Settle with apple, Qualcomms authorized revenue increased by 38percent in the first quarter! Chip shipments are optimistic

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 Settle with apple, Qualcomms authorized revenue increased by 38percent in the first quarter! Chip shipments are optimistic


In Qualcomms main business, QCT refers to Qualcomm CDMA Technology Group, which is mainly responsible for the R & D and sales of software and hardware solutions such as chips in wireless infrastructure and equipment. QTL is Qualcomms technology licensing department, which is mainly responsible for licensing the technology patents accumulated and acquired by Qualcomm over the years. The growth of QTL business is mainly due to Apples hot sales in the global market in the past. Thanks to its strong performance in the holiday promotion season, apple topped the worlds shipments in the fourth quarter of 2019, according to IDC, a research firm.

The easing of the relationship also pushed Apples 5g mobile launch schedule a step further.

At the previous Xiaolong technology summit, Cristiano Amon, President of Qualcomm, told CFI that he was working hard to develop 5g communication module solutions for Apples iPhone and hoped to launch 5g iPhone as soon as possible. This is the first major project of the two companies to reach a new partnership plan in April last year.

In addition, it is worth noting that despite a 3% year-on-year decline in chip sales, Qualcomm still has an optimistic forecast for chip sales for the full year 2020. Gao said the impact of the epidemic on the market has been considered.

According to the financial report, Qualcomm shipped 155 million MSM chips in the fiscal quarter, down 17% from 186 million in the same period of last year, but increased 3 million on a month-on-month basis. For the second fiscal quarter, Qualcomm predicted that chip shipments remained between 125 million and 145 million.

For the whole year of 2020, Qualcomm is optimistic. It is estimated that the shipment volume of 3G / 4G / 5G equipment will be 1.75-1.85 billion, compared with 1.75-2.25 billion in 2019, taking 40% of the market share of China.

Qualcomms previous forecast for 5g terminal shipments was cautious, because in many markets around the world, people usually change machines every four years on average. But in fact, 5g is advancing very fast. When multiple operators actively launch multiple unlimited data packages, new services become possible. In an earlier interview, anmeng told reporters that the markets replacement cycle may speed up, returning to the frequency that the market used to replace new machines once every two years, which also means that the entire terminal market will show a double speed growth.

In terms of current chip progress, Qualcomm has more than 230 5g terminals released or planned to go public, and it is expected that more than 1.4 billion 5g smartphones will be shipped in 2022.

But some analysts are worried about Chinas market performance this year.

Li Rui, CEO of Norwich consulting, told reporters that on the premise that the epidemic was basically stable before April, the decline of the domestic market in January will be more than 35%, while that in February is expected to be about 30%, which narrowed in March, but the overall pressure in the first quarter. If the Chinese market continues to decline, it will also be transmitted to the global communication market. According to the latest report released by strategy analytics, a global research organization, affected by the epidemic, the overall shipments of smartphones in the world will be 2% less than expected this year, and the shipments of smartphones in China will be 5% less than expected. On the same day, Qualcomm shares rose 2.23% to close at $90.91 in regular trading in the US stock market. However, affected by market sentiment, Qualcomm shares fell 2.03% to $89.06 in after hours trading after the release of the financial statements. Source: First Financial Editor: Guo Chenqi, nbj9931

Li Rui, CEO of Norwich consulting, told reporters that on the premise that the epidemic was basically stable before April, the decline of the domestic market in January will be more than 35%, while that in February is expected to be about 30%, which narrowed in March, but the overall pressure in the first quarter. If the Chinese market continues to decline, it will also be transmitted to the global communication market.

According to the latest report released by strategy analytics, a global research organization, affected by the epidemic, the overall shipments of smartphones in the world will be 2% less than expected this year, and the shipments of smartphones in China will be 5% less than expected.

On the same day, Qualcomm shares rose 2.23% to close at $90.91 in regular trading in the US stock market. However, affected by market sentiment, Qualcomm shares fell 2.03% to $89.06 in after hours trading after the release of the financial statements.