Core Insights - The 2025 ChinaJoy event in Shanghai features Qualcomm's sixth "Snapdragon Theme Pavilion," showcasing cutting-edge technology and digital entertainment experiences with 75 industry partners [1][3] - Qualcomm aims to provide a comprehensive digital entertainment experience, presenting over 100 devices across 10 categories and more than 50 multi-device game titles [3][4] - The Snapdragon 8 Gen 2 processor enhances gaming performance and efficiency, supporting advanced technologies like AI image motion engine and super-resolution [4] Group 1 - Qualcomm's Snapdragon Theme Pavilion is designed to deliver an immersive digital entertainment experience, featuring a variety of mobile games and cross-device applications [3][5] - The pavilion includes 15 XR devices covering AR, VR, and MR, providing multi-dimensional interactive experiences [4] - The "Snapdragon Gear Library" showcases a robust digital entertainment ecosystem with over 30 flagship Android smartphones and AI PCs [4] Group 2 - Qualcomm emphasizes its leadership in connectivity, AI on-device capabilities, and high-performance low-power computing to enhance cross-device experiences [4] - The event includes interactive gaming sessions and opportunities for fans to engage with professional esports players [4] - Qualcomm reaffirms its commitment to technological innovation and industry collaboration to shape the future of digital entertainment [5]

公司还表示，在中国的地位依然稳固。本季度与小米达成高端手机多年期协议，其销量逐年增长，将在全球及中国市场的产品中使用高通的芯 片，且小米会是首家推出下一代骁龙8 Elite芯片的OEM。过去几年，双方合作已从手机扩展到汽车、智能眼镜、可穿戴设备、平板电脑等领域， 这只是与中国OEM合作的一个例子，业务有利且可持续。 Q&A 问答 Q：你提到下季度手机业务预计环比增长 5%，尽管苹果占比降低。小米本季度增长显著，这在当前季度很典型，但投资者担心存在一定拉动。 能否说明增长驱动因素?是否有与中国相关的证据? （原标题：高通(QCOM.US)2025财年Q3电话会：QCT非苹果业务营收连续第二年同比增长超15%） 智通财经APP获悉，近日，高通(QCOM.US)召开2025财年第3季度业绩说明电话会。公司表示，本季度，QCT非苹果业务营收连续第二年同比增 长超15%；物联网、汽车业务预计分别增长20%、35%，并强化 "2029 财年汽车 + 物联网合计营收220亿美元" 目标信心。 财报显示，该季度高通QCT营收90亿-96亿美元，息税前利润率27%-29%；手机业务营收环比+5%(苹果收入下降但符合历史趋势，对 ...

8月1日至4日，第二十二届ChinaJoy在上海新国际博览中心举行。新浪科技现场探访发现，本届 ChinaJoy的N5展馆俨然化身为"大型移动设备体验中心"。 小米、荣耀、iQOO、一加、努比亚/红魔、 realme、ROG等主流手机及电竞设备品牌齐聚于此，纷纷展示了旗下最新旗舰手机及丰富的游戏配件与 周边产品。 不过，另一方面，移动芯片巨头联发科缺席本届ChinaJoy展会，未在N5馆或展会其他区域设立独立展 台。这或许体现出两大品牌对于游戏业务的不同态度。（罗宁） 责任编辑：刘万里 SF014 并且，不少手机展位以品牌×高通骁龙作为展位名，而作为芯片厂商，高通也有自己单独展台，不仅展 示了搭载高通骁龙处理器的智能手机、平板电脑，还展示了小米AI眼镜、小米汽车等设备，举办了多 场热门高通还在现场设置了手游挑战赛和表演赛，吸引了不晒手游爱好者参与，现场气氛热烈。 ...

今年是高通第7年参加ChinaJoy。本届展会，高通再度携手多方重量级合作伙伴，打造"骁龙主题馆"，共同展现前沿技术创新、潮流游戏装备，带来沉浸数 字娱乐体验。通过技术突破、场景拓展与生态共建，全方位展现其对游戏产业高质量发展及数字消费创新的深度赋能，成为展会焦点。 政策与产业共振：游戏产业迎来黄金发展期 【环球网游戏报道 记者 心月】伴随着"竹节草"登陆上海，2025年ChinaJoy也如期而至。作为全球数字娱乐产业的年度盛会，本届ChinaJoy以"聚·你所爱"为 主题，共有743家企业报名参展，其中外资企业237家。 技术破局：骁龙以创新定义数字娱乐新体验 关键技术创新是产业升级的核心引擎。在移动终端领域，骁龙8至尊版作为"性能标杆"，采用第二代3nm工艺，汇集了第二代定制的高通Oryon CPU、切片架 构的高通Adreno GPU，及增强的高通Hexagon NPU等前沿技术创新。CPU单核与多核性能较前代均提升45%，GPU性能提升40%且功耗降低40%，AI性能提 升45%，支持终端侧多模态生成式AI。 在最新的骁龙8至尊版平台上，专为优化游戏体验打造的骁龙至尊游戏（Snapdragon Eli ...

7月31日，纳指收跌0.03%，报21122.45点，7月份累涨3.7%，为连续第四个月录得上涨。标普500指数收跌0.37%，报6339.39点，7月份累涨2.17%。道琼斯工 业平均指数收跌0.74%，报44130.98点，7月份累涨0.08%。中概指数收涨0.66%，报7462.36点，7月份累涨1.67%。 热门科技股中，7月份，甲骨文累涨16.32%，英伟达累涨12.58%，谷歌A累涨8.89%，微软累涨7.26%，博通累涨6.55%，均为连续第4个月录得上涨；AMD累 | 序号 | 代码 | 名称 | 总市值V | | --- | --- | --- | --- | | 1 | NVDA | 英伟达 | 4.34万亿 | | 2 | MSFT | 微软 | 3.97万亿 | | 3 | AAPL | 车道 | 3.1万亿 | | 4 | AMZN | 亚马逊 | 2.49万亿 | | 5 | GOOG | 谷歌-C | 2.33万亿 | | 6 | GOOGL | 谷歌-A | 2.32万亿 | | 7 | META | Meta Platforms | 1.94万亿 | | 8 | AVGO | ...

You and I have discussed this so many times, the move into Iot and in particular automotive. So I thought that a good starting point would be to ask when smartphone and handset is no longer the majority of revenue and when that kind of tipping point or how close toward that tipping point is where your diversification efforts have shifted the business model. Very good.Ed, great talking to you. Look, I. I don't really understand what not to like about it.We have been consistently delivering what we said we're ...

Qualcomm shares fell Thursday, a day after the company reported results for its fiscal third quarter. https://t.co/oSHMy6OnVy ...

I focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets. Qualcomm Incorporated (NASDAQ: NASDAQ: QCOM ) , once synonymous with the modem-powered rise of smartphones, now occupies a far wider frontier: edge computing and device-level AI. My research argues that the company's Q3 2025 results mark a genuine ...

高通公司首席执行官：公司创造了大量增长机会。 ...

高通CEO：公司创造了大量成长机会。 ...