m**e
发帖数: 371 | |
B*******n
发帖数: 20645 | |
g***c
发帖数: 11523 | 3 看着是beat了丫
【在 m**e 的大作中提到】
: what the hell..
|
m******u
发帖数: 12400 | |
m**e
发帖数: 371 | 5 strongly beat ,but plummet a lot after mkt close...strange!! |
s***y
发帖数: 92 | 6 Q2 beat
不过对Q3和FY12的预测低于预期
不知道玩的是啥，估计智能手机市场不看好了。。。 |
h***y
发帖数: 117 | 7 Q3 outlook is weak. Do not know why. But I still trust Qcom and will buy dip
.
【在 m**e 的大作中提到】
: strongly beat ,but plummet a lot after mkt close...strange!!
|
l******s
发帖数: 1276 | 8 QCOM 's income consists of two parts
1) License: license is based on ASR. Now smartphone gradually becomes
commodity and lots of smartphones below 1000 RMB comes to the market which
lowers the ASR
2) Chip : MTK introduced several low end WCDMA smartphone chips. QCOM has to
lower its low end chip price to compete with MTK
3) The two major smartphone providers are Apple and Samsung. Apple only use
QCOM's modem but no AP, so margin is low. Samsung uses a variety of sources
for its phones, for example, BRCM's based band chip was used in 30% of
Samsung's phones.
4) QCOM's major alliances: HTC is not good this year :) Huawei/ZTE are more
lower end, LG is not good ...
dip
【在 h***y 的大作中提到】
: Q3 outlook is weak. Do not know why. But I still trust Qcom and will buy dip
: .
|
r******9
发帖数: 2632 | 9 Several weeks ago saw news on GCT backing away from IPO. Thought it didn't
bode well for the odds of a hot sector.
to
use
sources
【在 l******s 的大作中提到】
: QCOM 's income consists of two parts
: 1) License: license is based on ASR. Now smartphone gradually becomes
: commodity and lots of smartphones below 1000 RMB comes to the market which
: lowers the ASR
: 2) Chip : MTK introduced several low end WCDMA smartphone chips. QCOM has to
: lower its low end chip price to compete with MTK
: 3) The two major smartphone providers are Apple and Samsung. Apple only use
: QCOM's modem but no AP, so margin is low. Samsung uses a variety of sources
: for its phones, for example, BRCM's based band chip was used in 30% of
: Samsung's phones.
|
R*******9
发帖数: 996 | 10 还是解释问题。
虽然beat了，但wall street有不同的解释，股价有些飚了，有些泻了，这样的例子不
少。 |
r*****r
发帖数: 867 | 11 28nm might be the major issue.
to
use
sources
【在 l******s 的大作中提到】
: QCOM 's income consists of two parts
: 1) License: license is based on ASR. Now smartphone gradually becomes
: commodity and lots of smartphones below 1000 RMB comes to the market which
: lowers the ASR
: 2) Chip : MTK introduced several low end WCDMA smartphone chips. QCOM has to
: lower its low end chip price to compete with MTK
: 3) The two major smartphone providers are Apple and Samsung. Apple only use
: QCOM's modem but no AP, so margin is low. Samsung uses a variety of sources
: for its phones, for example, BRCM's based band chip was used in 30% of
: Samsung's phones.
|
s******k
发帖数: 168 | 12 this is not nearly close to the real market interpretation. The thing is, no
cell phone manufacturer has been doing well except apple, and samsung to a
lesser degree. so everyone is betting heavily on QCOM's high end 8960
chipset this year for products that can have chances to fight against next
iphone. The demand for QCOM's chips is extremely high. however there is big
issue in TSMC's 28nm process technology and the yield is low. QCOM just can
not make enough chips to meet the demand. some customers might be forced to
use solutions from other chipset vendors. and 8960 is the first in 28nm
which paves the way for all following high-end chipsets in QCOM's roadmap.
So it's very important for QCOM to fix this yield/manufacturing capacity
issues quickly. However Nvidia and TI's high-end chipset are built on TSMC's
28nm too so they should be affected too. QCOM should be able to get out of
this and does not really lose any customers. I'm not sure if Intel can
benefit from it since it has its own fabs.
http://www.bit-tech.net/news/hardware/2012/04/09/tsmc-28nm-capa
to
use
sources
【在 l******s 的大作中提到】
: QCOM 's income consists of two parts
: 1) License: license is based on ASR. Now smartphone gradually becomes
: commodity and lots of smartphones below 1000 RMB comes to the market which
: lowers the ASR
: 2) Chip : MTK introduced several low end WCDMA smartphone chips. QCOM has to
: lower its low end chip price to compete with MTK
: 3) The two major smartphone providers are Apple and Samsung. Apple only use
: QCOM's modem but no AP, so margin is low. Samsung uses a variety of sources
: for its phones, for example, BRCM's based band chip was used in 30% of
: Samsung's phones.
|
j*********g
发帖数: 3179 | 13 Supply constrain.
dip
【在 h***y 的大作中提到】
: Q3 outlook is weak. Do not know why. But I still trust Qcom and will buy dip
: .
|
