Analyst Ming-Chi Kuo Says "Two New Growth Drivers For Qualcomm" - Medium
Analyst Ming-Chi Kuo Says "Two New Growth Drivers For Qualcomm" - Medium
分析師郭明錘稱，高通有兩個新的創業板驅動器 - Medium
- The SM8750 (Snapdragon 8 Gen 4), which will enter mass production in 2H24, is expected to be priced 25–30% higher than the current flagship chip SM8650 (Snapdragon 8 Gen 3) at $190–200. This price increase is primarily due to adopting TSMC's latest and more expensive N3E node. Benefiting from the AI-driven demand for high-end smartphones, the SM8750's shipments will grow at a high single-digit rate vs. the SM8650.
- The X Elite and X Plus chips, used for Windows on ARM (WOA), will reach about 2 million unit shipments in 2024, with expected year-on-year growth of at least 100–200% in 2025. The X Elite and X Plus will have modified versions in 2025, with a reduction in end product prices. Additionally, Qualcomm plans to launch a low-cost WOA processor codenamed Canim for mainstream models (priced between $599–799) in 4Q25. This low-cost chip, manufactured on TSMC's N4 node, will retain the same AI processing power as the X Elite and X Plus (40 TOPS).
- SM8750（驍龍8 Gen4）將於2024年下半年開始批量生產，預計售價比目前的旗艦芯片SM8650（驍龍8 Gen3）高25％-30％，定價爲190美元至200美元。這樣的價格增長主要是由於採用了TSMC的最新且更昂貴的N3E節點。受人工智能驅動的高端智能手機需求的影響，SM8750的出貨量將以高個位數的速度增長，而SM8650則不及其。
- 用於ARM架構的Windows操作系統的X Elite和X Plus芯片，在2024年將達到約200萬個的出貨量，並且預計在2025年的同比增長率至少爲100％-200％。 X Elite和X Plus將在2025年推出修改後的版本，這樣可以降低最終產品的價格。此外，高通計劃在2025年第四季度推出一款名爲Canim的低成本WOA處理器，面向主流型號（價格在599-799美元之間）。這種低成本芯片由TSMC的N4節點製造，保持與X Elite和X Plus相同的人工智能處理能力（40 TOPS）。
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