风口浪尖弄潮儿的个人主页 - 老虎社区

风口浪尖弄潮儿

风口浪尖弄潮儿

抓住内心的呼唤！

IP属地：河南

74关注

528粉丝

0主题

0勋章

风口浪尖弄潮儿

04-16

$Lifeward Ltd(LFWD)$ 要跌你就跌退市吧！

风口浪尖弄潮儿

04-16

$Oragenics Inc.(OGEN)$ 垃圾，要跌你就跌退市

风口浪尖弄潮儿

04-16

$Damon Inc(DMN)$ 垃圾股，要跌你就跌退市

风口浪尖弄潮儿

04-16

$Phunware, Inc.(PHUN)$ 要跌你就跌退市

风口浪尖弄潮儿

04-16

$Unique Fabricating, Inc.(UFABQ)$ 要跌你就跌退市

风口浪尖弄潮儿

04-08

$Grupo TMM S.A.B.(GTMAY)$ 这个是不是墨西哥物流公司？要起飞。关税壁垒导致走私美国比较有利可图

风口浪尖弄潮儿

04-01

守了3年了.当初选择你放弃了小米，感觉你是独角兽。云米

@风口浪尖弄潮儿:$云米科技(VIOT)$ 未来一定是你的

风口浪尖弄潮儿

03-27

$云米科技(VIOT)$ 未来一定是你的

风口浪尖弄潮儿

03-25

$云米科技(VIOT)$ 这么好的财报为什么还会这样？

风口浪尖弄潮儿

03-25

$Oragenics Inc.(OGEN)$ 狗庄

风口浪尖弄潮儿

02-21

$云米科技(VIOT)$ 未来可期

风口浪尖弄潮儿

2024-11-05

$Phunware, Inc.(PHUN)$ 4年前盈利80倍没出。。。。等到现在

风口浪尖弄潮儿

2024-10-24

$Marinus Pharmaceuticals(MRNS)$ 梦中情股！！！！！翻身农奴把歌唱

风口浪尖弄潮儿

2024-10-23

$Phunware, Inc.(PHUN)$ 让我看看美利坚人民的热情似火，冲到2000

风口浪尖弄潮儿

2024-10-22

$Phunware, Inc.(PHUN)$ 还没有回本$Phunware, Inc.(PHUN)$

风口浪尖弄潮儿

2024-10-08

$Phunware, Inc.(PHUN)$ 能量守恒原理

风口浪尖弄潮儿

2024-01-19

$Phunware, Inc.(PHUN)$ 搞不懂，大股东手里的股票涨点也比发型这点挣得多吧！

风口浪尖弄潮儿

2024-01-19

我是长线持有者！10块持有者到现在

风口浪尖弄潮儿

2024-01-18

$Phunware, Inc.(PHUN)$ 起飞吧！

风口浪尖弄潮儿

2023-09-11

$Unique Fabricating, Inc.(UFAB)$

重磅利好！高通盘前直线拉涨8%，与苹果芯片合同延长三年

去老虎APP查看更多动态

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justify;\">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。</p><p style=\"text-align: justify;\">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。</p><p style=\"text-align: justify;\">受此消息影响，美股盘前，高通股价大涨超过8%，</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30c49622b97dd6b46d181402767dabba\" title=\"\" tg-width=\"822\" tg-height=\"476\"/></p><h2 id=\"id_1024012833\">苹果、高通多年不和</h2><p style=\"text-align: justify;\">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。</p><p style=\"text-align: justify;\">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。</p><p style=\"text-align: justify;\">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。</p><p style=\"text-align: justify;\">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。</p><p style=\"text-align: justify;\">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。</p><p style=\"text-align: justify;\">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。</p><h2 id=\"id_3093691179\">自研基带颇具挑战</h2><p style=\"text-align: justify;\">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。</p><p style=\"text-align: justify;\">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。</p><p style=\"text-align: justify;\">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。</p><p style=\"text-align: justify;\">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。</p><p style=\"text-align: justify;\">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。</p><p style=\"text-align: justify;\">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。</p></body></html>","source":"wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>重磅利好！高通盘前直线拉涨8%，与苹果芯片合同延长三年</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; 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class=\"title\">\n重磅利好！高通盘前直线拉涨8%，与苹果芯片合同延长三年\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-11 19:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3697628><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3697628\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/685375f07e8e901be0e3fd1bc7a412ac","relate_stocks":{"159813":"芯片","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" 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