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Yuvi.
$QCOM 汽车芯片能降低手机周期的影响吗?
高通最新季度汽车业务收入首次达到20亿美元。定点项目量产有助于平滑终端波动,但车厂排产和车型渗透率决定兑现速度。若汽车增长覆盖手机下滑且毛利稳定,分散效果更强。若增量集中在少数车型,需给收入预期留余量。
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