7月31日早间，美国芯片大厂高通发布了截至今年6月29日的第三财季财报。财报显示，公司当季营收为 103.65亿美元，同比增长10%，不及分析师平均预期的106.2亿美元；调整后净利润为26.7亿美元，同比 增长25%。 虽然财报数据整体稳健增长，但高通盘后股价下跌了4.7%。市场担忧主要集中在其智能手机芯片业务 低于预期，以及苹果在未来转向自己的调制解调器芯片将影响高通芯片部门的收入。 今年2月，苹果发布了主打中端市场的iPhone 16e，一同官宣的还有此前传言许久的苹果首款自研基带芯 片C1。苹果开始商用自研基带芯片，标志着苹果正式突破"基带魔咒"，结束对高通长达多年的技术依 赖。同时，外界也认为，这将给高通的财务状况带来一定影响。 降低对手机业务的依赖成效初显 从业务结构来看，高通主营业务可以分为以芯片产品为主的半导体业务（QCT），以及负责知识产权授 权的技术许可业务（QTL）两大板块。其中，QCT部门是高通公司的主要营收来源，由三大板块业务组 成，分别是手机终端芯片、汽车和联网设备（IoT）。 对于基带芯片的研发难度，今年5月小米创始人、董事长雷军曾用"投入大，难度高、周期更长"来进行 概括。"通 ...

Group 1 - Apple plans to launch a dedicated gaming app on its devices, which will serve as a game launcher and enhance user experience by showcasing achievements, leaderboards, and promoting its Arcade subscription service [2] - This initiative aims to strengthen Apple's position in the gaming market and could positively impact its revenue, as games and in-app purchases contribute approximately two-thirds of App Store income [2] Group 2 - Nvidia's suppliers are accelerating the production of AI data center racks after resolving technical issues that caused shipment delays, with partners like Foxconn and Dell making significant progress [3] - This improvement in supply chain efficiency is expected to alleviate pressure on Nvidia and enhance its competitiveness in the AI data center market [3] Group 3 - TSMC is still evaluating the timing for adopting ASML's advanced High-NA EUV lithography machines, indicating a search for balance between technological upgrades and cost control [4] - The company is currently focused on extending the lifespan of existing Low-NA EUV lithography machines [4] Group 4 - A study commissioned by Qualcomm reveals that Apple's first self-developed baseband chip, C1, underperforms compared to Qualcomm-equipped Android devices, with the iPhone 16e lagging significantly in both download and upload speeds [5] - The performance gap may prompt Apple to increase R&D investments to enhance future product competitiveness [5] Group 5 - Anthropic has begun testing a voice mode for its chatbot application Claude, which will allow users to discuss documents and images with various voice options [6] - This feature is expected to improve user experience and engagement, potentially leading to an increase in paid subscription users [7]