9] - The acquisition of AlphaWave is aimed at enhancing Qualcomm's technology portfolio with wired connectivity solutions [9][10] - The company believes in a hybrid AI model that combines device and cloud computing [7][13] Industrial Market - Qualcomm targets $4 billion in revenue from the industrial market, which is expected to transition from microcontrollers to AI and wireless connectivity [49] - The company sees significant opportunities in robotics and AI applications within industrial settings [55] PC Market - Qualcomm holds approximately 9% market share in the consumer PC market in the U.S. and Western Europe, with a target of 12% share in the next few years [32][33] - The company believes the transition to ARM architecture will benefit its position in the PC market [32] Augmented and Virtual Reality - Qualcomm is a leader in the chip market for AR and VR devices, collaborating with major OEMs [40] - The company envisions AR glasses becoming personal computing devices that integrate AI capabilities [48] Handset Market Dynamics - Despite a mature handset market, Qualcomm has seen growth due to a shift towards more expensive devices and increased gaming usage [61][62] - The Android ecosystem is gaining market share against Apple, which is beneficial for Qualcomm [63] - The company remains confident in its competitive position against Samsung and other players, emphasizing the importance of product performance [66][67] Competitive Landscape - Qualcomm has maintained its leadership position in the chip market, with only two major merchant chip companies remaining: Qualcomm and MediaTek [66] - The company is focused on delivering superior products to sustain its competitive edge [67] Conclusion - Qualcomm is strategically positioned to capitalize on growth opportunities across various sectors, including automotive, data centers, industrial applications, and augmented reality, while maintaining a strong presence in the handset market. The company's focus on innovation and technology integration will be key to its future success.

美国芯片制造商高通公司周二表示，该公司已在越南建立了一个人工智能研发中心。该公司在一份声明 中表示，其研究人员将专注于在智能手机、个人电脑、XR(扩展现实)、汽车和物联网应用中推进生成 和代理人工智能解决方案。 ...

Core Insights - Qualcomm Inc. is focusing on diversifying its handset revenue, with smart glasses identified as a potential growth area [1] - The company showcased on-glass Gen AI capabilities at the Augmented World Expo, marking a significant advancement in smart glasses technology [2][4] Group 1: Technology Demonstration - Qualcomm demonstrated the first Gen AI model running on smart glasses without the need for a phone or cloud connection [2][3] - The RayNeo X3 Pro smart glasses, powered by Qualcomm's Snapdragon technology, were used in the demonstration [2] - The Snapdragon AR1+ Gen 1 processor was announced, which is 26% smaller than previous generations and enhances image quality and power efficiency [3] Group 2: Future Potential - Qualcomm anticipates various form factors for smart glasses, including standalone devices capable of running AI models and lightweight frames linked to other devices [5] - On-device AI capabilities are expected to be crucial for sectors requiring enhanced security and privacy [5] Group 3: Industry Collaborations - Qualcomm is gaining traction in the smart glasses market, having collaborated with Alphabet Inc. and Samsung to launch Android XR, an operating system for extended reality [6] - Partnerships with Meta Platforms on projects like Meta Quest 3 and Ray-Ban Meta glasses further highlight Qualcomm's commitment to this sector [6][7] Group 4: Market Outlook - Qualcomm's stock has shown resilience, trading between $120.80 and $230.63 over the past year, with a year-to-date increase of 2.7% in 2025 [8]

Core Insights - Qualcomm Incorporated (QCOM) has experienced significant growth in its automotive segment, reporting a 59% year-over-year increase in Q2 2025 [1][8] - The company has established a strong client base, including major automakers and tech firms such as General Motors, BMW, and Google [1] - Strategic acquisitions, including Veoneer and Autotalks, have enhanced Qualcomm's capabilities in driver-assistance technology and vehicle-to-everything (V2X) communication [2][3] Automotive Segment Performance - Qualcomm's automotive segment is projected to generate $3.7 billion in revenue, reflecting a 27.3% year-over-year growth [3] - The company secured 30 new designs in Q2, including five ADAS programs from various automakers, indicating strong demand for its Snapdragon Digital Chassis product portfolio [3][8] Competitive Landscape - Qualcomm faces competition from NVIDIA and Intel in the automotive sector, with NVIDIA focusing on AI-driven connectivity and Intel's Mobileye expanding in autonomous car technology [4][5][6] - Despite the competition, Qualcomm's strategic acquisitions and product offerings are expected to maintain its competitive edge in the automotive market [6][8] Financial Performance and Estimates - Qualcomm's shares have declined 25.5% over the past year, contrasting with the industry's growth of 18.1% [7] - Earnings estimates for 2025 have decreased by 0.17% to $11.8 per share, while estimates for 2026 have decreased by 3.18% to $12.19 [11]

Core Viewpoint - Qualcomm's recent stock performance indicates a potential turnaround, driven by a significant acquisition and a shift in focus towards AI infrastructure and data centers [2][10]. Group 1: Stock Performance - Qualcomm shares rose 4%, marking one of the best single-day performances in recent weeks, significantly outperforming the S&P 500 [1][2]. - The stock closed at its highest level since March, suggesting a possible shift in momentum after a prolonged period of stagnation [2][10]. - Analysts project a 12-month price target of $189.88, indicating a potential upside of 21.07% from current levels [7]. Group 2: Acquisition Details - Qualcomm announced a $2.4 billion acquisition of UK-based Alphawave IP Group, which specializes in high-speed connectivity for AI data centers [3][4]. - The acquisition is expected to close in the first quarter of next year, with minimal regulatory resistance anticipated [5]. - CEO Cristiano Amon emphasized that Alphawave's technology complements Qualcomm's existing capabilities, reinforcing its ambitions in AI infrastructure [6]. Group 3: Market Positioning - The acquisition signals Qualcomm's strategic pivot away from smartphones towards infrastructure and server-side growth, aiming to diversify its business [4][10]. - Analysts have noted that Qualcomm's stock has struggled to keep pace with competitors like NVIDIA and Broadcom, highlighting the need for a fresh narrative to attract investor interest [7][9]. - The recent stock movement above the $155 resistance level could pave the way for further gains, potentially reaching $175 [8].