独家
多样化,高通可以保持增长没有苹果,分析家说
但随着高通准备一个投资者周二表示,它计划将概述土地芯片从虚拟现实耳机自动驾驶汽车电信设备,分析师称即将失去苹果,正在自己的芯片代替高通,高通公司的利润可能不重要。
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WhatsApp新特性允许在Android上传输数据
WABetaInfo表示,该公司将给未来带来新功能更新的应用程序在开发阶段。有了这个特性,用户可以聊天记录转移到一个新的设备通过扫描二维码。
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投资者一旦相信高通公司的命运浮沉苹果. n:行情)的iPhone,它使用一个关键从圣地亚哥公司“调制解调器”芯片连接到移动数据网络。
但随着高通准备一个投资者周二表示,它计划将概述土地芯片从虚拟现实耳机自动驾驶汽车电信设备,分析师称即将失去苹果,正在自己的芯片代替高通,高通公司的利润可能不重要。
变化来自于多元化战略实施年前由克里斯蒂亚,之前跑公司的芯片部门今年成为首席执行官。
本月早些时候,高通公司称,预计2022财年调整收益增长超过20%,而华尔街只有的预期为12.5%,根据从Refinitiv ib数据。该公司的股价已经上涨近19%因为高通给预估。
“任何超出我们合同(苹果)是我们的模型的好处," Amon在11月3日的收益电话会议上说。“他们有大量的设备。如果有机会,我们会很高兴与他们供应。”
苹果公司的业务可能不会下降,分析师表示。Evercore ISI分析师CJ缪斯说:“这是一个时间的问题不是如果,“苹果树叶。
但安吉洛Zino CFRA研究说,苹果可能会离开阶段,引入内部芯片最初只有一个或两个设备。
同时,高通公司的市场占有率在Android手机,因为高通客户填补真空离开华为的退出智能手机市场。品牌,如中国的荣誉转向美国芯片公司供应。
![\"As](\"https:\/\/st.etb2bimg.com\/Themes\/Release\/images\/responsive\/ettelecom-default.jpg\")
<\/figure>By Chavi Mehta<\/strong>Investors once believed that Qualcomm<\/a> Inc's fortunes rose and fell with Apple<\/a> Inc's iPhone, which uses a key \"modem\" chip from the San Diego company to connect to mobile data networks.
But as Qualcomm prepares for an investor presentation on Tuesday where it will outline plans to land its chips in everything from virtual reality headsets to self-driving cars to telecommunications gear, analysts said a looming loss of Apple, which is working on its own chips to replace Qualcomm's, might not matter much to Qualcomm's profits.
<\/div><\/div>\"Frankly, revenues are getting to the point where the worry over Apple possibly moving away is much smaller,\" Bernstein<\/a> analyst Stacy Ragson wrote in a note.
The change comes from a diversification strategy put in place years ago by Cristiano Amon, who ran the company's chip division before becoming chief executive this year.
Earlier this month, Qualcomm said it expects adjusted earnings growth of more than 20% for fiscal 2022, where Wall Street had only been expecting growth of 12.5%, according to IBES data from Refinitiv. Shares of the company have risen almost 19% since Qualcomm gave its forecast.
\"Anything beyond our contract with (Apple) is an upside to our model,\" Amon said during an earnings call Nov. 3. \"They have a large number of devices<\/a>. And if there are opportunities, we'll be very happy to engage with them on supply.\"
Apple's business likely won't drop off all at once, analysts said. Evercore ISI analyst CJ Muse said \"it's a matter of when not if,\" Apple leaves.
But Angelo Zino of CFRA Research said Apple likely will leave in phases, introducing internal chips only for one or two devices initially.
And in the meantime, Qualcomm has gained market share among Android phones because Qualcomm customers are filling the vacuum left from Huawei's exit from the smartphone market. Brands such as China's Honor are turning to the U.S. chip firm for supply.
The change comes from a diversification strategy put in place years ago by Cristiano Amon, who ran the company's chip division before becoming chief executive this year.
Earlier this month, Qualcomm said it expects adjusted earnings growth of more than 20% for fiscal 2022, where Wall Street had only been expecting growth of 12.5%, according to IBES data from Refinitiv. Shares of the company have risen almost 19% since Qualcomm gave its forecast.
\"Anything beyond our contract with (Apple) is an upside to our model,\" Amon said during an earnings call Nov. 3. \"They have a large number of devices<\/a>. And if there are opportunities, we'll be very happy to engage with them on supply.\"
Apple's business likely won't drop off all at once, analysts said. Evercore ISI analyst CJ Muse said \"it's a matter of when not if,\" Apple leaves.
But Angelo Zino of CFRA Research said Apple likely will leave in phases, introducing internal chips only for one or two devices initially.
And in the meantime, Qualcomm has gained market share among Android phones because Qualcomm customers are filling the vacuum left from Huawei's exit from the smartphone market. Brands such as China's Honor are turning to the U.S. chip firm for supply.
<\/div><\/div>\"Qualcomm's China handset (revenue) is growing faster than Apple is growing, which is helping to offset any Apple reductions,\" Patrick Moorhead, founder of Moor Insights & Strategy said.
<\/div><\/div>
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Follow and connect with us on Twitter<\/a>, Facebook<\/a>, Linkedin<\/a>, Youtube<\/a><\/div>","NumberOfSentences":{"minfo":"16.0","minfoseo":"16-0"},"AutomatedReadabilityIndex":{"minfo":"14.0","minfoseo":"14-0"},"LastPublishMilliTime":{"minfo":"1637028687458","minfoseo":"1637028687458"},"ReadabilityGradeLevel":{"minfo":"College","minfoseo":"college"},"HashCode":{"minfo":"-272937240","minfoseo":"-272937240"},"latestnewsflag":{"minfo":"1.0","minfoseo":"1-0"},"NumberOfCharacters":{"minfo":"2134.0","minfoseo":"2134-0"},"NumberOfWords":{"minfo":"348.0","minfoseo":"348-0"},"key":{"0":{"keyid":"104695","value":"Qualcomm","smid":"0","keynameseo":"Qualcomm","keytype":"","keycount":"totalcount","weightage":"100"},"1":{"keyid":"35609","value":"tech news","smid":"0","keynameseo":"tech-news","keytype":"","keycount":"totalcount","weightage":"20"},"2":{"keyid":"12468196","value":"Qualcomm diversification","smid":"0","keynameseo":"Qualcomm-diversification","keytype":"","keycount":"totalcount","weightage":"20"},"3":{"keyid":"12540135","value":"Qualcomm and Apple","smid":"0","keynameseo":"Qualcomm-and-Apple","keytype":"","keycount":"totalcount","weightage":"20"},"4":{"keyid":"12540134","value":"Qualcom chips","smid":"0","keynameseo":"Qualcom-chips","keytype":"","keycount":"totalcount","weightage":"20"},"5":{"keyid":"6356001","value":"International","smid":"0","keynameseo":"International","keytype":"","keycount":"totalcount","weightage":"20"},"7":{"keyid":"105733","value":"Bernstein","smid":"0","keynameseo":"Bernstein","keytype":"","keycount":"totalcount","weightage":"20"},"8":{"keyid":"6354427","value":"Apple","smid":"0","keynameseo":"Apple","keytype":"","keycount":"totalcount","weightage":"20"}},"authorsplit":[],"similarlytagged":[{"msid":"96778767","stname":"Qualcomm, Iridium partner to bring satellite-based messaging to Android phones","artsyn":"The partnership comes months after Apple Inc unveiled a similar feature allowing iPhone 14 models to send emergency messages via satellite in some countries such as the United States and Canada. 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Without government support, that could drop to 36% by the end of this decade, according to the analysis released by U.S. industry body Semiconductor Industry Association (SIA) and Boston Consulting Group.","seolocation":"telecomnews\/report-warns-u-s-chip-design-market-share-to-plunge-without-government-support","seolocationalt":"Report warns U.S. chip design market share to plunge without government support","url_seo":"report-warns-u-s-chip-design-market-share-to-plunge-without-government-support"},{"msid":"95658291","stname":"Taiwan Oct export orders down more than expected; outlook tough","artsyn":"Export orders, a bellwether for global technology demand, shrank 6.3% in October from a year earlier to $55.4 billion, the Ministry of Economic Affairs said on Monday. 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The cost of an entry-level 5G smartphone came down to below Rs 10,000 in 2022 with the launch of the Lava Blaze 5G,\" according to Counterpoint Research.","seolocation":"telecomnews\/india-5g-smartphone-shipments-to-surpass-4g-shipments-in-2023","seolocationalt":"India 5G smartphone shipments to surpass 4G shipments in 2023","url_seo":"india-5g-smartphone-shipments-to-surpass-4g-shipments-in-2023"},"96492120":{"msid":"96492120","stname":"Millions of Indians living near airports may not get to enjoy 5G in 2023","artsyn":"Industry experts believe that consumers who live in the proximity of airports are not likely to get 5G on their devices. And that number runs into millions.","seolocation":"telecomnews\/millions-of-indians-living-near-airports-may-not-get-to-enjoy-5g-in-2023","seolocationalt":"Millions of Indians living near airports may not get to enjoy 5G in 2023","url_seo":"millions-of-indians-living-near-airports-may-not-get-to-enjoy-5g-in-2023"},"96450593":{"msid":"96450593","stname":"66% of smartphones launched in 3Q22 support 5G, MediaTek gains edge over Qualcomm: Techarc","artsyn":"In terms of the original equipment manufacturer (OEM) preference for the chipsets, MediaTek enjoyed an edge with 23 (49%) of the smartphones launched during the period using its chipsets. Compared to this, Qualcomm\u2019s Snapdragon was used in 15 (32%) of the launches. Apple and UniSOC had a tie with 4 launches each. Google used its own processor for the latest Pixel model, as per the report.","seolocation":"telecomnews\/66-of-smartphones-launched-in-3q22-support-5g-mediatek-gains-edge-over-qualcomm-techarc","seolocationalt":"66% of smartphones launched in 3Q22 support 5G, MediaTek gains edge over Qualcomm: Techarc","url_seo":"66-of-smartphones-launched-in-3q22-support-5g-mediatek-gains-edge-over-qualcomm-techarc"},"96222583":{"msid":"96222583","stname":"Qualcomm unveils new Wi-Fi 7-capable chipsets with over 20 Gbps capacity","artsyn":"The new Wi-Fi 7 Immersive Platform will deliver more than 20 Gbps of total system capacity in a compact, power-efficient, cost-effective network chipset architecture, according to the company.","seolocation":"telecomnews\/qualcomm-unveils-new-wi-fi-7-capable-chipsets-with-over-20-gbps-capacity","seolocationalt":"Qualcomm unveils new Wi-Fi 7-capable chipsets with over 20 Gbps capacity","url_seo":"qualcomm-unveils-new-wi-fi-7-capable-chipsets-with-over-20-gbps-capacity"},"96034591":{"msid":"96034591","stname":"Qualcomm introduces long-range platform for efficient outdoor 5G","artsyn":"Qualcomm said that the 'Compact Macro 5G RAN Platform' is designed to deliver up to 50 per cent base station equipment cost reduction, compared to traditional mmWave macro solutions, enabling customers to design compact macro products ready to accelerate mobility and Fixed Wireless Access (FWA) deployments.","seolocation":"telecomnews\/qualcomm-introduces-long-range-platform-for-efficient-outdoor-5g","seolocationalt":"Qualcomm introduces long-range platform for efficient outdoor 5G","url_seo":"qualcomm-introduces-long-range-platform-for-efficient-outdoor-5g"},"95942273":{"msid":"95942273","stname":"Nokia smartphone maker HMD Global files EU antitrust complaint against VoiceAge EVS","artsyn":"Disputes over royalties have dogged the telecoms industry since the last decade. The most high profile were between Apple and Samsung Electronics, and Apple versus Qualcomm which the companies eventually settled among themselves.","seolocation":"telecomnews\/nokia-smartphone-maker-hmd-global-files-eu-antitrust-complaint-against-voiceage-evs","seolocationalt":"Nokia smartphone maker HMD Global files EU antitrust complaint against VoiceAge EVS","url_seo":"nokia-smartphone-maker-hmd-global-files-eu-antitrust-complaint-against-voiceage-evs"},"95888213":{"msid":"95888213","stname":"Report warns U.S. chip design market share to plunge without government support","artsyn":"The U.S. share of chip design revenue has been slipping in recent years, dropping to 46% in 2021 from over 50% in 2015. Without government support, that could drop to 36% by the end of this decade, according to the analysis released by U.S. industry body Semiconductor Industry Association (SIA) and Boston Consulting Group.","seolocation":"telecomnews\/report-warns-u-s-chip-design-market-share-to-plunge-without-government-support","seolocationalt":"Report warns U.S. chip design market share to plunge without government support","url_seo":"report-warns-u-s-chip-design-market-share-to-plunge-without-government-support"},"95658291":{"msid":"95658291","stname":"Taiwan Oct export orders down more than expected; outlook tough","artsyn":"Export orders, a bellwether for global technology demand, shrank 6.3% in October from a year earlier to $55.4 billion, the Ministry of Economic Affairs said on Monday. Analysts had expected a drop of 1%.","seolocation":"telecomnews\/taiwan-oct-export-orders-down-more-than-expected-outlook-tough","seolocationalt":"Taiwan Oct export orders down more than expected; outlook tough","url_seo":"taiwan-oct-export-orders-down-more-than-expected-outlook-tough"},"95582630":{"msid":"95582630","stname":"How India R&D is helping Qualcomm move beyond smartphones","artsyn":"With centres in Bengaluru, Hyderabad, Chennai and Noida, the India R&D operation is the company's largest outside of its US-based headquarters.","seolocation":"telecomnews\/how-india-rd-is-helping-qualcomm-move-beyond-smartphones","seolocationalt":"How India R&D is helping Qualcomm move beyond smartphones","url_seo":"how-india-rd-is-helping-qualcomm-move-beyond-smartphones"},"95385446":{"msid":"95385446","stname":"Xiaomi India has no pact with Qualcomm, hence no question of royalties: ED","artsyn":"The ED said the petition is not maintainable as Foreign Exchange Management Act (FEMA) acts as a court in itself and its orders cannot be challenged in courts that do not have jurisdiction.","seolocation":"telecomnews\/xiaomi-india-has-no-pact-with-qualcomm-hence-no-question-of-royalties-ed","seolocationalt":"Xiaomi India has no pact with Qualcomm, hence no question of royalties: ED","url_seo":"xiaomi-india-has-no-pact-with-qualcomm-hence-no-question-of-royalties-ed"},"95300912":{"msid":"95300912","stname":"India claims Xiaomi misled Deutsche Bank on illegal payment of royalties for years","artsyn":"Xiaomi has locked horns with India's financial crime fighting agency, the Enforcement Directorate, since it froze $670 million of the company's bank assets saying a probe found the smartphone seller made \"illegal remittances\" to U.S. chip firm Qualcomm and others in the \"guise\" of royalties.","seolocation":"telecomnews\/india-says-xiaomi-misled-deutsche-bank-on-illegal-royalty-payments","seolocationalt":"India claims Xiaomi misled Deutsche Bank on illegal payment of royalties for years","url_seo":"india-says-xiaomi-misled-deutsche-bank-on-illegal-royalty-payments"},"95288654":{"msid":"95288654","stname":"Wall Street sees little respite to Qualcomm's smartphone gloom","artsyn":"\"Qualcomm's smartphone business is more positioned in the mid-range ... and the mid-range is currently the most impacted segment in the smartphone market,\" said Canalys research analyst Runar Bjorhovd.","seolocation":"telecomnews\/wall-street-sees-little-respite-to-qualcomms-smartphone-gloom","seolocationalt":"Wall Street sees little respite to Qualcomm's smartphone gloom","url_seo":"wall-street-sees-little-respite-to-qualcomms-smartphone-gloom"},"95278790":{"msid":"95278790","stname":"Phone sales will drop much more than expected in 2022: Qualcomm","artsyn":"Announcing the fiscal fourth quarter results, Cristiano Amon, President and CEO of Qualcomm, said that \"while our financial outlook is being temporarily impacted by elevated channel inventory, our diversification strategy and long-term opportunities remain unchanged\".","seolocation":"telecomnews\/phone-sales-will-drop-much-more-than-expected-in-2022-qualcomm","seolocationalt":"Phone sales will drop much more than expected in 2022: Qualcomm","url_seo":"phone-sales-will-drop-much-more-than-expected-in-2022-qualcomm"},"95278599":{"msid":"95278599","stname":"Our 5G wireless fibre offers great opportunities for India: Qualcomm CEO","artsyn":"\"5G wireless fibre presents significant opportunities in regions such as India and other developing economies that have just started to deploy 5G networks,\" Amon said during the company's fiscal Q4 earnings call.","seolocation":"telecomnews\/our-5g-wireless-fibre-offers-great-opportunities-for-india-qualcomm-ceo","seolocationalt":"Our 5G wireless fibre offers great opportunities for India: Qualcomm CEO","url_seo":"our-5g-wireless-fibre-offers-great-opportunities-for-india-qualcomm-ceo"},"95265239":{"msid":"95265239","stname":"Qualcomm revenue forecast falls short as smartphone sales slump; shares slide","artsyn":"Qualcomm's disappointing forecast comes shortly after both Intel Corp and Advanced Micro Devices Inc cut their earnings estimates, in a sign that the slump in demand is plaguing the wider industry.","seolocation":"telecomnews\/qualcomm-revenue-forecast-falls-short-as-smartphone-sales-slump-shares-slide","seolocationalt":"Qualcomm revenue forecast falls short as smartphone sales slump; shares slide","url_seo":"qualcomm-revenue-forecast-falls-short-as-smartphone-sales-slump-shares-slide"}}}}" data-news-images="[{"msid":"87727847","msname":"qualcomm","msnameseo":"qualcomm","mediatype":"44","artdate":"2021-11-04 10:26:00.0","caption":""}]" data-newsletter-by="0" data-newsletter-date="a" data-hasbottomcarousel="" data-alldetailsopen="0" data-multipleanalyticshit="" data-deeplink="https://ettelecom.app.link?$deeplink_path=" data-socialshareformat="default">
