10月14日，TF国际证券分析师郭明錤指出，强劲的Snapdragon 8 Gen 4销售将提振高通未来两个季度的业绩，高通股价因此在周一上午上涨1.8%。
郭明錤在Medium上的帖子中提到，Snapdragon 8 Gen 4的下半年出货量预计将同比增长50%，达到约900万台，平均售价（ASP）也将提升约15%，至180美元。这不仅得益于相比Snapdragon 8 Gen 3更长的出货周期和三星需求的增加，还受益于中国智能手机市场的变化，包括中国品牌市场份额的增长、高端机型比例的提高以及整体智能手机出货量的复苏。
郭明錤还补充道，中国品牌智能手机在最近的黄金周假期销售中实现了20%的同比增长，而iPhone的销售则保持平稳。
此外，郭明錤认为，高通股票已经大致消化了失去苹果5G芯片订单的影响，未来将从2024年第四季度超预期的增长势头以及2025年有利趋势中受益，包括AI智能手机和AI PC的增长，以及采用台积电N3P工艺带来的系统芯片(SoC)价格上涨。
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