高通公司于7月24日向客户发送通知,宣布自9月1日起提高芯片产品价格,涨幅达到两位数百分比[1]。该公司表示,由于供应链成本上涨和全球供应短缺的压力,已经无法继续消化这部分成本[1]。新价格将应用于9月之后出货的产品,包括骁龙8 Elite Gen 6等芯片[1]。
这一举措可能影响智能手机、可穿戴设备等多个领域的下游厂商[1]。华尔街分析机构预计供应紧张的情况可能持续至2027年[1]。受涨价消息影响,高通股价在7月24日收盘下跌2.42%,报收166.97美元,当日市值为1759.86亿美元[1]。
Qualcomm has announced a significant price increase for its chip products effective September 1st, with hikes reaching double-digit percentages [1]. The company notified customers of the adjustment on July 24th, citing rising supply chain costs and persistent global supply shortages that it can no longer absorb [1]. The new pricing will apply to all shipments made after September 1st and is expected to impact multiple downstream industries, including smartphone manufacturers and wearable device producers [1].
According to Qualcomm, "the company can no longer continue to absorb the cost pressures from the supply chain" [1]. The move comes as Wall Street analysts project that supply constraints could persist through 2027 [1]. On the day of the announcement, Qualcomm's stock closed at $166.97, down 2.42%, with a market capitalization of $175.986 billion [1].