智能手机销量下滑，高通押注数据中心
Qualcomm is betting big on data centers as smartphone sales sink
- 谁
- Qualcomm
- 引文
It confirmed during the call that it expects data centers to eventually account for around 30 percent of its business.
发生了什么
随着智能手机销量较2025年下降约20%，高通预计数据中心芯片最终将占其业务的约30%。在2026年第四季度财报电话会议上，该公司预测，数据中心收入将在2027年第一季度达到约6.5亿美元，到2027年底达到50亿美元，并在2029年达到150亿美元。
接下来读什么
查看这件事的完整进展Qualcomm Forecasts Data Centers Could Reach 30% of Its Business这件事到目前为止
Qualcomm expects data center chips to eventually make up around 30 percent of its business, as smartphone sales fall around 20 percent compared with 2025. On its Q4 2026 earnings call, the company forecast data center revenue of around $650 million in the first quarter of 2027, $5 billion by the end of 2027, and $15 billion by 2029.
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