高通，遭受重创

Core Viewpoint - Qualcomm warns that rising memory prices will slow down growth in the smartphone industry, causing a significant drop in its stock price by 11% [2] Group 1: Financial Performance - Qualcomm reported record revenue of $12.3 billion for Q1 2026, driven by strong sales of high-end smartphones and growing interest in smart glasses, automotive, and IoT products [2] - The company forecasts Q2 revenue to be between $10.2 billion and $11 billion, down from $11 billion in the same quarter last year, with smartphone chip sales expected to decline from $6.9 billion to $6 billion [3] Group 2: Market Dynamics - The cautious approach of smartphone manufacturers does not indicate a decline in market demand but rather reflects concerns over insufficient memory supply, leading to reduced production plans [3] - Qualcomm's CEO believes that the current turmoil will result in short-term losses but does not foresee long-term difficulties in the market [3] Group 3: Future Prospects - Qualcomm is diversifying its revenue streams through developments in robotics, automotive, and patent licensing, aiming to reduce its dependence on smartphone revenue by 2029 [4] - The company is also venturing into AI chip development, with initial deliveries made to its confirmed customer, Humane, and expects revenue from AI chips to materialize next year [3]