02/16/2025, 12:44 AM UTC
高通，危险！High-Tech Warning: Qualcomm in Jeopardy!
➀ 高通正面临来自联发科市场份额上升和英伟达入局的手机芯片市场竞争压力。
➁ 服务器CPU市场，Arm的跨界竞争正在挤压高通的市场份额。
➂ 在汽车座舱芯片领域，联发科和英特尔的表现对高通构成威胁。
➃ 台积电的先进制程技术为芯片设计公司提供了支持，挑战高通。
➄ 高通首席财务官预计2025年整体市场要么持平，要么增长个位数。
➅ 高通CEO强调致力于实现2029财年非手机业务营收达到220亿美元的目标。
➀ Qualcomm is facing multiple competitive pressures from MediaTek's rising share and NVIDIA's entry in the smartphone chip market.
➁ In the server CPU market, Arm's cross-industry competition is squeezing Qualcomm's market share.
➂ In the automotive cabin chip field, MediaTek and Intel's strong performance pose a threat to Qualcomm.
➃ TSMC's advanced manufacturing process technology supports chip design companies and challenges Qualcomm.
➄ Qualcomm's CFO expects the overall market to remain flat or grow in single digits by 2025.
➅ Qualcomm's CEO emphasizes the commitment to reaching a non-smartphone business revenue target of $22 billion by fiscal year 2029.
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