公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容来自恒玄科技公司公告 。 | 股东名称 | Run Yuan I、Run Yuan II | | --- | --- | | 计划减持数量 | 不超过:1,343,500 股 | | 计划减持比例 | 不超过:0.80% | | 减持方式及对应减持数量 | 集中竞价减持,不超过:1,343,500 股 | | 减持期间 | 2025年7月28日~2025年10月27日 | | 拟减持股份来源 | IPO 前取得以及公司转增股本取得 | | 拟减持原因 | 自身资金安排 | 上述减持计划将在公告披露15个交易日后的三个月内实施，减持价格将依据减持时的市场价格确定。 若在此期间公司发生派息、送红股、转增股本等权益变动事项，拟减持股份数量将做相应调整。 截至公告披露日，公司控股股东及其一致行动人共计持有恒玄科技53,591,591股，占公司总股本的 31.91%。相关股份均为公司首次公开发行前取得及转增股份，并已于2023年12月18日解除限售并进 入流通市场。 恒玄科技一季度营收创历史新高 恒玄科技是一家做低功耗无线计算 SoC 芯片，芯片特点是低功耗、无 ...

Qualcomm Conference Call Summary Industry Overview - Qualcomm is focusing on expanding its presence beyond handsets into various edge devices, including automotive, industrial, augmented reality (AR), virtual reality (VR), and robotics [3][4][5] - The company aims for a revenue split of approximately 50% from handsets and 50% from non-handsets by the end of the decade [5] Key Areas of Focus Automotive Market - The automotive industry is undergoing a significant transformation, with a shift towards connected cars and advanced driver-assistance systems (ADAS) [16][18] - Qualcomm is experiencing growth in automotive silicon, with an annual growth rate exceeding 15-20% due to increased digitization [18] - The company has established a strong position in wireless connectivity and digital cockpit technologies [19] - Qualcomm has set a financial target of approximately $8 billion in automotive revenue by fiscal 2029 [23] Data Center Market - Qualcomm is entering the data center market with a focus on AI and low-power, high-performance computing [6][7][9] - The acquisition of AlphaWave is aimed at enhancing Qualcomm's technology portfolio with wired connectivity solutions [9][10] - The company believes in a hybrid AI model that combines device and cloud computing [7][13] Industrial Market - Qualcomm targets $4 billion in revenue from the industrial market, which is expected to transition from microcontrollers to AI and wireless connectivity [49] - The company sees significant opportunities in robotics and AI applications within industrial settings [55] PC Market - Qualcomm holds approximately 9% market share in the consumer PC market in the U.S. and Western Europe, with a target of 12% share in the next few years [32][33] - The company believes the transition to ARM architecture will benefit its position in the PC market [32] Augmented and Virtual Reality - Qualcomm is a leader in the chip market for AR and VR devices, collaborating with major OEMs [40] - The company envisions AR glasses becoming personal computing devices that integrate AI capabilities [48] Handset Market Dynamics - Despite a mature handset market, Qualcomm has seen growth due to a shift towards more expensive devices and increased gaming usage [61][62] - The Android ecosystem is gaining market share against Apple, which is beneficial for Qualcomm [63] - The company remains confident in its competitive position against Samsung and other players, emphasizing the importance of product performance [66][67] Competitive Landscape - Qualcomm has maintained its leadership position in the chip market, with only two major merchant chip companies remaining: Qualcomm and MediaTek [66] - The company is focused on delivering superior products to sustain its competitive edge [67] Conclusion - Qualcomm is strategically positioned to capitalize on growth opportunities across various sectors, including automotive, data centers, industrial applications, and augmented reality, while maintaining a strong presence in the handset market. The company's focus on innovation and technology integration will be key to its future success.