事件简评 2024 年 6月3日，公司在Computex 大会进行 PC相关主题演 讲。我们认为公司X Elite 处理器在PC 端相较传统x86 架构CPU 具备较明显功耗优势，有望助力公司PC 业务迎来突破。 经营分析 公司PC 端处理器X Elite 具备45TOPS 算力，相比竞品具备 较明显功耗优势。根据公司数据，公司 X Elite 处理器每瓦特性 能是苹果M3 的2.6 倍，是英特尔Ultra7 的 5.4 倍。在 ISO 功率 下，公司X Elite CPU 性能较 x86 竞品（包括 AMD Ryzen 7940HS、 英特尔 Ultra 7 155H、英特尔 Ultra9 185H）最高提升 51%，在 CPU 达到最高性能时，公司 X Elite 产品的功耗较 x86 竞品降低 美元(元) 成交金额(百万元) 65%。华硕使用 X Elite 的笔记本最高可以支持 18 小时工作，宏 224.00 5,000 碁采用X Elite 的笔记本最高支持26 小时视频播放。 204.00 44 ,, 05 00 00 从下游客户来看，首批搭载X Elite 的 PC 有 16种型号，品 184 ...

Qualcomm Incorporated (NASDAQ: QCOM) Computex 2024 Keynote Summary Industry Overview - Qualcomm is positioned as a leader in the personal computing industry, transitioning from a mobile-focused company to a connected computing company, emphasizing intelligent computing across various sectors [3][5][6]. Key Points and Arguments 1. **Snapdragon X Series and Copilot Plus**: Qualcomm's Snapdragon X series, in conjunction with Copilot Plus, is heralded as a significant advancement in personal computing, comparable to the impact of Windows 95 [7][8]. 2. **AI Integration**: The integration of AI capabilities into the Snapdragon X series is expected to redefine user interactions with PCs, enhancing productivity, creativity, and entertainment experiences [8][11]. 3. **Performance Metrics**: Snapdragon X Elite boasts a performance per watt that is 2.6 times superior to Apple's M3 and 5.4 times better than Core Ultra 7, highlighting its efficiency and power [21][37]. 4. **Battery Life**: The Snapdragon X Elite offers multi-day battery life, with metrics showing 60% longer video playback and 70% longer video calls compared to competitors [45][46]. 5. **Partnerships with Major OEMs**: Qualcomm has collaborated with leading OEMs such as Microsoft, HP, Dell, Acer, and ASUS to launch a range of devices powered by Snapdragon X Elite, showcasing a robust ecosystem [12][25][32][40][49]. 6. **Generative AI Revolution**: The keynote emphasized the transformative potential of generative AI in personal computing, with applications that enhance user experience and productivity [17][18]. 7. **Developer Opportunities**: The introduction of the Qualcomm AI hub for PCs provides developers with access to over 100 pre-optimized AI models, facilitating the creation of innovative applications [68][69]. Additional Important Content - **Recognition of Ecosystem**: Qualcomm acknowledges the importance of collaboration within the tech ecosystem to drive innovation, emphasizing that it is not solely the responsibility of one company [5][6]. - **Market Potential**: HP anticipates that AI PCs will represent up to 50% of their business within three years, indicating strong market confidence in this new category [59]. - **User Experience Enhancements**: The keynote highlighted various user experience improvements, including AI-powered features for video conferencing and content creation, which are expected to become standard in future devices [27][42][65]. - **Gaming and Mobile Integration**: Qualcomm's Snapdragon technology is also positioned to enhance gaming experiences, showcasing the versatility of the platform across different use cases [77]. This summary encapsulates the core themes and insights from Qualcomm's keynote at Computex 2024, reflecting the company's strategic direction and the anticipated impact of its new technologies on the personal computing landscape.

QUALCOMM Incorporated (NASDAQ:QCOM) Snapdragon Computex 2024 Keynote June 3, 2024 1:30 AM ET Company Participants Cristiano Amon - President and Chief Executive Officer James Huang - TAITRA Satya Nadella - Microsoft Pavan Davuluri - Microsoft S.Y. Hsu - ASUS Jason Chen - Acer Enrique Lores - HP Won-Joon Choi - Samsung Jack Sanborn - Dell Luca Rossi - Lenovo Operator Ladies and gentlemen, please welcome Chairman of TAITRA, James Huang. James Huang Good afternoon, ladies and gentlemen. In its nearly 40-year ...

Since 2024 started, Qualcomm (NASDAQ: QCOM) has done much to expand and position itself as best it can to continue benefiting from the ongoing artificial intelligence (AI) boom. Indeed, the company, best known for designing, producing, and licensing semiconductors for mobile devices and telecommunications, has recently started getting involved with the automotive industry and computing markets.Qualcomm has also done much to expand and extend its strategic partnerships and has entered into crucial long-term ...

QUALCOMM Incorporated (NASDAQ:QCOM) Bernstein's 40th Annual Strategic Decisions Conference Call May 23, 2024 2:30 PM ET Company Participants Cristiano Amon - President & Chief Executive Officer Conference Call Participants Stacy Rasgon - Bernstein Stacy Rasgon Good afternoon, everyone. I hope you had a good lunch. Thank you for coming. I'm Stacy Rasgon. I'm Bernstein's senior research analyst for U.S. semiconductors. And I really can't express what an honor it is to have our guest here today, Cristiano Amon ...

AutumnSkyPhotography For the second quarter, QUALCOMM Incorporated (NASDAQ:QCOM) posted strong quarterly results, with adjusted per-share earnings of $2.44 (soundly surpassing analyst expectations of $2.32 per share) and adjusted revenues of $9.39 billion (modestly surpassing consensus estimates of $9.34 billion for the period). Quarterly Results And Guidance (Qualcomm, Inc.) The smartphone hardware components company also recorded per-share net income of $2.06 (at $2.33 billion), indicating annualized gain ...

The old leader in mobile connectivity chips might be catching a new tailwind.Believe it or not, old mobile-chip giant Qualcomm (QCOM 4.26%) has been a hot stock so far in 2024. After getting clobbered in the aftermath of the pandemic-era consumer electronics spending spree, shares have rallied to all-time highs and are up nearly 40% so far this year. There's good reason for this stock price jump. Though the smartphone market is likely to remain tepid, Qualcomm has developed two newer consumer markets that a ...

Qualcomm (NASDAQ:QCOM) stock recently announced a groundbreaking partnership with Microsoft to power the next generation of AI-powered personal computers. This strategic alliance marks a significant milestone for both companies. It also opens up a vast array of opportunities in the rapidly expanding AI world. The collaboration will utilize Qualcomm’s Snapdragon X platform known for its performance and energy efficiency. The partnership integrates Qualcomm’s AI chips into Microsoft’s surface PCs to enhance u ...

It was clear last fall that Qualcomm (NASDAQ:QCOM), the longtime leader in phone modems, needed a new growth story. Qualcomm stock had a terrible 2023. Sales fell 19% and net income by 43%. CEO Cristiano Amon talked about a “challenging environment.” Phone sales were weak, especially in China. That also dropped licensing revenues. Apple (NASDAQ:AAPL) also renewed its promise to stop buying Qualcomm modems. The new date for losing that business is 2027.It seems devices weren’t ready for the AI revolution and ...

5G technology is one of those innovations that are so transformative that they create entirely new sectors for investors.Investing in 5G is not merely about buying tech stocks or even specific niches like entertainment or streaming. Instead, investing in 5G encompasses all these areas and then some. This wireless technology promises more than just faster speeds and improved latency; it represents a foundational shift in how we connect and interact with technology.Get investing news alerts:By now, you've lik ...