[決算][Qualcomm] 2024年度第1四半期（2023年10月～12月）

オリジナルデータ

FY2023 4th Quarter Earnings Release
FY2023 4th Quarter Earnings Presentation 

スマートフォンに搭載されるチップなどを設計する半導体メーカー Qualcomm の2024年度第1四半期決算が2024年1月31日（水）のニューヨーク市場引け後に発表されました。

財務情報

セグメント別売上高の推移と次期の見通し

なお縦軸の単位は100万ドルです。この3カ月の売上は約100億ドル（1.5兆円）。

利益率

QCT部門の税引き前利益率は31％、QTL部門は74％。

FY2023 4th Quarter Earnings Presentation pp.4より引用

トピック

Presentation6ページに記載の Q1FY24 QCT Highlights から主なトピックを確認します。

どこもかしこも生成AIブームな印象😅

Handsets
• The Snapdragon® 8 Gen 3 Mobile Platform is setting a new standard for on-device Gen AI experiences for premium smartphones and powers all true flagship Android devices launched and launching this fiscal year.
• We announced the Snapdragon® 7 Gen 3 Mobile Platform, which brings leading Gen AI capabilities to high-tier Android smartphones and is a category leader in both experiences and performance.

Automotive
• 75 new models launched commercially in 2023 with Snapdragon® Digital Chassis™ Solution, highlighting our growing scale in automotive and execution of design wins.
• We demonstrated digital cockpits, connected services, and advanced driver assistance enabled by Gen AI models running locally on the Snapdragon platform. These new capabilities can be enabled on a number of existing designs via a software upgrade. This represents significant new opportunities for Qualcomm and our partners.

IoT
• In PCs, we are driving towards the launch of Snapdragon® X Elite in mid-2024 and are pleased that our design-win traction continues to increase since the platform was announced last October. We expect Snapdragon X Elite to set the industry benchmark for on-device Gen AI and co-pilot experiences in addition to leading performance and battery life for next-generation Windows PCs.
• We continue to believe that Industrial edge devices with connectivity, high-performance computing and on-device AI will become one of our largest addressable opportunities fueled by the secular trends of digital transformation. One key area of focus is to enable our customers to unlock the potential of Gen AI at the enterprise using our chipset solutions.
As an example, Zebra Technologies and Toshiba recently demonstrated on-device Gen AI capabilities for enterprise workflows and inventory management at retail self-checkout, respectively. Additionally, Honeywell showcased an edge AI box for warehouse applications powered by Snapdragon.

FY2023 4th Quarter Earnings Presentation pp.6

• Handsets

  • Snapdragon® 8 Gen 3 に生成AI機能を搭載した。最高級スマートフォン向け。

  • Snapdragon® 7 Gen 3 を公開した。これも生成AI機能を持つ。高性能スマートフォン向け。

• Autmotive

  • Snapdragonに搭載したAIモデルで（ネット経由ではなく車載コンピュータ自体で）デジタルコックピット、コネクテッドサービス、運転者補助機能を実現することを示した。

• IoT

  • 次世代Windows PC向けのチップ Snapdragon® X Elite を2024年半ばの出荷を目指して開発中。生成AI、コパイロット機能搭載、省電力。

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