耐人寻味的是，就在同一天，iQOO 开启了超前预热。iQOO 手机宣布，全网招募「iQOO 15 首批体验官」，在 8 月 1 日 ChinaJoy 举行 iQOO 王者荣耀 5v5 惊喜开馆活动，现场招募 8 支队伍进行对战，冠军队伍每人获得一台 iQOO 15。 在日前举办的最新财报电话会议上，高通确认小米将成为首家推出搭载高通下一代骁龙 8 Elite 芯片手机的厂商。如无意外，高通将于 9 月 23 日骁龙峰会首 日发布下一代骁龙 8 Elite 芯片，按照去年的节奏，小米大概率也会在 9 月底发布搭载该芯片的小米 16 系列。 图/ iQOO 至此，小米和 iQOO 也算拉开了新一代旗舰手机大战的序幕。当然，参与其中的厂商也远不只是小米和 iQOO。 很多数码爱好者可能还记得，早几年旗舰手机的发布时间主要集中在年初，当时不管是高通还是联发科都会在前一年的年底发布新一代旗舰芯片，直到骁龙 8 Gen 1 依然是选择在 12 月初发布。 关键的变化可能发生是 2022 年，高通当时选择在 11 月中旬提前发布了「口碑逆袭之作」骁龙 8 Gen 2，随后小米也提前在 12 月发布了高端化战略的「关键 转折 ...

【#高通宣布小米首发下代旗舰处理器#：骁龙 8 Elite Gen 2】高通公司今日公布了其 2025 财年第三季 度（即自然年第二季度）的财务业绩，营收达到 104 亿美元，同比增长 10%，实现了双位数增长。财 报显示，在手机芯片业务稳健增长的同时，高通汽车和物联网（IoT）业务表现抢眼，成为推动公司业 绩增长的新动力。 作为高通收入主体的 QCT 芯片业务，本季度手机芯片销售额达到 63.2 亿美元，实现温和增长。与此同 时，高通在多元化战略下的努力也初见成效，汽车和物联网业务的增长尤为亮眼，分别实现了 21% 和 24% 的同比增长。高通公司首席执行官克里斯蒂亚诺・安蒙（Cristiano Amon）指出，这主要得益于公 司在 AI 处理技术上的大力推动。 安蒙在周三的声明中表示："QCT 汽车和物联网业务的又一强劲增长季度，进一步验证了我们的多元化 战略，也增强了我们实现长期营收目标的信心。"他强调，公司在 AI 处理、高性能和低功耗计算以及先 进连接技术方面的领先地位，使其能够抓住 AI 在边缘侧规模化发展的机遇，成为业界的优选平台。 在财报电话会议上，安蒙重点提及了与三星和小米等安卓头部手机厂商 ...

Core Viewpoint - Qualcomm reported a total revenue of $10.98 billion for Q2 FY2025, exceeding consensus estimates by 3.26% [1][2]. Financial Performance - Total Revenue: $10.98 billion, with a year-over-year decline of 16.9% [1]. - Gross Profit: $6.04 billion, with a gross margin of 55.0% [1]. - Net Income (GAAP): $2.81 billion, representing a net profit margin of 25.6% [1]. - Non-GAAP EPS: $2.85 [3]. - QCT (Qualcomm CDMA Technologies) revenue reached $9.47 billion, while QTL (Qualcomm Technology Licensing) revenue was $1.35 billion [4]. Growth Highlights - Automotive and IoT business revenues grew by 59% and 27% year-over-year, respectively [5]. - The company returned $2.7 billion to shareholders, including $938 million in dividends and $1.7 billion in stock buybacks [6]. Technology and Product Developments - Launched the x85 5G platform, expected to be applied in smartphones, automotive, and IoT products in the second half of the year [7]. - Over 90 flagship models featuring Snapdragon 8 Elite have been launched by Android OEMs [7]. - In the AI PC sector, over 85 designs are in production or development, targeting over 100 designs by 2026 [7]. - Collaborated with Meta and Google to advance XR business, with over 15 smart glasses designs in development [8][9]. - Partnered with Palantir for industrial IoT advancements [10]. Financial Outlook - For Q3 FY2025, non-GAAP revenue is expected to be between $9.9 billion and $10.7 billion, with non-GAAP EPS projected between $2.60 and $2.80 [14]. - QTL revenue is anticipated to be between $1.15 billion and $1.35 billion, while QCT revenue is expected to be between $8.7 billion and $9.3 billion [15][16]. - Mobile business is projected to grow approximately 10% year-over-year, with IoT and automotive businesses expected to grow around 15% and 20%, respectively [17]. Acquisition - Qualcomm announced the acquisition of Edge Impulse, a leading edge AI development platform, enhancing its capabilities in various applications [18].