手機市場慘烈銷售年減25%的高通，由於中國經濟復甦慢（中國業務佔約2/3），預計今年手機銷量高個位數下滑，高通認為復甦的時間仍難預測。汽車業務則年增13%是唯一亮點，低功耗設備和工業生產用途的 IoT 部門也年減24%。 @IEObserve 國際經濟觀察

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Create: 2023-08-03 Update: 2025-07-08 20:58:28

手機市場慘烈銷售年減25%的高通，由於中國經濟復甦慢（中國業務佔約2/3），預計今年手機銷量高個位數下滑，高通認為復甦的時間仍難預測。汽車業務則年增13%是唯一亮點，低功耗設備和工業生產用途的 IoT 部門也年減24%。

Q2營收繼續年減23%至84.4億劣於預期的85億，但EPS 1.87優於預期的1.81。Q3預估營收在81-89億，低於預期的87億，EPS財測在＄1.8-2，低於預期的1.91。

公司正在裁員減少開支，不過高通CEO不免俗提到了AI的發展，認為未來手機終端設備上運行生成式AI模型，為公司未來的成長拐點提供機會。

更多最新資訊，可以看Twitter帳號 https://twitter.com/IEObserve/

IEObserve 國際經濟觀察

手機市場慘烈銷售年減25%的高通，由於中國經濟復甦慢（中國業務佔約2/3），預計今年手機銷量高個位數下滑，高通認為復甦的時間仍難預測。汽車業務則年增13%是唯一亮點，低功耗設備和工業生產用途的 IoT 部門也年減24%。

Q2營收繼續年減23%至84.4億劣於預期的85億，但EPS 1.87優於預期的1.81。Q3預估營收在81-89億，低於預期的87億，EPS財測在＄1.8-2，低於預期的1.91。

公司正在裁員減少開支，不過高通CEO不免俗提到了AI的發展，認為未來手機終端設備上運行生成式AI模型，為公司未來的成長拐點提供機會。

更多最新資訊，可以看Twitter帳號 https://twitter.com/IEObserve/

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IEObserve 國際經濟觀察

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