[强]_老虎社区_美港股上老虎

Leongwy
2021-11-16

[强]

As it diversifies, Qualcomm can keep growing without Apple, analysts say

(Reuters) - Investors once believed that Qualcomm's fortunes rose and fell with Apple Inc's iPhone,

As it diversifies, Qualcomm can keep growing without Apple, analysts say

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":871315849,"tweetId":"871315849","gmtCreate":1637025986730,"gmtModify":1637027316896,"author":{"id":4095381778467980,"authorId":4095381778467980,"authorIdStr":"4095381778467980","name":"Leongwy","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p><span>[强]&nbsp;</span></p></body></html>","htmlText":"<html><head></head><body><p><span>[强]&nbsp;</span></p></body></html>","text":"[强]","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/871315849","repostId":2183076402,"repostType":4,"repost":{"id":"2183076402","pubTimestamp":1637023338,"share":"https://www.laohu8.com/m/news/2183076402?lang=&edition=full","pubTime":"2021-11-16 08:42","market":"us","language":"en","title":"As it diversifies, Qualcomm can keep growing without Apple, analysts say","url":"https://stock-news.laohu8.com/highlight/detail?id=2183076402","media":"StreetInsider","summary":"(Reuters) - Investors once believed that Qualcomm's fortunes rose and fell with Apple Inc's iPhone, ","content":"<p>(Reuters) - Investors once believed that <a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>'s fortunes rose and fell with Apple Inc's iPhone, which uses a key \"modem\" chip from the San Diego company to connect to mobile data networks.</p>\n<p>But as Qualcomm prepares for an investor presentation on Tuesday where it will outline plans to land its chips in everything from virtual reality headsets to self-driving cars to telecommunications gear, analysts said a looming loss of Apple, which is working on its own chips to replace Qualcomm's, might not matter much to Qualcomm's profits.</p>\n<p>\"Frankly, revenues are getting to the point where the worry over Apple possibly moving away is much smaller,\" Bernstein analyst Stacy Ragson wrote in a note.</p>\n<p>The change comes from a diversification strategy put in place years ago by Cristiano Amon, who ran the company's chip division before becoming chief executive this year.</p>\n<p>Earlier this month, Qualcomm said it expects adjusted earnings growth of more than 20% for fiscal 2022, where Wall Street had only been expecting growth of 12.5%, according to IBES data from Refinitiv. Shares of the company have risen almost 19% since Qualcomm gave its forecast.</p>\n<p>\"Anything beyond our contract with (Apple) is an upside to our model,\" Amon said during an earnings call Nov. 3. \"They have a large number of devices. And if there are opportunities, we'll be very happy to engage with them on supply.\"</p>\n<p>Apple's business likely won't drop off all at once, analysts said. Evercore ISI analyst CJ Muse said \"it’s a matter of when not if,\" Apple leaves.</p>\n<p>But Angelo Zino of CFRA Research said Apple likely will leave in phases, introducing internal chips only for <a href=\"https://laohu8.com/S/AONE.U\">one</a> or two devices initially.</p>\n<p>And in the meantime, Qualcomm has gained market share among Android phones because Qualcomm customers are filling the vacuum left from Huawei's exit from the smartphone market. Brands such as China's Honor are turning to the U.S. chip firm for supply.</p>\n<p>\"Qualcomm’s China handset (revenue) is growing faster than Apple is growing, which is helping to offset any Apple reductions,\" Patrick Moorhead, founder of Moor Insights &amp; Strategy said.</p>\n<p>(Reporting by Chavi Mehta in Bengaluru; writing by Stephen Nellis in San Francisco; Editing by Chizu Nomiyama)</p>","source":"highlight_streetinsider","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>As it diversifies, Qualcomm can keep growing without Apple, analysts say</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; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAs it diversifies, Qualcomm can keep growing without Apple, analysts say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-16 08:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=19217409><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Investors once believed that Qualcomm's fortunes rose and fell with Apple Inc's iPhone, which uses a key \"modem\" chip from the San Diego company to connect to mobile data networks.\nBut as ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19217409\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19217409","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183076402","content_text":"(Reuters) - Investors once believed that Qualcomm's fortunes rose and fell with Apple Inc's iPhone, which uses a key \"modem\" chip from the San Diego company to connect to mobile data networks.\nBut as Qualcomm prepares for an investor presentation on Tuesday where it will outline plans to land its chips in everything from virtual reality headsets to self-driving cars to telecommunications gear, analysts said a looming loss of Apple, which is working on its own chips to replace Qualcomm's, might not matter much to Qualcomm's profits.\n\"Frankly, revenues are getting to the point where the worry over Apple possibly moving away is much smaller,\" Bernstein analyst Stacy Ragson wrote in a note.\nThe change comes from a diversification strategy put in place years ago by Cristiano Amon, who ran the company's chip division before becoming chief executive this year.\nEarlier this month, Qualcomm said it expects adjusted earnings growth of more than 20% for fiscal 2022, where Wall Street had only been expecting growth of 12.5%, according to IBES data from Refinitiv. Shares of the company have risen almost 19% since Qualcomm gave its forecast.\n\"Anything beyond our contract with (Apple) is an upside to our model,\" Amon said during an earnings call Nov. 3. \"They have a large number of devices. And if there are opportunities, we'll be very happy to engage with them on supply.\"\nApple's business likely won't drop off all at once, analysts said. Evercore ISI analyst CJ Muse said \"it’s a matter of when not if,\" Apple leaves.\nBut Angelo Zino of CFRA Research said Apple likely will leave in phases, introducing internal chips only for one or two devices initially.\nAnd in the meantime, Qualcomm has gained market share among Android phones because Qualcomm customers are filling the vacuum left from Huawei's exit from the smartphone market. Brands such as China's Honor are turning to the U.S. chip firm for supply.\n\"Qualcomm’s China handset (revenue) is growing faster than Apple is growing, which is helping to offset any Apple reductions,\" Patrick Moorhead, founder of Moor Insights & Strategy said.\n(Reporting by Chavi Mehta in Bengaluru; writing by Stephen Nellis in San Francisco; Editing by Chizu Nomiyama)","news_type":1},"isVote":1,"tweetType":1,"viewCount":321,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}