Qualcomm's new CEO eyes dominance in the laptop markets

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Qualcomm's new CEO eyes dominance in the laptop markets

Reuters2021-07-02

July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced ...

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Dawang
·2021-07-02
The scale and reach, is irreplaceble..
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1
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Tchua
·2021-07-02
This is an easy long. Have a big position on this.
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2
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- Tchua:
  Yes this and TSMC
  2021-07-03
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- RoyK:
  How big is your big?
  2021-07-03
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- rosemary2288:
  Same, best name in the semiconductor space
  2021-07-02
  Reply
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Soksok
·2021-07-02
Good
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cheffun
·2021-07-02
Yes
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SleepyCat
·2021-07-02
Like pls
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2
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- DandanC:
  Ok
  2021-07-02
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- Ranchy:
  Done. Give like too
  2021-07-02
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KYY
·2021-07-02
Please like thanks
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3
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- AikHong:
  Done. Like and comment back
  2021-07-02
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Ddsl
·2021-07-02
Ok
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5
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- Arnoldy:
  Like and commnet
  2021-07-02
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R Lim
·2021-07-02
Nice
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- YekGuo98:
  like and comment
  2021-07-02
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Andrina A
·2021-07-02
Good
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- Ddsl:
  Agree
  2021-07-02
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Exodus991980
·2021-07-02
Cool
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HLPA
·2021-07-02
No way
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4
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SkyMah
·2021-07-02
This is good news
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IZLIN
·2021-07-02
@Meow17 @Sagi08 @simplydkamfor a read!
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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQualcomm's new CEO eyes dominance in the laptop markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 08:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced ...</p>\n\n<a href=\"https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"03086","symbol_name":"华夏纳指","start_time":0,"source_url":"https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html","article_id":"2148382755","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2148382755","pubTimestamp":1625187424,"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the ","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"03086":"华夏纳指","QCOM":"高通","09086":"华夏纳指-U","AAPL":"苹果"},"translate_title":"高通新任CEO着眼于在笔记本电脑市场的主导地位","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"03086":0.9,"09086":0.9,"AAPL":0.9,"QCOM":0.9},"content_text":"July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced laptops using a custom-designed central processor chip that boasts longer battery life.\nLongtime processor suppliers Intel Corp and Advanced Micro Devices have no chips as energy efficient as Apple's. Qualcomm Chief Executive Cristiano Amon told Reuters on Thursday he believes his company can have the best chip on the market, with help from a team of chip architects who formerly worked on the Apple chip but now work at Qualcomm.\nIn his first interview since taking the top job at San Diego, California-based Qualcomm, Amon also said the company is also counting on revenue growth from China to power its core smartphone chip business despite political tensions.\n\"We will go big in China,\" he said, noting that U.S. sanctions on Huawei Technologies Co Ltd give Qualcomm an opportunity to generate a lot more revenue.\nAmon said a cornerstone of his strategy comes from a lesson learned in the smartphone chip market: It was not enough just to provide modem chips for phones' wireless data connectivity. Qualcomm also needed to provide the brains to turn the phone into a computer, which it now does for most premium Android devices.\nNow, as Qualcomm looks to push 5G connectivity into laptops, it is pairing modems with a powerful central processor unit, or CPU, Amon said. Instead of using computing core blueprints from longtime partner Arm Ltd, as it now does for smartphones, Qualcomm concluded it needed custom-designed chips if its customers were to rival new laptops from Apple.\nAs head of Qualcomm's chip division, Amon this year led the $1.4 billion acquisition of startup Nuvia, whose ex-Apple founders help design some those Apple laptop chips before leaving to form the startup. Qualcom will start selling Nuvia-based laptop chips next year.\n\"We needed to have the leading performance for a battery-powered device,\" Amon said. \"If Arm, which we've had a relationship with for years, eventually develops a CPU that's better than what we can build ourselves, then we always have the option to license from Arm.\"\nArm is in the midst of being purchased by Nvidia Corp for $40 billion, a merger that Qualcomm has objected to with regulators.\nAmon said Qualcomm has no plans to build its own products to enter the other big market for CPUs - data centers for cloud computing companies. But it will license Nuvia's designs to cloud computing companies that want to build their own chips, which could put it in competition with parts of Arm.\n\"We are more than willing to leverage the Nuvia CPU assets to partner with companies that are interested as they build their data center solutions,\" Amon said.\nBRANDING CHALLENGE\nPhone chips accounted for $12.8 billion of its $16.5 billion in chip revenue in its most recent fiscal year. Some of Qualcomm's best customers, such as phone maker Xiaomi Corp , are in China.\nQualcomm is counting on revenue growth as its Android handset customers swoop in on former users of phones from Huawei, which was forced out of the handset market by Washington's sanctions.\nKevin Krewell, principal analyst at TIRIAS Research, called it a \"political minefield\" due to rising U.S.-China tensions. But Amon said the company could do business as usual there.\n\"We license our technology - we don't have to do forced joint ventures with technology transfers. Our customers in China are current with their agreements, so you see respect for American intellectual property,\" he said.\nAnother major challenge for Amon will be hanging on to Apple as a customer. Qualcomm's modem chips are now in all Apple iPhone 12 models after a bruising legal battle. Apple sued Qualcomm in 2017 but eventually dropped its claims and signed chip supply and patent license agreements with Qualcomm in 2019.\nApple is now designing chips to displace Qualcomm's communications chips in iPhones.\n\"The biggest overhang for Qualcomm's long-term stock multiple is the worry that right now, it's as good as it gets, because they're shipping into all the iPhones, but someday, Apple will do those chips internally,\" said Michael Walkley, a senior analyst at Canaccord Genuity Group.\nAmon said that Qualcomm has decades of experience designing modem chips that will be hard for any rival to replicate and that the void in the Android market left by Huawei.\n\"Just for the premium tier alone, the Huawei addressable market is as big as the Apple opportunity is for us,\" Amon said.\nAnother challenge for Amon, a gregarious executive who is energetic onstage during keynote presentations, will be that Qualcom is not well known to consumers in the way that Intel or Nvidia are, even in Qualcomm's hometown.\n\"I flew into San Diego and got an Uber driver at the airport and told him I was going to Qualcomm. He said, 'You mean the stadium?'\" Krewell said, referring to the football arena formerly home to the San Diego Chargers.\nAmon has started a new branding program for the company's Snapdragon smartphone chips to try to change that.\n\"We have a mature smartphone industry today. People care what's behind the glass,\" he said. (Reporting by Stephen Nellis in San Francisco; Editing by David Gregorio)","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":156811974,"gmtCreate":1625209741198,"gmtModify":1703738411829,"author":{"id":"3579482809178950","authorId":"3579482809178950","name":"Dawang","avatar":"https://static.tigerbbs.com/d0f01f2346125f600328ffd48beb3a4c","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":4,"crmLevelSwitch":0,"idStr":"3579482809178950","authorIdStr":"3579482809178950"},"htmlText":"The scale and reach, is irreplaceble..","listText":"The scale and reach, is irreplaceble..","text":"The scale and reach, is irreplaceble..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156811974","repostId":2148382755,"repostType":4,"repost":{"id":"2148382755","pubTimestamp":1625187424,"share":"https://ttm.financial/m/news/2148382755?lang=&edition=fundamental","pubTime":"2021-07-02 08:57","market":"us","language":"en","title":"Qualcomm's new CEO eyes dominance in the laptop markets","url":"https://stock-news.laohu8.com/highlight/detail?id=2148382755","media":"Reuters","summary":"July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the ","content":"<p>July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced laptops using a custom-designed central processor chip that boasts longer battery life.</p>\n<p>Longtime processor suppliers Intel Corp and Advanced Micro Devices have no chips as energy efficient as Apple's. Qualcomm Chief Executive Cristiano Amon told Reuters on Thursday he believes his company can have the best chip on the market, with help from a team of chip architects who formerly worked on the Apple chip but now work at Qualcomm.</p>\n<p>In his first interview since taking the top job at San Diego, California-based Qualcomm, Amon also said the company is also counting on revenue growth from China to power its core smartphone chip business despite political tensions.</p>\n<p>\"We will go big in China,\" he said, noting that U.S. sanctions on Huawei Technologies Co Ltd give Qualcomm an opportunity to generate a lot more revenue.</p>\n<p>Amon said a cornerstone of his strategy comes from a lesson learned in the smartphone chip market: It was not enough just to provide modem chips for phones' wireless data connectivity. Qualcomm also needed to provide the brains to turn the phone into a computer, which it now does for most premium Android devices.</p>\n<p>Now, as Qualcomm looks to push 5G connectivity into laptops, it is pairing modems with a powerful central processor unit, or CPU, Amon said. Instead of using computing core blueprints from longtime partner Arm Ltd, as it now does for smartphones, Qualcomm concluded it needed custom-designed chips if its customers were to rival new laptops from Apple.</p>\n<p>As head of Qualcomm's chip division, Amon this year led the $1.4 billion acquisition of startup Nuvia, whose ex-Apple founders help design some those Apple laptop chips before leaving to form the startup. Qualcom will start selling Nuvia-based laptop chips next year.</p>\n<p>\"We needed to have the leading performance for a battery-powered device,\" Amon said. \"If Arm, which we've had a relationship with for years, eventually develops a CPU that's better than what we can build ourselves, then we always have the option to license from Arm.\"</p>\n<p>Arm is in the midst of being purchased by Nvidia Corp for $40 billion, a merger that Qualcomm has objected to with regulators.</p>\n<p>Amon said Qualcomm has no plans to build its own products to enter the other big market for CPUs - data centers for cloud computing companies. But it will license Nuvia's designs to cloud computing companies that want to build their own chips, which could put it in competition with parts of Arm.</p>\n<p>\"We are more than willing to leverage the Nuvia CPU assets to partner with companies that are interested as they build their data center solutions,\" Amon said.</p>\n<p>BRANDING CHALLENGE</p>\n<p>Phone chips accounted for $12.8 billion of its $16.5 billion in chip revenue in its most recent fiscal year. Some of Qualcomm's best customers, such as phone maker Xiaomi Corp , are in China.</p>\n<p>Qualcomm is counting on revenue growth as its Android handset customers swoop in on former users of phones from Huawei, which was forced out of the handset market by Washington's sanctions.</p>\n<p>Kevin Krewell, principal analyst at TIRIAS Research, called it a \"political minefield\" due to rising U.S.-China tensions. But Amon said the company could do business as usual there.</p>\n<p>\"We license our technology - we don't have to do forced joint ventures with technology transfers. Our customers in China are current with their agreements, so you see respect for American intellectual property,\" he said.</p>\n<p>Another major challenge for Amon will be hanging on to Apple as a customer. Qualcomm's modem chips are now in all Apple iPhone 12 models after a bruising legal battle. Apple sued Qualcomm in 2017 but eventually dropped its claims and signed chip supply and patent license agreements with Qualcomm in 2019.</p>\n<p>Apple is now designing chips to displace Qualcomm's communications chips in iPhones.</p>\n<p>\"The biggest overhang for Qualcomm's long-term stock multiple is the worry that right now, it's as good as it gets, because they're shipping into all the iPhones, but someday, Apple will do those chips internally,\" said Michael Walkley, a senior analyst at Canaccord Genuity Group.</p>\n<p>Amon said that Qualcomm has decades of experience designing modem chips that will be hard for any rival to replicate and that the void in the Android market left by Huawei.</p>\n<p>\"Just for the premium tier alone, the Huawei addressable market is as big as the Apple opportunity is for us,\" Amon said.</p>\n<p>Another challenge for Amon, a gregarious executive who is energetic onstage during keynote presentations, will be that Qualcom is not well known to consumers in the way that Intel or Nvidia are, even in Qualcomm's hometown.</p>\n<p>\"I flew into San Diego and got an Uber driver at the airport and told him I was going to Qualcomm. He said, 'You mean the stadium?'\" Krewell said, referring to the football arena formerly home to the San Diego Chargers.</p>\n<p>Amon has started a new branding program for the company's Snapdragon smartphone chips to try to change that.</p>\n<p>\"We have a mature smartphone industry today. People care what's behind the glass,\" he said. (Reporting by Stephen Nellis in San Francisco; Editing by David Gregorio)</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Qualcomm's new CEO eyes dominance in the laptop markets</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQualcomm's new CEO eyes dominance in the laptop markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 08:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced ...</p>\n\n<a href=\"https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","AAPL":"苹果","03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2148382755","content_text":"July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced laptops using a custom-designed central processor chip that boasts longer battery life.\nLongtime processor suppliers Intel Corp and Advanced Micro Devices have no chips as energy efficient as Apple's. Qualcomm Chief Executive Cristiano Amon told Reuters on Thursday he believes his company can have the best chip on the market, with help from a team of chip architects who formerly worked on the Apple chip but now work at Qualcomm.\nIn his first interview since taking the top job at San Diego, California-based Qualcomm, Amon also said the company is also counting on revenue growth from China to power its core smartphone chip business despite political tensions.\n\"We will go big in China,\" he said, noting that U.S. sanctions on Huawei Technologies Co Ltd give Qualcomm an opportunity to generate a lot more revenue.\nAmon said a cornerstone of his strategy comes from a lesson learned in the smartphone chip market: It was not enough just to provide modem chips for phones' wireless data connectivity. Qualcomm also needed to provide the brains to turn the phone into a computer, which it now does for most premium Android devices.\nNow, as Qualcomm looks to push 5G connectivity into laptops, it is pairing modems with a powerful central processor unit, or CPU, Amon said. Instead of using computing core blueprints from longtime partner Arm Ltd, as it now does for smartphones, Qualcomm concluded it needed custom-designed chips if its customers were to rival new laptops from Apple.\nAs head of Qualcomm's chip division, Amon this year led the $1.4 billion acquisition of startup Nuvia, whose ex-Apple founders help design some those Apple laptop chips before leaving to form the startup. Qualcom will start selling Nuvia-based laptop chips next year.\n\"We needed to have the leading performance for a battery-powered device,\" Amon said. \"If Arm, which we've had a relationship with for years, eventually develops a CPU that's better than what we can build ourselves, then we always have the option to license from Arm.\"\nArm is in the midst of being purchased by Nvidia Corp for $40 billion, a merger that Qualcomm has objected to with regulators.\nAmon said Qualcomm has no plans to build its own products to enter the other big market for CPUs - data centers for cloud computing companies. But it will license Nuvia's designs to cloud computing companies that want to build their own chips, which could put it in competition with parts of Arm.\n\"We are more than willing to leverage the Nuvia CPU assets to partner with companies that are interested as they build their data center solutions,\" Amon said.\nBRANDING CHALLENGE\nPhone chips accounted for $12.8 billion of its $16.5 billion in chip revenue in its most recent fiscal year. Some of Qualcomm's best customers, such as phone maker Xiaomi Corp , are in China.\nQualcomm is counting on revenue growth as its Android handset customers swoop in on former users of phones from Huawei, which was forced out of the handset market by Washington's sanctions.\nKevin Krewell, principal analyst at TIRIAS Research, called it a \"political minefield\" due to rising U.S.-China tensions. But Amon said the company could do business as usual there.\n\"We license our technology - we don't have to do forced joint ventures with technology transfers. Our customers in China are current with their agreements, so you see respect for American intellectual property,\" he said.\nAnother major challenge for Amon will be hanging on to Apple as a customer. Qualcomm's modem chips are now in all Apple iPhone 12 models after a bruising legal battle. Apple sued Qualcomm in 2017 but eventually dropped its claims and signed chip supply and patent license agreements with Qualcomm in 2019.\nApple is now designing chips to displace Qualcomm's communications chips in iPhones.\n\"The biggest overhang for Qualcomm's long-term stock multiple is the worry that right now, it's as good as it gets, because they're shipping into all the iPhones, but someday, Apple will do those chips internally,\" said Michael Walkley, a senior analyst at Canaccord Genuity Group.\nAmon said that Qualcomm has decades of experience designing modem chips that will be hard for any rival to replicate and that the void in the Android market left by Huawei.\n\"Just for the premium tier alone, the Huawei addressable market is as big as the Apple opportunity is for us,\" Amon said.\nAnother challenge for Amon, a gregarious executive who is energetic onstage during keynote presentations, will be that Qualcom is not well known to consumers in the way that Intel or Nvidia are, even in Qualcomm's hometown.\n\"I flew into San Diego and got an Uber driver at the airport and told him I was going to Qualcomm. He said, 'You mean the stadium?'\" Krewell said, referring to the football arena formerly home to the San Diego Chargers.\nAmon has started a new branding program for the company's Snapdragon smartphone chips to try to change that.\n\"We have a mature smartphone industry today. People care what's behind the glass,\" he said. (Reporting by Stephen Nellis in San Francisco; Editing by David Gregorio)","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":156305736,"gmtCreate":1625193560625,"gmtModify":1703738084489,"author":{"id":"3561859229387101","authorId":"3561859229387101","name":"Tchua","avatar":"https://static.tigerbbs.com/245ba7d1360ad877e076f09e9d78c378","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3561859229387101","authorIdStr":"3561859229387101"},"htmlText":"This is an easy long. Have a big position on this.&nbsp;","listText":"This is an easy long. Have a big position on this.&nbsp;","text":"This is an easy long. Have a big position on this.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/156305736","repostId":2148382755,"repostType":4,"repost":{"id":"2148382755","pubTimestamp":1625187424,"share":"https://ttm.financial/m/news/2148382755?lang=&edition=fundamental","pubTime":"2021-07-02 08:57","market":"us","language":"en","title":"Qualcomm's new CEO eyes dominance in the laptop markets","url":"https://stock-news.laohu8.com/highlight/detail?id=2148382755","media":"Reuters","summary":"July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the ","content":"<p>July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced laptops using a custom-designed central processor chip that boasts longer battery life.</p>\n<p>Longtime processor suppliers Intel Corp and Advanced Micro Devices have no chips as energy efficient as Apple's. Qualcomm Chief Executive Cristiano Amon told Reuters on Thursday he believes his company can have the best chip on the market, with help from a team of chip architects who formerly worked on the Apple chip but now work at Qualcomm.</p>\n<p>In his first interview since taking the top job at San Diego, California-based Qualcomm, Amon also said the company is also counting on revenue growth from China to power its core smartphone chip business despite political tensions.</p>\n<p>\"We will go big in China,\" he said, noting that U.S. sanctions on Huawei Technologies Co Ltd give Qualcomm an opportunity to generate a lot more revenue.</p>\n<p>Amon said a cornerstone of his strategy comes from a lesson learned in the smartphone chip market: It was not enough just to provide modem chips for phones' wireless data connectivity. Qualcomm also needed to provide the brains to turn the phone into a computer, which it now does for most premium Android devices.</p>\n<p>Now, as Qualcomm looks to push 5G connectivity into laptops, it is pairing modems with a powerful central processor unit, or CPU, Amon said. Instead of using computing core blueprints from longtime partner Arm Ltd, as it now does for smartphones, Qualcomm concluded it needed custom-designed chips if its customers were to rival new laptops from Apple.</p>\n<p>As head of Qualcomm's chip division, Amon this year led the $1.4 billion acquisition of startup Nuvia, whose ex-Apple founders help design some those Apple laptop chips before leaving to form the startup. Qualcom will start selling Nuvia-based laptop chips next year.</p>\n<p>\"We needed to have the leading performance for a battery-powered device,\" Amon said. \"If Arm, which we've had a relationship with for years, eventually develops a CPU that's better than what we can build ourselves, then we always have the option to license from Arm.\"</p>\n<p>Arm is in the midst of being purchased by Nvidia Corp for $40 billion, a merger that Qualcomm has objected to with regulators.</p>\n<p>Amon said Qualcomm has no plans to build its own products to enter the other big market for CPUs - data centers for cloud computing companies. But it will license Nuvia's designs to cloud computing companies that want to build their own chips, which could put it in competition with parts of Arm.</p>\n<p>\"We are more than willing to leverage the Nuvia CPU assets to partner with companies that are interested as they build their data center solutions,\" Amon said.</p>\n<p>BRANDING CHALLENGE</p>\n<p>Phone chips accounted for $12.8 billion of its $16.5 billion in chip revenue in its most recent fiscal year. Some of Qualcomm's best customers, such as phone maker Xiaomi Corp , are in China.</p>\n<p>Qualcomm is counting on revenue growth as its Android handset customers swoop in on former users of phones from Huawei, which was forced out of the handset market by Washington's sanctions.</p>\n<p>Kevin Krewell, principal analyst at TIRIAS Research, called it a \"political minefield\" due to rising U.S.-China tensions. But Amon said the company could do business as usual there.</p>\n<p>\"We license our technology - we don't have to do forced joint ventures with technology transfers. Our customers in China are current with their agreements, so you see respect for American intellectual property,\" he said.</p>\n<p>Another major challenge for Amon will be hanging on to Apple as a customer. Qualcomm's modem chips are now in all Apple iPhone 12 models after a bruising legal battle. Apple sued Qualcomm in 2017 but eventually dropped its claims and signed chip supply and patent license agreements with Qualcomm in 2019.</p>\n<p>Apple is now designing chips to displace Qualcomm's communications chips in iPhones.</p>\n<p>\"The biggest overhang for Qualcomm's long-term stock multiple is the worry that right now, it's as good as it gets, because they're shipping into all the iPhones, but someday, Apple will do those chips internally,\" said Michael Walkley, a senior analyst at Canaccord Genuity Group.</p>\n<p>Amon said that Qualcomm has decades of experience designing modem chips that will be hard for any rival to replicate and that the void in the Android market left by Huawei.</p>\n<p>\"Just for the premium tier alone, the Huawei addressable market is as big as the Apple opportunity is for us,\" Amon said.</p>\n<p>Another challenge for Amon, a gregarious executive who is energetic onstage during keynote presentations, will be that Qualcom is not well known to consumers in the way that Intel or Nvidia are, even in Qualcomm's hometown.</p>\n<p>\"I flew into San Diego and got an Uber driver at the airport and told him I was going to Qualcomm. He said, 'You mean the stadium?'\" Krewell said, referring to the football arena formerly home to the San Diego Chargers.</p>\n<p>Amon has started a new branding program for the company's Snapdragon smartphone chips to try to change that.</p>\n<p>\"We have a mature smartphone industry today. People care what's behind the glass,\" he said. (Reporting by Stephen Nellis in San Francisco; Editing by David Gregorio)</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Qualcomm's new CEO eyes dominance in the laptop markets</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQualcomm's new CEO eyes dominance in the laptop markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 08:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced ...</p>\n\n<a href=\"https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","AAPL":"苹果","03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2148382755","content_text":"July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced laptops using a custom-designed central processor chip that boasts longer battery life.\nLongtime processor suppliers Intel Corp and Advanced Micro Devices have no chips as energy efficient as Apple's. Qualcomm Chief Executive Cristiano Amon told Reuters on Thursday he believes his company can have the best chip on the market, with help from a team of chip architects who formerly worked on the Apple chip but now work at Qualcomm.\nIn his first interview since taking the top job at San Diego, California-based Qualcomm, Amon also said the company is also counting on revenue growth from China to power its core smartphone chip business despite political tensions.\n\"We will go big in China,\" he said, noting that U.S. sanctions on Huawei Technologies Co Ltd give Qualcomm an opportunity to generate a lot more revenue.\nAmon said a cornerstone of his strategy comes from a lesson learned in the smartphone chip market: It was not enough just to provide modem chips for phones' wireless data connectivity. Qualcomm also needed to provide the brains to turn the phone into a computer, which it now does for most premium Android devices.\nNow, as Qualcomm looks to push 5G connectivity into laptops, it is pairing modems with a powerful central processor unit, or CPU, Amon said. Instead of using computing core blueprints from longtime partner Arm Ltd, as it now does for smartphones, Qualcomm concluded it needed custom-designed chips if its customers were to rival new laptops from Apple.\nAs head of Qualcomm's chip division, Amon this year led the $1.4 billion acquisition of startup Nuvia, whose ex-Apple founders help design some those Apple laptop chips before leaving to form the startup. Qualcom will start selling Nuvia-based laptop chips next year.\n\"We needed to have the leading performance for a battery-powered device,\" Amon said. \"If Arm, which we've had a relationship with for years, eventually develops a CPU that's better than what we can build ourselves, then we always have the option to license from Arm.\"\nArm is in the midst of being purchased by Nvidia Corp for $40 billion, a merger that Qualcomm has objected to with regulators.\nAmon said Qualcomm has no plans to build its own products to enter the other big market for CPUs - data centers for cloud computing companies. But it will license Nuvia's designs to cloud computing companies that want to build their own chips, which could put it in competition with parts of Arm.\n\"We are more than willing to leverage the Nuvia CPU assets to partner with companies that are interested as they build their data center solutions,\" Amon said.\nBRANDING CHALLENGE\nPhone chips accounted for $12.8 billion of its $16.5 billion in chip revenue in its most recent fiscal year. Some of Qualcomm's best customers, such as phone maker Xiaomi Corp , are in China.\nQualcomm is counting on revenue growth as its Android handset customers swoop in on former users of phones from Huawei, which was forced out of the handset market by Washington's sanctions.\nKevin Krewell, principal analyst at TIRIAS Research, called it a \"political minefield\" due to rising U.S.-China tensions. But Amon said the company could do business as usual there.\n\"We license our technology - we don't have to do forced joint ventures with technology transfers. Our customers in China are current with their agreements, so you see respect for American intellectual property,\" he said.\nAnother major challenge for Amon will be hanging on to Apple as a customer. Qualcomm's modem chips are now in all Apple iPhone 12 models after a bruising legal battle. Apple sued Qualcomm in 2017 but eventually dropped its claims and signed chip supply and patent license agreements with Qualcomm in 2019.\nApple is now designing chips to displace Qualcomm's communications chips in iPhones.\n\"The biggest overhang for Qualcomm's long-term stock multiple is the worry that right now, it's as good as it gets, because they're shipping into all the iPhones, but someday, Apple will do those chips internally,\" said Michael Walkley, a senior analyst at Canaccord Genuity Group.\nAmon said that Qualcomm has decades of experience designing modem chips that will be hard for any rival to replicate and that the void in the Android market left by Huawei.\n\"Just for the premium tier alone, the Huawei addressable market is as big as the Apple opportunity is for us,\" Amon said.\nAnother challenge for Amon, a gregarious executive who is energetic onstage during keynote presentations, will be that Qualcom is not well known to consumers in the way that Intel or Nvidia are, even in Qualcomm's hometown.\n\"I flew into San Diego and got an Uber driver at the airport and told him I was going to Qualcomm. He said, 'You mean the stadium?'\" Krewell said, referring to the football arena formerly home to the San Diego Chargers.\nAmon has started a new branding program for the company's Snapdragon smartphone chips to try to change that.\n\"We have a mature smartphone industry today. People care what's behind the glass,\" he said. (Reporting by Stephen Nellis in San Francisco; Editing by David Gregorio)","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5113041,"gmtCreate":1625316883295,"gmtModify":1663230484046,"authorId":3561859229387101,"author":{"id":3561859229387101,"idStr":"3561859229387101","authorId":3561859229387101,"name":"Tchua","avatar":"https://static.tigerbbs.com/245ba7d1360ad877e076f09e9d78c378","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":156305736,"type":1,"supId":5105667,"prevId":0,"content":"Yes this and TSMC","text":"Yes this and TSMC","html":"Yes this and TSMC"},{"id":5108872,"gmtCreate":1625275919665,"gmtModify":1663230464945,"authorId":3554812130600735,"author":{"id":3554812130600735,"idStr":"3554812130600735","authorId":3554812130600735,"name":"RoyK","avatar":"https://static.tigerbbs.com/224d19b59f850b38cc51174b1f5f6a54","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":156305736,"type":1,"supId":0,"prevId":0,"content":"How big is your big?","text":"How big is your big?","html":"How big is your big?"},{"id":5105667,"gmtCreate":1625240747046,"gmtModify":1631888762682,"authorId":3577963183517164,"author":{"id":3577963183517164,"idStr":"3577963183517164","authorId":3577963183517164,"name":"rosemary2288","avatar":"https://static.tigerbbs.com/f493bd15fd8020f4f92f8b0ea69d57ee","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":156305736,"type":1,"supId":0,"prevId":0,"content":"Same, best name in the semiconductor <u>space</u>","text":"Same, best name in the semiconductor <u>space</u>","html":"Same, best name in the semiconductor <u>space</u>"}],"langContent":"EN"},{"id":156945768,"gmtCreate":1625192507654,"gmtModify":1703738055002,"author":{"id":"3579684763801587","authorId":"3579684763801587","name":"Soksok","avatar":"https://static.tigerbbs.com/03c4a8d2787d3c5042bccff3b0bb60f1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3579684763801587","authorIdStr":"3579684763801587"},"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156945768","repostId":2148382755,"repostType":4,"repost":{"id":"2148382755","pubTimestamp":1625187424,"share":"https://ttm.financial/m/news/2148382755?lang=&edition=fundamental","pubTime":"2021-07-02 08:57","market":"us","language":"en","title":"Qualcomm's new CEO eyes dominance in the laptop markets","url":"https://stock-news.laohu8.com/highlight/detail?id=2148382755","media":"Reuters","summary":"July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the ","content":"<p>July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced laptops using a custom-designed central processor chip that boasts longer battery life.</p>\n<p>Longtime processor suppliers Intel Corp and Advanced Micro Devices have no chips as energy efficient as Apple's. Qualcomm Chief Executive Cristiano Amon told Reuters on Thursday he believes his company can have the best chip on the market, with help from a team of chip architects who formerly worked on the Apple chip but now work at Qualcomm.</p>\n<p>In his first interview since taking the top job at San Diego, California-based Qualcomm, Amon also said the company is also counting on revenue growth from China to power its core smartphone chip business despite political tensions.</p>\n<p>\"We will go big in China,\" he said, noting that U.S. sanctions on Huawei Technologies Co Ltd give Qualcomm an opportunity to generate a lot more revenue.</p>\n<p>Amon said a cornerstone of his strategy comes from a lesson learned in the smartphone chip market: It was not enough just to provide modem chips for phones' wireless data connectivity. Qualcomm also needed to provide the brains to turn the phone into a computer, which it now does for most premium Android devices.</p>\n<p>Now, as Qualcomm looks to push 5G connectivity into laptops, it is pairing modems with a powerful central processor unit, or CPU, Amon said. Instead of using computing core blueprints from longtime partner Arm Ltd, as it now does for smartphones, Qualcomm concluded it needed custom-designed chips if its customers were to rival new laptops from Apple.</p>\n<p>As head of Qualcomm's chip division, Amon this year led the $1.4 billion acquisition of startup Nuvia, whose ex-Apple founders help design some those Apple laptop chips before leaving to form the startup. Qualcom will start selling Nuvia-based laptop chips next year.</p>\n<p>\"We needed to have the leading performance for a battery-powered device,\" Amon said. \"If Arm, which we've had a relationship with for years, eventually develops a CPU that's better than what we can build ourselves, then we always have the option to license from Arm.\"</p>\n<p>Arm is in the midst of being purchased by Nvidia Corp for $40 billion, a merger that Qualcomm has objected to with regulators.</p>\n<p>Amon said Qualcomm has no plans to build its own products to enter the other big market for CPUs - data centers for cloud computing companies. But it will license Nuvia's designs to cloud computing companies that want to build their own chips, which could put it in competition with parts of Arm.</p>\n<p>\"We are more than willing to leverage the Nuvia CPU assets to partner with companies that are interested as they build their data center solutions,\" Amon said.</p>\n<p>BRANDING CHALLENGE</p>\n<p>Phone chips accounted for $12.8 billion of its $16.5 billion in chip revenue in its most recent fiscal year. Some of Qualcomm's best customers, such as phone maker Xiaomi Corp , are in China.</p>\n<p>Qualcomm is counting on revenue growth as its Android handset customers swoop in on former users of phones from Huawei, which was forced out of the handset market by Washington's sanctions.</p>\n<p>Kevin Krewell, principal analyst at TIRIAS Research, called it a \"political minefield\" due to rising U.S.-China tensions. But Amon said the company could do business as usual there.</p>\n<p>\"We license our technology - we don't have to do forced joint ventures with technology transfers. Our customers in China are current with their agreements, so you see respect for American intellectual property,\" he said.</p>\n<p>Another major challenge for Amon will be hanging on to Apple as a customer. Qualcomm's modem chips are now in all Apple iPhone 12 models after a bruising legal battle. Apple sued Qualcomm in 2017 but eventually dropped its claims and signed chip supply and patent license agreements with Qualcomm in 2019.</p>\n<p>Apple is now designing chips to displace Qualcomm's communications chips in iPhones.</p>\n<p>\"The biggest overhang for Qualcomm's long-term stock multiple is the worry that right now, it's as good as it gets, because they're shipping into all the iPhones, but someday, Apple will do those chips internally,\" said Michael Walkley, a senior analyst at Canaccord Genuity Group.</p>\n<p>Amon said that Qualcomm has decades of experience designing modem chips that will be hard for any rival to replicate and that the void in the Android market left by Huawei.</p>\n<p>\"Just for the premium tier alone, the Huawei addressable market is as big as the Apple opportunity is for us,\" Amon said.</p>\n<p>Another challenge for Amon, a gregarious executive who is energetic onstage during keynote presentations, will be that Qualcom is not well known to consumers in the way that Intel or Nvidia are, even in Qualcomm's hometown.</p>\n<p>\"I flew into San Diego and got an Uber driver at the airport and told him I was going to Qualcomm. He said, 'You mean the stadium?'\" Krewell said, referring to the football arena formerly home to the San Diego Chargers.</p>\n<p>Amon has started a new branding program for the company's Snapdragon smartphone chips to try to change that.</p>\n<p>\"We have a mature smartphone industry today. People care what's behind the glass,\" he said. (Reporting by Stephen Nellis in San Francisco; Editing by David Gregorio)</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Qualcomm's new CEO eyes dominance in the laptop markets</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQualcomm's new CEO eyes dominance in the laptop markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 08:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced ...</p>\n\n<a href=\"https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","AAPL":"苹果","03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2148382755","content_text":"July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced laptops using a custom-designed central processor chip that boasts longer battery life.\nLongtime processor suppliers Intel Corp and Advanced Micro Devices have no chips as energy efficient as Apple's. Qualcomm Chief Executive Cristiano Amon told Reuters on Thursday he believes his company can have the best chip on the market, with help from a team of chip architects who formerly worked on the Apple chip but now work at Qualcomm.\nIn his first interview since taking the top job at San Diego, California-based Qualcomm, Amon also said the company is also counting on revenue growth from China to power its core smartphone chip business despite political tensions.\n\"We will go big in China,\" he said, noting that U.S. sanctions on Huawei Technologies Co Ltd give Qualcomm an opportunity to generate a lot more revenue.\nAmon said a cornerstone of his strategy comes from a lesson learned in the smartphone chip market: It was not enough just to provide modem chips for phones' wireless data connectivity. Qualcomm also needed to provide the brains to turn the phone into a computer, which it now does for most premium Android devices.\nNow, as Qualcomm looks to push 5G connectivity into laptops, it is pairing modems with a powerful central processor unit, or CPU, Amon said. Instead of using computing core blueprints from longtime partner Arm Ltd, as it now does for smartphones, Qualcomm concluded it needed custom-designed chips if its customers were to rival new laptops from Apple.\nAs head of Qualcomm's chip division, Amon this year led the $1.4 billion acquisition of startup Nuvia, whose ex-Apple founders help design some those Apple laptop chips before leaving to form the startup. Qualcom will start selling Nuvia-based laptop chips next year.\n\"We needed to have the leading performance for a battery-powered device,\" Amon said. \"If Arm, which we've had a relationship with for years, eventually develops a CPU that's better than what we can build ourselves, then we always have the option to license from Arm.\"\nArm is in the midst of being purchased by Nvidia Corp for $40 billion, a merger that Qualcomm has objected to with regulators.\nAmon said Qualcomm has no plans to build its own products to enter the other big market for CPUs - data centers for cloud computing companies. But it will license Nuvia's designs to cloud computing companies that want to build their own chips, which could put it in competition with parts of Arm.\n\"We are more than willing to leverage the Nuvia CPU assets to partner with companies that are interested as they build their data center solutions,\" Amon said.\nBRANDING CHALLENGE\nPhone chips accounted for $12.8 billion of its $16.5 billion in chip revenue in its most recent fiscal year. Some of Qualcomm's best customers, such as phone maker Xiaomi Corp , are in China.\nQualcomm is counting on revenue growth as its Android handset customers swoop in on former users of phones from Huawei, which was forced out of the handset market by Washington's sanctions.\nKevin Krewell, principal analyst at TIRIAS Research, called it a \"political minefield\" due to rising U.S.-China tensions. But Amon said the company could do business as usual there.\n\"We license our technology - we don't have to do forced joint ventures with technology transfers. Our customers in China are current with their agreements, so you see respect for American intellectual property,\" he said.\nAnother major challenge for Amon will be hanging on to Apple as a customer. Qualcomm's modem chips are now in all Apple iPhone 12 models after a bruising legal battle. Apple sued Qualcomm in 2017 but eventually dropped its claims and signed chip supply and patent license agreements with Qualcomm in 2019.\nApple is now designing chips to displace Qualcomm's communications chips in iPhones.\n\"The biggest overhang for Qualcomm's long-term stock multiple is the worry that right now, it's as good as it gets, because they're shipping into all the iPhones, but someday, Apple will do those chips internally,\" said Michael Walkley, a senior analyst at Canaccord Genuity Group.\nAmon said that Qualcomm has decades of experience designing modem chips that will be hard for any rival to replicate and that the void in the Android market left by Huawei.\n\"Just for the premium tier alone, the Huawei addressable market is as big as the Apple opportunity is for us,\" Amon said.\nAnother challenge for Amon, a gregarious executive who is energetic onstage during keynote presentations, will be that Qualcom is not well known to consumers in the way that Intel or Nvidia are, even in Qualcomm's hometown.\n\"I flew into San Diego and got an Uber driver at the airport and told him I was going to Qualcomm. He said, 'You mean the stadium?'\" Krewell said, referring to the football arena formerly home to the San Diego Chargers.\nAmon has started a new branding program for the company's Snapdragon smartphone chips to try to change that.\n\"We have a mature smartphone industry today. People care what's behind the glass,\" he said. (Reporting by Stephen Nellis in San Francisco; Editing by David Gregorio)","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":156913066,"gmtCreate":1625189887655,"gmtModify":1703737974733,"author":{"id":"3580191066548921","authorId":"3580191066548921","name":"cheffun","avatar":"https://static.tigerbbs.com/cb0e87ae08a9b655394a52fdf5baa187","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3580191066548921","authorIdStr":"3580191066548921"},"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156913066","repostId":2148382755,"repostType":4,"repost":{"id":"2148382755","pubTimestamp":1625187424,"share":"https://ttm.financial/m/news/2148382755?lang=&edition=fundamental","pubTime":"2021-07-02 08:57","market":"us","language":"en","title":"Qualcomm's new CEO eyes dominance in the laptop markets","url":"https://stock-news.laohu8.com/highlight/detail?id=2148382755","media":"Reuters","summary":"July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the ","content":"<p>July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced laptops using a custom-designed central processor chip that boasts longer battery life.</p>\n<p>Longtime processor suppliers Intel Corp and Advanced Micro Devices have no chips as energy efficient as Apple's. Qualcomm Chief Executive Cristiano Amon told Reuters on Thursday he believes his company can have the best chip on the market, with help from a team of chip architects who formerly worked on the Apple chip but now work at Qualcomm.</p>\n<p>In his first interview since taking the top job at San Diego, California-based Qualcomm, Amon also said the company is also counting on revenue growth from China to power its core smartphone chip business despite political tensions.</p>\n<p>\"We will go big in China,\" he said, noting that U.S. sanctions on Huawei Technologies Co Ltd give Qualcomm an opportunity to generate a lot more revenue.</p>\n<p>Amon said a cornerstone of his strategy comes from a lesson learned in the smartphone chip market: It was not enough just to provide modem chips for phones' wireless data connectivity. Qualcomm also needed to provide the brains to turn the phone into a computer, which it now does for most premium Android devices.</p>\n<p>Now, as Qualcomm looks to push 5G connectivity into laptops, it is pairing modems with a powerful central processor unit, or CPU, Amon said. Instead of using computing core blueprints from longtime partner Arm Ltd, as it now does for smartphones, Qualcomm concluded it needed custom-designed chips if its customers were to rival new laptops from Apple.</p>\n<p>As head of Qualcomm's chip division, Amon this year led the $1.4 billion acquisition of startup Nuvia, whose ex-Apple founders help design some those Apple laptop chips before leaving to form the startup. Qualcom will start selling Nuvia-based laptop chips next year.</p>\n<p>\"We needed to have the leading performance for a battery-powered device,\" Amon said. \"If Arm, which we've had a relationship with for years, eventually develops a CPU that's better than what we can build ourselves, then we always have the option to license from Arm.\"</p>\n<p>Arm is in the midst of being purchased by Nvidia Corp for $40 billion, a merger that Qualcomm has objected to with regulators.</p>\n<p>Amon said Qualcomm has no plans to build its own products to enter the other big market for CPUs - data centers for cloud computing companies. But it will license Nuvia's designs to cloud computing companies that want to build their own chips, which could put it in competition with parts of Arm.</p>\n<p>\"We are more than willing to leverage the Nuvia CPU assets to partner with companies that are interested as they build their data center solutions,\" Amon said.</p>\n<p>BRANDING CHALLENGE</p>\n<p>Phone chips accounted for $12.8 billion of its $16.5 billion in chip revenue in its most recent fiscal year. Some of Qualcomm's best customers, such as phone maker Xiaomi Corp , are in China.</p>\n<p>Qualcomm is counting on revenue growth as its Android handset customers swoop in on former users of phones from Huawei, which was forced out of the handset market by Washington's sanctions.</p>\n<p>Kevin Krewell, principal analyst at TIRIAS Research, called it a \"political minefield\" due to rising U.S.-China tensions. But Amon said the company could do business as usual there.</p>\n<p>\"We license our technology - we don't have to do forced joint ventures with technology transfers. Our customers in China are current with their agreements, so you see respect for American intellectual property,\" he said.</p>\n<p>Another major challenge for Amon will be hanging on to Apple as a customer. Qualcomm's modem chips are now in all Apple iPhone 12 models after a bruising legal battle. Apple sued Qualcomm in 2017 but eventually dropped its claims and signed chip supply and patent license agreements with Qualcomm in 2019.</p>\n<p>Apple is now designing chips to displace Qualcomm's communications chips in iPhones.</p>\n<p>\"The biggest overhang for Qualcomm's long-term stock multiple is the worry that right now, it's as good as it gets, because they're shipping into all the iPhones, but someday, Apple will do those chips internally,\" said Michael Walkley, a senior analyst at Canaccord Genuity Group.</p>\n<p>Amon said that Qualcomm has decades of experience designing modem chips that will be hard for any rival to replicate and that the void in the Android market left by Huawei.</p>\n<p>\"Just for the premium tier alone, the Huawei addressable market is as big as the Apple opportunity is for us,\" Amon said.</p>\n<p>Another challenge for Amon, a gregarious executive who is energetic onstage during keynote presentations, will be that Qualcom is not well known to consumers in the way that Intel or Nvidia are, even in Qualcomm's hometown.</p>\n<p>\"I flew into San Diego and got an Uber driver at the airport and told him I was going to Qualcomm. He said, 'You mean the stadium?'\" Krewell said, referring to the football arena formerly home to the San Diego Chargers.</p>\n<p>Amon has started a new branding program for the company's Snapdragon smartphone chips to try to change that.</p>\n<p>\"We have a mature smartphone industry today. People care what's behind the glass,\" he said. (Reporting by Stephen Nellis in San Francisco; Editing by David Gregorio)</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Qualcomm's new CEO eyes dominance in the laptop markets</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQualcomm's new CEO eyes dominance in the laptop markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 08:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced ...</p>\n\n<a href=\"https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","AAPL":"苹果","03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2148382755","content_text":"July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced laptops using a custom-designed central processor chip that boasts longer battery life.\nLongtime processor suppliers Intel Corp and Advanced Micro Devices have no chips as energy efficient as Apple's. Qualcomm Chief Executive Cristiano Amon told Reuters on Thursday he believes his company can have the best chip on the market, with help from a team of chip architects who formerly worked on the Apple chip but now work at Qualcomm.\nIn his first interview since taking the top job at San Diego, California-based Qualcomm, Amon also said the company is also counting on revenue growth from China to power its core smartphone chip business despite political tensions.\n\"We will go big in China,\" he said, noting that U.S. sanctions on Huawei Technologies Co Ltd give Qualcomm an opportunity to generate a lot more revenue.\nAmon said a cornerstone of his strategy comes from a lesson learned in the smartphone chip market: It was not enough just to provide modem chips for phones' wireless data connectivity. Qualcomm also needed to provide the brains to turn the phone into a computer, which it now does for most premium Android devices.\nNow, as Qualcomm looks to push 5G connectivity into laptops, it is pairing modems with a powerful central processor unit, or CPU, Amon said. Instead of using computing core blueprints from longtime partner Arm Ltd, as it now does for smartphones, Qualcomm concluded it needed custom-designed chips if its customers were to rival new laptops from Apple.\nAs head of Qualcomm's chip division, Amon this year led the $1.4 billion acquisition of startup Nuvia, whose ex-Apple founders help design some those Apple laptop chips before leaving to form the startup. Qualcom will start selling Nuvia-based laptop chips next year.\n\"We needed to have the leading performance for a battery-powered device,\" Amon said. \"If Arm, which we've had a relationship with for years, eventually develops a CPU that's better than what we can build ourselves, then we always have the option to license from Arm.\"\nArm is in the midst of being purchased by Nvidia Corp for $40 billion, a merger that Qualcomm has objected to with regulators.\nAmon said Qualcomm has no plans to build its own products to enter the other big market for CPUs - data centers for cloud computing companies. But it will license Nuvia's designs to cloud computing companies that want to build their own chips, which could put it in competition with parts of Arm.\n\"We are more than willing to leverage the Nuvia CPU assets to partner with companies that are interested as they build their data center solutions,\" Amon said.\nBRANDING CHALLENGE\nPhone chips accounted for $12.8 billion of its $16.5 billion in chip revenue in its most recent fiscal year. Some of Qualcomm's best customers, such as phone maker Xiaomi Corp , are in China.\nQualcomm is counting on revenue growth as its Android handset customers swoop in on former users of phones from Huawei, which was forced out of the handset market by Washington's sanctions.\nKevin Krewell, principal analyst at TIRIAS Research, called it a \"political minefield\" due to rising U.S.-China tensions. But Amon said the company could do business as usual there.\n\"We license our technology - we don't have to do forced joint ventures with technology transfers. Our customers in China are current with their agreements, so you see respect for American intellectual property,\" he said.\nAnother major challenge for Amon will be hanging on to Apple as a customer. Qualcomm's modem chips are now in all Apple iPhone 12 models after a bruising legal battle. Apple sued Qualcomm in 2017 but eventually dropped its claims and signed chip supply and patent license agreements with Qualcomm in 2019.\nApple is now designing chips to displace Qualcomm's communications chips in iPhones.\n\"The biggest overhang for Qualcomm's long-term stock multiple is the worry that right now, it's as good as it gets, because they're shipping into all the iPhones, but someday, Apple will do those chips internally,\" said Michael Walkley, a senior analyst at Canaccord Genuity Group.\nAmon said that Qualcomm has decades of experience designing modem chips that will be hard for any rival to replicate and that the void in the Android market left by Huawei.\n\"Just for the premium tier alone, the Huawei addressable market is as big as the Apple opportunity is for us,\" Amon said.\nAnother challenge for Amon, a gregarious executive who is energetic onstage during keynote presentations, will be that Qualcom is not well known to consumers in the way that Intel or Nvidia are, even in Qualcomm's hometown.\n\"I flew into San Diego and got an Uber driver at the airport and told him I was going to Qualcomm. He said, 'You mean the stadium?'\" Krewell said, referring to the football arena formerly home to the San Diego Chargers.\nAmon has started a new branding program for the company's Snapdragon smartphone chips to try to change that.\n\"We have a mature smartphone industry today. People care what's behind the glass,\" he said. (Reporting by Stephen Nellis in San Francisco; Editing by David Gregorio)","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":156938310,"gmtCreate":1625189636630,"gmtModify":1703737962816,"author":{"id":"3582081247916800","authorId":"3582081247916800","name":"SleepyCat","avatar":"https://static.tigerbbs.com/35978ef2c3c98df7a8e3d741a6574977","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3582081247916800","authorIdStr":"3582081247916800"},"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/156938310","repostId":2148382755,"repostType":4,"repost":{"id":"2148382755","pubTimestamp":1625187424,"share":"https://ttm.financial/m/news/2148382755?lang=&edition=fundamental","pubTime":"2021-07-02 08:57","market":"us","language":"en","title":"Qualcomm's new CEO eyes dominance in the laptop markets","url":"https://stock-news.laohu8.com/highlight/detail?id=2148382755","media":"Reuters","summary":"July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the ","content":"<p>July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced laptops using a custom-designed central processor chip that boasts longer battery life.</p>\n<p>Longtime processor suppliers Intel Corp and Advanced Micro Devices have no chips as energy efficient as Apple's. Qualcomm Chief Executive Cristiano Amon told Reuters on Thursday he believes his company can have the best chip on the market, with help from a team of chip architects who formerly worked on the Apple chip but now work at Qualcomm.</p>\n<p>In his first interview since taking the top job at San Diego, California-based Qualcomm, Amon also said the company is also counting on revenue growth from China to power its core smartphone chip business despite political tensions.</p>\n<p>\"We will go big in China,\" he said, noting that U.S. sanctions on Huawei Technologies Co Ltd give Qualcomm an opportunity to generate a lot more revenue.</p>\n<p>Amon said a cornerstone of his strategy comes from a lesson learned in the smartphone chip market: It was not enough just to provide modem chips for phones' wireless data connectivity. Qualcomm also needed to provide the brains to turn the phone into a computer, which it now does for most premium Android devices.</p>\n<p>Now, as Qualcomm looks to push 5G connectivity into laptops, it is pairing modems with a powerful central processor unit, or CPU, Amon said. Instead of using computing core blueprints from longtime partner Arm Ltd, as it now does for smartphones, Qualcomm concluded it needed custom-designed chips if its customers were to rival new laptops from Apple.</p>\n<p>As head of Qualcomm's chip division, Amon this year led the $1.4 billion acquisition of startup Nuvia, whose ex-Apple founders help design some those Apple laptop chips before leaving to form the startup. Qualcom will start selling Nuvia-based laptop chips next year.</p>\n<p>\"We needed to have the leading performance for a battery-powered device,\" Amon said. \"If Arm, which we've had a relationship with for years, eventually develops a CPU that's better than what we can build ourselves, then we always have the option to license from Arm.\"</p>\n<p>Arm is in the midst of being purchased by Nvidia Corp for $40 billion, a merger that Qualcomm has objected to with regulators.</p>\n<p>Amon said Qualcomm has no plans to build its own products to enter the other big market for CPUs - data centers for cloud computing companies. But it will license Nuvia's designs to cloud computing companies that want to build their own chips, which could put it in competition with parts of Arm.</p>\n<p>\"We are more than willing to leverage the Nuvia CPU assets to partner with companies that are interested as they build their data center solutions,\" Amon said.</p>\n<p>BRANDING CHALLENGE</p>\n<p>Phone chips accounted for $12.8 billion of its $16.5 billion in chip revenue in its most recent fiscal year. Some of Qualcomm's best customers, such as phone maker Xiaomi Corp , are in China.</p>\n<p>Qualcomm is counting on revenue growth as its Android handset customers swoop in on former users of phones from Huawei, which was forced out of the handset market by Washington's sanctions.</p>\n<p>Kevin Krewell, principal analyst at TIRIAS Research, called it a \"political minefield\" due to rising U.S.-China tensions. But Amon said the company could do business as usual there.</p>\n<p>\"We license our technology - we don't have to do forced joint ventures with technology transfers. Our customers in China are current with their agreements, so you see respect for American intellectual property,\" he said.</p>\n<p>Another major challenge for Amon will be hanging on to Apple as a customer. Qualcomm's modem chips are now in all Apple iPhone 12 models after a bruising legal battle. Apple sued Qualcomm in 2017 but eventually dropped its claims and signed chip supply and patent license agreements with Qualcomm in 2019.</p>\n<p>Apple is now designing chips to displace Qualcomm's communications chips in iPhones.</p>\n<p>\"The biggest overhang for Qualcomm's long-term stock multiple is the worry that right now, it's as good as it gets, because they're shipping into all the iPhones, but someday, Apple will do those chips internally,\" said Michael Walkley, a senior analyst at Canaccord Genuity Group.</p>\n<p>Amon said that Qualcomm has decades of experience designing modem chips that will be hard for any rival to replicate and that the void in the Android market left by Huawei.</p>\n<p>\"Just for the premium tier alone, the Huawei addressable market is as big as the Apple opportunity is for us,\" Amon said.</p>\n<p>Another challenge for Amon, a gregarious executive who is energetic onstage during keynote presentations, will be that Qualcom is not well known to consumers in the way that Intel or Nvidia are, even in Qualcomm's hometown.</p>\n<p>\"I flew into San Diego and got an Uber driver at the airport and told him I was going to Qualcomm. He said, 'You mean the stadium?'\" Krewell said, referring to the football arena formerly home to the San Diego Chargers.</p>\n<p>Amon has started a new branding program for the company's Snapdragon smartphone chips to try to change that.</p>\n<p>\"We have a mature smartphone industry today. People care what's behind the glass,\" he said. (Reporting by Stephen Nellis in San Francisco; Editing by David Gregorio)</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Qualcomm's new CEO eyes dominance in the laptop markets</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQualcomm's new CEO eyes dominance in the laptop markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 08:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced ...</p>\n\n<a href=\"https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","AAPL":"苹果","03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2148382755","content_text":"July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced laptops using a custom-designed central processor chip that boasts longer battery life.\nLongtime processor suppliers Intel Corp and Advanced Micro Devices have no chips as energy efficient as Apple's. Qualcomm Chief Executive Cristiano Amon told Reuters on Thursday he believes his company can have the best chip on the market, with help from a team of chip architects who formerly worked on the Apple chip but now work at Qualcomm.\nIn his first interview since taking the top job at San Diego, California-based Qualcomm, Amon also said the company is also counting on revenue growth from China to power its core smartphone chip business despite political tensions.\n\"We will go big in China,\" he said, noting that U.S. sanctions on Huawei Technologies Co Ltd give Qualcomm an opportunity to generate a lot more revenue.\nAmon said a cornerstone of his strategy comes from a lesson learned in the smartphone chip market: It was not enough just to provide modem chips for phones' wireless data connectivity. Qualcomm also needed to provide the brains to turn the phone into a computer, which it now does for most premium Android devices.\nNow, as Qualcomm looks to push 5G connectivity into laptops, it is pairing modems with a powerful central processor unit, or CPU, Amon said. Instead of using computing core blueprints from longtime partner Arm Ltd, as it now does for smartphones, Qualcomm concluded it needed custom-designed chips if its customers were to rival new laptops from Apple.\nAs head of Qualcomm's chip division, Amon this year led the $1.4 billion acquisition of startup Nuvia, whose ex-Apple founders help design some those Apple laptop chips before leaving to form the startup. Qualcom will start selling Nuvia-based laptop chips next year.\n\"We needed to have the leading performance for a battery-powered device,\" Amon said. \"If Arm, which we've had a relationship with for years, eventually develops a CPU that's better than what we can build ourselves, then we always have the option to license from Arm.\"\nArm is in the midst of being purchased by Nvidia Corp for $40 billion, a merger that Qualcomm has objected to with regulators.\nAmon said Qualcomm has no plans to build its own products to enter the other big market for CPUs - data centers for cloud computing companies. But it will license Nuvia's designs to cloud computing companies that want to build their own chips, which could put it in competition with parts of Arm.\n\"We are more than willing to leverage the Nuvia CPU assets to partner with companies that are interested as they build their data center solutions,\" Amon said.\nBRANDING CHALLENGE\nPhone chips accounted for $12.8 billion of its $16.5 billion in chip revenue in its most recent fiscal year. Some of Qualcomm's best customers, such as phone maker Xiaomi Corp , are in China.\nQualcomm is counting on revenue growth as its Android handset customers swoop in on former users of phones from Huawei, which was forced out of the handset market by Washington's sanctions.\nKevin Krewell, principal analyst at TIRIAS Research, called it a \"political minefield\" due to rising U.S.-China tensions. But Amon said the company could do business as usual there.\n\"We license our technology - we don't have to do forced joint ventures with technology transfers. Our customers in China are current with their agreements, so you see respect for American intellectual property,\" he said.\nAnother major challenge for Amon will be hanging on to Apple as a customer. Qualcomm's modem chips are now in all Apple iPhone 12 models after a bruising legal battle. Apple sued Qualcomm in 2017 but eventually dropped its claims and signed chip supply and patent license agreements with Qualcomm in 2019.\nApple is now designing chips to displace Qualcomm's communications chips in iPhones.\n\"The biggest overhang for Qualcomm's long-term stock multiple is the worry that right now, it's as good as it gets, because they're shipping into all the iPhones, but someday, Apple will do those chips internally,\" said Michael Walkley, a senior analyst at Canaccord Genuity Group.\nAmon said that Qualcomm has decades of experience designing modem chips that will be hard for any rival to replicate and that the void in the Android market left by Huawei.\n\"Just for the premium tier alone, the Huawei addressable market is as big as the Apple opportunity is for us,\" Amon said.\nAnother challenge for Amon, a gregarious executive who is energetic onstage during keynote presentations, will be that Qualcom is not well known to consumers in the way that Intel or Nvidia are, even in Qualcomm's hometown.\n\"I flew into San Diego and got an Uber driver at the airport and told him I was going to Qualcomm. He said, 'You mean the stadium?'\" Krewell said, referring to the football arena formerly home to the San Diego Chargers.\nAmon has started a new branding program for the company's Snapdragon smartphone chips to try to change that.\n\"We have a mature smartphone industry today. People care what's behind the glass,\" he said. (Reporting by Stephen Nellis in San Francisco; Editing by David Gregorio)","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5098161,"gmtCreate":1625190602294,"gmtModify":1663230417843,"authorId":3581765192280157,"author":{"id":3581765192280157,"idStr":"3581765192280157","authorId":3581765192280157,"name":"DandanC","avatar":"https://static.tigerbbs.com/e2a11bfd02ad81137e21e534e8a35232","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":156938310,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"},{"id":5098620,"gmtCreate":1625193197334,"gmtModify":1663230417641,"authorId":3581998170323436,"author":{"id":3581998170323436,"idStr":"3581998170323436","authorId":3581998170323436,"name":"Ranchy","avatar":"https://static.tigerbbs.com/9e13d03df0c118379d72d9b5531e0186","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":156938310,"type":1,"supId":0,"prevId":0,"content":"Done. Give like too","text":"Done. Give like too","html":"Done. Give like too"}],"langContent":"EN"},{"id":156077418,"gmtCreate":1625188772734,"gmtModify":1703737926800,"author":{"id":"3556426392105233","authorId":"3556426392105233","name":"KYY","avatar":"https://static.tigerbbs.com/5b12b3e99ba88ec87208659ca9efb3a9","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3556426392105233","authorIdStr":"3556426392105233"},"htmlText":"Please like thanks&nbsp;","listText":"Please like thanks&nbsp;","text":"Please like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/156077418","repostId":2148382755,"repostType":4,"repost":{"id":"2148382755","pubTimestamp":1625187424,"share":"https://ttm.financial/m/news/2148382755?lang=&edition=fundamental","pubTime":"2021-07-02 08:57","market":"us","language":"en","title":"Qualcomm's new CEO eyes dominance in the laptop markets","url":"https://stock-news.laohu8.com/highlight/detail?id=2148382755","media":"Reuters","summary":"July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the ","content":"<p>July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced laptops using a custom-designed central processor chip that boasts longer battery life.</p>\n<p>Longtime processor suppliers Intel Corp and Advanced Micro Devices have no chips as energy efficient as Apple's. Qualcomm Chief Executive Cristiano Amon told Reuters on Thursday he believes his company can have the best chip on the market, with help from a team of chip architects who formerly worked on the Apple chip but now work at Qualcomm.</p>\n<p>In his first interview since taking the top job at San Diego, California-based Qualcomm, Amon also said the company is also counting on revenue growth from China to power its core smartphone chip business despite political tensions.</p>\n<p>\"We will go big in China,\" he said, noting that U.S. sanctions on Huawei Technologies Co Ltd give Qualcomm an opportunity to generate a lot more revenue.</p>\n<p>Amon said a cornerstone of his strategy comes from a lesson learned in the smartphone chip market: It was not enough just to provide modem chips for phones' wireless data connectivity. Qualcomm also needed to provide the brains to turn the phone into a computer, which it now does for most premium Android devices.</p>\n<p>Now, as Qualcomm looks to push 5G connectivity into laptops, it is pairing modems with a powerful central processor unit, or CPU, Amon said. Instead of using computing core blueprints from longtime partner Arm Ltd, as it now does for smartphones, Qualcomm concluded it needed custom-designed chips if its customers were to rival new laptops from Apple.</p>\n<p>As head of Qualcomm's chip division, Amon this year led the $1.4 billion acquisition of startup Nuvia, whose ex-Apple founders help design some those Apple laptop chips before leaving to form the startup. Qualcom will start selling Nuvia-based laptop chips next year.</p>\n<p>\"We needed to have the leading performance for a battery-powered device,\" Amon said. \"If Arm, which we've had a relationship with for years, eventually develops a CPU that's better than what we can build ourselves, then we always have the option to license from Arm.\"</p>\n<p>Arm is in the midst of being purchased by Nvidia Corp for $40 billion, a merger that Qualcomm has objected to with regulators.</p>\n<p>Amon said Qualcomm has no plans to build its own products to enter the other big market for CPUs - data centers for cloud computing companies. But it will license Nuvia's designs to cloud computing companies that want to build their own chips, which could put it in competition with parts of Arm.</p>\n<p>\"We are more than willing to leverage the Nuvia CPU assets to partner with companies that are interested as they build their data center solutions,\" Amon said.</p>\n<p>BRANDING CHALLENGE</p>\n<p>Phone chips accounted for $12.8 billion of its $16.5 billion in chip revenue in its most recent fiscal year. Some of Qualcomm's best customers, such as phone maker Xiaomi Corp , are in China.</p>\n<p>Qualcomm is counting on revenue growth as its Android handset customers swoop in on former users of phones from Huawei, which was forced out of the handset market by Washington's sanctions.</p>\n<p>Kevin Krewell, principal analyst at TIRIAS Research, called it a \"political minefield\" due to rising U.S.-China tensions. But Amon said the company could do business as usual there.</p>\n<p>\"We license our technology - we don't have to do forced joint ventures with technology transfers. Our customers in China are current with their agreements, so you see respect for American intellectual property,\" he said.</p>\n<p>Another major challenge for Amon will be hanging on to Apple as a customer. Qualcomm's modem chips are now in all Apple iPhone 12 models after a bruising legal battle. Apple sued Qualcomm in 2017 but eventually dropped its claims and signed chip supply and patent license agreements with Qualcomm in 2019.</p>\n<p>Apple is now designing chips to displace Qualcomm's communications chips in iPhones.</p>\n<p>\"The biggest overhang for Qualcomm's long-term stock multiple is the worry that right now, it's as good as it gets, because they're shipping into all the iPhones, but someday, Apple will do those chips internally,\" said Michael Walkley, a senior analyst at Canaccord Genuity Group.</p>\n<p>Amon said that Qualcomm has decades of experience designing modem chips that will be hard for any rival to replicate and that the void in the Android market left by Huawei.</p>\n<p>\"Just for the premium tier alone, the Huawei addressable market is as big as the Apple opportunity is for us,\" Amon said.</p>\n<p>Another challenge for Amon, a gregarious executive who is energetic onstage during keynote presentations, will be that Qualcom is not well known to consumers in the way that Intel or Nvidia are, even in Qualcomm's hometown.</p>\n<p>\"I flew into San Diego and got an Uber driver at the airport and told him I was going to Qualcomm. He said, 'You mean the stadium?'\" Krewell said, referring to the football arena formerly home to the San Diego Chargers.</p>\n<p>Amon has started a new branding program for the company's Snapdragon smartphone chips to try to change that.</p>\n<p>\"We have a mature smartphone industry today. People care what's behind the glass,\" he said. (Reporting by Stephen Nellis in San Francisco; Editing by David Gregorio)</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Qualcomm's new CEO eyes dominance in the laptop markets</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQualcomm's new CEO eyes dominance in the laptop markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 08:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced ...</p>\n\n<a href=\"https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","AAPL":"苹果","03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2148382755","content_text":"July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced laptops using a custom-designed central processor chip that boasts longer battery life.\nLongtime processor suppliers Intel Corp and Advanced Micro Devices have no chips as energy efficient as Apple's. Qualcomm Chief Executive Cristiano Amon told Reuters on Thursday he believes his company can have the best chip on the market, with help from a team of chip architects who formerly worked on the Apple chip but now work at Qualcomm.\nIn his first interview since taking the top job at San Diego, California-based Qualcomm, Amon also said the company is also counting on revenue growth from China to power its core smartphone chip business despite political tensions.\n\"We will go big in China,\" he said, noting that U.S. sanctions on Huawei Technologies Co Ltd give Qualcomm an opportunity to generate a lot more revenue.\nAmon said a cornerstone of his strategy comes from a lesson learned in the smartphone chip market: It was not enough just to provide modem chips for phones' wireless data connectivity. Qualcomm also needed to provide the brains to turn the phone into a computer, which it now does for most premium Android devices.\nNow, as Qualcomm looks to push 5G connectivity into laptops, it is pairing modems with a powerful central processor unit, or CPU, Amon said. Instead of using computing core blueprints from longtime partner Arm Ltd, as it now does for smartphones, Qualcomm concluded it needed custom-designed chips if its customers were to rival new laptops from Apple.\nAs head of Qualcomm's chip division, Amon this year led the $1.4 billion acquisition of startup Nuvia, whose ex-Apple founders help design some those Apple laptop chips before leaving to form the startup. Qualcom will start selling Nuvia-based laptop chips next year.\n\"We needed to have the leading performance for a battery-powered device,\" Amon said. \"If Arm, which we've had a relationship with for years, eventually develops a CPU that's better than what we can build ourselves, then we always have the option to license from Arm.\"\nArm is in the midst of being purchased by Nvidia Corp for $40 billion, a merger that Qualcomm has objected to with regulators.\nAmon said Qualcomm has no plans to build its own products to enter the other big market for CPUs - data centers for cloud computing companies. But it will license Nuvia's designs to cloud computing companies that want to build their own chips, which could put it in competition with parts of Arm.\n\"We are more than willing to leverage the Nuvia CPU assets to partner with companies that are interested as they build their data center solutions,\" Amon said.\nBRANDING CHALLENGE\nPhone chips accounted for $12.8 billion of its $16.5 billion in chip revenue in its most recent fiscal year. Some of Qualcomm's best customers, such as phone maker Xiaomi Corp , are in China.\nQualcomm is counting on revenue growth as its Android handset customers swoop in on former users of phones from Huawei, which was forced out of the handset market by Washington's sanctions.\nKevin Krewell, principal analyst at TIRIAS Research, called it a \"political minefield\" due to rising U.S.-China tensions. But Amon said the company could do business as usual there.\n\"We license our technology - we don't have to do forced joint ventures with technology transfers. Our customers in China are current with their agreements, so you see respect for American intellectual property,\" he said.\nAnother major challenge for Amon will be hanging on to Apple as a customer. Qualcomm's modem chips are now in all Apple iPhone 12 models after a bruising legal battle. Apple sued Qualcomm in 2017 but eventually dropped its claims and signed chip supply and patent license agreements with Qualcomm in 2019.\nApple is now designing chips to displace Qualcomm's communications chips in iPhones.\n\"The biggest overhang for Qualcomm's long-term stock multiple is the worry that right now, it's as good as it gets, because they're shipping into all the iPhones, but someday, Apple will do those chips internally,\" said Michael Walkley, a senior analyst at Canaccord Genuity Group.\nAmon said that Qualcomm has decades of experience designing modem chips that will be hard for any rival to replicate and that the void in the Android market left by Huawei.\n\"Just for the premium tier alone, the Huawei addressable market is as big as the Apple opportunity is for us,\" Amon said.\nAnother challenge for Amon, a gregarious executive who is energetic onstage during keynote presentations, will be that Qualcom is not well known to consumers in the way that Intel or Nvidia are, even in Qualcomm's hometown.\n\"I flew into San Diego and got an Uber driver at the airport and told him I was going to Qualcomm. He said, 'You mean the stadium?'\" Krewell said, referring to the football arena formerly home to the San Diego Chargers.\nAmon has started a new branding program for the company's Snapdragon smartphone chips to try to change that.\n\"We have a mature smartphone industry today. People care what's behind the glass,\" he said. (Reporting by Stephen Nellis in San Francisco; Editing by David Gregorio)","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5097831,"gmtCreate":1625189022979,"gmtModify":1663230412238,"authorId":3582018929715530,"author":{"id":3582018929715530,"idStr":"3582018929715530","authorId":3582018929715530,"name":"AikHong","avatar":"https://static.tigerbbs.com/d1b67a1f5aadd86ad610e79fb3416d9f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":156077418,"type":1,"supId":0,"prevId":0,"content":"Done. Like and comment back","text":"Done. Like and comment back","html":"Done. Like and comment back"}],"langContent":"EN"},{"id":156075875,"gmtCreate":1625188626197,"gmtModify":1703737923335,"author":{"id":"3572567683672897","authorId":"3572567683672897","name":"Ddsl","avatar":"https://static.tigerbbs.com/4349a7a2362135d26685a45e48253c3d","vip":1,"crmLevel":9,"crmLevelSwitch":1,"idStr":"3572567683672897","authorIdStr":"3572567683672897"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/156075875","repostId":2148382755,"repostType":4,"repost":{"id":"2148382755","pubTimestamp":1625187424,"share":"https://ttm.financial/m/news/2148382755?lang=&edition=fundamental","pubTime":"2021-07-02 08:57","market":"us","language":"en","title":"Qualcomm's new CEO eyes dominance in the laptop markets","url":"https://stock-news.laohu8.com/highlight/detail?id=2148382755","media":"Reuters","summary":"July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the ","content":"<p>July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced laptops using a custom-designed central processor chip that boasts longer battery life.</p>\n<p>Longtime processor suppliers Intel Corp and Advanced Micro Devices have no chips as energy efficient as Apple's. Qualcomm Chief Executive Cristiano Amon told Reuters on Thursday he believes his company can have the best chip on the market, with help from a team of chip architects who formerly worked on the Apple chip but now work at Qualcomm.</p>\n<p>In his first interview since taking the top job at San Diego, California-based Qualcomm, Amon also said the company is also counting on revenue growth from China to power its core smartphone chip business despite political tensions.</p>\n<p>\"We will go big in China,\" he said, noting that U.S. sanctions on Huawei Technologies Co Ltd give Qualcomm an opportunity to generate a lot more revenue.</p>\n<p>Amon said a cornerstone of his strategy comes from a lesson learned in the smartphone chip market: It was not enough just to provide modem chips for phones' wireless data connectivity. Qualcomm also needed to provide the brains to turn the phone into a computer, which it now does for most premium Android devices.</p>\n<p>Now, as Qualcomm looks to push 5G connectivity into laptops, it is pairing modems with a powerful central processor unit, or CPU, Amon said. Instead of using computing core blueprints from longtime partner Arm Ltd, as it now does for smartphones, Qualcomm concluded it needed custom-designed chips if its customers were to rival new laptops from Apple.</p>\n<p>As head of Qualcomm's chip division, Amon this year led the $1.4 billion acquisition of startup Nuvia, whose ex-Apple founders help design some those Apple laptop chips before leaving to form the startup. Qualcom will start selling Nuvia-based laptop chips next year.</p>\n<p>\"We needed to have the leading performance for a battery-powered device,\" Amon said. \"If Arm, which we've had a relationship with for years, eventually develops a CPU that's better than what we can build ourselves, then we always have the option to license from Arm.\"</p>\n<p>Arm is in the midst of being purchased by Nvidia Corp for $40 billion, a merger that Qualcomm has objected to with regulators.</p>\n<p>Amon said Qualcomm has no plans to build its own products to enter the other big market for CPUs - data centers for cloud computing companies. But it will license Nuvia's designs to cloud computing companies that want to build their own chips, which could put it in competition with parts of Arm.</p>\n<p>\"We are more than willing to leverage the Nuvia CPU assets to partner with companies that are interested as they build their data center solutions,\" Amon said.</p>\n<p>BRANDING CHALLENGE</p>\n<p>Phone chips accounted for $12.8 billion of its $16.5 billion in chip revenue in its most recent fiscal year. Some of Qualcomm's best customers, such as phone maker Xiaomi Corp , are in China.</p>\n<p>Qualcomm is counting on revenue growth as its Android handset customers swoop in on former users of phones from Huawei, which was forced out of the handset market by Washington's sanctions.</p>\n<p>Kevin Krewell, principal analyst at TIRIAS Research, called it a \"political minefield\" due to rising U.S.-China tensions. But Amon said the company could do business as usual there.</p>\n<p>\"We license our technology - we don't have to do forced joint ventures with technology transfers. Our customers in China are current with their agreements, so you see respect for American intellectual property,\" he said.</p>\n<p>Another major challenge for Amon will be hanging on to Apple as a customer. Qualcomm's modem chips are now in all Apple iPhone 12 models after a bruising legal battle. Apple sued Qualcomm in 2017 but eventually dropped its claims and signed chip supply and patent license agreements with Qualcomm in 2019.</p>\n<p>Apple is now designing chips to displace Qualcomm's communications chips in iPhones.</p>\n<p>\"The biggest overhang for Qualcomm's long-term stock multiple is the worry that right now, it's as good as it gets, because they're shipping into all the iPhones, but someday, Apple will do those chips internally,\" said Michael Walkley, a senior analyst at Canaccord Genuity Group.</p>\n<p>Amon said that Qualcomm has decades of experience designing modem chips that will be hard for any rival to replicate and that the void in the Android market left by Huawei.</p>\n<p>\"Just for the premium tier alone, the Huawei addressable market is as big as the Apple opportunity is for us,\" Amon said.</p>\n<p>Another challenge for Amon, a gregarious executive who is energetic onstage during keynote presentations, will be that Qualcom is not well known to consumers in the way that Intel or Nvidia are, even in Qualcomm's hometown.</p>\n<p>\"I flew into San Diego and got an Uber driver at the airport and told him I was going to Qualcomm. He said, 'You mean the stadium?'\" Krewell said, referring to the football arena formerly home to the San Diego Chargers.</p>\n<p>Amon has started a new branding program for the company's Snapdragon smartphone chips to try to change that.</p>\n<p>\"We have a mature smartphone industry today. People care what's behind the glass,\" he said. (Reporting by Stephen Nellis in San Francisco; Editing by David Gregorio)</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Qualcomm's new CEO eyes dominance in the laptop markets</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQualcomm's new CEO eyes dominance in the laptop markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 08:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced ...</p>\n\n<a href=\"https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","AAPL":"苹果","03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2148382755","content_text":"July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced laptops using a custom-designed central processor chip that boasts longer battery life.\nLongtime processor suppliers Intel Corp and Advanced Micro Devices have no chips as energy efficient as Apple's. Qualcomm Chief Executive Cristiano Amon told Reuters on Thursday he believes his company can have the best chip on the market, with help from a team of chip architects who formerly worked on the Apple chip but now work at Qualcomm.\nIn his first interview since taking the top job at San Diego, California-based Qualcomm, Amon also said the company is also counting on revenue growth from China to power its core smartphone chip business despite political tensions.\n\"We will go big in China,\" he said, noting that U.S. sanctions on Huawei Technologies Co Ltd give Qualcomm an opportunity to generate a lot more revenue.\nAmon said a cornerstone of his strategy comes from a lesson learned in the smartphone chip market: It was not enough just to provide modem chips for phones' wireless data connectivity. Qualcomm also needed to provide the brains to turn the phone into a computer, which it now does for most premium Android devices.\nNow, as Qualcomm looks to push 5G connectivity into laptops, it is pairing modems with a powerful central processor unit, or CPU, Amon said. Instead of using computing core blueprints from longtime partner Arm Ltd, as it now does for smartphones, Qualcomm concluded it needed custom-designed chips if its customers were to rival new laptops from Apple.\nAs head of Qualcomm's chip division, Amon this year led the $1.4 billion acquisition of startup Nuvia, whose ex-Apple founders help design some those Apple laptop chips before leaving to form the startup. Qualcom will start selling Nuvia-based laptop chips next year.\n\"We needed to have the leading performance for a battery-powered device,\" Amon said. \"If Arm, which we've had a relationship with for years, eventually develops a CPU that's better than what we can build ourselves, then we always have the option to license from Arm.\"\nArm is in the midst of being purchased by Nvidia Corp for $40 billion, a merger that Qualcomm has objected to with regulators.\nAmon said Qualcomm has no plans to build its own products to enter the other big market for CPUs - data centers for cloud computing companies. But it will license Nuvia's designs to cloud computing companies that want to build their own chips, which could put it in competition with parts of Arm.\n\"We are more than willing to leverage the Nuvia CPU assets to partner with companies that are interested as they build their data center solutions,\" Amon said.\nBRANDING CHALLENGE\nPhone chips accounted for $12.8 billion of its $16.5 billion in chip revenue in its most recent fiscal year. Some of Qualcomm's best customers, such as phone maker Xiaomi Corp , are in China.\nQualcomm is counting on revenue growth as its Android handset customers swoop in on former users of phones from Huawei, which was forced out of the handset market by Washington's sanctions.\nKevin Krewell, principal analyst at TIRIAS Research, called it a \"political minefield\" due to rising U.S.-China tensions. But Amon said the company could do business as usual there.\n\"We license our technology - we don't have to do forced joint ventures with technology transfers. Our customers in China are current with their agreements, so you see respect for American intellectual property,\" he said.\nAnother major challenge for Amon will be hanging on to Apple as a customer. Qualcomm's modem chips are now in all Apple iPhone 12 models after a bruising legal battle. Apple sued Qualcomm in 2017 but eventually dropped its claims and signed chip supply and patent license agreements with Qualcomm in 2019.\nApple is now designing chips to displace Qualcomm's communications chips in iPhones.\n\"The biggest overhang for Qualcomm's long-term stock multiple is the worry that right now, it's as good as it gets, because they're shipping into all the iPhones, but someday, Apple will do those chips internally,\" said Michael Walkley, a senior analyst at Canaccord Genuity Group.\nAmon said that Qualcomm has decades of experience designing modem chips that will be hard for any rival to replicate and that the void in the Android market left by Huawei.\n\"Just for the premium tier alone, the Huawei addressable market is as big as the Apple opportunity is for us,\" Amon said.\nAnother challenge for Amon, a gregarious executive who is energetic onstage during keynote presentations, will be that Qualcom is not well known to consumers in the way that Intel or Nvidia are, even in Qualcomm's hometown.\n\"I flew into San Diego and got an Uber driver at the airport and told him I was going to Qualcomm. He said, 'You mean the stadium?'\" Krewell said, referring to the football arena formerly home to the San Diego Chargers.\nAmon has started a new branding program for the company's Snapdragon smartphone chips to try to change that.\n\"We have a mature smartphone industry today. People care what's behind the glass,\" he said. (Reporting by Stephen Nellis in San Francisco; Editing by David Gregorio)","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5097755,"gmtCreate":1625188707138,"gmtModify":1663230412133,"authorId":3577504972179170,"author":{"id":3577504972179170,"idStr":"3577504972179170","authorId":3577504972179170,"name":"Arnoldy","avatar":"https://static.tigerbbs.com/3bfdb559c890249bf261380cb2bd5721","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":156075875,"type":1,"supId":0,"prevId":0,"content":"Like and commnet","text":"Like and commnet","html":"Like and commnet"}],"langContent":"EN"},{"id":156073761,"gmtCreate":1625188412153,"gmtModify":1703737917121,"author":{"id":"3581634125853828","authorId":"3581634125853828","name":"R Lim","avatar":"https://static.tigerbbs.com/d3081d4d67e2198188bc8039305c484f","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3581634125853828","authorIdStr":"3581634125853828"},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/156073761","repostId":2148382755,"repostType":4,"repost":{"id":"2148382755","pubTimestamp":1625187424,"share":"https://ttm.financial/m/news/2148382755?lang=&edition=fundamental","pubTime":"2021-07-02 08:57","market":"us","language":"en","title":"Qualcomm's new CEO eyes dominance in the laptop markets","url":"https://stock-news.laohu8.com/highlight/detail?id=2148382755","media":"Reuters","summary":"July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the ","content":"<p>July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced laptops using a custom-designed central processor chip that boasts longer battery life.</p>\n<p>Longtime processor suppliers Intel Corp and Advanced Micro Devices have no chips as energy efficient as Apple's. Qualcomm Chief Executive Cristiano Amon told Reuters on Thursday he believes his company can have the best chip on the market, with help from a team of chip architects who formerly worked on the Apple chip but now work at Qualcomm.</p>\n<p>In his first interview since taking the top job at San Diego, California-based Qualcomm, Amon also said the company is also counting on revenue growth from China to power its core smartphone chip business despite political tensions.</p>\n<p>\"We will go big in China,\" he said, noting that U.S. sanctions on Huawei Technologies Co Ltd give Qualcomm an opportunity to generate a lot more revenue.</p>\n<p>Amon said a cornerstone of his strategy comes from a lesson learned in the smartphone chip market: It was not enough just to provide modem chips for phones' wireless data connectivity. Qualcomm also needed to provide the brains to turn the phone into a computer, which it now does for most premium Android devices.</p>\n<p>Now, as Qualcomm looks to push 5G connectivity into laptops, it is pairing modems with a powerful central processor unit, or CPU, Amon said. Instead of using computing core blueprints from longtime partner Arm Ltd, as it now does for smartphones, Qualcomm concluded it needed custom-designed chips if its customers were to rival new laptops from Apple.</p>\n<p>As head of Qualcomm's chip division, Amon this year led the $1.4 billion acquisition of startup Nuvia, whose ex-Apple founders help design some those Apple laptop chips before leaving to form the startup. Qualcom will start selling Nuvia-based laptop chips next year.</p>\n<p>\"We needed to have the leading performance for a battery-powered device,\" Amon said. \"If Arm, which we've had a relationship with for years, eventually develops a CPU that's better than what we can build ourselves, then we always have the option to license from Arm.\"</p>\n<p>Arm is in the midst of being purchased by Nvidia Corp for $40 billion, a merger that Qualcomm has objected to with regulators.</p>\n<p>Amon said Qualcomm has no plans to build its own products to enter the other big market for CPUs - data centers for cloud computing companies. But it will license Nuvia's designs to cloud computing companies that want to build their own chips, which could put it in competition with parts of Arm.</p>\n<p>\"We are more than willing to leverage the Nuvia CPU assets to partner with companies that are interested as they build their data center solutions,\" Amon said.</p>\n<p>BRANDING CHALLENGE</p>\n<p>Phone chips accounted for $12.8 billion of its $16.5 billion in chip revenue in its most recent fiscal year. Some of Qualcomm's best customers, such as phone maker Xiaomi Corp , are in China.</p>\n<p>Qualcomm is counting on revenue growth as its Android handset customers swoop in on former users of phones from Huawei, which was forced out of the handset market by Washington's sanctions.</p>\n<p>Kevin Krewell, principal analyst at TIRIAS Research, called it a \"political minefield\" due to rising U.S.-China tensions. But Amon said the company could do business as usual there.</p>\n<p>\"We license our technology - we don't have to do forced joint ventures with technology transfers. Our customers in China are current with their agreements, so you see respect for American intellectual property,\" he said.</p>\n<p>Another major challenge for Amon will be hanging on to Apple as a customer. Qualcomm's modem chips are now in all Apple iPhone 12 models after a bruising legal battle. Apple sued Qualcomm in 2017 but eventually dropped its claims and signed chip supply and patent license agreements with Qualcomm in 2019.</p>\n<p>Apple is now designing chips to displace Qualcomm's communications chips in iPhones.</p>\n<p>\"The biggest overhang for Qualcomm's long-term stock multiple is the worry that right now, it's as good as it gets, because they're shipping into all the iPhones, but someday, Apple will do those chips internally,\" said Michael Walkley, a senior analyst at Canaccord Genuity Group.</p>\n<p>Amon said that Qualcomm has decades of experience designing modem chips that will be hard for any rival to replicate and that the void in the Android market left by Huawei.</p>\n<p>\"Just for the premium tier alone, the Huawei addressable market is as big as the Apple opportunity is for us,\" Amon said.</p>\n<p>Another challenge for Amon, a gregarious executive who is energetic onstage during keynote presentations, will be that Qualcom is not well known to consumers in the way that Intel or Nvidia are, even in Qualcomm's hometown.</p>\n<p>\"I flew into San Diego and got an Uber driver at the airport and told him I was going to Qualcomm. He said, 'You mean the stadium?'\" Krewell said, referring to the football arena formerly home to the San Diego Chargers.</p>\n<p>Amon has started a new branding program for the company's Snapdragon smartphone chips to try to change that.</p>\n<p>\"We have a mature smartphone industry today. People care what's behind the glass,\" he said. (Reporting by Stephen Nellis in San Francisco; Editing by David Gregorio)</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Qualcomm's new CEO eyes dominance in the laptop markets</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQualcomm's new CEO eyes dominance in the laptop markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 08:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced ...</p>\n\n<a href=\"https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","AAPL":"苹果","03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2148382755","content_text":"July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced laptops using a custom-designed central processor chip that boasts longer battery life.\nLongtime processor suppliers Intel Corp and Advanced Micro Devices have no chips as energy efficient as Apple's. Qualcomm Chief Executive Cristiano Amon told Reuters on Thursday he believes his company can have the best chip on the market, with help from a team of chip architects who formerly worked on the Apple chip but now work at Qualcomm.\nIn his first interview since taking the top job at San Diego, California-based Qualcomm, Amon also said the company is also counting on revenue growth from China to power its core smartphone chip business despite political tensions.\n\"We will go big in China,\" he said, noting that U.S. sanctions on Huawei Technologies Co Ltd give Qualcomm an opportunity to generate a lot more revenue.\nAmon said a cornerstone of his strategy comes from a lesson learned in the smartphone chip market: It was not enough just to provide modem chips for phones' wireless data connectivity. Qualcomm also needed to provide the brains to turn the phone into a computer, which it now does for most premium Android devices.\nNow, as Qualcomm looks to push 5G connectivity into laptops, it is pairing modems with a powerful central processor unit, or CPU, Amon said. Instead of using computing core blueprints from longtime partner Arm Ltd, as it now does for smartphones, Qualcomm concluded it needed custom-designed chips if its customers were to rival new laptops from Apple.\nAs head of Qualcomm's chip division, Amon this year led the $1.4 billion acquisition of startup Nuvia, whose ex-Apple founders help design some those Apple laptop chips before leaving to form the startup. Qualcom will start selling Nuvia-based laptop chips next year.\n\"We needed to have the leading performance for a battery-powered device,\" Amon said. \"If Arm, which we've had a relationship with for years, eventually develops a CPU that's better than what we can build ourselves, then we always have the option to license from Arm.\"\nArm is in the midst of being purchased by Nvidia Corp for $40 billion, a merger that Qualcomm has objected to with regulators.\nAmon said Qualcomm has no plans to build its own products to enter the other big market for CPUs - data centers for cloud computing companies. But it will license Nuvia's designs to cloud computing companies that want to build their own chips, which could put it in competition with parts of Arm.\n\"We are more than willing to leverage the Nuvia CPU assets to partner with companies that are interested as they build their data center solutions,\" Amon said.\nBRANDING CHALLENGE\nPhone chips accounted for $12.8 billion of its $16.5 billion in chip revenue in its most recent fiscal year. Some of Qualcomm's best customers, such as phone maker Xiaomi Corp , are in China.\nQualcomm is counting on revenue growth as its Android handset customers swoop in on former users of phones from Huawei, which was forced out of the handset market by Washington's sanctions.\nKevin Krewell, principal analyst at TIRIAS Research, called it a \"political minefield\" due to rising U.S.-China tensions. But Amon said the company could do business as usual there.\n\"We license our technology - we don't have to do forced joint ventures with technology transfers. Our customers in China are current with their agreements, so you see respect for American intellectual property,\" he said.\nAnother major challenge for Amon will be hanging on to Apple as a customer. Qualcomm's modem chips are now in all Apple iPhone 12 models after a bruising legal battle. Apple sued Qualcomm in 2017 but eventually dropped its claims and signed chip supply and patent license agreements with Qualcomm in 2019.\nApple is now designing chips to displace Qualcomm's communications chips in iPhones.\n\"The biggest overhang for Qualcomm's long-term stock multiple is the worry that right now, it's as good as it gets, because they're shipping into all the iPhones, but someday, Apple will do those chips internally,\" said Michael Walkley, a senior analyst at Canaccord Genuity Group.\nAmon said that Qualcomm has decades of experience designing modem chips that will be hard for any rival to replicate and that the void in the Android market left by Huawei.\n\"Just for the premium tier alone, the Huawei addressable market is as big as the Apple opportunity is for us,\" Amon said.\nAnother challenge for Amon, a gregarious executive who is energetic onstage during keynote presentations, will be that Qualcom is not well known to consumers in the way that Intel or Nvidia are, even in Qualcomm's hometown.\n\"I flew into San Diego and got an Uber driver at the airport and told him I was going to Qualcomm. He said, 'You mean the stadium?'\" Krewell said, referring to the football arena formerly home to the San Diego Chargers.\nAmon has started a new branding program for the company's Snapdragon smartphone chips to try to change that.\n\"We have a mature smartphone industry today. People care what's behind the glass,\" he said. (Reporting by Stephen Nellis in San Francisco; Editing by David Gregorio)","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5097765,"gmtCreate":1625188765556,"gmtModify":1635239252763,"authorId":3581548914971628,"author":{"id":3581548914971628,"idStr":"3581548914971628","authorId":3581548914971628,"name":"YekGuo98","avatar":"https://static.tigerbbs.com/6bdd5398a1a15dc43469cee5e6b364b4","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":156073761,"type":1,"supId":0,"prevId":0,"content":"like and comment","text":"like and comment","html":"like and comment"}],"langContent":"EN"},{"id":156073496,"gmtCreate":1625188407115,"gmtModify":1703737916294,"author":{"id":"3581996887679255","authorId":"3581996887679255","name":"Andrina A","avatar":"https://static.tigerbbs.com/527aef2be2ecd5e3af8295747ad2b02f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581996887679255","authorIdStr":"3581996887679255"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/156073496","repostId":2148382755,"repostType":4,"repost":{"id":"2148382755","pubTimestamp":1625187424,"share":"https://ttm.financial/m/news/2148382755?lang=&edition=fundamental","pubTime":"2021-07-02 08:57","market":"us","language":"en","title":"Qualcomm's new CEO eyes dominance in the laptop markets","url":"https://stock-news.laohu8.com/highlight/detail?id=2148382755","media":"Reuters","summary":"July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the ","content":"<p>July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced laptops using a custom-designed central processor chip that boasts longer battery life.</p>\n<p>Longtime processor suppliers Intel Corp and Advanced Micro Devices have no chips as energy efficient as Apple's. Qualcomm Chief Executive Cristiano Amon told Reuters on Thursday he believes his company can have the best chip on the market, with help from a team of chip architects who formerly worked on the Apple chip but now work at Qualcomm.</p>\n<p>In his first interview since taking the top job at San Diego, California-based Qualcomm, Amon also said the company is also counting on revenue growth from China to power its core smartphone chip business despite political tensions.</p>\n<p>\"We will go big in China,\" he said, noting that U.S. sanctions on Huawei Technologies Co Ltd give Qualcomm an opportunity to generate a lot more revenue.</p>\n<p>Amon said a cornerstone of his strategy comes from a lesson learned in the smartphone chip market: It was not enough just to provide modem chips for phones' wireless data connectivity. Qualcomm also needed to provide the brains to turn the phone into a computer, which it now does for most premium Android devices.</p>\n<p>Now, as Qualcomm looks to push 5G connectivity into laptops, it is pairing modems with a powerful central processor unit, or CPU, Amon said. Instead of using computing core blueprints from longtime partner Arm Ltd, as it now does for smartphones, Qualcomm concluded it needed custom-designed chips if its customers were to rival new laptops from Apple.</p>\n<p>As head of Qualcomm's chip division, Amon this year led the $1.4 billion acquisition of startup Nuvia, whose ex-Apple founders help design some those Apple laptop chips before leaving to form the startup. Qualcom will start selling Nuvia-based laptop chips next year.</p>\n<p>\"We needed to have the leading performance for a battery-powered device,\" Amon said. \"If Arm, which we've had a relationship with for years, eventually develops a CPU that's better than what we can build ourselves, then we always have the option to license from Arm.\"</p>\n<p>Arm is in the midst of being purchased by Nvidia Corp for $40 billion, a merger that Qualcomm has objected to with regulators.</p>\n<p>Amon said Qualcomm has no plans to build its own products to enter the other big market for CPUs - data centers for cloud computing companies. But it will license Nuvia's designs to cloud computing companies that want to build their own chips, which could put it in competition with parts of Arm.</p>\n<p>\"We are more than willing to leverage the Nuvia CPU assets to partner with companies that are interested as they build their data center solutions,\" Amon said.</p>\n<p>BRANDING CHALLENGE</p>\n<p>Phone chips accounted for $12.8 billion of its $16.5 billion in chip revenue in its most recent fiscal year. Some of Qualcomm's best customers, such as phone maker Xiaomi Corp , are in China.</p>\n<p>Qualcomm is counting on revenue growth as its Android handset customers swoop in on former users of phones from Huawei, which was forced out of the handset market by Washington's sanctions.</p>\n<p>Kevin Krewell, principal analyst at TIRIAS Research, called it a \"political minefield\" due to rising U.S.-China tensions. But Amon said the company could do business as usual there.</p>\n<p>\"We license our technology - we don't have to do forced joint ventures with technology transfers. Our customers in China are current with their agreements, so you see respect for American intellectual property,\" he said.</p>\n<p>Another major challenge for Amon will be hanging on to Apple as a customer. Qualcomm's modem chips are now in all Apple iPhone 12 models after a bruising legal battle. Apple sued Qualcomm in 2017 but eventually dropped its claims and signed chip supply and patent license agreements with Qualcomm in 2019.</p>\n<p>Apple is now designing chips to displace Qualcomm's communications chips in iPhones.</p>\n<p>\"The biggest overhang for Qualcomm's long-term stock multiple is the worry that right now, it's as good as it gets, because they're shipping into all the iPhones, but someday, Apple will do those chips internally,\" said Michael Walkley, a senior analyst at Canaccord Genuity Group.</p>\n<p>Amon said that Qualcomm has decades of experience designing modem chips that will be hard for any rival to replicate and that the void in the Android market left by Huawei.</p>\n<p>\"Just for the premium tier alone, the Huawei addressable market is as big as the Apple opportunity is for us,\" Amon said.</p>\n<p>Another challenge for Amon, a gregarious executive who is energetic onstage during keynote presentations, will be that Qualcom is not well known to consumers in the way that Intel or Nvidia are, even in Qualcomm's hometown.</p>\n<p>\"I flew into San Diego and got an Uber driver at the airport and told him I was going to Qualcomm. He said, 'You mean the stadium?'\" Krewell said, referring to the football arena formerly home to the San Diego Chargers.</p>\n<p>Amon has started a new branding program for the company's Snapdragon smartphone chips to try to change that.</p>\n<p>\"We have a mature smartphone industry today. People care what's behind the glass,\" he said. (Reporting by Stephen Nellis in San Francisco; Editing by David Gregorio)</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Qualcomm's new CEO eyes dominance in the laptop markets</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQualcomm's new CEO eyes dominance in the laptop markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 08:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced ...</p>\n\n<a href=\"https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","AAPL":"苹果","03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2148382755","content_text":"July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced laptops using a custom-designed central processor chip that boasts longer battery life.\nLongtime processor suppliers Intel Corp and Advanced Micro Devices have no chips as energy efficient as Apple's. Qualcomm Chief Executive Cristiano Amon told Reuters on Thursday he believes his company can have the best chip on the market, with help from a team of chip architects who formerly worked on the Apple chip but now work at Qualcomm.\nIn his first interview since taking the top job at San Diego, California-based Qualcomm, Amon also said the company is also counting on revenue growth from China to power its core smartphone chip business despite political tensions.\n\"We will go big in China,\" he said, noting that U.S. sanctions on Huawei Technologies Co Ltd give Qualcomm an opportunity to generate a lot more revenue.\nAmon said a cornerstone of his strategy comes from a lesson learned in the smartphone chip market: It was not enough just to provide modem chips for phones' wireless data connectivity. Qualcomm also needed to provide the brains to turn the phone into a computer, which it now does for most premium Android devices.\nNow, as Qualcomm looks to push 5G connectivity into laptops, it is pairing modems with a powerful central processor unit, or CPU, Amon said. Instead of using computing core blueprints from longtime partner Arm Ltd, as it now does for smartphones, Qualcomm concluded it needed custom-designed chips if its customers were to rival new laptops from Apple.\nAs head of Qualcomm's chip division, Amon this year led the $1.4 billion acquisition of startup Nuvia, whose ex-Apple founders help design some those Apple laptop chips before leaving to form the startup. Qualcom will start selling Nuvia-based laptop chips next year.\n\"We needed to have the leading performance for a battery-powered device,\" Amon said. \"If Arm, which we've had a relationship with for years, eventually develops a CPU that's better than what we can build ourselves, then we always have the option to license from Arm.\"\nArm is in the midst of being purchased by Nvidia Corp for $40 billion, a merger that Qualcomm has objected to with regulators.\nAmon said Qualcomm has no plans to build its own products to enter the other big market for CPUs - data centers for cloud computing companies. But it will license Nuvia's designs to cloud computing companies that want to build their own chips, which could put it in competition with parts of Arm.\n\"We are more than willing to leverage the Nuvia CPU assets to partner with companies that are interested as they build their data center solutions,\" Amon said.\nBRANDING CHALLENGE\nPhone chips accounted for $12.8 billion of its $16.5 billion in chip revenue in its most recent fiscal year. Some of Qualcomm's best customers, such as phone maker Xiaomi Corp , are in China.\nQualcomm is counting on revenue growth as its Android handset customers swoop in on former users of phones from Huawei, which was forced out of the handset market by Washington's sanctions.\nKevin Krewell, principal analyst at TIRIAS Research, called it a \"political minefield\" due to rising U.S.-China tensions. But Amon said the company could do business as usual there.\n\"We license our technology - we don't have to do forced joint ventures with technology transfers. Our customers in China are current with their agreements, so you see respect for American intellectual property,\" he said.\nAnother major challenge for Amon will be hanging on to Apple as a customer. Qualcomm's modem chips are now in all Apple iPhone 12 models after a bruising legal battle. Apple sued Qualcomm in 2017 but eventually dropped its claims and signed chip supply and patent license agreements with Qualcomm in 2019.\nApple is now designing chips to displace Qualcomm's communications chips in iPhones.\n\"The biggest overhang for Qualcomm's long-term stock multiple is the worry that right now, it's as good as it gets, because they're shipping into all the iPhones, but someday, Apple will do those chips internally,\" said Michael Walkley, a senior analyst at Canaccord Genuity Group.\nAmon said that Qualcomm has decades of experience designing modem chips that will be hard for any rival to replicate and that the void in the Android market left by Huawei.\n\"Just for the premium tier alone, the Huawei addressable market is as big as the Apple opportunity is for us,\" Amon said.\nAnother challenge for Amon, a gregarious executive who is energetic onstage during keynote presentations, will be that Qualcom is not well known to consumers in the way that Intel or Nvidia are, even in Qualcomm's hometown.\n\"I flew into San Diego and got an Uber driver at the airport and told him I was going to Qualcomm. He said, 'You mean the stadium?'\" Krewell said, referring to the football arena formerly home to the San Diego Chargers.\nAmon has started a new branding program for the company's Snapdragon smartphone chips to try to change that.\n\"We have a mature smartphone industry today. People care what's behind the glass,\" he said. (Reporting by Stephen Nellis in San Francisco; Editing by David Gregorio)","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5097742,"gmtCreate":1625188634342,"gmtModify":1663230415948,"authorId":3572567683672897,"author":{"id":3572567683672897,"idStr":"3572567683672897","authorId":3572567683672897,"name":"Ddsl","avatar":"https://static.tigerbbs.com/4349a7a2362135d26685a45e48253c3d","vip":1,"crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":156073496,"type":1,"supId":0,"prevId":0,"content":"Agree","text":"Agree","html":"Agree"}],"langContent":"EN"},{"id":156047115,"gmtCreate":1625188240837,"gmtModify":1703737911671,"author":{"id":"3572160869274405","authorId":"3572160869274405","name":"Exodus991980","avatar":"https://static.tigerbbs.com/d905c3786b37f797c0424dafc86bbd30","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3572160869274405","authorIdStr":"3572160869274405"},"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156047115","repostId":2148382755,"repostType":4,"repost":{"id":"2148382755","pubTimestamp":1625187424,"share":"https://ttm.financial/m/news/2148382755?lang=&edition=fundamental","pubTime":"2021-07-02 08:57","market":"us","language":"en","title":"Qualcomm's new CEO eyes dominance in the laptop markets","url":"https://stock-news.laohu8.com/highlight/detail?id=2148382755","media":"Reuters","summary":"July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the ","content":"<p>July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced laptops using a custom-designed central processor chip that boasts longer battery life.</p>\n<p>Longtime processor suppliers Intel Corp and Advanced Micro Devices have no chips as energy efficient as Apple's. Qualcomm Chief Executive Cristiano Amon told Reuters on Thursday he believes his company can have the best chip on the market, with help from a team of chip architects who formerly worked on the Apple chip but now work at Qualcomm.</p>\n<p>In his first interview since taking the top job at San Diego, California-based Qualcomm, Amon also said the company is also counting on revenue growth from China to power its core smartphone chip business despite political tensions.</p>\n<p>\"We will go big in China,\" he said, noting that U.S. sanctions on Huawei Technologies Co Ltd give Qualcomm an opportunity to generate a lot more revenue.</p>\n<p>Amon said a cornerstone of his strategy comes from a lesson learned in the smartphone chip market: It was not enough just to provide modem chips for phones' wireless data connectivity. Qualcomm also needed to provide the brains to turn the phone into a computer, which it now does for most premium Android devices.</p>\n<p>Now, as Qualcomm looks to push 5G connectivity into laptops, it is pairing modems with a powerful central processor unit, or CPU, Amon said. Instead of using computing core blueprints from longtime partner Arm Ltd, as it now does for smartphones, Qualcomm concluded it needed custom-designed chips if its customers were to rival new laptops from Apple.</p>\n<p>As head of Qualcomm's chip division, Amon this year led the $1.4 billion acquisition of startup Nuvia, whose ex-Apple founders help design some those Apple laptop chips before leaving to form the startup. Qualcom will start selling Nuvia-based laptop chips next year.</p>\n<p>\"We needed to have the leading performance for a battery-powered device,\" Amon said. \"If Arm, which we've had a relationship with for years, eventually develops a CPU that's better than what we can build ourselves, then we always have the option to license from Arm.\"</p>\n<p>Arm is in the midst of being purchased by Nvidia Corp for $40 billion, a merger that Qualcomm has objected to with regulators.</p>\n<p>Amon said Qualcomm has no plans to build its own products to enter the other big market for CPUs - data centers for cloud computing companies. But it will license Nuvia's designs to cloud computing companies that want to build their own chips, which could put it in competition with parts of Arm.</p>\n<p>\"We are more than willing to leverage the Nuvia CPU assets to partner with companies that are interested as they build their data center solutions,\" Amon said.</p>\n<p>BRANDING CHALLENGE</p>\n<p>Phone chips accounted for $12.8 billion of its $16.5 billion in chip revenue in its most recent fiscal year. Some of Qualcomm's best customers, such as phone maker Xiaomi Corp , are in China.</p>\n<p>Qualcomm is counting on revenue growth as its Android handset customers swoop in on former users of phones from Huawei, which was forced out of the handset market by Washington's sanctions.</p>\n<p>Kevin Krewell, principal analyst at TIRIAS Research, called it a \"political minefield\" due to rising U.S.-China tensions. But Amon said the company could do business as usual there.</p>\n<p>\"We license our technology - we don't have to do forced joint ventures with technology transfers. Our customers in China are current with their agreements, so you see respect for American intellectual property,\" he said.</p>\n<p>Another major challenge for Amon will be hanging on to Apple as a customer. Qualcomm's modem chips are now in all Apple iPhone 12 models after a bruising legal battle. Apple sued Qualcomm in 2017 but eventually dropped its claims and signed chip supply and patent license agreements with Qualcomm in 2019.</p>\n<p>Apple is now designing chips to displace Qualcomm's communications chips in iPhones.</p>\n<p>\"The biggest overhang for Qualcomm's long-term stock multiple is the worry that right now, it's as good as it gets, because they're shipping into all the iPhones, but someday, Apple will do those chips internally,\" said Michael Walkley, a senior analyst at Canaccord Genuity Group.</p>\n<p>Amon said that Qualcomm has decades of experience designing modem chips that will be hard for any rival to replicate and that the void in the Android market left by Huawei.</p>\n<p>\"Just for the premium tier alone, the Huawei addressable market is as big as the Apple opportunity is for us,\" Amon said.</p>\n<p>Another challenge for Amon, a gregarious executive who is energetic onstage during keynote presentations, will be that Qualcom is not well known to consumers in the way that Intel or Nvidia are, even in Qualcomm's hometown.</p>\n<p>\"I flew into San Diego and got an Uber driver at the airport and told him I was going to Qualcomm. He said, 'You mean the stadium?'\" Krewell said, referring to the football arena formerly home to the San Diego Chargers.</p>\n<p>Amon has started a new branding program for the company's Snapdragon smartphone chips to try to change that.</p>\n<p>\"We have a mature smartphone industry today. People care what's behind the glass,\" he said. (Reporting by Stephen Nellis in San Francisco; Editing by David Gregorio)</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Qualcomm's new CEO eyes dominance in the laptop markets</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQualcomm's new CEO eyes dominance in the laptop markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 08:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced ...</p>\n\n<a href=\"https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","AAPL":"苹果","03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2148382755","content_text":"July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced laptops using a custom-designed central processor chip that boasts longer battery life.\nLongtime processor suppliers Intel Corp and Advanced Micro Devices have no chips as energy efficient as Apple's. Qualcomm Chief Executive Cristiano Amon told Reuters on Thursday he believes his company can have the best chip on the market, with help from a team of chip architects who formerly worked on the Apple chip but now work at Qualcomm.\nIn his first interview since taking the top job at San Diego, California-based Qualcomm, Amon also said the company is also counting on revenue growth from China to power its core smartphone chip business despite political tensions.\n\"We will go big in China,\" he said, noting that U.S. sanctions on Huawei Technologies Co Ltd give Qualcomm an opportunity to generate a lot more revenue.\nAmon said a cornerstone of his strategy comes from a lesson learned in the smartphone chip market: It was not enough just to provide modem chips for phones' wireless data connectivity. Qualcomm also needed to provide the brains to turn the phone into a computer, which it now does for most premium Android devices.\nNow, as Qualcomm looks to push 5G connectivity into laptops, it is pairing modems with a powerful central processor unit, or CPU, Amon said. Instead of using computing core blueprints from longtime partner Arm Ltd, as it now does for smartphones, Qualcomm concluded it needed custom-designed chips if its customers were to rival new laptops from Apple.\nAs head of Qualcomm's chip division, Amon this year led the $1.4 billion acquisition of startup Nuvia, whose ex-Apple founders help design some those Apple laptop chips before leaving to form the startup. Qualcom will start selling Nuvia-based laptop chips next year.\n\"We needed to have the leading performance for a battery-powered device,\" Amon said. \"If Arm, which we've had a relationship with for years, eventually develops a CPU that's better than what we can build ourselves, then we always have the option to license from Arm.\"\nArm is in the midst of being purchased by Nvidia Corp for $40 billion, a merger that Qualcomm has objected to with regulators.\nAmon said Qualcomm has no plans to build its own products to enter the other big market for CPUs - data centers for cloud computing companies. But it will license Nuvia's designs to cloud computing companies that want to build their own chips, which could put it in competition with parts of Arm.\n\"We are more than willing to leverage the Nuvia CPU assets to partner with companies that are interested as they build their data center solutions,\" Amon said.\nBRANDING CHALLENGE\nPhone chips accounted for $12.8 billion of its $16.5 billion in chip revenue in its most recent fiscal year. Some of Qualcomm's best customers, such as phone maker Xiaomi Corp , are in China.\nQualcomm is counting on revenue growth as its Android handset customers swoop in on former users of phones from Huawei, which was forced out of the handset market by Washington's sanctions.\nKevin Krewell, principal analyst at TIRIAS Research, called it a \"political minefield\" due to rising U.S.-China tensions. But Amon said the company could do business as usual there.\n\"We license our technology - we don't have to do forced joint ventures with technology transfers. Our customers in China are current with their agreements, so you see respect for American intellectual property,\" he said.\nAnother major challenge for Amon will be hanging on to Apple as a customer. Qualcomm's modem chips are now in all Apple iPhone 12 models after a bruising legal battle. Apple sued Qualcomm in 2017 but eventually dropped its claims and signed chip supply and patent license agreements with Qualcomm in 2019.\nApple is now designing chips to displace Qualcomm's communications chips in iPhones.\n\"The biggest overhang for Qualcomm's long-term stock multiple is the worry that right now, it's as good as it gets, because they're shipping into all the iPhones, but someday, Apple will do those chips internally,\" said Michael Walkley, a senior analyst at Canaccord Genuity Group.\nAmon said that Qualcomm has decades of experience designing modem chips that will be hard for any rival to replicate and that the void in the Android market left by Huawei.\n\"Just for the premium tier alone, the Huawei addressable market is as big as the Apple opportunity is for us,\" Amon said.\nAnother challenge for Amon, a gregarious executive who is energetic onstage during keynote presentations, will be that Qualcom is not well known to consumers in the way that Intel or Nvidia are, even in Qualcomm's hometown.\n\"I flew into San Diego and got an Uber driver at the airport and told him I was going to Qualcomm. He said, 'You mean the stadium?'\" Krewell said, referring to the football arena formerly home to the San Diego Chargers.\nAmon has started a new branding program for the company's Snapdragon smartphone chips to try to change that.\n\"We have a mature smartphone industry today. People care what's behind the glass,\" he said. (Reporting by Stephen Nellis in San Francisco; Editing by David Gregorio)","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":156045293,"gmtCreate":1625188168312,"gmtModify":1703737910020,"author":{"id":"3569274903458035","authorId":"3569274903458035","name":"HLPA","avatar":"https://static.tigerbbs.com/07e7b987a9127c5a47dbc3ae02db548b","vip":1,"hat":"https://static.tigerbbs.com/646756f1284a5a6480ed02cc4fa7d1d2","crmLevel":8,"crmLevelSwitch":1,"idStr":"3569274903458035","authorIdStr":"3569274903458035"},"htmlText":"No way","listText":"No way","text":"No way","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156045293","repostId":2148382755,"repostType":4,"repost":{"id":"2148382755","pubTimestamp":1625187424,"share":"https://ttm.financial/m/news/2148382755?lang=&edition=fundamental","pubTime":"2021-07-02 08:57","market":"us","language":"en","title":"Qualcomm's new CEO eyes dominance in the laptop markets","url":"https://stock-news.laohu8.com/highlight/detail?id=2148382755","media":"Reuters","summary":"July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the ","content":"<p>July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced laptops using a custom-designed central processor chip that boasts longer battery life.</p>\n<p>Longtime processor suppliers Intel Corp and Advanced Micro Devices have no chips as energy efficient as Apple's. Qualcomm Chief Executive Cristiano Amon told Reuters on Thursday he believes his company can have the best chip on the market, with help from a team of chip architects who formerly worked on the Apple chip but now work at Qualcomm.</p>\n<p>In his first interview since taking the top job at San Diego, California-based Qualcomm, Amon also said the company is also counting on revenue growth from China to power its core smartphone chip business despite political tensions.</p>\n<p>\"We will go big in China,\" he said, noting that U.S. sanctions on Huawei Technologies Co Ltd give Qualcomm an opportunity to generate a lot more revenue.</p>\n<p>Amon said a cornerstone of his strategy comes from a lesson learned in the smartphone chip market: It was not enough just to provide modem chips for phones' wireless data connectivity. Qualcomm also needed to provide the brains to turn the phone into a computer, which it now does for most premium Android devices.</p>\n<p>Now, as Qualcomm looks to push 5G connectivity into laptops, it is pairing modems with a powerful central processor unit, or CPU, Amon said. Instead of using computing core blueprints from longtime partner Arm Ltd, as it now does for smartphones, Qualcomm concluded it needed custom-designed chips if its customers were to rival new laptops from Apple.</p>\n<p>As head of Qualcomm's chip division, Amon this year led the $1.4 billion acquisition of startup Nuvia, whose ex-Apple founders help design some those Apple laptop chips before leaving to form the startup. Qualcom will start selling Nuvia-based laptop chips next year.</p>\n<p>\"We needed to have the leading performance for a battery-powered device,\" Amon said. \"If Arm, which we've had a relationship with for years, eventually develops a CPU that's better than what we can build ourselves, then we always have the option to license from Arm.\"</p>\n<p>Arm is in the midst of being purchased by Nvidia Corp for $40 billion, a merger that Qualcomm has objected to with regulators.</p>\n<p>Amon said Qualcomm has no plans to build its own products to enter the other big market for CPUs - data centers for cloud computing companies. But it will license Nuvia's designs to cloud computing companies that want to build their own chips, which could put it in competition with parts of Arm.</p>\n<p>\"We are more than willing to leverage the Nuvia CPU assets to partner with companies that are interested as they build their data center solutions,\" Amon said.</p>\n<p>BRANDING CHALLENGE</p>\n<p>Phone chips accounted for $12.8 billion of its $16.5 billion in chip revenue in its most recent fiscal year. Some of Qualcomm's best customers, such as phone maker Xiaomi Corp , are in China.</p>\n<p>Qualcomm is counting on revenue growth as its Android handset customers swoop in on former users of phones from Huawei, which was forced out of the handset market by Washington's sanctions.</p>\n<p>Kevin Krewell, principal analyst at TIRIAS Research, called it a \"political minefield\" due to rising U.S.-China tensions. But Amon said the company could do business as usual there.</p>\n<p>\"We license our technology - we don't have to do forced joint ventures with technology transfers. Our customers in China are current with their agreements, so you see respect for American intellectual property,\" he said.</p>\n<p>Another major challenge for Amon will be hanging on to Apple as a customer. Qualcomm's modem chips are now in all Apple iPhone 12 models after a bruising legal battle. Apple sued Qualcomm in 2017 but eventually dropped its claims and signed chip supply and patent license agreements with Qualcomm in 2019.</p>\n<p>Apple is now designing chips to displace Qualcomm's communications chips in iPhones.</p>\n<p>\"The biggest overhang for Qualcomm's long-term stock multiple is the worry that right now, it's as good as it gets, because they're shipping into all the iPhones, but someday, Apple will do those chips internally,\" said Michael Walkley, a senior analyst at Canaccord Genuity Group.</p>\n<p>Amon said that Qualcomm has decades of experience designing modem chips that will be hard for any rival to replicate and that the void in the Android market left by Huawei.</p>\n<p>\"Just for the premium tier alone, the Huawei addressable market is as big as the Apple opportunity is for us,\" Amon said.</p>\n<p>Another challenge for Amon, a gregarious executive who is energetic onstage during keynote presentations, will be that Qualcom is not well known to consumers in the way that Intel or Nvidia are, even in Qualcomm's hometown.</p>\n<p>\"I flew into San Diego and got an Uber driver at the airport and told him I was going to Qualcomm. He said, 'You mean the stadium?'\" Krewell said, referring to the football arena formerly home to the San Diego Chargers.</p>\n<p>Amon has started a new branding program for the company's Snapdragon smartphone chips to try to change that.</p>\n<p>\"We have a mature smartphone industry today. People care what's behind the glass,\" he said. (Reporting by Stephen Nellis in San Francisco; Editing by David Gregorio)</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Qualcomm's new CEO eyes dominance in the laptop markets</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQualcomm's new CEO eyes dominance in the laptop markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 08:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced ...</p>\n\n<a href=\"https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","AAPL":"苹果","03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2148382755","content_text":"July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced laptops using a custom-designed central processor chip that boasts longer battery life.\nLongtime processor suppliers Intel Corp and Advanced Micro Devices have no chips as energy efficient as Apple's. Qualcomm Chief Executive Cristiano Amon told Reuters on Thursday he believes his company can have the best chip on the market, with help from a team of chip architects who formerly worked on the Apple chip but now work at Qualcomm.\nIn his first interview since taking the top job at San Diego, California-based Qualcomm, Amon also said the company is also counting on revenue growth from China to power its core smartphone chip business despite political tensions.\n\"We will go big in China,\" he said, noting that U.S. sanctions on Huawei Technologies Co Ltd give Qualcomm an opportunity to generate a lot more revenue.\nAmon said a cornerstone of his strategy comes from a lesson learned in the smartphone chip market: It was not enough just to provide modem chips for phones' wireless data connectivity. Qualcomm also needed to provide the brains to turn the phone into a computer, which it now does for most premium Android devices.\nNow, as Qualcomm looks to push 5G connectivity into laptops, it is pairing modems with a powerful central processor unit, or CPU, Amon said. Instead of using computing core blueprints from longtime partner Arm Ltd, as it now does for smartphones, Qualcomm concluded it needed custom-designed chips if its customers were to rival new laptops from Apple.\nAs head of Qualcomm's chip division, Amon this year led the $1.4 billion acquisition of startup Nuvia, whose ex-Apple founders help design some those Apple laptop chips before leaving to form the startup. Qualcom will start selling Nuvia-based laptop chips next year.\n\"We needed to have the leading performance for a battery-powered device,\" Amon said. \"If Arm, which we've had a relationship with for years, eventually develops a CPU that's better than what we can build ourselves, then we always have the option to license from Arm.\"\nArm is in the midst of being purchased by Nvidia Corp for $40 billion, a merger that Qualcomm has objected to with regulators.\nAmon said Qualcomm has no plans to build its own products to enter the other big market for CPUs - data centers for cloud computing companies. But it will license Nuvia's designs to cloud computing companies that want to build their own chips, which could put it in competition with parts of Arm.\n\"We are more than willing to leverage the Nuvia CPU assets to partner with companies that are interested as they build their data center solutions,\" Amon said.\nBRANDING CHALLENGE\nPhone chips accounted for $12.8 billion of its $16.5 billion in chip revenue in its most recent fiscal year. Some of Qualcomm's best customers, such as phone maker Xiaomi Corp , are in China.\nQualcomm is counting on revenue growth as its Android handset customers swoop in on former users of phones from Huawei, which was forced out of the handset market by Washington's sanctions.\nKevin Krewell, principal analyst at TIRIAS Research, called it a \"political minefield\" due to rising U.S.-China tensions. But Amon said the company could do business as usual there.\n\"We license our technology - we don't have to do forced joint ventures with technology transfers. Our customers in China are current with their agreements, so you see respect for American intellectual property,\" he said.\nAnother major challenge for Amon will be hanging on to Apple as a customer. Qualcomm's modem chips are now in all Apple iPhone 12 models after a bruising legal battle. Apple sued Qualcomm in 2017 but eventually dropped its claims and signed chip supply and patent license agreements with Qualcomm in 2019.\nApple is now designing chips to displace Qualcomm's communications chips in iPhones.\n\"The biggest overhang for Qualcomm's long-term stock multiple is the worry that right now, it's as good as it gets, because they're shipping into all the iPhones, but someday, Apple will do those chips internally,\" said Michael Walkley, a senior analyst at Canaccord Genuity Group.\nAmon said that Qualcomm has decades of experience designing modem chips that will be hard for any rival to replicate and that the void in the Android market left by Huawei.\n\"Just for the premium tier alone, the Huawei addressable market is as big as the Apple opportunity is for us,\" Amon said.\nAnother challenge for Amon, a gregarious executive who is energetic onstage during keynote presentations, will be that Qualcom is not well known to consumers in the way that Intel or Nvidia are, even in Qualcomm's hometown.\n\"I flew into San Diego and got an Uber driver at the airport and told him I was going to Qualcomm. He said, 'You mean the stadium?'\" Krewell said, referring to the football arena formerly home to the San Diego Chargers.\nAmon has started a new branding program for the company's Snapdragon smartphone chips to try to change that.\n\"We have a mature smartphone industry today. People care what's behind the glass,\" he said. (Reporting by Stephen Nellis in San Francisco; Editing by David Gregorio)","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":156042873,"gmtCreate":1625188115692,"gmtModify":1703737908872,"author":{"id":"3557462853272759","authorId":"3557462853272759","name":"SkyMah","avatar":"https://static.tigerbbs.com/50fc4afe7fcad8131410ec366953f656","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3557462853272759","authorIdStr":"3557462853272759"},"htmlText":"This is good news","listText":"This is good news","text":"This is good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156042873","repostId":2148382755,"repostType":4,"repost":{"id":"2148382755","pubTimestamp":1625187424,"share":"https://ttm.financial/m/news/2148382755?lang=&edition=fundamental","pubTime":"2021-07-02 08:57","market":"us","language":"en","title":"Qualcomm's new CEO eyes dominance in the laptop markets","url":"https://stock-news.laohu8.com/highlight/detail?id=2148382755","media":"Reuters","summary":"July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the ","content":"<p>July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced laptops using a custom-designed central processor chip that boasts longer battery life.</p>\n<p>Longtime processor suppliers Intel Corp and Advanced Micro Devices have no chips as energy efficient as Apple's. Qualcomm Chief Executive Cristiano Amon told Reuters on Thursday he believes his company can have the best chip on the market, with help from a team of chip architects who formerly worked on the Apple chip but now work at Qualcomm.</p>\n<p>In his first interview since taking the top job at San Diego, California-based Qualcomm, Amon also said the company is also counting on revenue growth from China to power its core smartphone chip business despite political tensions.</p>\n<p>\"We will go big in China,\" he said, noting that U.S. sanctions on Huawei Technologies Co Ltd give Qualcomm an opportunity to generate a lot more revenue.</p>\n<p>Amon said a cornerstone of his strategy comes from a lesson learned in the smartphone chip market: It was not enough just to provide modem chips for phones' wireless data connectivity. Qualcomm also needed to provide the brains to turn the phone into a computer, which it now does for most premium Android devices.</p>\n<p>Now, as Qualcomm looks to push 5G connectivity into laptops, it is pairing modems with a powerful central processor unit, or CPU, Amon said. Instead of using computing core blueprints from longtime partner Arm Ltd, as it now does for smartphones, Qualcomm concluded it needed custom-designed chips if its customers were to rival new laptops from Apple.</p>\n<p>As head of Qualcomm's chip division, Amon this year led the $1.4 billion acquisition of startup Nuvia, whose ex-Apple founders help design some those Apple laptop chips before leaving to form the startup. Qualcom will start selling Nuvia-based laptop chips next year.</p>\n<p>\"We needed to have the leading performance for a battery-powered device,\" Amon said. \"If Arm, which we've had a relationship with for years, eventually develops a CPU that's better than what we can build ourselves, then we always have the option to license from Arm.\"</p>\n<p>Arm is in the midst of being purchased by Nvidia Corp for $40 billion, a merger that Qualcomm has objected to with regulators.</p>\n<p>Amon said Qualcomm has no plans to build its own products to enter the other big market for CPUs - data centers for cloud computing companies. But it will license Nuvia's designs to cloud computing companies that want to build their own chips, which could put it in competition with parts of Arm.</p>\n<p>\"We are more than willing to leverage the Nuvia CPU assets to partner with companies that are interested as they build their data center solutions,\" Amon said.</p>\n<p>BRANDING CHALLENGE</p>\n<p>Phone chips accounted for $12.8 billion of its $16.5 billion in chip revenue in its most recent fiscal year. Some of Qualcomm's best customers, such as phone maker Xiaomi Corp , are in China.</p>\n<p>Qualcomm is counting on revenue growth as its Android handset customers swoop in on former users of phones from Huawei, which was forced out of the handset market by Washington's sanctions.</p>\n<p>Kevin Krewell, principal analyst at TIRIAS Research, called it a \"political minefield\" due to rising U.S.-China tensions. But Amon said the company could do business as usual there.</p>\n<p>\"We license our technology - we don't have to do forced joint ventures with technology transfers. Our customers in China are current with their agreements, so you see respect for American intellectual property,\" he said.</p>\n<p>Another major challenge for Amon will be hanging on to Apple as a customer. Qualcomm's modem chips are now in all Apple iPhone 12 models after a bruising legal battle. Apple sued Qualcomm in 2017 but eventually dropped its claims and signed chip supply and patent license agreements with Qualcomm in 2019.</p>\n<p>Apple is now designing chips to displace Qualcomm's communications chips in iPhones.</p>\n<p>\"The biggest overhang for Qualcomm's long-term stock multiple is the worry that right now, it's as good as it gets, because they're shipping into all the iPhones, but someday, Apple will do those chips internally,\" said Michael Walkley, a senior analyst at Canaccord Genuity Group.</p>\n<p>Amon said that Qualcomm has decades of experience designing modem chips that will be hard for any rival to replicate and that the void in the Android market left by Huawei.</p>\n<p>\"Just for the premium tier alone, the Huawei addressable market is as big as the Apple opportunity is for us,\" Amon said.</p>\n<p>Another challenge for Amon, a gregarious executive who is energetic onstage during keynote presentations, will be that Qualcom is not well known to consumers in the way that Intel or Nvidia are, even in Qualcomm's hometown.</p>\n<p>\"I flew into San Diego and got an Uber driver at the airport and told him I was going to Qualcomm. He said, 'You mean the stadium?'\" Krewell said, referring to the football arena formerly home to the San Diego Chargers.</p>\n<p>Amon has started a new branding program for the company's Snapdragon smartphone chips to try to change that.</p>\n<p>\"We have a mature smartphone industry today. People care what's behind the glass,\" he said. (Reporting by Stephen Nellis in San Francisco; Editing by David Gregorio)</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Qualcomm's new CEO eyes dominance in the laptop markets</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQualcomm's new CEO eyes dominance in the laptop markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 08:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced ...</p>\n\n<a href=\"https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","AAPL":"苹果","03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2148382755","content_text":"July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced laptops using a custom-designed central processor chip that boasts longer battery life.\nLongtime processor suppliers Intel Corp and Advanced Micro Devices have no chips as energy efficient as Apple's. Qualcomm Chief Executive Cristiano Amon told Reuters on Thursday he believes his company can have the best chip on the market, with help from a team of chip architects who formerly worked on the Apple chip but now work at Qualcomm.\nIn his first interview since taking the top job at San Diego, California-based Qualcomm, Amon also said the company is also counting on revenue growth from China to power its core smartphone chip business despite political tensions.\n\"We will go big in China,\" he said, noting that U.S. sanctions on Huawei Technologies Co Ltd give Qualcomm an opportunity to generate a lot more revenue.\nAmon said a cornerstone of his strategy comes from a lesson learned in the smartphone chip market: It was not enough just to provide modem chips for phones' wireless data connectivity. Qualcomm also needed to provide the brains to turn the phone into a computer, which it now does for most premium Android devices.\nNow, as Qualcomm looks to push 5G connectivity into laptops, it is pairing modems with a powerful central processor unit, or CPU, Amon said. Instead of using computing core blueprints from longtime partner Arm Ltd, as it now does for smartphones, Qualcomm concluded it needed custom-designed chips if its customers were to rival new laptops from Apple.\nAs head of Qualcomm's chip division, Amon this year led the $1.4 billion acquisition of startup Nuvia, whose ex-Apple founders help design some those Apple laptop chips before leaving to form the startup. Qualcom will start selling Nuvia-based laptop chips next year.\n\"We needed to have the leading performance for a battery-powered device,\" Amon said. \"If Arm, which we've had a relationship with for years, eventually develops a CPU that's better than what we can build ourselves, then we always have the option to license from Arm.\"\nArm is in the midst of being purchased by Nvidia Corp for $40 billion, a merger that Qualcomm has objected to with regulators.\nAmon said Qualcomm has no plans to build its own products to enter the other big market for CPUs - data centers for cloud computing companies. But it will license Nuvia's designs to cloud computing companies that want to build their own chips, which could put it in competition with parts of Arm.\n\"We are more than willing to leverage the Nuvia CPU assets to partner with companies that are interested as they build their data center solutions,\" Amon said.\nBRANDING CHALLENGE\nPhone chips accounted for $12.8 billion of its $16.5 billion in chip revenue in its most recent fiscal year. Some of Qualcomm's best customers, such as phone maker Xiaomi Corp , are in China.\nQualcomm is counting on revenue growth as its Android handset customers swoop in on former users of phones from Huawei, which was forced out of the handset market by Washington's sanctions.\nKevin Krewell, principal analyst at TIRIAS Research, called it a \"political minefield\" due to rising U.S.-China tensions. But Amon said the company could do business as usual there.\n\"We license our technology - we don't have to do forced joint ventures with technology transfers. Our customers in China are current with their agreements, so you see respect for American intellectual property,\" he said.\nAnother major challenge for Amon will be hanging on to Apple as a customer. Qualcomm's modem chips are now in all Apple iPhone 12 models after a bruising legal battle. Apple sued Qualcomm in 2017 but eventually dropped its claims and signed chip supply and patent license agreements with Qualcomm in 2019.\nApple is now designing chips to displace Qualcomm's communications chips in iPhones.\n\"The biggest overhang for Qualcomm's long-term stock multiple is the worry that right now, it's as good as it gets, because they're shipping into all the iPhones, but someday, Apple will do those chips internally,\" said Michael Walkley, a senior analyst at Canaccord Genuity Group.\nAmon said that Qualcomm has decades of experience designing modem chips that will be hard for any rival to replicate and that the void in the Android market left by Huawei.\n\"Just for the premium tier alone, the Huawei addressable market is as big as the Apple opportunity is for us,\" Amon said.\nAnother challenge for Amon, a gregarious executive who is energetic onstage during keynote presentations, will be that Qualcom is not well known to consumers in the way that Intel or Nvidia are, even in Qualcomm's hometown.\n\"I flew into San Diego and got an Uber driver at the airport and told him I was going to Qualcomm. He said, 'You mean the stadium?'\" Krewell said, referring to the football arena formerly home to the San Diego Chargers.\nAmon has started a new branding program for the company's Snapdragon smartphone chips to try to change that.\n\"We have a mature smartphone industry today. People care what's behind the glass,\" he said. (Reporting by Stephen Nellis in San Francisco; Editing by David Gregorio)","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":156057497,"gmtCreate":1625187788719,"gmtModify":1703737899666,"author":{"id":"3581848609787274","authorId":"3581848609787274","name":"IZLIN","avatar":"https://static.tigerbbs.com/f2241963762942310c858a3aae49c0d1","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":1,"idStr":"3581848609787274","authorIdStr":"3581848609787274"},"htmlText":"<a href=\"https://laohu8.com/U/3581561113691319\">@Meow17</a><a href=\"https://laohu8.com/U/3582026494482473\">@Sagi08</a><a href=\"https://laohu8.com/U/3582502706085184\">@simplydkam</a>for a read!","listText":"<a href=\"https://laohu8.com/U/3581561113691319\">@Meow17</a><a href=\"https://laohu8.com/U/3582026494482473\">@Sagi08</a><a href=\"https://laohu8.com/U/3582502706085184\">@simplydkam</a>for a read!","text":"@Meow17@Sagi08@simplydkamfor a read!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156057497","repostId":2148382755,"repostType":4,"repost":{"id":"2148382755","pubTimestamp":1625187424,"share":"https://ttm.financial/m/news/2148382755?lang=&edition=fundamental","pubTime":"2021-07-02 08:57","market":"us","language":"en","title":"Qualcomm's new CEO eyes dominance in the laptop markets","url":"https://stock-news.laohu8.com/highlight/detail?id=2148382755","media":"Reuters","summary":"July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the ","content":"<p>July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced laptops using a custom-designed central processor chip that boasts longer battery life.</p>\n<p>Longtime processor suppliers Intel Corp and Advanced Micro Devices have no chips as energy efficient as Apple's. Qualcomm Chief Executive Cristiano Amon told Reuters on Thursday he believes his company can have the best chip on the market, with help from a team of chip architects who formerly worked on the Apple chip but now work at Qualcomm.</p>\n<p>In his first interview since taking the top job at San Diego, California-based Qualcomm, Amon also said the company is also counting on revenue growth from China to power its core smartphone chip business despite political tensions.</p>\n<p>\"We will go big in China,\" he said, noting that U.S. sanctions on Huawei Technologies Co Ltd give Qualcomm an opportunity to generate a lot more revenue.</p>\n<p>Amon said a cornerstone of his strategy comes from a lesson learned in the smartphone chip market: It was not enough just to provide modem chips for phones' wireless data connectivity. Qualcomm also needed to provide the brains to turn the phone into a computer, which it now does for most premium Android devices.</p>\n<p>Now, as Qualcomm looks to push 5G connectivity into laptops, it is pairing modems with a powerful central processor unit, or CPU, Amon said. Instead of using computing core blueprints from longtime partner Arm Ltd, as it now does for smartphones, Qualcomm concluded it needed custom-designed chips if its customers were to rival new laptops from Apple.</p>\n<p>As head of Qualcomm's chip division, Amon this year led the $1.4 billion acquisition of startup Nuvia, whose ex-Apple founders help design some those Apple laptop chips before leaving to form the startup. Qualcom will start selling Nuvia-based laptop chips next year.</p>\n<p>\"We needed to have the leading performance for a battery-powered device,\" Amon said. \"If Arm, which we've had a relationship with for years, eventually develops a CPU that's better than what we can build ourselves, then we always have the option to license from Arm.\"</p>\n<p>Arm is in the midst of being purchased by Nvidia Corp for $40 billion, a merger that Qualcomm has objected to with regulators.</p>\n<p>Amon said Qualcomm has no plans to build its own products to enter the other big market for CPUs - data centers for cloud computing companies. But it will license Nuvia's designs to cloud computing companies that want to build their own chips, which could put it in competition with parts of Arm.</p>\n<p>\"We are more than willing to leverage the Nuvia CPU assets to partner with companies that are interested as they build their data center solutions,\" Amon said.</p>\n<p>BRANDING CHALLENGE</p>\n<p>Phone chips accounted for $12.8 billion of its $16.5 billion in chip revenue in its most recent fiscal year. Some of Qualcomm's best customers, such as phone maker Xiaomi Corp , are in China.</p>\n<p>Qualcomm is counting on revenue growth as its Android handset customers swoop in on former users of phones from Huawei, which was forced out of the handset market by Washington's sanctions.</p>\n<p>Kevin Krewell, principal analyst at TIRIAS Research, called it a \"political minefield\" due to rising U.S.-China tensions. But Amon said the company could do business as usual there.</p>\n<p>\"We license our technology - we don't have to do forced joint ventures with technology transfers. Our customers in China are current with their agreements, so you see respect for American intellectual property,\" he said.</p>\n<p>Another major challenge for Amon will be hanging on to Apple as a customer. Qualcomm's modem chips are now in all Apple iPhone 12 models after a bruising legal battle. Apple sued Qualcomm in 2017 but eventually dropped its claims and signed chip supply and patent license agreements with Qualcomm in 2019.</p>\n<p>Apple is now designing chips to displace Qualcomm's communications chips in iPhones.</p>\n<p>\"The biggest overhang for Qualcomm's long-term stock multiple is the worry that right now, it's as good as it gets, because they're shipping into all the iPhones, but someday, Apple will do those chips internally,\" said Michael Walkley, a senior analyst at Canaccord Genuity Group.</p>\n<p>Amon said that Qualcomm has decades of experience designing modem chips that will be hard for any rival to replicate and that the void in the Android market left by Huawei.</p>\n<p>\"Just for the premium tier alone, the Huawei addressable market is as big as the Apple opportunity is for us,\" Amon said.</p>\n<p>Another challenge for Amon, a gregarious executive who is energetic onstage during keynote presentations, will be that Qualcom is not well known to consumers in the way that Intel or Nvidia are, even in Qualcomm's hometown.</p>\n<p>\"I flew into San Diego and got an Uber driver at the airport and told him I was going to Qualcomm. He said, 'You mean the stadium?'\" Krewell said, referring to the football arena formerly home to the San Diego Chargers.</p>\n<p>Amon has started a new branding program for the company's Snapdragon smartphone chips to try to change that.</p>\n<p>\"We have a mature smartphone industry today. People care what's behind the glass,\" he said. (Reporting by Stephen Nellis in San Francisco; Editing by David Gregorio)</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Qualcomm's new CEO eyes dominance in the laptop markets</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQualcomm's new CEO eyes dominance in the laptop markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 08:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced ...</p>\n\n<a href=\"https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","AAPL":"苹果","03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://finance.yahoo.com/news/focus-qualcomms-ceo-eyes-dominance-230804838.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2148382755","content_text":"July 1 (Reuters) - Qualcomm Inc's new chief thinks that by next year his company will have just the chip for laptop makers wondering how they can compete with Apple Inc, which last year introduced laptops using a custom-designed central processor chip that boasts longer battery life.\nLongtime processor suppliers Intel Corp and Advanced Micro Devices have no chips as energy efficient as Apple's. Qualcomm Chief Executive Cristiano Amon told Reuters on Thursday he believes his company can have the best chip on the market, with help from a team of chip architects who formerly worked on the Apple chip but now work at Qualcomm.\nIn his first interview since taking the top job at San Diego, California-based Qualcomm, Amon also said the company is also counting on revenue growth from China to power its core smartphone chip business despite political tensions.\n\"We will go big in China,\" he said, noting that U.S. sanctions on Huawei Technologies Co Ltd give Qualcomm an opportunity to generate a lot more revenue.\nAmon said a cornerstone of his strategy comes from a lesson learned in the smartphone chip market: It was not enough just to provide modem chips for phones' wireless data connectivity. Qualcomm also needed to provide the brains to turn the phone into a computer, which it now does for most premium Android devices.\nNow, as Qualcomm looks to push 5G connectivity into laptops, it is pairing modems with a powerful central processor unit, or CPU, Amon said. Instead of using computing core blueprints from longtime partner Arm Ltd, as it now does for smartphones, Qualcomm concluded it needed custom-designed chips if its customers were to rival new laptops from Apple.\nAs head of Qualcomm's chip division, Amon this year led the $1.4 billion acquisition of startup Nuvia, whose ex-Apple founders help design some those Apple laptop chips before leaving to form the startup. Qualcom will start selling Nuvia-based laptop chips next year.\n\"We needed to have the leading performance for a battery-powered device,\" Amon said. \"If Arm, which we've had a relationship with for years, eventually develops a CPU that's better than what we can build ourselves, then we always have the option to license from Arm.\"\nArm is in the midst of being purchased by Nvidia Corp for $40 billion, a merger that Qualcomm has objected to with regulators.\nAmon said Qualcomm has no plans to build its own products to enter the other big market for CPUs - data centers for cloud computing companies. But it will license Nuvia's designs to cloud computing companies that want to build their own chips, which could put it in competition with parts of Arm.\n\"We are more than willing to leverage the Nuvia CPU assets to partner with companies that are interested as they build their data center solutions,\" Amon said.\nBRANDING CHALLENGE\nPhone chips accounted for $12.8 billion of its $16.5 billion in chip revenue in its most recent fiscal year. Some of Qualcomm's best customers, such as phone maker Xiaomi Corp , are in China.\nQualcomm is counting on revenue growth as its Android handset customers swoop in on former users of phones from Huawei, which was forced out of the handset market by Washington's sanctions.\nKevin Krewell, principal analyst at TIRIAS Research, called it a \"political minefield\" due to rising U.S.-China tensions. But Amon said the company could do business as usual there.\n\"We license our technology - we don't have to do forced joint ventures with technology transfers. Our customers in China are current with their agreements, so you see respect for American intellectual property,\" he said.\nAnother major challenge for Amon will be hanging on to Apple as a customer. Qualcomm's modem chips are now in all Apple iPhone 12 models after a bruising legal battle. Apple sued Qualcomm in 2017 but eventually dropped its claims and signed chip supply and patent license agreements with Qualcomm in 2019.\nApple is now designing chips to displace Qualcomm's communications chips in iPhones.\n\"The biggest overhang for Qualcomm's long-term stock multiple is the worry that right now, it's as good as it gets, because they're shipping into all the iPhones, but someday, Apple will do those chips internally,\" said Michael Walkley, a senior analyst at Canaccord Genuity Group.\nAmon said that Qualcomm has decades of experience designing modem chips that will be hard for any rival to replicate and that the void in the Android market left by Huawei.\n\"Just for the premium tier alone, the Huawei addressable market is as big as the Apple opportunity is for us,\" Amon said.\nAnother challenge for Amon, a gregarious executive who is energetic onstage during keynote presentations, will be that Qualcom is not well known to consumers in the way that Intel or Nvidia are, even in Qualcomm's hometown.\n\"I flew into San Diego and got an Uber driver at the airport and told him I was going to Qualcomm. He said, 'You mean the stadium?'\" Krewell said, referring to the football arena formerly home to the San Diego Chargers.\nAmon has started a new branding program for the company's Snapdragon smartphone chips to try to change that.\n\"We have a mature smartphone industry today. People care what's behind the glass,\" he said. (Reporting by Stephen Nellis in San Francisco; Editing by David Gregorio)","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":118,"commentSize":13,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}