重磅利好！高通盘前直线拉涨8%，与苹果芯片合同延长三年

华尔街见闻2023-09-11

苹果是高通最大的客户，据瑞银估计，在高通2022财年442亿美元的收入中，约21%来自苹果。正值苹果发布会前夕，高通宣布与苹果合同延长三年，美股盘前大涨8%。周一，据媒体报道，高通在一份声明中指出，与苹果公司达成协议，继续为其2024年、2025年和2026年推出的智能手机提供芯片。两家公司的协议原定于今年结束，此前预计即将发布的最新款iPhone将是最后一批使用高通基带芯片的手机。值得一提的是，...

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风口浪尖弄潮儿
2023-09-11
风口浪尖弄潮儿
$Unique Fabricating, Inc.(UFAB)$
风口浪尖弄潮儿
2023-09-11
风口浪尖弄潮儿
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Before the high overall market, it rose by 8% in a straight line, and the contract with Apple Chip was extended for three years","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/1ee5d0dfc816a91a5a4764e8db879c56","symbols_score_info":{"159813":1,"QCOM":1.1,"AAPL":1},"content_text":"苹果是高通最大的客户，据瑞银估计，在高通2022财年442亿美元的收入中，约21%来自苹果。正值苹果发布会前夕，高通宣布与苹果合同延长三年，美股盘前大涨8%。周一，据媒体报道，高通在一份声明中指出，与苹果公司达成协议，继续为其2024年、2025年和2026年推出的智能手机提供芯片。两家公司的协议原定于今年结束，此前预计即将发布的最新款iPhone将是最后一批使用高通基带芯片的手机。值得一提的是，这位高通提供了丰厚的利润，根据彭博社汇编的数据，苹果是高通最大的客户，占其收入的近四分之一。高通公司表示，这项协议巩固了其在5G技术和产品领域持续领先的记录。虽然新协议的财务条款没有披露，但高通表示与2019年签署的前一份协议类似。受此消息影响，美股盘前，高通股价大涨超过8%，苹果、高通多年不和高通公司是全球最大的智能手机芯片制造商，多年来一直与苹果关系不和。苹果曾对高通商业模式发起了法律诉讼，对管理无线电话网络运行基本要素的专利收取许可费。最终苹果输掉了这场斗争，与其他主要手机制造商一样，同意授权使用高通的技术。这一协议将持续到2025 年，并可选择再延长两年。由于世界各地的无线运营商使用各种设备和标准，因此很难设计出无缝连接的技术。基带芯片必须能够快速连接较落后的3G和4G网络，以及更快的5G 系统。自以数据为中心的手机问世以来，高通一直引领着这一领域的发展。对苹果的持续销售将提振高通的手机业务，该业务在截至 6 月的季度销售额为 52.6 亿美元，并减轻可能失去一个重要客户的打击。据瑞银估计，在高通2022财年442亿美元的收入中，约21%来自苹果。高通还通过手机许可费从苹果公司赚钱，根据瑞银的估计，2022年的许可费约为19亿美元。不过，高通预计，在2026年iPhone 上市时，其业务份额仅为 20%。尽管如此，该公司在最初的协议中使用了类似的措辞，表明这可能是一个保守的预测。自研基带颇具挑战虽然新合同将延续到 2026 年，但苹果仍有可能在此之前开始使用自研基带芯片，该公司一直计划逐步推出该组件。不过，分析人士认为，由于芯片的复杂性，苹果要摆脱高通将面临挑战。事实上，苹果自研5G基带芯片的工作已经酝酿多年，苹果曾于 2018 年启动了这一项目，然后在 2019 年收购了英特尔的智能手机芯片业务，从而发力这一项目。到 2020 年，苹果将自研5G基带芯片视为“关键战略转型”。苹果芯片主管Johny Srouji当时表示，这项工作正在全速推进。一些分析师预计，该组件将在2023年的 iPhone 上推出，但高通公司去年驳斥了这一猜测。据彭博新闻社此前报道，苹果仍希望在 2024 年底或 2025 年初交付自研基带。这是一项艰巨的任务， 苹果需要一款能与全球各种蜂窝网络无缝连接的芯片，同时提供与高通一样好或更好的性能。苹果将在周三的发布会上发布 iPhone 15 以及更新版苹果手表和 AirPods。苹果希望于这些产品帮助扭转已持续三个季度的销售滑坡，其中iPhone 是苹果最大的盈利产品，约占其收入的一半。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":218762913411288,"gmtCreate":1694432953810,"gmtModify":1694432954549,"author":{"id":"3494499094560649","authorId":"3494499094560649","name":"风口浪尖弄潮儿","avatar":"https://static.tigerbbs.com/f0f17dbb2f0cc116dbcef2cc5aa7e234","vip":1,"hat":"https://static.tigerbbs.com/e6295840391b9cdc17115677ba51429c","crmLevel":2,"crmLevelSwitch":1,"idStr":"3494499094560649","authorIdStr":"3494499094560649"},"htmlText":"<a href=\"https://laohu8.com/S/UFAB\">$Unique Fabricating, Inc.(UFAB)$ &nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/UFAB\">$Unique Fabricating, Inc.(UFAB)$ &nbsp;</a>","text":"$Unique Fabricating, Inc.(UFAB)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/218762913411288","repostId":1190682400,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":218762827616384,"gmtCreate":1694432927558,"gmtModify":1694432929148,"author":{"id":"3494499094560649","authorId":"3494499094560649","name":"风口浪尖弄潮儿","avatar":"https://static.tigerbbs.com/f0f17dbb2f0cc116dbcef2cc5aa7e234","vip":1,"hat":"https://static.tigerbbs.com/e6295840391b9cdc17115677ba51429c","crmLevel":2,"crmLevelSwitch":1,"idStr":"3494499094560649","authorIdStr":"3494499094560649"},"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/218762827616384","repostId":1190682400,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":2,"commentSize":2,"repostSize":2,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1190682400"}