{"id":7416,"date":"2023-02-10T08:33:24","date_gmt":"2023-02-10T00:33:24","guid":{"rendered":"https:\/\/singledoggy.investments\/?p=7416"},"modified":"2023-02-10T13:07:37","modified_gmt":"2023-02-10T05:07:37","slug":"qualcomm-and-onsemi-update","status":"publish","type":"post","link":"https:\/\/singledoggy.investments\/2023\/02\/10\/qualcomm-and-onsemi-update\/","title":{"rendered":"\u7db2\u901a\u3001\u8eca\u7528\u5169\u6a23\u60c5 \u2013 \u9ad8\u901a\u53ca\u5b89\u68ee\u7f8e\u6700\u65b0\u8ca1\u5831\u89e3\u6790"},"content":{"rendered":"

\u534a\u5c0e\u9ad4\u696d\u7e3e\u5230\u5e95\u4ec0\u9ebc\u6642\u5019\u8f49\u597d\u662f\u4eca\u5e74\u5927\u5bb6\u6700\u597d\u5947\u7684\u554f\u984c\uff0c\u9019\u7bc7\u6574\u7406\u4e86\u505a\u7db2\u901a\u7684 Qualcomm \u4ee5\u53ca\u8eca\u7528\u7684 Onsemi \u6700\u65b0\u8ca1\u5831\u8fd1\u6cc1\uff0c\u4e00\u8d77\u4f86\u4e86\u89e3\u9019\u5169\u5bb6\u4f01\u696d\u900f\u9732\u51fa\u7684\u534a\u5c0e\u9ad4\u672a\u4f86\u5c55\u671b\u3002<\/p>\n

\n

\u9ad8\u901a (Qualcomm) FY23Q1 \u8ca1\u5831\u8207 Q2 \u6307\u5f15<\/h2>\n

\u71df\u6536 :<\/strong><\/p>\n

Q1 \u7e3d\u71df\u6536 94.6 \u5104\uff0cYoY -12%<\/p>\n

QCT ( \u6676\u7247\u8edf\u9ad4\uff0cCDMA ) \u71df\u6536 78.9 \u5104\uff0c\u53bb\u5e74\u540c\u5b63 88.5 \u5104\uff0c\u5176\u4e2d\u624b\u6a5f\u71df\u6536 YoY -18% ; \u8eca\u7528 +58% ; \u7269\u806f\u7db2 +7%\u3002<\/p>\n

QTL ( \u6280\u8853\u6388\u6b0a ) \u71df\u6536 15.2 \u5104\uff0c\u53bb\u5e74\u540c\u5b63 18.2 \u5104\uff0cYoY -16%\u3002<\/p>\n

\u539f\u56e0 :<\/strong> \u6d88\u8cbb\u75b2\u8edf\u53ca\u5b58\u8ca8\u7a4d\u58d3\u6240\u81f4\uff0c\u624b\u6a5f\u90e8\u9580\u5c0d OEM \u5ba2\u6236\u7684\u51fa\u8ca8\u91cf\u6e1b\u5c11\u4e86 15 \u5104\uff0c\u5176\u4e2d 3.44 \u5104\u88ab\u9ad8\u7aef 5G \u6676\u7247\u92b7\u91cf\u6210\u9577\u53ca\u552e\u50f9\u8abf\u6574\u6240\u62b5\u92b7\u3002<\/p>\n

 <\/p>\n

\u6bdb\u5229\u7387 :<\/strong><\/p>\n

Q1 57%\uff0c\u53bb\u5e74\u540c\u5b63 60%<\/p>\n

\u539f\u56e0 :<\/strong> \u4f86\u81ea QCT \u90e8\u9580\u51fa\u8ca8\u4e0d\u9806\uff0c\u9023\u5e36\u5c0e\u81f4\u6bdb\u5229\u7387\u4e0b\u964d<\/p>\n

 <\/p>\n

\u6de8\u5229\u53ca EPS :<\/strong><\/p>\n

Q1 \u6de8\u5229 22.4 \u5104\uff0cYoY -34%<\/p>\n

Q1 EPS $1.98\uff0cYoY -34%<\/p>\n

\u539f\u56e0 :<\/strong> \u9664\u4e86\u71df\u6536\u3001\u6bdb\u5229\u8870\u9000\uff0c\u52a0\u4e0a\u9019\u5b63\u6709\u66f4\u9ad8\u7684\u7814\u767c\u6295\u5165\u53ca\u80a1\u6b0a\u6fc0\u52f5\u6240\u81f4\uff0c\u4e3b\u8981\u7528\u65bc 5G \u53ca\u61c9\u7528\u8655\u7406\u5668\u6280\u8853\u3002<\/p>\n

\"\"\u9ad8\u901a 2023Q1 \u640d\u76ca<\/p>\n

 <\/p>\n

Q2 \u6307\u5f15<\/h3>\n

\u71df\u6536 :<\/strong><\/p>\n

Q2 \u7e3d\u71df\u6536 87~95 \u5104\uff0cQ1 94.6 \u5104<\/p>\n

Q2 QCT\u00a0\u71df\u6536 74~80 \u5104\uff0cQ1 78.9 \u5104<\/p>\n

Q2 QTL \u71df\u6536 12.5~14.5 \u5104\uff0cQ1 15.2 \u5104<\/p>\n

 <\/p>\n

\u7a05\u524d\u6de8\u5229\u7387\u53ca EPS :<\/strong><\/p>\n

Q2 QCT \u7a05\u524d\u6de8\u5229\u7387 25~27%\uff0cQ1 28%<\/p>\n

Q2 QTL \u7a05\u524d\u6de8\u5229\u7387 66~70%\uff0cQ1 73%<\/p>\n

Q2 Non-GAAP \u7a00\u91cb EPS $2.05~$2.25 \uff0cQ1 $2.37<\/p>\n

\"\"\u9ad8\u901a 2023Q2 \u6307\u5f15<\/p>\n

 <\/p>\n

 <\/p>\n

\u96fb\u8a71\u6703\u8b70\u91cd\u9ede<\/h2>\n
    \n
  1. \u9810\u8a08 QCT \u5ba2\u6236\u81f3\u5c11\u5728 Q2 \u53ca Q3 \u4ecd\u6703\u7e7c\u7e8c\u6e05\u5eab\u5b58\uff0c\u57fa\u65bc\u9019\u9ede\uff0c\u7ba1\u7406\u5c64\u6a02\u89c0\u8a8d\u70ba\u9700\u6c42\u53ca\u5b58\u8ca8\u6709\u671b\u5728 2023 H2 \u958b\u59cb\u6b63\u5e38\u5316\u3002<\/li>\n
  2. \u7ba1\u7406\u5c64\u6301\u7e8c\u770b\u5230\u624b\u6a5f\u5ba2\u6236\u6e96\u6642\u5730\u63a8\u51fa\u65b0\u6a5f\uff0c\u5c1a\u672a\u898b\u5230\u767c\u5e03\u6642\u9593\u5ef6\u5f8c\u7684\u73fe\u8c61\u3002<\/li>\n
  3. \u5728\u6e1b\u5c11\u624b\u6a5f\u90e8\u9580\u4ee5\u53ca SG&A \u7684\u652f\u51fa\u6642\uff0c\u5c07\u6301\u7e8c\u6295\u5165\u65bc\u8eca\u7528\u53ca\u7269\u806f\u7db2\u90e8\u9580\uff0c\u9019\u6703\u662f\u7ba1\u7406\u5c64\u9577\u671f\u7684\u767c\u5c55\u7b56\u7565\u3002<\/li>\n
  4. \u9ad8\u901a\u76ee\u524d\u5c0d\u83ef\u70ba\u7684 4G\u3001wifi \u51fa\u8ca8\u4e0d\u6703\u53d7\u5230\u9650\u5236\uff0c\u9019\u4e9b\u51fa\u8ca8\u4e0d\u6703\u6d89\u53ca\u570b\u5bb6\u5b89\u5168\u554f\u984c\uff0c\u800c\u9019\u4e9b\u8a31\u53ef\u8b49\u5728\u672a\u4f86\u6578\u5e74\u4ecd\u5c07\u6709\u6548\u3002<\/li>\n
  5. \u770b\u597d\u65b0\u8208\u5e02\u5834\u7684\u767c\u5c55\uff0c\u5c24\u5176\u5370\u5ea6\uff0c\u90a3\u88e1\u6709\u5c07\u8fd1 1 \u5104\u500b\u5bb6\u5ead\u3002<\/li>\n
  6. Q2 \u6bdb\u5229\u7387\u5c07\u8207 Q1 \u985e\u4f3c\uff0c\u4f46\u5b58\u8ca8\u554f\u984c\u5c0e\u81f4\u77ed\u671f\u5167\u71df\u904b\u69d3\u687f\u4e0b\u964d\uff0c\u800c\u71df\u696d\u5229\u6f64\u7387\u5c07\u53d7\u5230\u5f71\u97ff\u3002<\/li>\n
  7. Covid \u7981\u4ee4\u8b93\u4e2d\u570b\u624b\u6a5f\u7dda\u4e0b\u5e02\u5834\u53d7\u5230\u5f88\u5927\u7684\u5f71\u97ff\uff0c\u4f46\u96a8\u8457\u5b58\u8ca8\u6e1b\u5c11\u53ca\u4e2d\u570b\u91cd\u65b0\u958b\u653e\uff0c2023H2 \u5c07\u770b\u5230\u4e2d\u4f4e\u7aef\u7522\u54c1\u5fa9\u7526\u7684\u6a5f\u6703\uff0c\u4e2d\u4f4e\u7aef\u5e02\u5834\u662f\u7af6\u722d\u6fc0\u70c8\uff0c\u4e14\u9700\u6c42\u6536\u5230\u6700\u591a\u5f71\u97ff\u6700\u5927\u7684\u5e02\u5834\uff0c\u56e0\u6b64\uff0c\u773e\u591a\u4f9b\u61c9\u5546\u4e5f\u5728\u7b49\u5f85\u9019\u6ce2\u5fa9\u7526\u7684\u6a5f\u6703\uff0c\u5c46\u6642\u5c07\u6709\u8a31\u591a\u65b0\u7522\u54c1\u767c\u5e03\u3002<\/li>\n
  8. \u76ee\u524d\u6676\u7247\u751f\u7522\u7684\u4ea4\u8ca8\u671f\u7d04 5~6 \u500b\u6708\uff0c\u73fe\u5728\u7684\u751f\u7522\u662f\u57fa\u65bc\u534a\u5e74\u524d\u7684\u5e02\u5834\u9810\u671f\uff0c\u5c0e\u81f4\u5b58\u8ca8\u589e\u52a0\uff0c\u4e0d\u904e\u6574\u9ad4\u696d\u52d9\u7684\u898f\u6a21\u4e5f\u5df2\u7d93\u4e0a\u5347\uff0c\u6240\u4ee5\u90e8\u5206\u5b58\u8ca8\u662f\u81ea\u7136\u589e\u52a0\u7684\u3002<\/li>\n
  9. \u8207\u624b\u6a5f\u696d\u52d9\u76f8\u6bd4\uff0c\u7269\u806f\u7db2\u56fa\u5b9a\u7121\u7dda\u8a2d\u5099\u7684\u5229\u6f64\u66f4\u6709\u5438\u5f15\u529b\u3002<\/li>\n
  10. \u76ee\u524d\u591a\u6578\u6676\u5713\u8a02\u55ae\u627f\u8afe\u662f\u57fa\u65bc\u9810\u4ed8\u6b3e\uff0c\u800c\u4e0d\u662f\u6578\u91cf\u627f\u8afe\uff0c\u516c\u53f8\u4ecd\u5728\u5be9\u8996\u9019\u4e9b\u5408\u7d04\u662f\u5426\u6703\u51fa\u73fe\u5176\u4ed6\u8cbb\u7528\u6216\u88dc\u7e73\u3002<\/li>\n<\/ol>\n

     <\/p>\n

    \u6a02\u89c0\u770b\u5f85 H2 \u5fa9\u7526\uff0c\u5168\u7403 5G \u6ef2\u900f\u7387\u6709\u671b\u52a0\u901f<\/h2>\n

    \u60a8\u76ee\u524d\u6c92\u6709\u6b0a\u9650\u89c0\u770b\u5168\u6587\uff0c\u8acb\u767b\u5165<\/a>\u60a8\u7684\u5e33\u865f\u6216\u52a0\u5165\u8a02\u95b1<\/a><\/strong><\/em>\r\n\r\n \r\n\r\n <\/p>\n

     <\/p>\n

    *\u672c\u6587\u975e\u6295\u8cc7\u610f\u898b\uff0c\u4ea6\u4e0d\u69cb\u6210\u4efb\u4f55\u6295\u8cc7\u7522\u54c1\u4e4b\u8981\u7d04\u3001\u62db\u652c\u6216\u5efa\u8b70\u3002<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

    \u534a\u5c0e\u9ad4\u696d\u7e3e\u5230\u5e95\u4ec0\u9ebc\u6642\u5019\u8f49\u597d\u662f\u4eca\u5e74\u5927\u5bb6\u6700\u597d\u5947\u7684\u554f\u984c\uff0c\u9019\u7bc7\u6574\u7406\u4e86\u505a\u7db2\u901a\u7684 Qualcomm \u4ee5\u53ca\u8eca\u7528\u7684 Onsem […]<\/p>\n","protected":false},"author":208238138,"featured_media":7422,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":""},"categories":[727749833,74968],"tags":[727749838,2686242,137507,727749706,727749705,7210],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/02\/00.jpg?fit=307%2C164&ssl=1","jetpack-related-posts":[],"_links":{"self":[{"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/posts\/7416"}],"collection":[{"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/users\/208238138"}],"replies":[{"embeddable":true,"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/comments?post=7416"}],"version-history":[{"count":15,"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/posts\/7416\/revisions"}],"predecessor-version":[{"id":7437,"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/posts\/7416\/revisions\/7437"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/media\/7422"}],"wp:attachment":[{"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/media?parent=7416"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/categories?post=7416"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/tags?post=7416"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}