Qualcomm is raising phone chip prices starting September 1st
Qualcomm is raising phone chip prices starting September 1st
高通将于 9 月 1 日起上调手机芯片价格
RAMageddon won’t be the only reason your next phone costs more — Qualcomm is about to raise prices on all its processors, as well. Qualcomm CEO Cristiano Amon said on Wednesday that “prices are going to go up” on the company’s products starting on September 1st, CNBC reports. The price hikes were rumored last week to be “a percentage in the double digits.”
“内存危机”（RAMageddon）将不会是你下一部手机涨价的唯一原因——高通也即将提高其所有处理器的价格。据 CNBC 报道，高通首席执行官克里斯蒂亚诺·阿蒙（Cristiano Amon）周三表示，公司产品价格将于 9 月 1 日起“上涨”。上周有传言称，此次涨价幅度将达到“两位数百分比”。
Qualcomm announced the planned price increases while reporting a 20 percent year-over-year drop in revenue from its handset business, the lowest it’s reported since 2021. In its quarterly earnings presentation, Qualcomm said this drop is due to “unprecedented increases in memory pricing and supply constraints,” which have been driving up prices on everything from game consoles to laptops and even Raspberry Pi boards, with no sign of stopping any time soon. But instead of profiting less as a result, the company says it’ll raise its own prices to compensate.
高通在宣布涨价计划的同时，报告其手机业务营收同比下降了 20%，创下自 2021 年以来的最低水平。在季度财报演示中，高通表示，此次下滑是由于“内存价格的空前上涨和供应限制”所致。这些因素已导致从游戏机、笔记本电脑到树莓派（Raspberry Pi）开发板等各类产品的价格全面上涨，且目前尚无缓解迹象。然而，高通表示公司不会因此减少利润，而是将通过提高自身产品价格来弥补损失。
Qualcomm is also expecting an “acceleration” in the dip in revenue from Apple products, noting that its “modem share for the upcoming iPhone launch is expected to be materially lower.” It suggested twice on the earnings call that its other businesses would make up the difference.
高通还预计来自苹果产品的营收下滑将“加速”，并指出其“在即将发布的 iPhone 中的调制解调器份额预计将大幅下降”。高通在财报电话会议上两次暗示，其其他业务部门将弥补这一缺口。
As smartphone revenue declines, it seems Qualcomm’s planning to become a tripod of handset, data center, and automotive — it said today that soon only half of its revenue will come from phones, and only one-third will be from phones by 2029, as its data center and automotive businesses ramp.
随着智能手机营收的下滑，高通似乎正计划构建手机、数据中心和汽车业务“三足鼎立”的格局。公司今日表示，随着数据中心和汽车业务的增长，未来手机业务的营收占比将很快降至一半，到 2029 年将进一步降至三分之一。
On Wednesday, Qualcomm announced a decade-long deal to supply chips for BMW. Qualcomm EVP, CFO, and COO Akash Palkhiwala also said some OEMs are beginning to use “prior generation” Qualcomm chips in their devices in response to higher component costs.
周三，高通宣布与宝马（BMW）达成了一项为期十年的芯片供应协议。高通执行副总裁、首席财务官兼首席运营官 Akash Palkhiwala 还表示，一些原始设备制造商（OEM）为了应对不断上涨的零部件成本，已开始在其设备中使用“上一代”高通芯片。