高通预计，随着公司拓展定制芯片、CPU、AI加速器和连接解决方案，其数据中心业务明年将创造约50亿美元营收，较今年的3亿美元大幅增长。高通公司首席财务官兼首席运营官阿卡什·帕尔基瓦拉在接受CNBC-TV18采访时表示，公司认为数据中心领域的总潜在市场规模约为1万亿美元，并希望占据其中5%，相当于500亿美元。
Qualcomm expects its data center business to generate about $5 billion in revenue next year , sharply up from $300 million this year, as the chipmaker expands into custom chips, CPUs, AI accelerators and connectivity. Speaking to CNBC-TV18, Akash Palkhiwala, CFO & COO, Qualcomm Inc, said the company sees a roughly $1 trillion total addressable market in data centers and has an aspiration to capture 5% of it, equivalent to $50 billion.“This market is expanding in a big way,” Palkhiwala said, adding that customers are looking for alternative suppliers with technology expertise and scale.
帕尔基瓦拉说：“这个市场正在大幅扩张。”他补充称，客户正在寻找具备技术专长和规模化能力的替代供应商。高通的数据中心产品与服务将涵盖连接、定制芯片、CPU和AI加速器。
Qualcomm's data center offering will span connectivity, custom chips, CPUs and AI accelerators.
帕尔基瓦拉称，营收目标大幅上调，反映出公司产品正受到客户越来越广泛的认可。高通认为，人工智能计算正转向更加专用化的模式。高通正试图在由英伟达GPU主导的人工智能加速器市场中占据一席之地，帕尔基瓦拉指出，行业正转向更加专用化和解耦式的计算模式。他说，数据中心未来可能不再针对每种工作负载都使用GPU，而是越来越多地采用针对特定任务优化的解决方案，包括推理过程中的预填充和解码。
Palkhiwala said the sharp increase in the revenue target reflects the traction the company is seeing with customers. Qualcomm sees shift towards specialised AI computingQualcomm is seeking to build a position in an AI accelerator market dominated by Nvidia's GPUs, with Palkhiwala pointing to a shift towards more specialised and disaggregated computing. Rather than using a GPU for every workload, data centers could increasingly use solutions optimised for specific tasks, including prefill and decode during inference, he said.
帕尔基瓦拉表示，高通在让边缘设备实现高性能、低功耗方面积累的经验，可能使其在功耗成为数据中心重要考量因素时占据优势。他说：“我们还开发了一种名为高带宽计算的技术，使我们能够提供具有极高内存带宽的解决方案。”高通认为，低功耗计算与高内存带宽相结合，可以满足数据中心客户的关键需求。苹果业务收入未来12至18个月将下降。
Palkhiwala said Qualcomm's experience in delivering high performance at low power on edge devices could give it an advantage as power consumption becomes an important consideration for data centers.“We have also developed this technology called high-bandwidth compute, which allows us to deliver a solution that has very high memory bandwidth,” he said. Qualcomm believes this combination of low-power computing and high memory bandwidth can address key requirements for data center customers.
高通预计未来12至18个月来自苹果的收入将有所下滑，但帕尔基瓦拉表示，公司预计数据中心和汽车业务的增长将弥补这部分降幅。他说：“未来12个月，我们预计数据中心和汽车业务的增长将弥补全部缺口。”在来自苹果的收入预计下降之际，高通正寻求将业务拓展至智能手机之外，并在数据中心和汽车领域打造新的增长引擎。
Apple revenue to decline over next 12-18 monthsQualcomm expects revenue from Apple to decline over the next 12 to 18 months, but Palkhiwala said the company expects to replace the decline with growth in data centers and automotive.“Within the next 12 months, we expect to replace all of it with growth in data center and automotive,” he said. The expected decline in Apple revenue comes as Qualcomm seeks to expand its business beyond smartphones and build new growth engines in data centers and automotive.
到2029年汽车业务营收预计达到100亿美元。高通预计，本财年结束时，其汽车业务的年化营收规模将达到约70亿美元，并提出到2029年增至约100亿美元的目标。帕尔基瓦拉称，车载技术在连接系统、座舱系统和高级驾驶辅助系统等领域的需求正在上升。
Automotive business seen at $10 billion by 2029Qualcomm expects its automotive business to exit the current fiscal year at a run rate of around $7 billion and has outlined an opportunity to reach approximately $10 billion in 2029. Palkhiwala said demand for technology in vehicles is rising across connectivity, cockpit systems and advanced driver-assistance systems.
高通正在利用为智能手机开发的技术，同时为汽车应用增加定制化解决方案。该公司目前正与马恒达（Mahindra）、塔塔（Tata）和马鲁蒂（Maruti）等印度主要汽车制造商开展合作。帕尔基瓦拉（Palkhiwala）表示，随着汽车集成更多功能，车辆所需的芯片数量可能会增加。高通也正在将其芯片与针对汽车市场的软件解决方案相结合。
Qualcomm is leveraging technology developed for smartphones while adding customised solutions for automotive applications. The company is working with major Indian automakers including Mahindra, Tata and Maruti. Palkhiwala said the amount of silicon required in vehicles is likely to increase as cars incorporate more capabilities. Qualcomm is also combining its chips with software solutions for the automotive market.
高通将更高的零部件成本转嫁给客户随着半导体供应链成本的增加，高通一直在提高价格。帕尔基瓦拉表示，需求远高于供应，导致代工厂以及测试和封装设施的利用率居高不下。该公司也面临着来自供应商的更高成本。高通正寻求将这些成本增加转嫁给客户。帕尔基瓦拉称，许多客户理解行业现状以及该公司涨价背后的原因。
Qualcomm passing higher component costs to customersQualcomm has been raising prices as costs across the semiconductor supply chain increase. Palkhiwala said demand is significantly higher than supply, resulting in high utilisation rates at foundries as well as test and packaging facilities. The company has also seen higher costs from suppliers. Qualcomm is seeking to pass those increases on to customers. Palkhiwala said many customers understand the conditions in the industry and the reasons behind the company's price increases.
代理式人工智能是骁龙战略的核心在骁龙峰会上，高通强调代理式人工智能（Agentic AI）是其消费技术战略的核心主题。帕尔基瓦拉表示，人工智能正从问答模式转向能够为用户执行任务的代理模式。
Agentic AI central to Snapdragon strategyAt the Snapdragon Summit, Qualcomm highlighted agentic AI as a central theme for its consumer technology strategy. Palkhiwala said AI is moving from a question-and-answer model towards agents capable of performing tasks for users.
这些智能设备可以利用来自各种设备的信息（包括设备的位置信息、用户数据以及传感器数据）来执行相应的任务。高通预计这些技术将广泛应用于智能手机、个人电脑、可穿戴设备、汽车领域以及数据中心；在未来几年内，预计将有数亿台设备使用其骁龙（Snapdragon）平台。
These agents could use information from a device, including location, user data and sensors, to carry out tasks. Qualcomm expects these technologies to be deployed across smartphones, PCs, wearables, automotive, industrial applications and data centers, with hundreds of millions of devices expected to use its Snapdragon platform over the next couple of years.
帕尔基瓦拉（Palkhiwala）表示，他并不认为关于人工智能安全性的争议会阻碍这些技术的普及，反而认为这些讨论有助于确保这些技术能够被负责任地应用。他提到，高通自身每周在软件开发、芯片设计以及客户支持等场景中就使用了大约4万亿个人工智能相关的数据或资源，并认为未来在企业级应用领域还有很大的发展空间。
Palkhiwala said he did not expect the debate around AI safety to impede adoption, arguing that it could help ensure the technology is deployed responsibly. He said Qualcomm itself uses about 4 trillion AI tokens a week for applications including software development, chip design and customer support, and believes there is a long runway for additional enterprise use cases.
高通在印度拥有约2万名工程师；根据帕尔基瓦拉的说法，印度仍然是高通重要的研发基地。该公司在班加罗尔（Bengaluru）、海得拉巴（Hyderabad）、金奈（Chennai）和德里（Delhi）都设有研发中心，这些中心是高通工程团队的核心组成部分。此外，高通还与印度政府就印度的半导体产业发展计划进行了沟通，并与阿什维尼·瓦伊什纳瓦（Ashwini Vaishnaw）部长以及塔塔集团（Tata Group）等企业进行了讨论。
Qualcomm has around 20,000 engineers in IndiaIndia remains an important R&D base for Qualcomm, with approximately 20,000 engineers working in the country, according to Palkhiwala. The company has development centres in Bengaluru, Hyderabad, Chennai and Delhi, which he said are a core part of Qualcomm's engineering organisation. Qualcomm is also engaging with the Indian government on the country's semiconductor programme and has held discussions with Minister Ashwini Vaishnaw and companies including Tata.
帕尔基瓦拉表示，高通正在与塔塔集团等企业合作，以充分利用印度正在建设的制造业产能，并且仍希望继续参与印度半导体产业的发展进程。
Palkhiwala said Qualcomm is already engaging with Tata and other companies to leverage manufacturing capacity being built in India and remains interested in participating in the next stages of the programme.