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Qualcomm Inc<\/a> on Wednesday forecast third-quarter revenue and profit below Wall Street estimates, saying the smartphone industry would take longer to use up excess chips before fresh orders flow in.
Shares of the chip designer fell nearly 7% in extended trading after it said its forecast also accounted for macroeconomic headwinds and weaker global sales of handsets.
While Qualcomm<\/a> hopes smartphone sales will recover in China in the second half of the year, CEO Cristiano Amon told investors on a conference call that \"we have not seen evidence of meaningful recovery and are not incorporating improvements into our planning assumptions.\"
The company said a larger-than-normal decline in its chip revenue forecast from the prior quarter was mainly due \"to the timing of purchases by a modem-only handset customer.\"
Qualcomm did not name the customer, but Kinngai Chan, analyst at Summit Insights Group, said it was Apple<\/a> Inc, which makes its own application processor.
Apple is the largest purchaser of Qualcomm's standalone modem chips, instead of its main flagship chip which includes a modem and an application processor.
Apple reports earnings on Thursday after markets close.
Qualcomm forecast chips revenue of $6.9 billion to $7.5 billion.
The smartphones market was one of the first hit by declining demand after high inflation curbed consumer spending on discretionary goods like electronics, resulting in vendors slashing new chip orders.
Smartphone demand has remained weak despite promotions and price cuts. Global smartphone shipments fell 13% in the first quarter, according to research firm Canalys.
Easing COVID-19 curbs in China has not significantly boosted demand, with sliding first-quarter sales for Apple and its Android rivals in the world's second largest economy.
Qualcomm also faces stiffer competition, especially for high end smartphone chips, from Taiwan's MediaTek.
\"MediaTek is pushing hard into the high-end market,\" said Runar Bjorhovde, analyst at research firm Canalys. \"It is very open to working with anyone that can help it grow a bit more into the high-end where I guess Samsung is the big one for Qualcomm to defend.\"
Amon said that when Huawei Technology Co Ltd left the smartphone market, Apple picked up some of its premium-handset market share, resulting in a net loss for Android phones powered by Qualcomm's flagship processors
Used phones are also starting to eat into sales of premium-tier devices<\/a>, Chief Financial Officer Akash Palkhiwala said, noting that this is baked into Qualcomm's forecast and the company is monitoring it closely.
Qualcomm forecast total revenue of $8.1 billion to $8.9 billion in the third quarter. Analysts polled by Refinitiv expected revenue of $9.14 billion.
It estimated adjusted earnings per share of $1.70 to $1.90, compared to analysts' expectations of $2.16.
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高通公司前景黯淡的智能手机销量持续疲弱
高通希望智能手机销量将恢复在中国今年下半年,首席执行官克里斯蒂亚告诉投资者的电话会议上说,“我们还没有看到有意义的复苏的证据,不向我们提供改进计划的假设。”
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高通(qcom . o:行情)周三预测第三季度收入和利润将低于华尔街预期,称智能手机行业将需要更长的时间来消耗多余的芯片在新的订单流。
芯片设计的股票在盘后交易中下跌近7%,此前该公司表示其预测也占了宏观经济的不利因素和较弱的全球销售的手机。
而高通希望智能手机销量将恢复在中国今年下半年,首席执行官克里斯蒂亚告诉投资者的电话会议上说,“我们还没有看到有意义的复苏的证据,不向我们提供改进计划的假设。”
该公司表示其芯片超出平常的下降比上季度收入预期主要是由于“购买的时机modem-only手机客户。”
高通没有客户名称,但Kinngai Chan峰会见解集团分析师表示苹果公司,使自己的应用程序处理器。
苹果是高通的独立的调制解调器芯片最大的买家,而不是其主要旗舰芯片包括一个调制解调器和一个应用程序处理器。
苹果周四市场收盘后公布业绩。
高通芯片预测营收为69亿美元,至75亿美元。
智能手机市场是第一个受到需求下降后高通胀遏制消费者支出对任意商品像电子,导致供应商削减新芯片订单。
智能手机需求依然疲弱,尽管促销和降价。第一季度全球智能手机出货量下降了13%,据研究公司Canalys的数据。
宽松COVID-19限制在中国没有显著提振需求,与滑动第一季度销售苹果和Android竞争对手是世界上第二大经济体。
高通也面临着更加激烈的竞争,特别是对高端智能手机芯片,从台湾的联发科。
“联发科是努力进入高端市场,“说Runar Bjorhovde,研究公司Canalys的分析师。“非常开放与任何人合作,可以帮助它成长更多我想三星的高端大高通捍卫。”
亚说,当华为技术有限公司离开了智能手机市场,苹果捡起一些premium-handset市场份额,导致净亏损为Android手机由高通旗舰处理器
使用手机也开始侵蚀premium-tier的销售设备首席财务官阿卡什Palkhiwala指出,这是烤成高通的预测和公司密切关注它。
高通总收入预测第三季度的81亿美元到89亿美元。Refinitiv调查的分析师预计营收为91.4亿美元。
它预计调整后的每股收益1.70美元至1.90美元,而分析师预期的2.16美元。
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