高通盘后跌逾8%，本财季业绩展望平淡，有迹象显示手机芯片需求不稳

Core Viewpoint - Qualcomm's stock dropped over 8% after reporting first-quarter adjusted revenue of $12.25 billion, slightly above analyst expectations of $12 billion, but provided a lackluster outlook for the current quarter due to concerns over storage chip shortages impacting mobile demand [1] Group 1: Financial Performance - Qualcomm's first-quarter adjusted revenue was $12.25 billion, exceeding analyst expectations of $12 billion [1] - The company forecasts second-quarter revenue between $10.2 billion and $11 billion, while analysts had an average estimate of $11.2 billion [1] - Excluding certain items, the expected earnings per share (EPS) is projected to be $2.55, compared to analyst expectations of $2.89 [1] Group 2: Market Conditions - The company noted that while there is still demand for high-end smartphones, the tight supply and rising prices of storage chips may lead to some customers producing fewer phones than anticipated [1] - CEO Cristiano Amon is pushing for a transformation to diversify the 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 mobile chip market [1] - Amon expressed optimism about the demand for high-end smartphones despite the short-term challenges posed by industry-wide storage chip supply constraints [1]