高通能否穿越“去华为化”阵痛?

猛犸商业评论
11 Feb

手机业务承压、汽车与AI崛起、中国市场博弈下的战略重构核心观点■这家曾以手机基带芯片横扫全球的巨头,正站在转型的十字路口:一边是汽车与AI业务的爆发式增长,另一边则是中国市场的激烈博弈与技术迭代的生死时速。作者丨石韬封面来源丨高通【导语】2025年2月,高通发布最新季度财报,营收与净利润双双超预期,但市场却难掩隐忧——手机业务增速放缓、华为专利授权收入缺口悬而未决、地缘政治风险持续升温。这家c如何...

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