高通CEO公開信 叫陣聯發科 - 工程師
By Adele
at 2021-12-23T09:02
at 2021-12-23T09:02
Table of Contents
2021/12/23 01:35:23
經濟日報 記者李孟珊/台北報導
高通執行長艾蒙(Amon)21日在對投資人與員工的公開信發出豪語,預告「高通的時代已
經到來」,強調公司正在眾多領域創造創新的變革性成長,對高通而言,未來潛在市場將
是現在的七倍以上,並強調「我對2022年將帶來的一切感到興奮」,叫陣聯發科(2454)
。
高通近期遭聯發科追過,痛失全球手機晶片一哥寶座,市場解讀,艾蒙在迎接2022年來臨
前夕,對投資人與員工高分貝喊話,有對聯發科下戰帖、意圖奪回過往榮耀的企圖心濃厚
,也讓兩大IC設計廠之間的競逐賽更激烈。
https://imgur.com/lpErQD0
高通與聯發科近期在5G手機晶片市場正打得火熱,聯發科先推出採台積電4奈米生產的新
款5G旗艦晶片「天璣9000」,並宣稱獲得多家客戶採用,同時大力推向其他客戶,大搶高
通地盤。高通隨後也推出以三星4奈米製造的最新5G旗艦晶片「驍龍8 Gen 1」,並且找來
大陸一線品牌手機廠在發表會站台與導入新機,兩強搶客戶煙硝味濃厚。
根據市調機構Counterpoint最新統計,聯發科在全球智慧手機系統單晶片(SoC)市場持
續居於領先,2021年第3季聯發科智慧手機晶片市占率高達40%,較去年同期的33%揚升7個
百分點,已連續第五季超越高通,高居市占龍頭。
兩強持續在市占版圖及技術推進和應用面比拚,高通官網21日揭露艾蒙給員工和投資人的
「執行長年度信( CEO Annual Letter)」,艾蒙在文中談到明年度展望,他強調,高通
生態系技術藍圖正在獲勝,聯網的智慧邊緣運算是機會所在,並高喊「高通的時代已到來
」。
艾蒙強調,他為高通全球約4.5萬名員工在2021年取得的重大成就感到自豪,特別是過去
六個月,面臨疫情的不確定性和供應鏈環境的挑戰,但2021年營收創下新高,手機晶片以
外的業務持續多元化布局,高通晶片連續五個季度的稅前盈餘年成長率超過100%,授權業
務也很穩定。
艾蒙指出,高通在計算、虛擬和增強現實、汽車、工業等四個領域,正創造新的變革性成
長,未來高通潛在市場將是七倍以上。
艾蒙直言,他對2022年將帶來的變化感到興奮,主要是在數位化轉型和產業趨勢帶動,在
每個領域對高通的技術需求都在加速,包括行動和PC的融合,5G實現無線光纖,物理和網
際空間的融合推動了元宇宙,5G雲計算促進工作的移動性,汽車的轉型等。而隨著數十億
設備的連接和智慧化,正在創造互聯的智慧邊緣。
https://reurl.cc/yexRaq
所以之前的時代是誰?
--
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