\"\"
<\/span><\/figcaption><\/figure>By Stephen Nellis
<\/strong>
Qualcomm<\/a> Inc on Wednesday forecast better-than-expected profits and revenue for its current quarter on soaring demand for chips used in phones, cars and other internet-connected devices<\/a>.

The San Diego company, still the biggest supplier of chips for mobile phones, has worked to diversify its chip portfolio. Its optimistic forecast came even as smartphone makers such as Apple Inc have been struggling with supply chain issues and reporting uneven results.

Those global snarls have benefited Qualcomm because they have forced profit-hungry phone makers to focus their limited supplies on their most lucrative premium handsets, the market segment where Qualcomm is strongest. Qualcomm has also benefited from Huawei Technologies Co Ltd's exit from the smart phone market. The Chinese firm's
Android<\/a> phones had used proprietary chips, but many of the handsets replacing them use Qualcomm's chips.

Following Qualcomm's forecast, the company's shares rose 3.6% in after-hours trading.

Qualcomm said it expects adjusted earnings per share to grow between $2.90 and $3.10 per share for its first quarter, beating estimates of $2.59 according to IBES data from Refinitiv.

Qualcomm Chief Executive Officer Cristiano Amon told Reuters that efforts undertaken earlier this year to secure additional chip supplies have been successful and are on track.

\"It's reflected in our record Q1 guidance - it means we have supply,\" Amon said in an interview.

During a conference call with investors, Chief Financial Officer Akash Palkhiwala said Qualcomm expects fiscal 2022 adjusted profit growth of more than 20%, compared with Wall Street estimates of 12.5% growth, according to Refinitiv IBES estimates.

The company also said it expects revenue with a midpoint of $10.40 billion for its fiscal first quarter, which includes the holiday shopping season in the United States and Europe, compared with analyst estimates of $9.68 billion.

The upbeat forecast could signal the easing of a global chip shortage that has hit production for a number of major Qualcomm customers, including Apple and Samsung Electronics Co Ltd .

Qualcomm defied broader supply chain issues, even as one of its biggest customers, Apple, missed Wall Street expectations for iPhone sales. Apple Chief Executive
Tim Cook<\/a> told Reuters https:\/\/www.reuters.com\/technology\/apple-results-hit-by-supply-chain-woes-cook-says-holiday-quarter-impact-will-be-2021-10-28 the issues were poised to grow worse on a dollar basis during the holiday shopping quarter.

Qualcomm has worked to diversify its chip manufacturing partners, which are called foundries. It is one of few chip designers that uses both Samsung Electronics Co Ltd and Taiwan Semiconductor Manufacturing Co to make dueling versions of its cutting-edge chips. For older technologies it leans of a network of suppliers including
TSMC<\/a>, United Microelectronics Corp and China's Semiconductor Manufacturing International<\/a> Corp.

\"Some have said that Qualcomm's multi-foundry approach was too complex, but now it's looking very smart,\" said Patrick Moorhead, head of Moor Insights & Strategy.

Amon told Reuters the booming chip results were driven in large part by the Android phone market, where Qualcomm customers such as
Xiaomi Corp<\/a> are snapping up former Huawei users.

The chipmaker said revenue rose 43% to $9.32 billion for the quarter ended Sept. 26, compared with estimates of $8.86 billion, according to Refinitiv data. It earned $2.55 per share, on an adjusted basis, exceeding analyst expectations of $2.26.

Its chip segment had fourth quarter revenues of $7.73 billion, above analyst expectations of $7.27 billion, according to data from FactSet.

For decades, Qualcomm's biggest business was selling the modem chips that connect smart phones to wireless data networks. While that market remains its biggest, other markets such as radio-frequency chips, automotive chips and internet-of-things chips accounted for more than $10 billion of its $27 billion of chip revenue in fiscal 2021.

\"If 38% (of chip revenue) doesn't do it, I don't know what does,\" Amon told Reuters about the company's diversification effort.
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高通的预测比估计多元化努力偿还

高通表示,预计调整后的每股收益增长之间的2.90美元,第一季度每股亏损3.10美元,超出预期的2.59美元从Refinitiv ib数据显示。

  • 更新于2021年11月4日凌晨07:52坚持
阅读: 100年行业专业人士
读者的形象读到100年行业专业人士
斯蒂芬·内尔尼斯

高通. n:行情)周三预计当前季度好于预期的利润和收入飙升的需求芯片用于手机、汽车和其他网络设备

圣地亚哥公司仍然最大的手机芯片供应商,一直致力于其芯片组合的多样化。其乐观的预测是苹果(aapl . o:行情)等智能手机制造商一直努力解决供应链问题和报告不平衡的结果。

这些全球堵塞高通中受益,因为他们迫使贪求利润的手机制造商有限供应关注他们最有利可图的高端手机,高通最强的细分市场。高通也受益于华为技术有限公司退出智能手机市场。中国公司的安卓手机使用了专用芯片,但许多手机更换使用高通公司的芯片。

广告
高通的预测后,该公司股价在盘后交易中上涨3.6%。

高通表示,预计调整后的每股收益增长之间的2.90美元,第一季度每股亏损3.10美元,超出预期的2.59美元从Refinitiv ib数据显示。

高通公司首席执行官克里斯蒂亚对路透表示,今年早些时候进行的努力获得额外的芯片供应已经成功,已经步入了正轨。

“这是反映在我们的记录Q1指导——这意味着我们有供应,”亚在接受采访时表示。

在与投资者的电话会议上,首席财务官阿卡什Palkhiwala说高通预计2022财年调整利润增长超过20%,而华尔街预期的12.5%的增长,据Refinitiv ib估计。

该公司还表示,预计收入中点的第一财政季度为104亿美元,其中包括假日购物季在美国和欧洲,较分析师预估的96.8亿美元。

乐观的预测可能的宽松信号全球芯片短缺,影响粮食产量的主要高通的客户,包括苹果和三星电子有限公司。

高通了更广泛的供应链问题,即使它的最大客户之一,为iPhone销售苹果,错过了华尔街的预期。苹果公司首席执行官蒂姆•库克告诉路透https://www.reuters.com/technology/apple -结果-打- -供给链-危机-库克说假日季-影响-会- 2021 - 10 - 28的问题都准备一美元的基础上增长更糟在假日购物季。

广告
高通公司一直致力于多元化其芯片制造合作伙伴,这被称为铸造厂。它是一些芯片设计者使用三星电子有限公司和台湾半导体制造公司使其尖端芯片的决斗版本。老技术包括它倾斜的网络供应商台积电联华电子集团和中国半导体制造业国际集团。

“有人说,高通的multi-foundry方法太复杂,但现在看起来非常聪明,”运算,沼泽的见解和策略。

亚告诉路透蓬勃发展的芯片结果在很大程度上由Android手机市场,高通等客户小米公司前华为正在抢购的用户。

芯片制造商称,其二季度的营收增长43%,至93.2亿美元截至9月26日与估计的88.6亿美元相比,据Refinitiv数据。eps为2.55美元,在调整后的基础上,超过分析师预期的2.26美元。

其芯片段第四季度营收为77.3亿美元,高于分析师预期的72.7亿美元,根据FactSet的数据。

几十年来,高通公司最大的业务是出售调制解调器芯片智能手机连接到无线数据网络。虽然这仍然是其最大的市场,其它市场如射频芯片、汽车芯片和物联网芯片占了超过100亿美元的270亿美元的芯片在2021年的财政收入。

“如果38%(芯片收入)不这样做,我不知道,”亚告诉路透对公司多元化的努力。
  • 发布于2021年11月4日07:50点坚持
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\"\"
<\/span><\/figcaption><\/figure>By Stephen Nellis
<\/strong>
Qualcomm<\/a> Inc on Wednesday forecast better-than-expected profits and revenue for its current quarter on soaring demand for chips used in phones, cars and other internet-connected devices<\/a>.

The San Diego company, still the biggest supplier of chips for mobile phones, has worked to diversify its chip portfolio. Its optimistic forecast came even as smartphone makers such as Apple Inc have been struggling with supply chain issues and reporting uneven results.

Those global snarls have benefited Qualcomm because they have forced profit-hungry phone makers to focus their limited supplies on their most lucrative premium handsets, the market segment where Qualcomm is strongest. Qualcomm has also benefited from Huawei Technologies Co Ltd's exit from the smart phone market. The Chinese firm's
Android<\/a> phones had used proprietary chips, but many of the handsets replacing them use Qualcomm's chips.

Following Qualcomm's forecast, the company's shares rose 3.6% in after-hours trading.

Qualcomm said it expects adjusted earnings per share to grow between $2.90 and $3.10 per share for its first quarter, beating estimates of $2.59 according to IBES data from Refinitiv.

Qualcomm Chief Executive Officer Cristiano Amon told Reuters that efforts undertaken earlier this year to secure additional chip supplies have been successful and are on track.

\"It's reflected in our record Q1 guidance - it means we have supply,\" Amon said in an interview.

During a conference call with investors, Chief Financial Officer Akash Palkhiwala said Qualcomm expects fiscal 2022 adjusted profit growth of more than 20%, compared with Wall Street estimates of 12.5% growth, according to Refinitiv IBES estimates.

The company also said it expects revenue with a midpoint of $10.40 billion for its fiscal first quarter, which includes the holiday shopping season in the United States and Europe, compared with analyst estimates of $9.68 billion.

The upbeat forecast could signal the easing of a global chip shortage that has hit production for a number of major Qualcomm customers, including Apple and Samsung Electronics Co Ltd .

Qualcomm defied broader supply chain issues, even as one of its biggest customers, Apple, missed Wall Street expectations for iPhone sales. Apple Chief Executive
Tim Cook<\/a> told Reuters https:\/\/www.reuters.com\/technology\/apple-results-hit-by-supply-chain-woes-cook-says-holiday-quarter-impact-will-be-2021-10-28 the issues were poised to grow worse on a dollar basis during the holiday shopping quarter.

Qualcomm has worked to diversify its chip manufacturing partners, which are called foundries. It is one of few chip designers that uses both Samsung Electronics Co Ltd and Taiwan Semiconductor Manufacturing Co to make dueling versions of its cutting-edge chips. For older technologies it leans of a network of suppliers including
TSMC<\/a>, United Microelectronics Corp and China's Semiconductor Manufacturing International<\/a> Corp.

\"Some have said that Qualcomm's multi-foundry approach was too complex, but now it's looking very smart,\" said Patrick Moorhead, head of Moor Insights & Strategy.

Amon told Reuters the booming chip results were driven in large part by the Android phone market, where Qualcomm customers such as
Xiaomi Corp<\/a> are snapping up former Huawei users.

The chipmaker said revenue rose 43% to $9.32 billion for the quarter ended Sept. 26, compared with estimates of $8.86 billion, according to Refinitiv data. It earned $2.55 per share, on an adjusted basis, exceeding analyst expectations of $2.26.

Its chip segment had fourth quarter revenues of $7.73 billion, above analyst expectations of $7.27 billion, according to data from FactSet.

For decades, Qualcomm's biggest business was selling the modem chips that connect smart phones to wireless data networks. While that market remains its biggest, other markets such as radio-frequency chips, automotive chips and internet-of-things chips accounted for more than $10 billion of its $27 billion of chip revenue in fiscal 2021.

\"If 38% (of chip revenue) doesn't do it, I don't know what does,\" Amon told Reuters about the company's diversification effort.
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