高通本财季业绩展望平淡 盘后大跌近9% 有迹象显示手机芯片需求不稳

Core Viewpoint - Qualcomm has provided a subdued revenue outlook for the current fiscal quarter, raising concerns that shortages in memory chips and rising prices may suppress smartphone demand [1][2] Financial Performance - For the second fiscal quarter, Qualcomm expects revenue to reach between $10.2 billion and $11 billion, with an adjusted earnings per share (EPS) forecast of $2.55 [1][2] - Bloomberg data shows that analysts had an average estimate of $11.2 billion in revenue and an EPS of $2.89 [1][2] - In the first fiscal quarter ending December 28, Qualcomm reported an adjusted EPS of $2.78 and a revenue increase of 5% to approximately $12.3 billion, while analysts had estimated an EPS of $3.41 and revenue of $12.2 billion [1][2] Market Dynamics - Despite ongoing demand for high-end smartphones, Qualcomm indicated that tight supply and rising prices of memory chips are expected to lead to lower-than-expected production for some customers, particularly in China [1][2] - CEO Cristiano Amon is pushing for a transformation within the company to diversify its business by increasing chip sales for automotive, personal computers, and data centers, although these new business areas are not yet large enough to offset the slowdown in the smartphone chip market [1][2] - Amon expressed optimism about the demand for high-end smartphones despite the short-term challenges faced by the mobile chip business due to industry-wide memory chip supply constraints [1][2] Stock Performance - Qualcomm's stock closed at $148.89 on Wednesday, experiencing a post-market decline of approximately 9%, and has fallen 13% year-to-date [1][2]