Qualcomm · CEO AI 与半导体
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Amon 表示数据中心是高通的首要战略优先事项之一，他本人投入大量精力，业务建立在长期客户关系和开放软件生态之上。
数据中心是本季度取得重大进展的另一个领域。它是我们最重要的战略优先事项之一，也是我个人投入大量时间的重点，我们围绕长期客户关系、广泛的产品组合和开放的软件生态来构建这项业务。原文 (en)
Data Center is another area where we made considerable progress this quarter. It is one of our top strategic priorities, and a major focus of my own time, as we build this business around long-term customer relationships, a broad product portfolio, and an open software ecosystem.
Amon 称高带宽计算（HBC）表现优于投资者日目标，能效约 0.3 皮焦/比特，良率超预期，尤其适合解码负载。
我们对 HBC 的进展非常满意，实际表现好于投资者日所说的目标。设计目标约为每比特 0.5 皮焦，实验室中做到了约 0.3，良率也超出预期。原文 (en)
We're very happy with the progress we're making on HBC. We're actually doing better than what we said on Investor Day. We had a target on the design to about 0.5 picojoules per bit. We're doing better in the lab. We're doing about 0.3. Yield is exceeding our expectations.
Amon 认为智能手机掌握用户上下文、偏好和权限，是智能体 AI 的关键设备，将推动单机算力含量上升。
智能手机是智能体体验的关键设备，因为它最了解用户，始终随身，掌握用户的上下文、偏好和权限。设备也在演进，以同时支持用户自己的操作和智能体代表用户执行的操作。原文 (en)
The smartphone is an essential device for agentic experiences, as it's the device that knows people best. It's always with them and has their context, preferences, and permissions. The device is also evolving to simultaneously support what the user is doing and what agents are doing on the user's behalf.
Amon 称授权续约、失去苹果和内存涨价冲击手机市场等不确定性已基本过去，预计 2027 年手机出货持平或下降。
我们结束 2026 财年时，许多压在业务上的不确定性已经过去，具体包括 QTL 授权续约、失去苹果作为客户，以及内存价格对手机行业规模的负面影响。原文 (en)
We closed fiscal 2026 with many of the uncertainties that have been weighing on our business now behind us. Specifically, QTL license renewals, the loss of Apple as a customer, and the negative impact of memory pricing on the size of the mobile industry.
Amon 对陪审团认定 Arm 违约并不正当竞争表示欣慰，称这是创新与竞争的胜利。
陪审团认定 Arm 违反了与高通长期的架构授权协议，未履行承诺，故意扰乱高通业务，并作为供应商和竞争者从事不正当竞争，我们对此感到欣慰。原文 (en)
We're gratified that the jury found Arm breached its long-standing architecture license agreement, ALA, with Qualcomm, failed to honor its commitments, intentionally acted to disrupt Qualcomm's business, and engaged in unfair competition both as a supplier and a competitor.
Amon 称 Starlink 5G 订单反映出无线基础设施可借 Open RAN 和 AI 原生突破专用设备模式。
这个行业一直运行在专用设备上。从 Open RAN 到 AI 原生，许多技术趋势为这一领域带来了创新机会。原文 (en)
The industry has been running on dedicated equipment. I think we have seen a lot of trends of technology ranging from Open RAN to AI native as an opportunity to innovate in this space.
Amon 称高通数据中心业务的制约在于供给而非需求，预计 2027 财年数据中心收入将达 50 亿美元。
首席执行官 Cristiano Amon 表示，数据中心业务面临的制约来自供给而非需求，预计 2027 财年数据中心收入将达到 50 亿美元。原文 (en)
CEO Cristiano Amon said data center constraints stem from supply, not demand, with data center revenue seen reaching $5 billion in fiscal 2027.
Amon表示高通50亿美元的数据中心投入受限于供给而非需求，若资源更多会投入更多。
我现在就可以告诉你，不管这些市场噪音如何，我认为我们50亿美元的投入并非由需求驱动，而完全取决于供给。如果我有更多资源，我可能会投入超过50亿美元。原文 (en)
And I'll tell you right now, regardless of all this noise, I think our $5 billion commitment is not demand-driven. It depends entirely on the offer. If I had more resources, I would probably make more than $5 billion .
Amon认为高通的低功耗计算基因使其能帮助数据中心降低总体拥有成本。
我们在数据中心做的事情，对高通这样的公司而言，我们的基因就是低功耗计算。在数据中心里，将需要降低总体拥有成本（TCO）。原文 (en)
What we do in data centers, if you think about a company like Qualcomm, our DNA is low-power computing. In data centers, there will be a need to reduce the total cost of ownership (TCO).
Amon称高通2029财年150亿美元数据中心目标依托聚焦推理、低功耗低密度的新技术。
当我们考虑2029财年150亿美元的预测时，会有很多新技术推出，我们专注于推理和解码，并尽可能以最低的计算密度和功耗来实现。原文 (en)
when we think about our $15 billion forecast for FY29, there are a lot of new technologies coming out, and we're focusing on inference, decoding, and trying to do that with the lowest possible compute density and power consumption.
Amon称高通手机业务疲软源于供应受限而非需求不足，供应更多业绩会更好。
“我们没有需求问题，而是供应问题。如果我有更多供应，业绩大概会更好。”原文 (en)
"We don't have a demand issue; it's a supply issue," CEO Cristiano Amon said. "If I had more supply, I would probably be doing better."
Amon表示2027财年是高通非手机业务收入拐点的起点，数据中心业务将开始放量。
2027财年标志着我们非手机业务收入拐点的开始，包括数据中心业务的放量。原文 (en)
“Fiscal 2027 marks the start of our non-handset revenue inflection, including the ramp of our Data Center business,”
Amon重申高通在三星下一代Galaxy旗舰芯片中的份额已超过70%。
“当然，”他说。“基准曾是50%，现在已不再是50%，而是超过70%。”原文 (en)
“Absolutely,” he said. “The baseline was 50 percent. This baseline is no longer 50 percent. It’s north of 70 percent.”
Amon表示数据中心是高通的首要战略重点，将围绕长期客户关系、丰富产品组合和开放软件生态来建设。
数据中心是我们本季度取得重大进展的另一个领域。它是我们最重要的战略优先事项之一，也是我个人投入大量时间的重点，我们围绕长期客户关系、广泛的产品组合和开放的软件生态来打造这项业务。原文 (en)
Data center is another area where we made considerable progress this quarter. it is 1 of our top strategic priorities and a major focus of my own time, as we build this business around long term customer relationships a broad product portfolio in an open software ecosystem.
Amon称高通高带宽计算技术在实验室中能效超过设计目标，尤其适合解码负载。
我们的设计目标约为每比特0.5皮焦耳，实验室中表现更好，约为0.3。良率超出预期。我们获得大量关注的主要负载是解码，在这方面效率极高。原文 (en)
We had a target on the design to about 0.5 picojoules per bit. We are doing better in the lab. We are doing about 0.3. Yield is exceeding our expectations. The main workloads that we are getting a lot of traction, it is incredibly, efficient for decode.
Amon认为手机是智能体AI的关键设备，到2028年本地运行千亿参数模型需要端侧算力阶跃式提升。
智能手机是智能体体验的必备设备，因为它最了解用户，始终随身，掌握联系人、偏好和权限。领先的AI公司的目标是到2028年让手机能在本地运行1000亿参数模型并保证全天续航。实现这一目标需要端侧算力性能的阶跃式提升。原文 (en)
The smartphone is an essential device for agentic experiences as it is the device that knows people best. it is always with them has their contacts, preferences, and permissions. For perspective, leading AI companies are targeting smartphones by 2028 capable of running 100 billion parameter models locally with an all day battery life. Reaching this goal will require a step function change in on device compute performance.
Amon预计光互连行业结构将像射频前端一样重组，高通正与激光器公司探讨合作。
我认为行业结构将会改变，类似射频前端当年发生的变化，这会创造机会。我们已与一些激光器公司展开很有意思的对话，尤其是各种形式的合作和战略合作将会形成。原文 (en)
I think the structure of the industry is going to change. My analogy is what happened on RF front end. And that creates opportunity. So we have been engaged in very interesting conversations with some of the laser companies, especially as different forms of partnerships and strategic partnerships are going to be formed.
Amon表示高通在三星Galaxy的基准份额已从50%升至70%以上。
回顾过去，我们的基准份额是50%，现在不再是50%，而是超过70%。对于未来几代Galaxy，我们就是这样规划业务的，也建议大家这样规划。原文 (en)
If you think about our business in the past, the baseline was 50%. This baseline is no longer 50%. it is north of 70%, as we have been doing. When you think about future generations of Galaxy. This is how we plan our business and I encourage all of you to plan the same way.
Amon宣布Starlink Mobile选择高通建设美国全国地面5G网络，2027年开始部署。
我很自豪地宣布，SpaceX选择高通为Starlink Mobile在美国的全国地面5G网络提供技术。根据多年协议，部署将于2027年开始，预计是美国最大的5G部署之一。原文 (en)
I am very proud to share that StacyX selected Qualcomm to power Starlink Mobile's nationwide terrestrial 5G network in the U.S. Under a multiyear agreement, deployment begins in 2027 and is expected to be 1 of the largest 5G deployments in the United States.
Amon对陪审团认定Arm违约表示欣慰，并称将继续交付从移动到数据中心的Oryon CPU。
陪审团认定Arm违反了与高通长期的架构授权协议，我们对此感到欣慰。这一结果是创新与竞争的胜利。我们将继续专注于开发并交付业界领先的半导体产品，包括从移动到数据中心的Oryon CPU。原文 (en)
We are gratified that the jury found ARM breached its long standing architecture license agreement ALA with Qualcomm. This outcome is a victory for innovation and competition. And we remain focused on developing and delivering industry leading semiconductor products, including our Oryon CPUs to customers and consumers worldwide from mobile, to data center.
Amon称高通规划假设2027年全球手机出货持平或下降，并已充分计入苹果调制解调器切换影响。
我们的计划假设2027年全球手机出货量持平或下滑。苹果调制解调器转换的时间和形态已完全纳入业务规划，目前已得到充分理解。原文 (en)
Our plan assumes global handset units will remain flat to down in calendar 2027. The timing and shape of the Apple modem transition is fully incorporated in how we are planning the business and its well understood at this point.
Amon称第五代汽车平台芯片含量是第三代的8倍，增长主要来自份额提升。
对于目前路上的汽车，第五代平台相比第三代平台的芯片含量增加了8倍，算力内容多得多。我们汽车业务的大部分增长来自份额，设计订单管线正转化为收入。原文 (en)
for cars that you see now on the road that, with Ford third generation platform, the silicon content increase versus the fifth generation is 8x. there is a lot more a lot more compute content. Into the automotive and most of our automotive growth is really share where the design win pipeline translates into revenue.
Amon表示2027财年是高通非手机业务收入拐点的起点，非手机收入预计增长60%以上，并重申50亿美元的数据中心收入目标。
“2027财年标志着我们非手机业务收入拐点的开始，包括数据中心业务的放量。”高通总裁兼CEO Cristiano Amon展望时表示。“预计非手机业务收入将同比增长60%以上，我们重申2027财年数据中心收入目标为50亿美元。”原文 (en)
“Fiscal 2027 marks the start of our non-handset revenue inflection, including the ramp of our Data Center business,” Qualcomm president and CEO Cristiano Amon said, looking ahead. “Non-handset revenues are projected to grow by more than 60 percent year-over-year, and we are reiterating our fiscal 2027 Data Center revenue target of $5 billion.”
Amon称与SpaceX的Starlink Mobile合作是高通基础设施业务的重大胜利，也是潜力巨大的战略合作的开端。
我们非常自豪。这一新架构为下一代连接和网络智能奠定了基础。这对我们的基础设施业务是一次重大胜利，也是一段潜力巨大的战略合作关系的开端。原文 (en)
We are very proud. This new architecture establishes a foundation for next-generation connectivity and network intelligence. This is a significant win for our infrastructure business and the beginning of a strategic relationship with tremendous potential.
Amon 称高通手机业务出现环比改善迹象，中国安卓出货量已触底。
首席执行官 Cristiano Amon 表示，公司看到手机业务环比改善的迹象，中国安卓手机出货量已经触底。原文 (en)
Chief Executive Cristiano Amon said the company was seeing signs of sequential improvement in handsets and that Android shipments in China had bottomed.
Amon 预计高通 2027 财年数据中心收入达 50 亿美元，并已接洽一家全球超大规模云厂商。
Amon 表示，公司预计 2027 财年数据中心收入将达 50 亿美元，并已与一家全球超大规模云厂商展开合作。原文 (en)
Amon said the company expects 5 billion US dollars of data center revenue in fiscal 2027 and has engaged a global hyperscaler.
Amon称高通手机业务疲软源于供应受限（尤其是存储）而非需求不足，更多供应有助改善业绩。
我们不存在需求问题，而是供应问题。原文 (en)
We don't have a demand issue; it's a supply issue.
Amon预计高通AI数据中心业务在2027财年将达到50亿美元收入。
CEO Cristiano Amon预计该业务在2027财年将带来50亿美元收入。原文 (en)
CEO Cristiano Amon expects this business to generate USD 5 billion in fiscal 2027.
Amon 称高通业绩疲软源于供应受限而非需求不足，若供应更充足，情况会更好。
Cristiano Amon 表示：“需求没有问题，问题出在供应上。如果我们有更多供应，情况会好得多。”原文 (en)
"There is no problem with demand, there is a problem with supply," Chief Executive Cristiano Amon said. "If we had more supply, the situation would have been better."
Amon称与SpaceX的Starlink Mobile合作是高通基础设施业务的重大胜利，也是潜力巨大的战略合作的开端。
我们非常自豪。这一新架构为下一代连接和网络智能奠定了基础。这是我们基础设施业务的一次重大胜利，也是一段潜力巨大的战略合作关系的开端。原文 (en)
We are very proud,” said CEO Cristiano Amon of the SpaceX deal. “This new architecture establishes a foundation for next-generation connectivity and network intelligence. This is a significant win for our infrastructure business and the beginning of a strategic relationship with tremendous potential.
Amon表示2027财年是高通非手机业务收入拐点的起点，非手机收入预计增长超60%，并重申数据中心50亿美元收入目标。
2027财年标志着我们非手机业务收入拐点的开始，包括数据中心业务的爬坡。非手机收入预计同比增长60%以上。我们重申2027财年数据中心收入目标为50亿美元。原文 (en)
fiscal 2027 marks the start of our non- handset revenue inflection, including the ramp of our data center business. Again, uh like so many in the semi and chip place uh or area looking to kind of improve or greaten their um exposure to the AI trade if you will in the AI build. Non-handset revenues going on to say are projected to grow by more than 60% year-over-year. We are reiterating our fiscal 2027 data center revenue target of $5 billion.
Amon 表示智能手机业务疲软源于内存供应短缺而非需求不足，供应更充足的话业绩会更好。
“需求没有问题，问题在于供给。”“如果供给更充足，情况会更好。”原文 (en)
"There is no problem with demand; the problem is supply," Qualcomm Chief Executive Cristiano Amon said. "Things would have been better if there had been more supply."
Amon表示高通数据中心业务本季度收入6.5亿美元，目标2027财年达到50亿美元，需求存在但受供应限制。
高通CEO Cristiano Amon表示，本季度公司数据中心解决方案收入为6.5亿美元，主要来自产品适配和连接相关工作。公司预计2027财年该领域收入将达到50亿美元。据Amon称，该领域存在需求，但公司受限于供应。原文 (en)
Qualcomm CEO Cristiano Amon said the company’s revenue from data center solutions amounted to $650 million during the quarter, mainly due to product adaptation and connectivity work. The company expects to generate $5 billion in revenue from this area in fiscal 2027. According to Amon, demand exists in the segment, but the company is constrained by supply.
阿蒙称高通数据中心业务的瓶颈在于供应而非需求，供应更多业绩会更好。
“我们不存在需求问题，而是供应问题。”阿蒙说。“如果我有更多供应，我可能会做得更好。”原文 (en)
"We don't have a demand issue; it's a supply issue," Amon said. "If I had more supply, I would probably be doing better."
阿蒙预计高通2027财年数据中心收入达50亿美元，并称已签下光连接客户、接洽超大规模云厂商。
阿蒙表示，高通预计2027财年数据中心收入将达到50亿美元。他说公司最近签下了一个光连接客户，并已与一家全球超大规模云厂商展开接触。原文 (en)
Amon said Qualcomm expects $5 billion in data center revenue in fiscal 2027. He said the company recently signed a customer for optical connectivity and had engaged a global hyperscaler.
Amon称2027财年是高通非手机业务收入拐点的起点，非手机收入预计增长60%以上，并重申50亿美元数据中心收入目标。
2027财年标志着我们非手机业务收入拐点的开始，其中包括数据中心业务的放量。预计非手机业务收入将同比增长60%以上，我们重申2027财年数据中心收入目标为50亿美元。原文 (en)
Fiscal 2027 marks the start of our non-handset revenue inflection, including the ramp of our Data Center business. Non-handset revenues are projected to grow by more than 60% year-over-year, and we are reiterating our fiscal 2027 Data Center revenue target of $5B,
Cristiano Amon 表示，Anduril BlueChip 加固笔记本所用的骁龙 X 芯片与包括微软 Surface 在内的其他笔记本架构相同。
高通 CEO Cristiano Amon 表示，这款芯片与包括微软 Surface 在内的其他笔记本使用相同的架构。原文 (en)
Qualcomm CEO Cristiano Amon said that this chip uses the same architecture as other laptops, including Microsoft Surface models.
Amon在内部备忘录中称，高通新一轮全球裁员旨在强化绩效文化，并弥补与运营预期的差距。
在一份内部备忘录中，高通CEO Cristiano Amon表示，此次裁员旨在培育更强的绩效文化，并解决与运营预期之间持续存在的差距。原文 (en)
In an internal memo, Qualcomm Chief Executive Officer Cristiano Amon stated the reductions aim to foster a stronger performance culture and address ongoing shortfalls relative to operational expectations.
Amon称此次裁员以绩效为导向，针对长期未达预期的员工，旨在打造更强的绩效文化。
此次裁员将针对那些一贯未达预期的员工。原文 (en)
The reduction will address employees who have consistently fallen short of expectations.
Amon在内部备忘录中表示，高通业务组合扩张使所需技能发生变化，公司将裁员并重新配置人员以增强竞争力，通知将于2026年11月开始。
他解释说，随着公司业务组合的扩大，支持公司长期增长所需的运营专业能力正在发生重大变化。总体目标是重新调整人员配置，确保员工能力直接增强商业竞争力。原文 (en)
He explained that as the company’s business portfolio expands, the operational expertise needed to support long-term corporate growth is undergoing significant changes. The overarching goal is to realign staff placements to ensure employee capabilities directly strengthen commercial competitiveness.
安蒙在内部备忘录中表示，高通按绩效裁员是为了让人才技能匹配业务扩张需求，打造更强的绩效文化。
随着业务扩张，我们所需的能力和技能也在扩展。我们必须让合适的人处在合适的位置上，使他们能发挥最佳水平，公司才能持续成功。原文 (en)
As the business expands, so do the competencies and skills we need. We must have the right people in the right positions so that they can perform at their best and the company can continue to succeed,
阿蒙在内部备忘录中表示，高通业务扩张后所需技能已改变，将通过全球裁员确保合适的人在合适的岗位上，以保持公司持续成功。
随着业务不断扩张，我们所需的能力和技能也随之提高。我们必须让合适的人担任合适的岗位，这样他们才能发挥最佳水平，公司也才能持续成功。原文 (en)
"As we have expanded the business, so have the competencies and skills we require," Amon noted in the internal communication. "We must have the right people in the right roles so they can perform at their best and the company can continue to succeed."
阿蒙在内部备忘录中告知员工，高通将在年度评估后启动以绩效为导向的全球裁员，11月起通知，以建立更强的绩效文化。
阿蒙表示，此举旨在建立更强的绩效文化，并解决公司持续未达预期的问题。原文 (en)
Amon stated that this move aims to establish a stronger performance culture and address the company's ongoing failure to meet expectations.
Amon 在内部备忘录中表示，随着业务扩张，公司所需技能也在变化，因此将通过以绩效为导向的裁员，确保合适的人在合适的岗位上。
随着业务的扩张，我们所需的能力和技能也随之提升。我们必须让合适的人处在合适的岗位上，让他们发挥出最佳水平，公司才能继续成功。原文 (en)
As we have expanded the business, so have the competencies and skills we require," he wrote. "We must have the right people in the right roles so they can perform at their best and the company can continue to succeed.
安蒙在内部备忘录中表示，高通将进行以绩效为导向的全球裁员，因为业务扩张到新市场后所需的能力和技能也随之变化。
随着我们业务的扩张，我们所需要的能力和技能也在扩展。原文 (en)
As we have expanded the business, so have the competencies and skills we require,
Amon在内部备忘录中表示，高通将在全球进行以绩效为导向的裁员，因为业务扩张需要新的能力和技能。
随着我们业务的扩展，我们所需要的能力和技能也在扩展。我们必须让合适的人在合适的岗位上，这样他们才能发挥最佳水平，公司才能继续成功。原文 (en)
As we have expanded the business, so have the competencies and skills we require. We must have the right people in the right roles so they can perform at their best and the company can continue to succeed.
Amon 表示，领先的 AI 公司希望到 2028 年在手机上运行至少千亿参数的模型。
一些处于 AI 前沿的公司正在告诉高通：‘到 2028 年，我需要确保能够在手机上运行至少千亿参数的模型。’原文 (en)
Some of the companies at the forefront of AI are telling Qualcomm, ‘By 2028, I need to make sure that I have the ability to run at least a hundred billion parameter model into a phone.’
Amon 指出 AI 公司正开始涉足手机硬件。
AI 公司开始做手机了。原文 (en)
AI companies are starting to do phones,
Amon 认为 AI 将通过手机等个人设备而非数据中心直接触达用户。
人们不会跑到数据中心去按门铃说‘给我来点 AI’。原文 (en)
Humans are not going to go travel to a data center, ring the bell and say, ‘Give me some AI.’
Amon 表示高通欢迎 Modular 软件部署在任何厂商芯片上，体现开放的跨硬件策略。
我们会为 Modular 在 Nvidia、AMD、Broadcom、Intel 或任何其他芯片上的每一次部署而庆祝。原文 (en)
We will celebrate every single Modular deployment on Nvidia, on AMD, on Broadcom, on any other chip, on Intel.