手机芯片市场近期需求复苏,尤其是高端手机市场的回暖,推动了芯片公司ARM的股价在2024年11月7日大涨6.3%。
ARM作为业内知名的芯片架构提供商,其最新一代V9架构产品在高端手机领域获得了广泛应用。数据显示,ARM的手机版税收入同比大幅增长40%,其中V9架构产品的版税收入占比达25%,成为公司主要收入增长点。
值得一提的是,中国手机品牌如小米、OPPO、vivo等厂商的旗舰机型大多采用了ARM的V9架构,成为推动ARM业绩增长的重要力量。ARM管理层透露,未来还将努力将V9架构推广到中端手机市场,以期实现进一步增长。
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