Qualcomm Tshuag nce raws li Apple tawm tsam los ua tus kheej 5G Chip

Kua's (AAPL) kev siv zog los hloov Qualcomm (QCOM) raws li tus neeg xa khoom ntawm 5G modem chips rau nws iPhone tau tsoo qhov kev loj hlob snag, tus kws tshuaj ntsuam xyuas Apple tseem ceeb tau hais rau hnub Tuesday. Qualcomm Tshuag tau nce ntawm cov xov xwm.

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Nyob rau hauv ib tug Twitter xov, TF International Securities tus kws tshuaj ntsuam xyuas Ming-Chi Kuo tau hais tias Apple zoo li "ua tsis tiav" hauv nws txoj kev txhim kho sab hauv ntawm 5G modem nti. Qhov ntawd txhais tau hais tias Qualcomm yuav tseem yog tus muab khoom tshwj xeeb ntawm 5G iPhone modem chips mus txog ib nrab xyoo 2023, nws hais. Qualcomm tau kwv yees yav dhau los tias nws yuav muab 20% ntawm cov iPhone chips nyob rau xyoo 2023.

Apple tsis teb rau daim ntawv thov kom tawm tswv yim txog ntawm daim ntawv tshaj tawm no.

"Kuv ntseeg tias Apple yuav txuas ntxiv txhim kho nws tus kheej 5G chips," Kuo hais. "Tab sis los ntawm lub sijhawm Apple ua tiav thiab tuaj yeem hloov Qualcomm, Qualcomm's lwm cov lag luam tshiab yuav tsum tau loj hlob txaus los cuam tshuam qhov cuam tshuam tsis zoo los ntawm kev txiav txim poob ntawm iPhone 5G chips."

Qualcomm Stock Jumps

Txoj kev loj hlob zoo li yuav tsav Qualcomm cov nyiaj tau los thiab cov nyiaj tau los kwv yees siab dua rau 2023 thiab thaum ntxov 2024, Kuo tau hais.

Nyob rau Tshuag lag luam hnub no, Qualcomm Tshuag tau nce 3.5% kaw ntawm 131.60. Apple cov khoom lag luam poob 3% rau 137.44 hauv ib hnub poob tag nrho rau cov khoom lag luam.

Qualcomm tab tom hloov nws txoj kev lag luam los ntawm kev ua cov chips wireless feem ntau rau cov xov tooj smartphones los ua lawv rau ntau lub cuab yeej rau Internet ntawm Yam. Qhov ntawd suav nrog chips rau tsheb, Arm-based PCs, thiab virtual reality thiab augmented reality headsets.

Qualcomm Tshuag nyob qib tsib ntawm 33 cov khoom lag luam hauv IBD's fabless semiconductor kev lag luam pab pawg, raws li IBD Stock CheckupCov. Nws muaj ib IBD Composite Rating ntawm 72 tawm ntawm 99. IBD's Composite Rating muab tsib qhov kev ua tswv cuab sib cais rau hauv ib qho kev ntsuam xyuas yooj yim. Cov khoom lag luam loj hlob zoo tshaj plaws muaj qhov sib xyaw ua ke ntawm 90 lossis zoo dua.

Ua raws li Patrick Seitz ntawm Twitter ntawm @IBD_PSeitz rau cov dab neeg ntxiv ntawm cov neeg siv khoom thev naus laus zis, software thiab cov khoom lag luam semiconductor.

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