g****i
发帖数: 31 | | H***F
发帖数: 2501 | | d******1
发帖数: 349 | 3 上周五有些人是最后一天，遣散费不如去年
[在 gqmagi (gqmagi) 的大作中提到：]
：有人被通知了吗？
：
：........... | w******i
发帖数: 1899 | 4 被通知了一般不会再到这里报道下吧。又不是喜事。
对房价也不会大影响，除非关了 | d******1
发帖数: 349 | 5 丢了苹果iPhone部分订单的影响
[在 gqmagi (gqmagi) 的大作中提到：]
：有人被通知了吗？
：
：........... | H***F
发帖数: 2501 | 6 lay了去broadcom，据说rsu什么的很好
被通知了一般不会再到这里报道下吧。又不是喜事。
对房价也不会大影响，除非关了
【在 w******i 的大作中提到】
: 被通知了一般不会再到这里报道下吧。又不是喜事。
: 对房价也不会大影响，除非关了
| w*****s
发帖数: 433 | 7 早lay早转行, 前两年qcom跑到弯曲转马工的,现在在flag/ua不要太爽 | n*****g
发帖数: 365 | | o**********e
发帖数: 18403 | | g****i
发帖数: 31 | 10 老中实在不团结, 我只想了解这次 layoff 包裹, 哪些组被影响, 有人只会讲风凉话
被通知了一般不会再到这里报道下吧。又不是喜事。
对房价也不会大影响，除非关了
【在 w******i 的大作中提到】
: 被通知了一般不会再到这里报道下吧。又不是喜事。
: 对房价也不会大影响，除非关了
| | | f*******2
发帖数: 341 | 11 更有甚者，还有幸灾乐祸的。
[在 gqmagi (gqmagi) 的大作中提到：]
：有人被通知了吗？
：
：........... | d******1
发帖数: 349 | 12 Could Intel Undercut Apple Supplier Qualcomm In iPhone 7?
ALLISON GATLIN3/28/2016 12:12 PM EST
Intel‘s (INTC) dogged mobile pursuit — to the tune of “billions of
dollars” lost — will pay off with an Apple (AAPL) iPhone 7 modem chip, a
Barclays analyst wrote Monday as he downgraded modem rival Qualcomm (QCOM).
Radio-frequency systems supplier Qorvo (QRVO) wins in the Intel model,
scooping rival Skyworks Solutions (SWKS), Barclays analyst Blayne Curtis
wrote in a research report. But Intel’s Apple iPhone share will likely be a
minority, with 10%-20%, as a second source.
The No. 1 chipmaker Intel hasn’t been used in an iPhone since the 2008 3G
iteration. Apple last dual-sourced a key component — the processor — in
the iPhone 6S, pitting Taiwan Semiconductor Manufacturing (TSM) against
Samsung.
Samsung has since backed off the A10 processor, yielding to Taiwan
Semiconductor, analysts say.
Midday on the stock market today, Qualcomm stock was down more than 1.5%,
while shares of Intel and Apple were little changed. Skyworks stock was up 0
.8%, while Qorvo stock was down 0.4%.
Figuring on 20% share of the iPhone 7, Intel would add 3 cents earnings per
share ex items per quarter vs. a 13-cent Qualcomm decline, Curtis wrote.
Curtis downgraded Qualcomm stock to equal weight from sector weight and cut
his price target to 50 from 55.
“We clearly underestimated Intel’s ability to lose billions of dollars in
this pursuit of mobile, but we also thought Qualcomm would make a larger
effort to monetize the modem business it still has,” Curtis wrote.
Qualcomm likely won’t be able to innovate back to 100% share of the iPhone
modem business, Curtis wrote. Its faster modem, the Snapdragon 820, comes
with a lower average sales price and higher costs.
“If Qualcomm can’t fix that problem, then this would be bad business for
both companies unfortunately,” Curtis wrote.
On the radio-frequency side, Qorvo wins in the Intel model, gaining 3% share
vs. its iPhone 6S offerings, he wrote. In an 80%/20% Qualcomm-Intel split,
Qorvo gets a pair of power amplifiers and the envelope tracking chip,
undercutting Skyworks.
Curtis forecasts Qorvo’s iPhone 7 share to rise 3% to $4.92 vs. $4.80 in
the iPhone 6S. He boosted his price target on Qorvo stock to 50 from 46.
But even at 50% penetration for Intel, which he calls unlikely, Skyworks
still gains share, Curtis wrote. At the 80%/20% split, he expects Skyworks’
iPhone 7 chip content to rise as much as 20% to $6.82 per phone, up from $5
.69 in the 6s.
Curtis sees Broadcom‘s (AVGO) contribution growing 27% in the iPhone 7 to $
8.05 worth of content, vs. $6.35 in iPhone 6S. A three-year supply agreement
between Broadcom and Apple will likely leave Qorvo, Skyworks and Japan’s
Murata Manufacturing scrambling for share, he wrote. | g****i
发帖数: 31 | 13 好, 大家继续默默地被雷, 默默拿烂 package, 默默地找工作, 我不打扰了
发信人: fangzhou2 (Fangzhou), 信区: SanDiego
标 题: Re: QCOM 又开始 layoff 了
发信站: BBS 未名空间站 (Mon Mar 28 18:14:33 2016, 美东)
更有甚者，还有幸灾乐祸的。 | d******1
发帖数: 349 | 14 Qualcomm: Barclays Throws in the Towel on Threat of Intel in iPhone
By Tiernan Ray
Shares of wireless chip giant Qualcomm (QCOM) are down 75 cents, or 1.5%, at
$50.11, after Barclays’s Blayne Curtis this morning cut his rating on the
shares to Equal Weight from Overweight, writing that the company is likely
to lose business to Intel (INTC) in Apple’s (AAPL) next iPhone, and he’s
“moving to the sidelines until this transition and QCOM’s response is
better understood.”
As you’ll recall, there’s been increasing speculation for weeks now that
Intel has struck a deal to supply some percentage of the next iPhone,
presumably an “iPhone 7,” with a “baseband” cellular modem, the brains
of the wireless connection in smartphones.
Curtis, sounding disappointed, thinks he stuck with Qualcomm too long:
It is fairly well known at this point that Intel could get some share at
AAPL this year. We are not the first to put this out as we wanted to better
triangulate all of the impact to QCOM/INTC as well as the RF suppliers. From
those checks, it is still not clear exactly what percent allocation INTC
will get but there is enough confirmation that some is happening for us to
finally throw in the towel on QCOM. We clearly stayed here too long, but we
always had the view that QCOM’s modem business was a defensible franchise
that should be able to outlast the smaller competitors. We clearly
underestimated Intel’s ability to lose billions of dollars in this pursuit
of mobile, but we also thought QCOM would make a larger effort to monetize
the modem business it still has – see our other note today entitled “Semi
2.0: Gold Miners not Gardeners”. Clearly 100% of the LTE market was not
sustainable but a sub 10% QCT OPM is not what we expected when we originally
put an OW on QCOM.
Qualcomm, he writes, doesn’t seem to be getting the profits they should be
for a dominant franchise, perhaps pointing to a weaker position for its
products:
We recognize QCOM believes it can innovate its way out of this and has made
strides to win back business with its 820 IC, but with Intel now likely
shipping at Apple we see a harder road ahead. If QCOM’s modem is truly a
franchise, then we could be wrong and Intel would only be marginally
successful, but we still have issues with QCOM’s ability to drive the right
level of profitability from the business it retains – a faster modem
should never come at a lower ASP and higher costs. If QCOM can’t fix that
problem, then this would be bad business for both companies unfortunately.
Curtis cuts his estimates for this calendar year for Qualcomm to $21.905
billion in revenue and $4.24 per share in earnings from a prior $22.983
billion and $4.48 per share. For 2017, he cuts his numbers to $21.249
billion and $4.31 per share from a prior $24.009 billion and $4.97 per share.
[在 gqmagi (gqmagi) 的大作中提到：]
：有人被通知了吗？
：
：........... | d******1
发帖数: 349 | 15 原来我为在高通工作自豪，工资高福利好。
现在熟人见到就问是不是公司又要裁员了，还能撑多久...... | f*******2
发帖数: 341 | | b*******1
发帖数: 353 | 17 讲毛风凉话，上去骂烙印啊，没看上面中国人被骂惨了
ps:装成老美骂烙印效果最好 |
|
