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Qualcomm Stumbles Even as Analysts Praise New Automotive Wins; Chips Continue to Fall

Qualcomm Stumbles Even as Analysts Praise New Automotive Wins; Chips Continue to Fall

高通跌跌撞撞,尽管分析师称赞New Automotive获胜;芯片继续下跌
Seeking Alpha ·  2022/09/24 02:42

Along with the vast majority of semiconductor stocks, Qualcomm (NASDAQ:QCOM) shares fell nearly 3% on Friday, even as analysts noted that the company's announcement of $30B in design wins for its automotive unit is seen as the company "shifting into top gear."

与绝大多数半导体类股一样,高通(纳斯达克:QCOM)的股价周五下跌近3%,尽管分析师指出,该公司宣布为其汽车部门赢得300亿美元的设计胜利,被视为该公司“进入最快档”。

Deutsche Bank analyst Ross Seymore, who has a buy rating on Qualcomm's (QCOM), noted that the company's first ever automotive investor day showed off its "breadth and flexibility of its differentiated technology portfolio" that has allowed it to gain significant market share.

德意志银行(Deutsche Bank)分析师罗斯·塞莫尔对高通(Qualcomm)的评级为买入。他指出,高通有史以来第一个汽车投资者日展示了其“差异化技术组合的广度和灵活性”,这使其能够获得相当大的市场份额。

Seymore said that from a strategic standpoint, Qualcoom (QCOM) believes its broad portfolio of industry leading technologies across connectivity, edge processing and software, combined with its hardware and other software architecture "is a key differentiation versus the competition."

Seymore表示,从战略角度来看,高通相信其广泛的行业领先技术组合涵盖连接、边缘处理和软件,再加上其硬件和其他软件架构,“是区别于竞争对手的关键。”

Seymore added that Qualcomm (QCOM) is likely to keep benefiting as it further pushes into the automotive space, while the smartphone market continues to remain choppy.

Seymore补充说,高通(Qualcomm)在进一步进军汽车领域的过程中可能会继续受益,而智能手机市场仍然起伏不定。

"[W]e believe the long-term diversification benefits of [Qualcomm's] automotive segment are not only intact but accelerating both in terms of quantity and quality," Seymore wrote.

"[W]我们相信多元化的长期好处[高通的]汽车市场不仅完好无损,而且在数量和质量上都在加速,“塞莫尔写道。

In addition to boosting its design-win pipeline, Qualcomm (QCOM) also said its 2026 automotive revenue target would increase by 14% and raised its revenue projections over the next four years to 90%, up from 70%, due to existing design wins.

高通(Qualcomm)表示,除了加强其赢得设计的渠道外,其2026年汽车收入目标将增加14%,并将未来四年的收入预期从70%上调至90%,原因是现有的设计获胜。

KeyBanc Capital Markets analyst John Vinh, who has an overweight rating on Qualcomm (QCOM), noted that much of the design win boost looks to be from an "unannounced OEM win."

KeyBanc Capital Markets分析师约翰·维恩对高通(Qualcomm)给予了加码评级,他指出,高通在设计方面的成功很大程度上看起来是来自于一场“未经宣布的OEM胜利”。

"We were most encouraged with the incremental design win traction that [Qualcomm] is getting with [autonomous driving]," Vinh said. "And [we] like the long-term strategic diversification away from handsets."

我们最受鼓舞的是增量设计赢得了牵引力[高通]正在被接受[自动驾驶]他说:“而且。[我们]比如长期的战略多元化,不再使用手机。

Among other chip companies, Advanced Micro Devices (NASDAQ:AMD) fell 3% in mid-day trading as Morgan Stanley lowered its 2022 and 2023 earnings estimates.

在其他芯片公司中,纳斯达克(AMD)午盘下跌3%,摩根士丹利下调了2022年和2023年的收益预期。

A team of analysts, led by Joseph Moore, said they now see AMD (AMD) earning $4.02 a share in 2022, down from $4.24 a share. In 2023, the company is expected to earn $4.40 a share, down from from $4.72 a share.

以约瑟夫·摩尔为首的一个分析师团队表示,他们预计AMD在2022年的每股收益为4.02美元,低于之前的4.24美元。预计2023年,该公司每股收益将从4.72美元降至4.40美元。

"While there is some anxiety about these numbers needing to come down, we note that this is still higher than where our estimates started [2022]," wrote the Morgan Stanley analysts.

虽然有些人对这些数字需要下降感到焦虑,但我们注意到,这仍高于我们开始估计的水平。[2022]摩根士丹利的分析师写道。

Intel (INTC) and Nvidia (NVDA), both of which compete with AMD, declined 2.5% and 1.5%, respectively.

英特尔(Intel)和英伟达(NVDA)分别下跌2.5%和1.5%,这两家公司都是AMD的竞争对手。

Several other chip stocks also continued their declines on Friday, including near 2% drops for Texas Instruments (TXN), Broadcom (AVGO) and 3% declines for NXP Semiconductor (NXPI), Microchip Technology (MCHP) and ON Semiconductor (ON).

其他几只芯片股周五也继续下跌,包括德州仪器(TXN)、博通(AVGO)下跌近2%,恩智浦半导体(NXPI)、微芯片技术(MCHP)和安森美半导体(ON)下跌3%。

On Thursday, the Philadelphia Semiconductor Index, which tracks 30 semiconductor-related companies, reached levels not seen since November 2020.

周四,追踪30家半导体相关公司的费城半导体指数达到了自2020年11月以来的最高水平。

Earlier this month, Meta Platforms and Qualcomm (QCOM) entered into a deal to develop custom virtual reality chips.

本月早些时候,Meta平台和高通(Qualcomm)达成了一项开发定制虚拟现实芯片的协议。

译文内容由第三方软件翻译。


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