内存芯片短缺冲击智能手机市场 高通公司股价下滑

Core Viewpoint - Qualcomm forecasts second-quarter revenue and profit below Wall Street expectations due to a global memory supply shortage impacting smartphone sales [1] Group 1: Financial Performance - Qualcomm's projected revenue for the second quarter is between $10.2 billion and $11 billion, while analysts' average expectation is $11.12 billion [1] - The company anticipates adjusted earnings per share for the quarter to be between $2.45 and $2.65, compared to an expected profit of $2.89 [1] Group 2: Market Impact - Following the earnings report, Qualcomm's stock fell by 9% in after-hours trading, contributing to a year-to-date decline of over 11% [1] - The decline in stock price is attributed to concerns over market share loss and soaring memory prices [1] Group 3: Supply Chain Issues - Qualcomm's CEO, Cristiano Amon, indicated that the forecast miss is due to smartphone customers facing memory chip shortages [1] - Amon noted that original equipment manufacturers, particularly in China, are reducing inventory levels to adapt to memory supply constraints [1]