高通夜盘跌超3%，上季业绩表现超预期，市场担忧苹果“去高通化”冲击

Core Viewpoint - Qualcomm (QCOM.US) reported its fourth-quarter earnings, showing a revenue of $11.27 billion, a 10% year-over-year increase, surpassing market expectations of $10.79 billion [1] - The adjusted earnings per share were $3.00, exceeding the forecast of $2.88, while a GAAP net loss of $3.12 billion was recorded due to tax expenses [1] Revenue Breakdown - The mobile chip business grew by 14% to $6.96 billion, accounting for 62% of total revenue [1] - Concerns have arisen regarding Qualcomm's major client, Apple, shifting towards in-house modem development, which may accelerate the trend of "de-Qualcommization" [1] Future Outlook - Qualcomm anticipates first-quarter sales and adjusted earnings per share medians of $12.2 billion and $3.40, respectively, both higher than market expectations of $11.62 billion and $3.31 [1]