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高通业绩不如预期,股价下跌
半导体芯闻· 2025-07-31 10:23
Core Viewpoint - Qualcomm's smartphone market growth is sluggish, leading to a decline in stock price and raising concerns about tariffs impacting the smartphone industry [1] Group 1: Financial Performance - Qualcomm reported a 7% increase in mobile-related sales, reaching $6.33 billion for the third fiscal quarter ending June 29, falling short of analysts' expectations of $6.48 billion [1] - The company achieved a 10% revenue growth to $10.37 billion, with adjusted earnings per share of $2.77, surpassing Wall Street's forecast of $2.72 [2] - Automotive chip revenue grew by 21% to $984 million, while semiconductor sales for connected devices increased by 24% to $1.68 billion [2] Group 2: Business Diversification - Qualcomm's automotive and IoT segments saw revenue growth exceeding 20%, indicating a successful diversification strategy [3][4] - The mobile business revenue increased by 7% to $6.32 billion, while automotive revenue reached $984 million and IoT revenue soared by 24% to $1.68 billion [4] - The company aims for automotive and IoT sectors to contribute 50% of total revenue by 2030, as discussed during the investor day event in November 2024 [4] Group 3: Competitive Landscape - Qualcomm faces ongoing challenges from Apple, which is producing its own modem chips for iPhones, potentially reducing Qualcomm's supply in these devices [2][4] - The company is showing signs of reducing its dependency on Apple for modem-related revenue [5]
高通CEO:我们的基带比苹果好太多
半导体芯闻· 2025-03-05 10:25
Core Viewpoint - Qualcomm's CEO Cristiano Amon emphasizes that the performance of their latest modem will significantly surpass that of Apple's first attempt in this technology area, indicating a substantial performance gap between high-end Android devices and iOS devices [1][2]. Group 1: Modem Technology - Qualcomm is a leading supplier of modems, having been Apple's preferred supplier for many years until Apple acquired Intel's modem business in 2019 to design its own modems [1]. - Apple's recently released iPhone 16e features a new cellular modem named C1, while Qualcomm has launched its high-end modem X85, which Amon claims has enhanced performance due to its AI capabilities [1][2]. - Amon states that the new modem can handle weaker signals better, which could lead to significant performance differences between Qualcomm and Apple's offerings [1]. Group 2: Future Outlook - Amon reiterated that Qualcomm does not expect to supply modems to Apple by 2027, suggesting that Apple is making strides in modem technology [2]. - He believes that modems will become increasingly important in the era of artificial intelligence, influencing consumer preferences for devices equipped with superior modems [3].