高通本财季业绩展望平淡 有迹象显示手机芯片需求不稳

Group 1 - Qualcomm, the world's largest smartphone chip manufacturer, has provided a subdued revenue outlook for the current fiscal quarter, raising concerns that the shortage of memory chips and rising prices may suppress smartphone demand [1] - For the second fiscal quarter, Qualcomm expects revenue to reach between $10.2 billion and $11 billion, with an adjusted earnings per share of $2.55, while analysts had estimated revenue of $11.2 billion and earnings per share of $2.89 [1] - Despite strong demand for high-end smartphones, Qualcomm noted that tight supply and rising prices of memory chips will lead to lower-than-expected smartphone production for some customers, particularly in China [1] Group 2 - Qualcomm's CEO, Cristiano Amon, is pushing for a company transformation to increase chip sales in automotive, personal computers, and data centers, aiming for greater business diversification, although these new ventures are not yet large enough to offset the slowdown in the smartphone chip market [1] - Amon expressed optimism about the demand for high-end smartphones despite the short-term impact on the mobile chip business due to industry-wide memory chip supply constraints [1] - Qualcomm's stock price closed at $148.89 on February 4, with a post-market drop of approximately 9%, and the stock has declined by 13% year-to-date [1]