高通(QCOM.US)宣布已与苹果(AAPL.US)续签全球许可协议，新协议将于2027年4月生效。作为全球最大的智能手机处理器制造商，高通根据手机厂商的出货量收取许可费。负责许可业务的高通执行副总裁John Han表示：“我们很高兴能延长与苹果的许可协议。”由于智能手机市场低迷，高通受到的压力超过预期。该公司将芯片生产外包，并表示正在将部分成本上涨转嫁给客户。高通称，此举将帮助公司利润率随着时间推移逐步恢复。受AI计算需求激增影响，存储芯片短缺问题加剧，迫使包括苹果在内的高通客户削减了手机产量。
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