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IEObserve 國際經濟觀察@ieobserve P.2097
IEOBSERVE Telegram 2097
高通Q2營收年增11%至93.9億,EPS年增18%至1.88。都優於預期。手機增速拉高到12%,Android高階手機需求強勁正在復甦。尤其在中國市場,因爲裝置需要生成式AI的能力,對更高階的手機晶片有要求。預計QCT手機下一季會季增低個位數。高通在高端市佔率已從 400 美元以上佔 21%上升到了 31%

Q3財測營收在95-103億,換算年增約14%,優於預期的96.9億。

Qualcomm Q2汽車收入年增加速到87%至8.11億,遠超預期的6.41億,Q3汽車收入預計持平,2024財年全年汽車收入會年增50%。目前車用業務僅佔約10%,預計到 2026 財年汽車收入將超過 40 億美元,到2030年會接近90億。

$QCOM 推出Snapdragon X Elite和Plus基於Arm的筆電處理器,進軍AI PC產業,和Meta Quest頭戴裝置都算在IoT裡,目前仍是年減-8%的狀態。但預計到2027年至少50%的PC會有AI功能。高通正在向下擴大產品線價格帶從700美元到以上,無論是商用或個人的PC都是他們瞄準的市場。高通認為AI PC會帶動新一輪的換機升級週期。預計下一季IoT市場會季增10-13%。



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高通Q2營收年增11%至93.9億,EPS年增18%至1.88。都優於預期。手機增速拉高到12%,Android高階手機需求強勁正在復甦。尤其在中國市場,因爲裝置需要生成式AI的能力,對更高階的手機晶片有要求。預計QCT手機下一季會季增低個位數。高通在高端市佔率已從 400 美元以上佔 21%上升到了 31%

Q3財測營收在95-103億,換算年增約14%,優於預期的96.9億。

Qualcomm Q2汽車收入年增加速到87%至8.11億,遠超預期的6.41億,Q3汽車收入預計持平,2024財年全年汽車收入會年增50%。目前車用業務僅佔約10%,預計到 2026 財年汽車收入將超過 40 億美元,到2030年會接近90億。

$QCOM 推出Snapdragon X Elite和Plus基於Arm的筆電處理器,進軍AI PC產業,和Meta Quest頭戴裝置都算在IoT裡,目前仍是年減-8%的狀態。但預計到2027年至少50%的PC會有AI功能。高通正在向下擴大產品線價格帶從700美元到以上,無論是商用或個人的PC都是他們瞄準的市場。高通認為AI PC會帶動新一輪的換機升級週期。預計下一季IoT市場會季增10-13%。

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With the sharp downturn in the crypto market, yelling has become a coping mechanism for many crypto traders. This screaming therapy became popular after the surge of Goblintown Ethereum NFTs at the end of May or early June. Here, holders made incoherent groaning sounds in late-night Twitter spaces. They also role-played as urine-loving Goblin creatures. Private channels are only accessible to subscribers and don’t appear in public searches. To join a private channel, you need to receive a link from the owner (administrator). A private channel is an excellent solution for companies and teams. You can also use this type of channel to write down personal notes, reflections, etc. By the way, you can make your private channel public at any moment. End-to-end encryption is an important feature in messaging, as it's the first step in protecting users from surveillance. How to Create a Private or Public Channel on Telegram? The public channel had more than 109,000 subscribers, Judge Hui said. Ng had the power to remove or amend the messages in the channel, but he “allowed them to exist.”
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