郭明𫓹:若高通与英特尔的并购发生,可能是一场灾难

美港电讯
22 Sep 2024

【郭明𫓹:若高通与英特尔的并购发生,可能是一场灾难】金十数据9月22日讯,天风国际知名苹果分析师郭明𫓹表示,并购英特尔仅对高通的AI PC芯片业务有帮助。但从微软对WoA的承诺 (其最新Surface机型都采用高通处理器/ARM架构),高通在PC市场成长只是早晚问题。此外,单从英特尔市值约930亿美元来看,此并购案对高通的财务压力极大,且对获利能力会有立即性的负面影响,净利率可能从现在的20%+降到个位数甚至亏损 (晶圆代工业务是最大累赘)。加之考虑到各国之后的反垄断调查,此并购案很难在短期内完成。如此看来,高通应该没有强烈动机去并购英特尔才是,此并购案若发生,对高通可说是灾难一场。

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