{"id":2336,"date":"2023-02-05T21:43:22","date_gmt":"2023-02-05T12:43:22","guid":{"rendered":"https:\/\/1up-life.blog\/?p=2336"},"modified":"2023-02-05T21:43:22","modified_gmt":"2023-02-05T12:43:22","slug":"%e3%82%af%e3%82%a2%e3%83%ab%e3%82%b3%e3%83%a0-qcom2023%e5%b9%b4%e7%ac%ac1%e5%9b%9b%e5%8d%8a%e6%9c%9f%e6%b1%ba%e7%ae%97%e8%aa%ac%e6%98%8e%e4%bc%9a","status":"publish","type":"post","link":"https:\/\/1up-life.blog\/?p=2336","title":{"rendered":"\u30af\u30a2\u30eb\u30b3\u30e0 (QCOM)2023\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a"},"content":{"rendered":"<p>\u30af\u30a2\u30eb\u30b3\u30e0 (QCOM)2023\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002<\/p>\n<p>\u534a\u5c0e\u4f53\u9700\u8981\u306f\u843d\u3061\u3066\u3044\u308b\u69d8\u3067\u60aa\u3044\u6c7a\u7b97\u3067\u3059\u3002\u30ac\u30a4\u30c0\u30f3\u30b9\u3082\u826f\u304f\u306a\u3044\u306e\u3067\u96e3\u3057\u3044\u5c55\u958b\u3067\u3059\u306d\u3002<\/p>\n<p>\u534a\u5c0e\u4f53\u3067\u306f\u3053\u3053\u4ee5\u5916\u306b\u3082\u826f\u3044\u9298\u67c4\u306f\u591a\u3044\u306e\u3067\u305d\u3061\u3089\u306b\u6ce8\u8996\u3057\u305f\u307b\u3046\u304c\u3088\u3055\u305d\u3046\u3067\u3059\u3002<\/p>\n<div id=\"attachment_2338\" style=\"width: 1486px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-2338\" class=\"wp-image-2338 size-full\" src=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2023\/02\/QCOM_2023-02-05_21-40-26.png\" alt=\"\u30af\u30a2\u30eb\u30b3\u30e0 (QCOM)\u682a\u4fa1\" width=\"1476\" height=\"816\" srcset=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2023\/02\/QCOM_2023-02-05_21-40-26.png 1476w, https:\/\/1up-life.blog\/wp-content\/uploads\/2023\/02\/QCOM_2023-02-05_21-40-26-300x166.png 300w, https:\/\/1up-life.blog\/wp-content\/uploads\/2023\/02\/QCOM_2023-02-05_21-40-26-1024x566.png 1024w, https:\/\/1up-life.blog\/wp-content\/uploads\/2023\/02\/QCOM_2023-02-05_21-40-26-768x425.png 768w, https:\/\/1up-life.blog\/wp-content\/uploads\/2023\/02\/QCOM_2023-02-05_21-40-26-940x520.png 940w\" sizes=\"auto, (max-width: 1476px) 100vw, 1476px\" \/><p id=\"caption-attachment-2338\" class=\"wp-caption-text\">\u30af\u30a2\u30eb\u30b3\u30e0 (QCOM)\u682a\u4fa1<\/p><\/div>\n<p class=\"hh hh3 main-bdr\"><span class=\"big\"><strong>\u30af\u30a2\u30eb\u30b3\u30e0 (QCOM)2023\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a<\/strong><\/span><\/p>\n<p>Call participants:<br \/>\nMauricio Lopez-Hodoyan &#8212; Vice President, Investor Relations<br \/>\nCristiano Amon &#8212; President and Chief Executive Officer<br \/>\nAkash Palkhiwala &#8212; Chief Financial Officer<br \/>\nSamik Chatterjee &#8212; JPMorgan Chase and Company &#8212; Analyst<br \/>\nMatt Ramsay &#8212; Cowen and Company &#8212; Analyst<br \/>\nMike Walkley &#8212; Canaccord Genuity &#8212; Analyst<br \/>\nStacy Rasgon &#8212; AllianceBernstein &#8212; Analyst<br \/>\nRoss Seymore &#8212; Deutsche Bank &#8212; Analyst<br \/>\nJoe Moore &#8212; Morgan Stanley &#8212; Analyst<br \/>\nBlayne Curtis &#8212; Barclays &#8212; Analyst<br \/>\nBrett Simpson &#8212; Arete Research &#8212; Analyst<br \/>\nAlex Rogers &#8212; Executive Vice President and President of Qualcomm Technology Licensing<br \/>\nTal Liani &#8212; Bank of America Merrill Lynch &#8212; Analyst<br \/>\nC.J. Muse &#8212; Evercore ISI &#8212; Analyst<br \/>\nMore QCOM analysis<\/p>\n<p>2023\u5e742\u67082\u65e5\u5348\u5f8c4\u664245\u5206\uff08\u7c73\u56fd\u6771\u90e8\u6642\u9593\uff09<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u7686\u69d8\u3001\u304a\u5f85\u305f\u305b\u3044\u305f\u3057\u307e\u3057\u305f\u3002\u30af\u30a2\u30eb\u30b3\u30e0\u306e2023\u5e74\u5ea6\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30fb\u30b3\u30fc\u30eb\u3078\u3088\u3046\u3053\u305d\u3002[\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u304b\u3089\u306e\u3054\u6848\u5185\u3011\u5ff5\u306e\u305f\u3081\u7533\u3057\u4e0a\u3052\u307e\u3059\u304c\u3001\u3053\u306e\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u306f2023\u5e742\u67082\u65e5\u306b\u9332\u97f3\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u672c\u65e5\u306e\u901a\u8a71\u306e\u518d\u751f\u756a\u53f7\u306f\u3001(877) 660-6853\u3067\u3059\u3002<\/p>\n<p>\u56fd\u969b\u96fb\u8a71\u306e\u65b9\u306f\u3001(201) 612-7415\u3092\u30c0\u30a4\u30e4\u30eb\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u518d\u751f\u4e88\u7d04\u756a\u53f7\u306f13735295\u3067\u3059\u3002\u305d\u308c\u3067\u306f\u3001IR\u62c5\u5f53\u526f\u793e\u9577\u306e\u30de\u30a6\u30ea\u30b7\u30aa\u30fb\u30ed\u30da\u30b9\uff1d\u30db\u30c9\u30e4\u30f3\u306b\u96fb\u8a71\u3092\u304a\u7e4b\u304e\u3057\u307e\u3059\u3002\u30ed\u30da\u30b9\uff1d\u30db\u30c9\u30e4\u30f3\u3055\u3093<\/p>\n<p>\u30ed\u30da\u30b9-\u30db\u30c9\u30e4\u30f3\u3055\u3093\u3001\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30de\u30a6\u30ea\u30b7\u30aa\u30fb\u30ed\u30da\u30b9\uff1d\u30db\u30c9\u30e4\u30f3 &#8212; \u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u62c5\u5f53\u30d0\u30a4\u30b9\u30fb\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u307f\u306a\u3055\u3093\u3001\u3053\u3093\u306b\u3061\u306f\u3002\u672c\u65e5\u306e\u96fb\u8a71\u4f1a\u8b70\u3067\u306f\u3001\u30af\u30ea\u30b9\u30c6\u30a3\u30a2\u30fc\u30ce\u30fb\u30a2\u30e2\u30f3\u3068\u30a2\u30ab\u30b7\u30fb\u30d1\u30eb\u30ad\u30ef\u30e9\u304c\u6e96\u5099\u66f8\u9762\u306b\u57fa\u3065\u3044\u3066\u767a\u8a00\u3057\u307e\u3059\u3002\u307e\u305f\u3001\u30a2\u30ec\u30c3\u30af\u30b9\u30fb\u30ed\u30b8\u30e3\u30fc\u30ba\u304c\u8cea\u7591\u5fdc\u7b54\u306b\u53c2\u52a0\u3057\u307e\u3059\u3002\u3053\u306e\u96fb\u8a71\u4f1a\u8b70\u306b\u95a2\u3059\u308b\u6c7a\u7b97\u8aac\u660e\u4f1a\u304a\u3088\u3073\u30b9\u30e9\u30a4\u30c9\u30fb\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306b\u3064\u3044\u3066\u306f\u3001\u5f53\u793e\u306e\u6295\u8cc7\u5bb6\u5411\u3051\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u304b\u3089\u3054\u89a7\u3044\u305f\u3060\u3051\u307e\u3059\u3002<\/p>\n<p>\u307e\u305f\u3001\u3053\u306e\u30b3\u30fc\u30eb\u306fqualcomm.com\u3067\u30a6\u30a7\u30d6\u30ad\u30e3\u30b9\u30c8\u3055\u308c\u3001\u672c\u65e5\u4e2d\u306b\u5f53\u793e\u306eWeb\u30b5\u30a4\u30c8\u3067\u30ea\u30d7\u30ec\u30a4\u304c\u516c\u958b\u3055\u308c\u307e\u3059\u3002. \u672c\u65e5\u306e\u30b3\u30fc\u30eb\u3067\u306f\u3001\u30ec\u30ae\u30e5\u30ec\u30fc\u30b7\u30e7\u30f3G\u3067\u5b9a\u7fa9\u3055\u308c\u3066\u3044\u308b\u975eGAAP\u8ca1\u52d9\u6307\u6a19\u3092\u4f7f\u7528\u3057\u307e\u3059\u3002GAAP\u3078\u306e\u95a2\u9023\u8abf\u6574\u306f\u5f53\u793e\u306eWeb\u30b5\u30a4\u30c8\u3067\u3054\u89a7\u3044\u305f\u3060\u3051\u307e\u3059\u3002\u307e\u305f\u3001\u5c06\u6765\u306e\u4e8b\u8c61\u3001\u4e8b\u696d\u3084\u696d\u754c\u306e\u52d5\u5411\u3001\u3042\u308b\u3044\u306f\u4e8b\u696d\u3084\u8ca1\u52d9\u306e\u6210\u679c\u306b\u95a2\u3059\u308b\u4e88\u6e2c\u30fb\u63a8\u5b9a\u3092\u542b\u3080\u3001\u5c06\u6765\u306e\u898b\u901a\u3057\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u3082\u884c \u3044\u307e\u3059\u3002\u5b9f\u969b\u306e\u4e8b\u8c61\u3084\u7d50\u679c\u306f\u3001\u5f53\u793e\u306e\u5c06\u6765\u4e88\u60f3\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u3067\u4e88\u6e2c\u3055\u308c\u305f\u3082\u306e\u3068\u306f\u5927\u304d\u304f\u7570\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u6700\u65b0\u306e10-K\u306a\u3069\u3001\u5f53\u793e\u306eSEC\u63d0\u51fa\u66f8\u985e\u306b\u306f\u3001\u5b9f\u969b\u306e\u7d50\u679c\u304c\u5c06\u6765\u306e\u898b\u901a\u3057\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u3068\u5927\u304d\u304f\u7570\u306a\u308b\u539f\u56e0\u3068\u306a\u308a\u5f97\u308b\u91cd\u8981\u306a\u8981\u7d20\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u306e\u3067\u3001\u3054\u53c2\u7167\u304f\u3060\u3055\u3044\u3002\u305d\u308c\u3067\u306f\u3001\u30af\u30a2\u30eb\u30b3\u30e0\u306e\u793e\u9577\u517cCEO\uff08\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\uff09\u3001\u30af\u30ea\u30b9\u30c1\u30a2\u30fc\u30ce\u30fb\u30a2\u30e2\u30f3\u304b\u3089\u30b3\u30e1\u30f3\u30c8\u3092\u304a\u5c4a\u3051\u3057\u307e\u3059\u3002<\/p>\n<p>Christiano Amon\uff08\u30af\u30ea\u30b9\u30c1\u30a2\u30fc\u30ce\u30fb\u30a2\u30e2\u30f3\uff09 &#8212; \u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u517cCEO\uff08\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u30de\u30a6\u30ea\u30b7\u30aa\u3055\u3093\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u672c\u65e5\u306f\u304a\u96c6\u307e\u308a\u3044\u305f\u3060\u304d\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u7b2c1\u56db\u534a\u671f\u306f\u3001\u30de\u30af\u30ed\u7d4c\u6e08\u306e\u9006\u98a8\u304c\u7d9a\u304d\u3001\u77ed\u671f\u7684\u306a\u8ab2\u984c\u304c\u534a\u5c0e\u4f53\u696d\u754c\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u3066\u3044\u308b\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001IoT\u306eQCT\u30aa\u30fc\u30c8\u30e2\u30fc\u30c6\u30a3\u30d6\u306e\u524d\u5e74\u6bd4\u6210\u9577\u3092\u542b\u3081\u3001\u58f2\u4e0a\u9ad895\u5104\u30c9\u30eb\u3001\u975eGAAP\u30d9\u30fc\u30b9\u306e1\u682a\u5f53\u305f\u308a\u5229\u76ca2.37\u30c9\u30eb\u3092\u9054\u6210\u3059\u308b\u3053\u3068\u304c\u51fa\u6765\u307e\u3057\u305f\u3002UCT \u306e\u58f2\u4e0a\u306f\u3001\u643a\u5e2f\u96fb\u8a71\u9700\u8981\u306e\u4f4e\u8ff7\u3068\u5728\u5eab\u306e\u53d6\u308a\u5d29\u3057\u306b\u3088\u308a\u3001\u524d\u5e74\u540c\u671f\u6bd4 11\uff05\u6e1b\u306e 79 \u5104\u30c9\u30eb\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n<p>\u5f53\u56db\u534a\u671f\u306b\u304a\u3044\u3066\u3001\u81ea\u52d5\u8eca\u53ca\u3073 IoT \u306e\u58f2\u4e0a\u3092\u5408\u308f\u305b\u305f QCT \u306e\u58f2\u4e0a\u306f\u3001\u58f2\u4e0a\u591a\u69d8\u5316\u306e\u7d99\u7d9a\u7684\u306a\u9032\u5c55\u3092\u53cd\u6620\u3057\u3066\u3001\u5168\u4f53\u306e 27\uff05\u3092\u5360\u3081\u307e\u3057\u305f\u3002QTL \u306f\u3001\u7b2c 1 \u56db\u534a\u671f\u306b 15 \u5104\u30c9\u30eb\u306e\u53ce\u76ca\u3092\u9054\u6210\u3057\u307e\u3057\u305f\u3002\u643a\u5e2f\u96fb\u8a71\u696d\u754c\u306e\u9700\u8981\u6e1b\u9000\u304c\u7d9a\u3044\u3066\u3044\u308b\u305f\u3081\u3001\u5c11\u306a\u304f\u3068\u3082 2011 \u5e74\u4e0a\u534a\u671f\u306f\u30c1\u30e3\u30cd\u30eb\u5728\u5eab\u306e\u9ad8\u6b62\u307e\u308a\u304c\u7d9a\u304f\u3068\u4e88\u60f3\u3055\u308c\u307e \u3059\u3002\u307e\u305f\u3001IoT\u5206\u91ce\u306e\u8907\u6570\u306e\u6700\u7d42\u7523\u696d\u306b\u304a\u3044\u3066\u3082\u3001\u9700\u8981\u304c\u60f3\u5b9a\u3092\u4e0b\u56de\u308a\u3001\u5728\u5eab\u6c34\u6e96\u304c\u4e0a\u6607\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u73fe\u5728\u306e\u30de\u30af\u30ed\u7d4c\u6e08\u3068\u9700\u8981\u74b0\u5883\u3092\u8e0f\u307e\u3048\u3001\u5f53\u793e\u306f\u4eca\u5f8c\u306e\u5927\u304d\u306a\u6210\u9577\u3068\u591a\u69d8\u5316\u306e\u6a5f\u4f1a\u3092\u898b\u5931\u3046\u3053\u3068\u306a\u304f\u3001\u3055\u3089\u306a\u308b\u652f\u51fa\u524a\u6e1b\u3068\u696d\u52d9\u306e\u5408\u7406\u5316\u3092\u9032\u3081\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u524d\u56de\u306e\u6c7a\u7b97\u767a\u8868\u306e\u969b\u306b\u793a\u3057\u305f\u3001\u55b6\u696d\u8cbb\u7528\u306e\u7a4d\u6975\u7684\u306a\u7ba1\u7406\u3068\u3044\u3046\u5f53\u793e\u306e\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u306b\u6cbf\u3046\u3082\u306e\u3067\u3059\u3002\u5f53\u56db\u534a\u671f\u306b\u5b9f\u65bd\u3057\u305f\u65bd\u7b56\u3068\u5408\u308f\u305b\u308b\u3068\u3001Non-GAAP\u30d9\u30fc\u30b9\u306e\u55b6\u696d\u8cbb\u7528\u306f22\u5e74\u5ea6\u672b\u306e\u30e9\u30f3\u30ec\u30fc\u30c8\u306b\u5bfe\u3057\u3066\u7d045\uff05\u524a\u6e1b\u3055\u308c\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002\u5f53\u9762\u306e\u9006\u98a8\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u5f53\u793e\u306e\u9577\u671f\u7684\u306a\u6210\u9577\u6a5f\u4f1a\u306b\u306f\u5909\u5316\u304c\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u9ad8\u5ea6\u306a\u30ef\u30a4\u30e4\u30ec\u30b9\u63a5\u7d9a\u3084\u9ad8\u6027\u80fd\u30fb\u4f4e\u6d88\u8cbb\u96fb\u529b\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u3001\u30aa\u30f3\u30c7\u30d0\u30a4\u30b9\u30fb\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30b9\u306a\u3069\u3001\u5f53\u793e\u306e\u5148\u9032\u6280\u8853\u306f\u3001\u696d\u754c\u5168\u4f53\u3067\u9032\u884c\u4e2d\u306e\u30c7\u30b8\u30bf\u30eb\u5909\u9769\u306e\u6d41\u308c\u3092\u52a0\u901f\u3057\u3066\u3044\u307e\u3059\u3002\u88fd\u54c1\u304a\u3088\u3073\u6280\u8853\u306e\u89b3\u70b9\u304b\u3089\u3001\u5f53\u793e\u306f\u6b74\u53f2\u4e0a\u6700\u3082\u5f37\u529b\u306a\u30dd\u30b8\u30b7\u30e7\u30f3\u306b\u3042\u308b\u3068\u78ba\u4fe1\u3057\u3066\u3044\u307e\u3059\u3002\u5f53\u793e\u306e\u6226\u7565\u306f\u3046\u307e\u304f\u3044\u3063\u3066\u304a\u308a\u3001\u4eca\u5f8c10\u5e74\u9593\u3067\u30a2\u30c9\u30ec\u30b9\u53ef\u80fd\u306a\u5e02\u5834\u3092\u7d047,000\u5104\u30c9\u30eb\u307e\u3067\u62e1\u5927\u3057\u3001\u30af\u30a2\u30eb\u30b3\u30e0\u3092\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30c8\u30a8\u30c3\u30b8\u5411\u3051\u306e\u30b3\u30cd\u30af\u30c6\u30c3\u30c9\u30d7\u30ed\u30bb\u30c3\u30b5\u4f01\u696d\u3068\u3057\u3066\u78ba\u56fa\u305f\u308b\u5730\u4f4d\u3092\u7bc9\u304f\u3053\u3068\u306b\u5f15\u304d\u7d9a\u304d\u6ce8\u529b\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u308c\u3067\u306f\u3001\u5f53\u793e\u306e\u4e8b\u696d\u5168\u4f53\u304b\u3089\u4e3b\u306a\u30cf\u30a4\u30e9\u30a4\u30c8\u3092\u304a\u5c4a\u3051\u3057\u307e\u3059\u3002<\/p>\n<p>\u81ea\u52d5\u8eca\u696d\u754c\u3067\u306f\u3001\u30c7\u30b8\u30bf\u30eb\u6280\u8853\u306e\u63a1\u7528\u306b\u3088\u308a\u3001\u304b\u3064\u3066\u306a\u3044\u901f\u5ea6\u3067\u9032\u5316\u3092\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002Software-Defined Vehicle\u306f\u3001\u3053\u306e\u5909\u9769\u306e\u4e2d\u6838\u3067\u3042\u308a\u3001\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fc\u306b\u3001\u63a5\u7d9a\u6027\u306e\u5411\u4e0a\u3001\u5b89\u5168\u6027\u3068\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u6a5f\u80fd\u306e\u5f37\u5316\u3001\u81ea\u5f8b\u6027\u306e\u5411\u4e0a\u3001\u65b0\u3057\u3044\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u3068\u53ce\u76ca\u6e90\u3092\u63d0\u4f9b\u3059\u308b\u5927\u304d\u306a\u6a5f\u4f1a\u3092\u4e0e\u3048\u3066\u3044\u307e\u3059\u3002Snapdragon\u30c7\u30b8\u30bf\u30eb\u30fb\u30b7\u30e3\u30b7\u30fc\u306f\u3001\u6b21\u4e16\u4ee3\u306e\u81ea\u52d5\u8eca\u306b\u5411\u3051\u305f\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u3092\u63a8\u9032\u3059\u308b\u305f\u3081\u306b\u3001\u696d\u754c\u3067\u6700\u3082\u9069\u3057\u305f\u5c02\u7528\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3042\u308b\u3068\u78ba\u4fe1\u3057\u3066\u3044\u307e\u3059\u3002CES\u3067\u306f\u3001\u30c7\u30b8\u30bf\u30eb\u30fb\u30b3\u30c3\u30af\u30d4\u30c3\u30c8\u3001\u5148\u9032\u904b\u8ee2\u652f\u63f4\u30b7\u30b9\u30c6\u30e0\u3001\u81ea\u52d5\u904b\u8ee2\u6a5f\u80fd\u30921\u3064\u306eSoC\u3067\u5b9f\u73fe\u3059\u308bSnapdragon Ride Flex\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u304c\u3001\u3053\u308c\u306f\u81ea\u52d5\u8eca\u696d\u754c\u306b\u3068\u3063\u3066\u521d\u3081\u3066\u306e\u8a66\u307f\u3067\u3059\u3002<\/p>\n<p>\u3053\u308c\u306b\u3088\u308a\u3001\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fc\u3084\u30c6\u30a3\u30a21\u306f\u3001\u7d71\u4e00\u3055\u308c\u305f\u30bb\u30f3\u30bf\u30fc\u30fb\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\u3068\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30fb\u30c7\u30d5\u30a1\u30a4\u30f3\u30c9\u30fb\u30d3\u30fc\u30af\u30eb\u30fb\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3092\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u5168\u4f53\u306b\u62e1\u5f35\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u307e\u305f\u3001\u6700\u65b0\u306e\u30a4\u30f3\u30d5\u30a9\u30c6\u30a4\u30f3\u30e1\u30f3\u30c8\u3068\u30af\u30e9\u30a6\u30c9\u306b\u63a5\u7d9a\u3055\u308c\u305f\u30c7\u30b8\u30bf\u30eb\u30fb\u30b5\u30fc\u30d3\u30b9\u306b\u3088\u308a\u3001\u4e8c\u8f2a\u8eca\u3078\u306e\u9032\u51fa\u3082\u5b9f\u8a3c\u3057\u3001\u5b89\u5168\u6027\u3092\u5f37\u5316\u3059\u308b\u3068\u3068\u3082\u306b\u3001\u30e9\u30a4\u30c0\u30fc\u306b\u3088\u308a\u30d1\u30fc\u30bd\u30ca\u30eb\u306a\u4f53\u9a13\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u307e\u305f\u3001\u5f53\u793e\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306b\u3088\u308a\u3001OEM\u3084\u30d5\u30ea\u30fc\u30c8\u30d7\u30ed\u30d0\u30a4\u30c0\u306f\u3001\u7121\u7dda\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u3001\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u30b5\u30fc\u30d3\u30b9\u3001\u30ea\u30e2\u30fc\u30c8\u8a3a\u65ad\u3001\u30b8\u30aa\u30d5\u30a7\u30f3\u30b7\u30f3\u30b0\u3001\u30c6\u30b9\u30c8\u30d7\u30ed\u30c6\u30af\u30b7\u30e7\u30f3\u306a\u3069\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u5f53\u793e\u306f\u3001\u81ea\u52d5\u8eca\u7523\u696d\u3067\u306e\u9032\u5c55\u3092\u975e\u5e38\u306b\u8a87\u308a\u306b\u601d\u3063\u3066\u304a\u308a\u3001\u3053\u306e\u7523\u696d\u3092\u5c06\u6765\u306b\u308f\u305f\u3063\u3066\u63a8\u9032\u3059\u308b\u305f\u3081\u306b\u6700\u9069\u306a\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30fb\u30d1\u30fc\u30c8\u30ca\u30fc\u3067\u3042\u308b\u3068\u78ba\u4fe1\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u643a\u5e2f\u96fb\u8a71\u3067\u306f\u3001\u5f53\u793e\u304c\u6700\u8fd1\u767a\u8868\u3057\u305fSnapdragon Gen 2\u30e2\u30d0\u30a4\u30eb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u3001\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u306eAI\u52a0\u901f\u4f53\u9a13\u306e\u65b0\u6642\u4ee3\u3092\u30b9\u30bf\u30fc\u30c8\u3055\u305b\u307e\u3059\u3002Snapdragon 8 Gen 2\u306b\u306f\u3001\u5199\u771f\u3068\u52d5\u753b\u306e\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u30bb\u30de\u30f3\u30c6\u30a3\u30c3\u30af\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3092\u53ef\u80fd\u306b\u3059\u308b\u3001\u5f53\u793e\u521d\u306eAI\u642d\u8f09\u30ab\u30e1\u30e9\u30d7\u30ed\u30bb\u30c3\u30b5\u304c\u642d\u8f09\u3055\u308c\u3066\u3044\u307e\u3059\u30025G\u30c7\u30fc\u30bf\u901f\u5ea6\u3001\u30ab\u30d0\u30ec\u30c3\u30b8\u3001\u30ec\u30a4\u30c6\u30f3\u30b7\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u5bff\u547d\u3092\u5f37\u5316\u3067\u304d\u308b5G\u5c02\u7528AI\u30d7\u30ed\u30bb\u30c3\u30b5\u3068\u3001\u30d5\u30a9\u30fc\u30de\u30c3\u30c8\u3092\u62e1\u5927\u3057\u305fTensor\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u3092\u642d\u8f09\u3057\u305f\u6c4e\u7528AI\u30a8\u30f3\u30b8\u30f3\u304c\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001Android\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u306e\u305f\u3081\u306e\u8cde\u521d\u306e\u885b\u661f\u30d9\u30fc\u30b9\u306e\u53cc\u65b9\u5411\u53ef\u80fd\u306a\u30e1\u30c3\u30bb\u30fc\u30b8\u30f3\u30b0\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u6709\u52b9\u306b\u3059\u308b\u3053\u3068\u3092\u5b09\u3057\u304f\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>Snapdragon\u885b\u661f\u306f\u3001\u8aad\u307f\u51fa\u3057\u306e\u5929\u5019\u306b\u5f37\u3044LBN\u30b9\u30da\u30af\u30c8\u30e9\u30e0\u3092\u5229\u7528\u3057\u3066\u30e1\u30c3\u30bb\u30fc\u30b8\u30f3\u30b0\u7528\u306e\u30b0\u30ed\u30fc\u30d0\u30eb\u63a5\u7d9a\u3092\u63d0\u4f9b\u3057\u3001\u307e\u305a2023\u5e74\u306e\u5f8c\u534a\u306bSnapdragon 8 Gen 2\u3092\u4f7f\u7528\u3057\u305f\u6b21\u4e16\u4ee3\u30d7\u30ec\u30df\u30a2\u30e0\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u3067\u5229\u7528\u53ef\u80fd\u306b\u306a\u308b\u4e88\u5b9a\u3067\u3059\u3002\u6628\u65e5\u3001\u79c1\u306fSamsung\u306eUnpacked\u30a4\u30d9\u30f3\u30c8\u306b\u53c2\u52a0\u3057\u3001Snapdragon 8 Gen-2\u30e2\u30d0\u30a4\u30eb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u642d\u8f09\u3057\u305fGalaxy 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87 \u5104\u30c9\u30eb\u304b\u3089 95 \u5104\u30c9\u30eb\u3001Non-GAAP \u65b9\u5f0f\u306e EPS \u306f 2.05 \u30c9\u30eb\u304b\u3089 2.25 \u30c9\u30eb\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002\u30ac\u30a4\u30c0\u30f3\u30b9\u306e\u4e2d\u9593\u5024\u306b\u306f\u3001\u666e\u53ca\u4fa1\u683c\u5e2f\u5e02\u5834\u306e\u9700\u8981\u53ca\u3073\u30c1\u30e3\u30cd\u30eb\u5728\u5eab\u306e\u7d99\u7d9a\u7684\u306a\u524a\u6e1b\u306e\u524d\u63d0\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002QTL \u306e\u58f2\u4e0a\u306f\u3001\u643a\u5e2f\u96fb\u8a71\u7aef\u672b\u306e\u8ca9\u58f2\u53f0\u6570\u304c\u524d\u56db\u534a\u671f\u6bd4\u3067\u6e1b\u5c11\u3059\u308b\u3053\u3068\u3092\u53cd\u6620\u3057\u300112.5 \u5104\u30c9\u30eb\u304b\u3089 14.5 \u5104\u30c9\u30eb\u3001EBT \u30de\u30fc\u30b8\u30f3\u306f 66\uff05\u304b\u3089 70\uff05\u306b\u306a\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002QCT \u306b\u3064\u3044\u3066\u306f\u3001\u58f2\u4e0a\u306f 74 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\u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u79c1\u306e\u8cea\u554f\u3092\u805e\u3044\u3066\u304f\u3060\u3055\u3063\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u30022\u3064\u307b\u3069\u8cea\u554f\u304c\u3042\u308a\u307e\u3059\u30021\u3064\u76ee\u306f\u3001\u5728\u5eab\u306e\u6d88\u5316\u306b\u3064\u3044\u3066\u304a\u805e\u304d\u3057\u305f\u3044\u306e\u3067\u3059\u304c\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u6295\u8cc7\u5bb6\u304c\u4eca\u5e74\u62b1\u3044\u305f\u643a\u5e2f\u96fb\u8a71\u306b\u95a2\u3059\u308b\u61f8\u5ff5\u306e1\u3064\u306f\u3001Android OEM\u30e1\u30fc\u30ab\u30fc\u306b\u3088\u308b\u65b0\u3057\u3044\u643a\u5e2f\u96fb\u8a71\u306e\u767a\u58f2\u8a08\u753b\u306e\u9045\u308c\u3001\u4fa1\u683c\u6226\u7565\u306e\u5909\u66f4\u3001\u512a\u5148\u3059\u308b\u30c1\u30c3\u30d7\u3001\u5e02\u5834\u3067\u4fa1\u683c\u6226\u7565\u3092\u9054\u6210\u3059\u308b\u305f\u3081\u306b\u512a\u5148\u3059\u308b\u30cf\u30a4\u30a8\u30f3\u30c9\u3068\u65b0\u578b\u306e\u9055\u3044\u306a\u3069\u3067\u3059\u3002\u5728\u5eab\u6d88\u5316\u4ee5\u5916\u306e\u70b9\u3067\u3001OEM\u304b\u3089\u898b\u3048\u3066\u304f\u308b\u3082\u306e\u304c\u3042\u308c\u3070\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30a2\u30ab\u30b7\u30fb\u30d1\u30eb\u30ad\u30ef\u30e9 &#8212; 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Chatterjee &#8212; JPMorgan Chase and Company &#8212; 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Genuity\u306eMike Walkley\u304b\u3089\u3067\u3059\u3002\u8cea\u554f\u3092\u304a\u9032\u3081\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30de\u30a4\u30af\u30fb\u30a6\u30a9\u30fc\u30af\u30ea\u30fc &#8212; \u30ab\u30ca\u30b3\u30fc\u30c9\u30fb\u30b8\u30a7\u30cb\u30e5\u30a4\u30c6\u30a3 &#8212; 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\u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u30de\u30a4\u30af\u3001\u3054\u8cea\u554f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u5b9f\u306b\u3044\u3044\u8cea\u554f\u3067\u3059\u306d\u3002\u73fe\u5728\u306e\u9700\u8981\u74b0\u5883\u3068\u5728\u5eab\u524a\u6e1b\u306e\u72b6\u6cc1\u3092\u898b\u3066\u307f\u308b\u3068\u3001\u5b9f\u306f\u3001\u30d7\u30ec\u30df\u30a2\u30e0\u5c64\u306f\u3001\u30de\u30b9\u30bf\u30fc\u5c64\u304c\u53d7\u3051\u305f\u5f71\u97ff\u3088\u308a\u3082\u5c11\u3057\u826f\u3044\u7d50\u679c\u3092\u51fa\u3057\u3066\u3044\u307e\u3059\u3002\u4e00\u90e8\u306e\u304a\u5ba2\u69d8\u306e\u6c7a\u7b97\u8aac\u660e\u4f1a\u3067\u3082\u3001\u305d\u306e\u3088\u3046\u306a\u304a\u8a71\u304c\u3042\u3063\u305f\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u66a6\u5e74\u306e\u5f8c\u534a\u306b\u306a\u308b\u3068\u3001\u4e2d\u56fd\u304c\u518d\u958b\u3055\u308c\u308b\u3068\u3068\u3082\u306b\u3001\u5728\u5eab\u306e\u53d6\u308a\u5d29\u3057\u306e\u72b6\u6cc1\u304c\u6539\u5584\u3055\u308c\u308b\u3053\u3068\u3092\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u30ed\u30fc\u30a8\u30f3\u30c9\u306e\u30df\u30c3\u30c9\u5c64\u304c\u5fa9\u6d3b\u3059\u308b\u6a5f\u4f1a\u3082\u3042\u308b\u3067\u3057\u3087\u3046\u3057\u3001\u305d\u3046\u3057\u305f\u5c64\u3067\u306f\u5f53\u793e\u306e\u30c7\u30b6\u30a4\u30f3\u3082OEM\u306b\u53d7\u3051\u5165\u308c\u3089\u308c\u3066\u3044\u308b\u306e\u3067\u3001\u3069\u3046\u306a\u308b\u304b\u306f\u3053\u308c\u304b\u3089\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u4e0b\u671f\u304c\u826f\u304f\u306a\u308b\u3053\u3068\u306f\u307e\u3060\u8a08\u753b\u306e\u524d\u63d0\u306b\u306f\u5165\u308c\u3066\u3044\u307e\u305b\u3093\u3002\u307e\u3060\u5f85\u3063\u3066\u3044\u308b\u3068\u3053\u308d\u3067\u3059\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u5728\u5eab\u306e\u53d6\u308a\u5d29\u3057\u3084\u4e2d\u56fd\u306e\u518d\u958b\u3092\u8003\u3048\u308b\u3068\u3001\u697d\u89b3\u7684\u306a\u898b\u65b9\u3082\u3067\u304d\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306fBernstein Research\u306eStacy Rasgon\u304b\u3089\u3067\u3059\u3002\u8cea\u554f\u3092\u7d9a\u3051\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Stacy Rasgon &#8212; AllianceBernstein &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3069\u3046\u3082\u3001\u7686\u3055\u3093\u3002\u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u30022\u3064\u3042\u308a\u307e\u3059\u3002\u307e\u305a1\u3064\u76ee\u306f\u30013\u6708\u30686\u6708\u306e\u5728\u5eab\u8abf\u6574\u306b\u3064\u3044\u3066\u3067\u3059\u3002<\/p>\n<p>3\u6708\u306f\u7aef\u672b\u304c\u6a2a\u3070\u3044\u306b\u306a\u308b\u3068\u306e\u3053\u3068\u3067\u3059\u304c\u3001\u3053\u308c\u306f\u3069\u3046\u3044\u3046\u3053\u3068\u3067\u3057\u3087\u3046\u304b\u30026\u6708\u671f\u306e\u898b\u901a\u3057\u306b\u3064\u3044\u3066\u3001\u4f55\u304b\u4e88\u5099\u7684\u306a\u60c5\u5831\u306f\u306a\u3044\u3067\u3057\u3087\u3046\u304b\uff1f\u4e00\u822c\u7684\u306b3\u6708\u671f\u304c\u5e95\u3060\u3068\u304a\u8003\u3048\u3067\u3057\u3087\u3046\u304b\uff1f\u7d9a\u3044\u3066\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30a2\u30ab\u30b7\u30fb\u30d1\u30eb\u30ad\u30ef\u30e9 &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3002Stacy\u3001\u79c1\u305f\u3061\u304c\u8003\u3048\u3066\u3044\u308b\u306e\u306f\u3001\u77ed\u671f\u7684\u306a\u9006\u98a8\u3001\u5faa\u74b0\u7684\u306a\u9006\u98a8\u3001\u305d\u3057\u3066\u4e0d\u78ba\u5b9f\u6027\u304c\u6b8b\u3063\u3066\u3044\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u305d\u306e\u305f\u3081\u3001QCT\u306e\u304a\u5ba2\u69d8\u306b\u306f\u614e\u91cd\u306a\u59ff\u52e2\u3092\u3068\u3063\u3066\u3044\u305f\u3060\u3051\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u3082\u3063\u3068\u898b\u901a\u3057\u304c\u7acb\u3064\u307e\u3067\u306f\u3001\u8ffd\u52a0\u8cfc\u5165\u3084\u5728\u5eab\u306e\u53d6\u308a\u5d29\u3057\u306b\u306f\u6ce8\u610f\u3092\u6255\u3046\u3053\u3068\u306b\u306a\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n<p>\u3053\u306e\u3053\u3068\u306f\u3001\u4eca\u56de\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u306b\u7e54\u308a\u8fbc\u307f\u6e08\u307f\u3067\u3059\u3002\u4e0b\u534a\u671f\u306b\u3064\u3044\u3066\u306f\u3001\u30af\u30ea\u30b9\u30c6\u30a3\u30a2\u30fc\u30ce\u304c\u8a00\u3063\u305f\u3088\u3046\u306b\u3001\u9700\u8981\u3084\u30c1\u30e3\u30cd\u30eb\u5728\u5eab\u304c\u6b63\u5e38\u5316\u3059\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u30af\u30ea\u30b9\u30c6\u30a3\u30a2\u30fc\u30ce\u304c\u8a00\u3063\u305f\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u306f\u9700\u8981\u3068\u30c1\u30e3\u30cd\u30eb\u5728\u5eab\u304c\u6b63\u5e38\u5316\u3059\u308b\u3053\u3068\u3092\u5f37\u304f\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002\u5e95\u5024\u3067\u8003\u3048\u308b\u3068\u30013\u6708\u30686\u6708\u306e\u56db\u534a\u671f\u306b\u5f71\u97ff\u304c\u51fa\u307e\u3059\u304c\u3001\u4e0b\u534a\u671f\u306b\u6210\u9577\u3059\u308b\u305f\u3081\u3001\u305d\u306e\u6642\u70b9\u304b\u3089\u30c1\u30e3\u30f3\u30b9\u304c\u3042\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>Stacy Rasgon &#8212; AllianceBernstein &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u4e86\u89e3\u3057\u307e\u3057\u305f\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u7c21\u5358\u306a\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3092\u304a\u9858\u3044\u3067\u304d\u307e\u3059\u3067\u3057\u3087\u3046\u304b\u3002Q\u3067\u3001\u5e73\u5747\u8ca9\u58f2\u4fa1\u683c\u306e\u4e0a\u6607\u306b\u3088\u308b\u8ffd\u3044\u98a8\u304c3\u51044,400\u4e07\u30c9\u30eb\u3042\u3063\u305f\u3068\u304a\u3063\u3057\u3083\u3044\u307e\u3057\u305f\u304c\u3001\u3053\u308c\u306f\u30c1\u30c3\u30d7\u90e8\u9580\u5168\u4f53\u306b\u5bfe\u3059\u308b\u3082\u306e\u3067\u3057\u305f\u306d\u3002<\/p>\n<p>\u3053\u308c\u306f\u30c1\u30c3\u30d7\u90e8\u9580\u5168\u4f53\u306b\u5bfe\u3059\u308b\u3082\u306e\u3067\u3059\u304c\u3001\u4ee5\u524d\u306f\u643a\u5e2f\u96fb\u8a71\u7aef\u672b\u306b\u9650\u5b9a\u3057\u3066\u3053\u306e\u6570\u5b57\u3092\u6319\u3052\u3066\u3044\u307e\u3057\u305f\u3002QCT\u306e\u5168\u4f53\u7684\u306a\u5229\u76ca\u306b\u5bfe\u3057\u3066\u3001\u643a\u5e2f\u96fb\u8a71\u4e8b\u696d\u306e\u4fa1\u683c\u52d5\u5411\u306f\u3069\u306e\u3088\u3046\u306a\u611f\u3058\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>\u30a2\u30ab\u30b7\u30fb\u30d1\u30eb\u30ad\u30ef\u30e9 &#8212; \u30c1\u30fc\u30d5\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc<\/p>\n<p>\u643a\u5e2f\u96fb\u8a71\u4e8b\u696d\u306b\u304a\u3051\u308b\u4fa1\u683c\u8a2d\u5b9a\u306f\u3001\u901a\u5e38\u30012\u3064\u306e\u8981\u56e0\u3067\u6c7a\u307e\u308a\u307e\u3059\u30021\u3064\u306f\u3001\u3042\u308b\u5e74\u306e\u9593\u306b\u3001\u7279\u306b\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30d7\u30ed\u30bb\u30c3\u30b5\u306e\u5074\u3067\u3001\u3088\u308a\u591a\u304f\u306e\u6a5f\u80fd\u304c\u30c7\u30d0\u30a4\u30b9\u306b\u8ffd\u52a0\u3055\u308c\u308b\u3053\u3068\u3067\u3059\u3002\u904e\u53bb3\u5e74\u9593\u3001\u5f53\u793e\u306f\u305d\u306e\u6069\u6075\u3092\u5927\u304d\u304f\u53d7\u3051\u3066\u304d\u307e\u3057\u305f\u3002<\/p>\n<p>\u305d\u3057\u3066\u3001\u4eca\u5f8c\u3082\u6a5f\u80fd\u8ffd\u52a0\u306b\u5bfe\u3059\u308b\u9700\u8981\u306f\u7d9a\u304f\u3068\u601d\u308f\u308c\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u5f53\u793e\u3068\u696d\u754c\u5168\u4f53\u306b\u3068\u3063\u3066\u3001\u968e\u5c64\u3054\u3068\u306b\u6539\u5584\u3059\u308b\u6a5f\u4f1a\u304c\u3042\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u6b21\u306b\u30012\u3064\u76ee\u306e\u8981\u56e0\u3068\u3057\u3066\u3001\u968e\u5c64\u9593\u306e\u30df\u30c3\u30af\u30b9\u304c\u3042\u308a\u307e\u3059\u304c\u3001\u3053\u308c\u306f\u5f53\u7136\u306a\u304c\u3089\u56db\u534a\u671f\u3054\u3068\u306b\u5909\u5316\u3057\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u305d\u306e\u56db\u534a\u671f\u306b\u4f55\u304c\u58f2\u308c\u305f\u304b\u3001\u3069\u306e\u9867\u5ba2\u304c\u58f2\u308c\u305f\u304b\u306b\u3088\u3063\u3066\u4e0a\u4e0b\u3057\u307e\u3059\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u3053\u308c\u306f\u53ce\u76ca\u306e\u6210\u9577\u3068\u3044\u3046\u57fa\u672c\u7684\u306a\u30c8\u30ec\u30f3\u30c9\u306b\u5bfe\u3057\u3066\u3001\u3088\u308a\u30bf\u30a4\u30df\u30f3\u30b0\u7684\u306a\u3082\u306e\u306a\u306e\u3067\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306f\u3001\u30c9\u30a4\u30c4\u9280\u884c\u306e\u30ed\u30b9\u30fb\u30bb\u30a4\u30e2\u30a2\u304b\u3089\u3067\u3059\u3002\u3054\u8cea\u554f\u3092\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Ross Seymore &#8212; Deutsche Bank &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3069\u3046\u3082\u3001\u307f\u306a\u3055\u3093\u3002\u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u6b21\u306e\u56db\u534a\u671f\u306e\u643a\u5e2f\u96fb\u8a71\u7aef\u672b\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u304c\u524d\u56db\u534a\u671f\u6bd4\u6a2a\u3070\u3044\u3067\u3042\u308b\u3053\u3068\u306b\u6ce8\u76ee\u3057\u305f\u3044\u306e\u3067\u3059\u304c\u3002\u6a2a\u3070\u3044\u306b\u3059\u308b\u305f\u3081\u306b\u5fc5\u8981\u306a\u30d7\u30c3\u30c8\uff06\u30c6\u30a4\u30af\u306b\u3064\u3044\u3066\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u307e\u305f\u3001\u30a2\u30ab\u30b7\u306f\u524d\u56db\u534a\u671f\u306b\u3001\u305f\u3057\u304b20\u5104\u30c9\u30eb\u306e\u5728\u5eab\u51e6\u5206\u306e\u9006\u98a8\u3092\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u3068\u3057\u3066\u793a\u3057\u307e\u3057\u305f\u306d\u3002<\/p>\n<p>\u305d\u306e\u534a\u5206\u3067\u672c\u5f53\u306b\u6210\u529f\u3057\u305f\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u305d\u308c\u3068\u3082\u3001\u9700\u8981\u304c\u6e1b\u5c11\u3057\u305f\u305f\u3081\u3001\u3053\u306e\u554f\u984c\u304c\u8513\u5ef6\u3057\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u305d\u308c\u306b\u3064\u3044\u3066\u3001\u3054\u610f\u898b\u3092\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30a2\u30ab\u30b7\u30fb\u30d1\u30eb\u30ad\u30ef\u30e9\uff08Akash Palkhiwala\uff09 &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u306f\u3044\u3001Ross\u3067\u3059\u3002\u7aef\u672b\u306e\u89b3\u70b9\u304b\u3089\u306f\u30013\u6708\u671f\u306f\u6a19\u6e96\u7684\u306a\u5b63\u7bc0\u7684\u6e1b\u5c11\u3092\u60f3\u5b9a\u3057\u3066\u304a\u308a\u3001\u3053\u308c\u306f12\u6708\u304b\u30893\u6708\u306b\u304b\u3051\u3066\u306e\u6e96\u5099\u767a\u8a00\u3067\u3082\u8ff0\u3079\u305f\u3068\u304a\u308a\u3067\u3059\u3002\u3053\u308c\u306f\u300112\u6708\u304b\u30893\u6708\u306b\u304b\u3051\u3066\u306e\u6e96\u5099\u767a\u8a00\u3067\u3082\u7533\u3057\u4e0a\u3052\u307e\u3057\u305f\u304c\u3001\u5b63\u7bc0\u7684\u306b\u306f\u3001\u56db\u534a\u671f\u3092\u307e\u305f\u3050\u3068\u540c\u3058\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u524d\u63d0\u306e\u3082\u3068\u3001\u5f53\u56db\u534a\u671f\u306eQTL\u4e88\u6e2c\u3082\u3053\u306e\u4e88\u6e2c\u306b\u57fa\u3065\u3044\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Ross Seymore &#8212; Deutsche Bank &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3057\u304b\u3057\u3001\u524d\u56db\u534a\u671f\u6bd4\u3067\u306f\u6a2a\u3070\u3044\u3068\u306e\u3053\u3068\u3067\u3059\u306d\u300212\u6708\u304b\u30893\u6708\u306b\u304b\u3051\u3066\u306f\u3001\u5728\u5eab\u304c\u6e1b\u5c11\u3057\u3066\u3044\u308b\u305f\u3081\u6a2a\u3070\u3044\u306b\u306a\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>Akash Palkhiwala &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u6df7\u4e71\u306f\u7406\u89e3\u3067\u304d\u307e\u3057\u305f\u3002\u79c1\u304c\u304a\u8a71\u3057\u305f\u306e\u306f\u643a\u5e2f\u96fb\u8a71\u5e02\u5834\u5168\u4f53\u306e\u3053\u3068\u3067\u3059\u304c\u3001\u5b63\u7bc0\u7684\u306a\u30c8\u30ec\u30f3\u30c9\u3068\u4e00\u81f4\u3057\u3001\u524d\u56db\u534a\u671f\u6bd4\u3067\u6e1b\u5c11\u3059\u308b\u3082\u306e\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002QCT\u306e\u643a\u5e2f\u96fb\u8a71\u7aef\u672b\u306e\u58f2\u4e0a\u306f\u6a2a\u3070\u3044\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3082\u3061\u308d\u3093\u3001\u3053\u308c\u306f\u30c1\u30c3\u30d7\u306e\u30df\u30c3\u30af\u30b9\u3068\u3001\u5728\u5eab\u306e\u53d6\u308a\u5d29\u3057\u306e\u9055\u3044\u306b\u3088\u308b\u3082\u306e\u3067\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306f\u3001\u30e2\u30eb\u30ac\u30f3\u30fb\u30b9\u30bf\u30f3\u30ec\u30fc\u306e\u30b8\u30e7\u30fc\u30fb\u30e0\u30fc\u30a2\u304b\u3089\u3067\u3059\u3002\u8cea\u554f\u3092\u304a\u9032\u3081\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Joe Moore &#8212; \u30e2\u30eb\u30ac\u30f3\u30b9\u30bf\u30f3\u30ec\u30fc &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u643a\u5e2f\u96fb\u8a71\u7aef\u672b\u306e\u5728\u5eab\u3092\u3069\u306e\u7a0b\u5ea6\u524a\u6e1b\u3057\u3066\u3044\u308b\u306e\u304b\u306b\u3064\u3044\u3066\u3001\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002\u3053\u306e\u70b9\u306b\u3064\u3044\u3066\u306f\u3001\u3069\u306e\u3088\u3046\u306b\u304a\u8003\u3048\u3067\u3059\u304b\uff1f\u307e\u305f\u300112\u6708\u306b\u4f55\u3082\u8cb7\u308f\u306a\u304b\u3063\u305f\u9867\u5ba2\u304c\u3001\u307e\u305f\u623b\u3063\u3066\u304f\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3057\u3087\u3046\u304b\u3002\u3053\u308c\u306f\u6700\u7d42\u9700\u8981\u3067\u306f\u306a\u304f\u3001\u3059\u3079\u3066\u5728\u5eab\u524a\u6e1b\u306a\u306e\u304b\u3069\u3046\u304b\u3001\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30a2\u30ab\u30b7\u30fb\u30d1\u30eb\u30ad\u30ef\u30e9 &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>\u306f\u3044\u3001\u30b8\u30e7\u30fc\u3002QTL\u30d3\u30b8\u30cd\u30b9\u306b\u3088\u3063\u3066\u3001OEM\u304c\u3069\u306e\u7a0b\u5ea6\u306e\u58f2\u4e0a\u9ad8\u3092\u9054\u6210\u3057\u305f\u304b\u3092\u628a\u63e1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u305d\u308c\u3092QCT\u3067\u8d77\u304d\u3066\u3044\u308b\u3053\u3068\u3068\u6bd4\u8f03\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u306e\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u696d\u754c\u3067\u4f55\u304c\u8d77\u3053\u3063\u3066\u3044\u308b\u306e\u304b\u306b\u3064\u3044\u3066\u306f\u3001\u304b\u306a\u308a\u826f\u3044\u611f\u89e6\u3092\u5f97\u3066\u3044\u307e\u3059\u3057\u3001\u305d\u306e\u5927\u90e8\u5206\u306f\u5728\u5eab\u306e\u53d6\u308a\u5d29\u3057\u3067\u3042\u3063\u305f\u3068\u78ba\u4fe1\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Joe Moore &#8212; Morgan Stanley &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u7d20\u6674\u3089\u3057\u3044\u3002\u305d\u308c\u304b\u3089\u3001\u4e2d\u56fd\u5730\u57df\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u30013\u6708\u671f\u306b\u3044\u304f\u3064\u304b\u306e\u65b0\u88fd\u54c1\u3092\u767a\u8868\u3055\u308c\u305f\u3068\u306e\u3053\u3068\u3067\u3059\u304c\u3001\u898b\u901a\u3057\u3068\u3044\u3046\u70b9\u3067\u306f\u304b\u306a\u308a\u53b3\u3057\u3044\u72b6\u6cc1\u306e\u3088\u3046\u3067\u3059\u306d\u3002\u4e2d\u56fd\u3068\u4ed6\u306e\u5730\u57df\u3068\u3067\u306f\u3001\u4eca\u306e\u3068\u3053\u308d\u9055\u3044\u304c\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>\u30a2\u30ab\u30b7\u30fb\u30d1\u30eb\u30ad\u30ef\u30e9 &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3002\u4e2d\u56fd\u306e\u4e0d\u900f\u660e\u611f\u306f\u3001\u9593\u9055\u3044\u306a\u304f\u304a\u5ba2\u69d8\u306e\u8cfc\u8cb7\u306b\u53cd\u6620\u3055\u308c\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u898b\u901a\u3057\u304c\u7acb\u3064\u307e\u3067\u306f\u3001\u304a\u5ba2\u69d8\u306f\u8ffd\u52a0\u8cfc\u5165\u3084\u5728\u5eab\u306e\u53d6\u308a\u5d29\u3057\u306b\u614e\u91cd\u306b\u306a\u3089\u308c\u308b\u3060\u308d\u3046\u3068\u3001\u79c1\u305f\u3061\u306f\u8a71\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u643a\u5e2f\u96fb\u8a71\u306e\u767a\u58f2\u306b\u95a2\u3057\u3066\u306f\u3001OEM\u304c\u975e\u5e38\u306b\u7a4d\u6975\u7684\u3067\u3001\u5b9a\u671f\u7684\u306b\u65b0\u88fd\u54c1\u3092\u767a\u58f2\u3057\u3001\u5e02\u5834\u306e\u6a5f\u80fd\u6027\u3092\u9ad8\u3081\u3066\u3044\u308b\u3053\u3068\u304c\u308f\u304b\u308a\u307e\u3059\u3002<\/p>\n<p>\u30af\u30ea\u30b9\u30c6\u30a3\u30a2\u30fc\u30ce\u30fb\u30a2\u30e2\u30f3 &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u30af\u30ea\u30b9\u30c6\u30a3\u30a2\u30fc\u30ce\u3067\u3059\u30021\u3064\u3060\u3051\u88dc\u8db3\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002\u4e2d\u56fd\u306e\u643a\u5e2f\u96fb\u8a71\u5e02\u5834\u3092\u898b\u3066\u307f\u308b\u3068\u3001\u58f2\u4e0a\u306e\u5927\u534a\u306f\u30aa\u30f3\u30e9\u30a4\u30f3\u306e\u8981\u7d20\u304c\u5927\u304d\u304f\u3001\u30aa\u30d5\u30e9\u30a4\u30f3\u306e\u5e02\u5834\u304c\u5927\u534a\u3092\u5360\u3081\u3066\u3044\u307e\u3059\u3002COVID\u306e\u30ed\u30c3\u30af\u30c0\u30a6\u30f3\u306f\u3001\u4e2d\u56fd\u306e\u643a\u5e2f\u96fb\u8a71\u5e02\u5834\u306b\u5927\u304d\u306a\u5f71\u97ff\u3092\u53ca\u307c\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>\u5e38\u8b58\u7684\u306b\u8003\u3048\u3066\u3001COVID\u304c\u4e2d\u56fd\u304b\u3089\u64a4\u9000\u3059\u308c\u3070\u3001\u5e02\u5834\u304c\u958b\u653e\u3055\u308c\u308b\u3068\u8003\u3048\u308bOEM\u3082\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u4eca\u3001\u79c1\u305f\u3061\u304c\u898b\u3066\u3044\u308b\u306e\u306f\u3001\u591a\u304f\u306e\u65b0\u6a5f\u7a2e\u304c\u305d\u306e\u6e96\u5099\u3092\u9032\u3081\u3066\u3044\u308b\u3053\u3068\u3001\u305d\u3057\u3066\u305d\u306e\u4e00\u90e8\u306fMobile World Congress\u3067\u767a\u8868\u3055\u308c\u308b\u4e88\u5b9a\u3067\u3042\u308b\u3053\u3068\u3067\u3059\u3002\u307e\u3060\u7d50\u8ad6\u3092\u51fa\u3059\u306b\u306f\u65e9\u3059\u304e\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u4e0b\u671f\u306f\u3082\u3063\u3068\u826f\u304f\u306a\u308b\u3068\u697d\u89b3\u8996\u3057\u3066\u3044\u308b\u3001\u3068\u3044\u3046\u8a71\u306b\u623b\u308a\u307e\u3057\u3087\u3046\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306f\u30d0\u30fc\u30af\u30ec\u30a4\u30ba\u306eBlayne Curtis\u3067\u3059\u3002\u8cea\u554f\u3092\u304a\u7d9a\u3051\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Blayne Curtis &#8212; Barclays &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u79c1\u306e\u8cea\u554f\u3092\u805e\u3044\u3066\u304f\u3060\u3055\u3063\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u3053\u306e2\u3064\u306e\u7d44\u307f\u5408\u308f\u305b\u306e\u3088\u3046\u306a\u3082\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u8cb8\u501f\u5bfe\u7167\u8868\u3067\u306f\u5728\u5eab\u304c\u5897\u52a0\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u3053\u308c\u306f\u73fe\u91d1\u3068\u540c\u3058\u3067\u3059\u304b\uff1f<\/p>\n<p>\u5728\u5eab\u3092\u6e1b\u3089\u3059\u5fc5\u8981\u304c\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u305d\u308c\u304b\u3089\u3001\u30af\u30ea\u30b9\u30c1\u30a2\u30fc\u30ce\u306b\u3064\u3044\u3066\u306f\u3001\u524d\u306e\u8cea\u554f\u306b\u623b\u308a\u307e\u3059\u304c\u3001\u30df\u30c3\u30c9\u30ec\u30f3\u30b8\u306b\u3064\u3044\u3066\u3067\u3059\u3002\u4fa1\u683c\u74b0\u5883\u306b\u3064\u3044\u3066\u304a\u805e\u304d\u3057\u305f\u3044\u306e\u3067\u3059\u304c\u3002Media Tek\u3082\u4e0a\u534a\u671f\u306f\u53b3\u3057\u3044\u72b6\u6cc1\u3067\u3057\u305f\u3002\u305d\u306e\u74b0\u5883\u306b\u3064\u3044\u3066\u30b3\u30e1\u30f3\u30c8\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u307e\u305f\u3001\u30e2\u30c7\u30e0\u30d3\u30b8\u30cd\u30b9\u306b\u304a\u3051\u308b\u4fa1\u683c\u8a2d\u5b9a\u3068\u30b7\u30a7\u30a2\u7372\u5f97\u306b\u3064\u3044\u3066\u3001\u4e00\u822c\u7684\u306b\u3069\u306e\u3088\u3046\u306b\u304a\u8003\u3048\u3067\u3057\u3087\u3046\u304b\u3002\u54c1\u4e0d\u8db3\u306e\u4e2d\u3001\u5fa1\u793e\u306f\u30cf\u30a4\u30a8\u30f3\u30c9\u3067\u3046\u307e\u304f\u7acb\u3061\u56de\u3063\u305f\u308f\u3051\u3067\u3059\u304c\u3001\u30b7\u30a7\u30a2\u3088\u308a\u3082\u53ce\u76ca\u6027\u3092\u91cd\u8996\u3059\u308b\u306e\u306f\u3069\u3046\u3067\u3057\u3087\u3046\u304b\u3002\u3069\u3046\u304a\u8003\u3048\u3067\u3059\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>Akash Palkhiwala &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>Blayne\u3001\u30a2\u30ab\u30b7\u3067\u3059\u30021\u3064\u76ee\u306f\u79c1\u304c\u30012\u3064\u76ee\u306f\u30af\u30ea\u30b9\u30c6\u30a3\u30a2\u30fc\u30ce\u304c\u62c5\u5f53\u3057\u307e\u3059\u3002\u30d0\u30e9\u30f3\u30b9\u30b7\u30fc\u30c8\u306e\u5728\u5eab\u306e\u89b3\u70b9\u304b\u3089\u3001\u540c\u696d\u4ed6\u793e\u3084\u304a\u5ba2\u3055\u307e\u304c\u898b\u3066\u3044\u308b\u306e\u3068\u540c\u3058\u3088\u3046\u306a\u3053\u3068\u304c\u8d77\u304d\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u3054\u5b58\u77e5\u306e\u3088\u3046\u306b\u3001\u5f53\u793e\u306e\u4e8b\u696d\u9818\u57df\u3067\u3042\u308b\u6700\u5148\u7aef\u30ce\u30fc\u30c9\u3067\u306f\u3001\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u3084\u30c1\u30c3\u30d7\u88fd\u9020\u306e\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u306f\u73fe\u57285\uff5e6\u30ab\u6708\u3067\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u5728\u5eab\u306e\u53d6\u308a\u5d29\u3057\u304c\u59cb\u307e\u308b\u524d\u306f\u3001\u660e\u3089\u304b\u306b\u7570\u306a\u308b\u5e02\u5834\u4e88\u6e2c\u306b\u57fa\u3065\u3044\u3066\u30a6\u30a7\u30cf\u30fc\u3092\u751f\u7523\u3057\u3066\u3044\u307e\u3057\u305f\u3002\u305d\u306e\u305f\u3081\u3001\u5728\u5eab\u524a\u6e1b\u306e\u305f\u3081\u306e\u8abf\u6574\u3092\u884c\u3044\u307e\u3057\u305f\u3002\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3068\u5354\u529b\u3057\u3001\u6642\u9593\u3092\u304b\u3051\u3066\u3001\u59a5\u5f53\u306a\u7bc4\u56f2\u306b\u53ce\u307e\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n<p>\u307e\u305f\u30013\u5e74\u524d\u3068\u73fe\u5728\u3092\u6bd4\u8f03\u3059\u308b\u3068\u3001\u53ce\u76ca\u3068\u4e8b\u696d\u898f\u6a21\u304c\u98db\u8e8d\u7684\u306b\u62e1\u5927\u3057\u3066\u3044\u308b\u3053\u3068\u3082\u5fd8\u308c\u3066\u306f\u306a\u308a\u307e\u305b\u3093\u3002\u3067\u3059\u304b\u3089\u3001\u3053\u306e2\u3064\u306e\u8981\u56e0\u306b\u3088\u3063\u3066\u3001\u5728\u5eab\u306f\u5f53\u7136\u5897\u3048\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u6b8b\u308a\u306e\u5728\u5eab\u306f\u3001\u5148\u307b\u3069\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306b\u3001\u3053\u308c\u304b\u3089\u5897\u3048\u3066\u3044\u304f\u3067\u3057\u3087\u3046\u3002<\/p>\n<p>\u30af\u30ea\u30b9\u30c6\u30a3\u30a2\u30fc\u30ce\u30fb\u30a2\u30e2\u30f3 &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>Blayne\u3001Christian\u30012\u3064\u76ee\u306e\u8cea\u554f\u3092\u304a\u53d7\u3051\u3057\u307e\u3059\u3002\u5f53\u793e\u3082\u4ed6\u306e\u30c1\u30c3\u30d7\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3082\u3001\u9700\u8981\u306e\u4f4e\u8ff7\u3068\u5728\u5eab\u306e\u53d6\u308a\u5d29\u3057\u3068\u3044\u3046\u540c\u3058\u8ab2\u984c\u306b\u76f4\u9762\u3057\u3066\u3044\u308b\u3053\u3068\u306f\u660e\u3089\u304b\u3067\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u4e2d\u4f4e\u4f4d\u5c64\u3067\u7af6\u4e89\u304c\u6fc0\u3057\u304f\u3001\u9700\u8981\u306e\u4f4e\u8ff7\u306e\u5f71\u97ff\u3092\u6700\u3082\u53d7\u3051\u3066\u3044\u308b\u306e\u306f\u4e2d\u4f4e\u4f4d\u5c64\u3067\u3042\u308b\u3068\u898b\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u4eca\u5f8c\u306e\u5e02\u5834\u958b\u653e\u306b\u3064\u3044\u3066\u8003\u3048\u308b\u3068\u304d\u3001\u5f53\u793e\u306f\u7af6\u4e89\u529b\u306e\u89b3\u70b9\u304b\u3089\u975e\u5e38\u306b\u6709\u5229\u306a\u4f4d\u7f6e\u306b\u3044\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u8a2d\u8a08\u306e\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u3082\u898b\u3048\u3066\u3044\u307e\u3059\u3002\u4fa1\u683c\u306b\u3064\u3044\u3066\u306f\u3001\u904e\u53bb\u6570\u5e74\u9593\u3068\u540c\u3058\u3088\u3046\u306b\u3001\u898f\u5f8b\u3092\u5b88\u3063\u3066\u3044\u304f\u3064\u3082\u308a\u3067\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306f\u3001Arete Research\u306e\u30d6\u30ec\u30c3\u30c8\u30fb\u30b7\u30f3\u30d7\u30bd\u30f3\u304b\u3089\u3067\u3059\u3002\u8cea\u554f\u3092\u304a\u53d7\u3051\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Brett Simpson &#8212; Arete Research &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u306f\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u56fa\u5b9a\u7121\u7dda\u30a2\u30af\u30bb\u30b9\u306b\u3064\u3044\u3066\u304a\u805e\u304d\u3057\u305f\u3044\u306e\u3067\u3059\u304c\u3001\u6e96\u5099\u66f8\u9762\u3067\u306f\u3001\u4eca\u5f8c\u6570\u5e74\u9593\u3001\u30a4\u30f3\u30c9\u3067\u56fa\u5b9a\u7121\u7dda\u30a2\u30af\u30bb\u30b9\u306b\u5927\u304d\u306a\u30c1\u30e3\u30f3\u30b9\u304c\u3042\u308b\u3068\u304a\u3063\u3057\u3083\u3063\u305f\u3068\u601d\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u30af\u30a2\u30eb\u30b3\u30e0\u304c\u56fa\u5b9a\u30ef\u30a4\u30e4\u30ec\u30b9\u30a2\u30af\u30bb\u30b9\u306e\u5178\u578b\u7684\u306a\u30c7\u30d0\u30a4\u30b9\u304b\u3089\u5f97\u3066\u3044\u308bASP\u306b\u3064\u3044\u3066\u3001\u5c11\u3057\u304a\u8a71\u3057\u3044\u305f\u3060\u3051\u307e\u3059\u304b\u3002\u307e\u305f\u3001\u4eca\u5f8c\u6570\u5e74\u9593\u3067\u3001\u3053\u306e\u30d3\u30b8\u30cd\u30b9\u30c1\u30e3\u30f3\u30b9\u306b\u653b\u3081\u8fbc\u307f\u3001\u7c73\u56fd\u3067\u306e\u6210\u529f\u306e\u4e00\u7aef\u3092\u898b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u3063\u305f\u3068\u304d\u3001\u30d3\u30b8\u30cd\u30b9\u306f\u3069\u306e\u3088\u3046\u306b\u9032\u5316\u3059\u308b\u3068\u304a\u8003\u3048\u3067\u3059\u304b\u3002<\/p>\n<p>\u307e\u305f\u3001\u7c73\u56fd\u3067\u306e\u6210\u529f\u4f8b\u3084\u4ed6\u306e\u5e02\u5834\u306b\u3064\u3044\u3066\u3082\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u30af\u30a2\u30eb\u30b3\u30e0\u306b\u3068\u3063\u3066\u3001\u3053\u308c\u304c\u3069\u306e\u3088\u3046\u306b\u4f5c\u7528\u3059\u308b\u306e\u304b\u3092\u7406\u89e3\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u305d\u3046\u3067\u3059\u304b? \u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>Cristiano Amon &#8212; \u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u517cCEO\uff08\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u3054\u8cea\u554f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u3053\u306e\u5e02\u5834\u306f\u9577\u671f\u7684\u306a\u5e02\u5834\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u5e02\u5834\u306f\u9577\u671f\u7684\u306a\u5e02\u5834\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u73fe\u5728\u3001\u5bb6\u5ead\u7528\u30d6\u30ed\u30fc\u30c9\u30d0\u30f3\u30c9\u304c\u521d\u3081\u3066\u3001\u30d5\u30a1\u30a4\u30d0\u30fc\u3092\u88dc\u5f37\u3059\u308b\u30ef\u30a4\u30e4\u30ec\u30b9\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u624b\u306b\u5165\u308c\u305f\u3053\u3068\u306f\u660e\u3089\u304b\u3067\u3059\u3002\u30a2\u30e1\u30ea\u30ab\u4ee5\u5916\u306e\u56fd\u3067\u306f\u3001\u30b1\u30fc\u30d6\u30eb\u306f\u3069\u3053\u306b\u3067\u3082\u3042\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u3067\u3059\u304b\u3089\u3001\u5148\u9032\u56fd\u3068\u767a\u5c55\u9014\u4e0a\u56fd\u306e\u4e21\u65b9\u306b\u3068\u3063\u3066\u3001\u3053\u308c\u306f\u30c1\u30e3\u30f3\u30b9\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u3082\u3061\u308d\u3093\u3001\u30a4\u30f3\u30c9\u306e\u898f\u6a21\u3092\u898b\u308c\u3070\u3001\u79c1\u305f\u3061\u306f\u975e\u5e38\u306b\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002\u5165\u672d\u304c\u884c\u308f\u308c\u3001\u4e8b\u696d\u8005\u3084\u30a4\u30f3\u30d5\u30e9\u3078\u306e\u6295\u8cc7\u304c\u884c\u308f\u308c\u3066\u3044\u308b\u306e\u3092\u76ee\u306e\u5f53\u305f\u308a\u306b\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u5e02\u5834\u306b\u53c2\u5165\u3059\u308b\u969b\u3001ASP\u306e\u3053\u3068\u306f\u3042\u307e\u308a\u8a71\u305b\u307e\u305b\u3093\u3002<\/p>\n<p>\u7279\u306b\u3001\u591a\u304f\u306e\u5834\u5408\u3001\u591a\u304f\u306e\u30b3\u30f3\u30c6\u30f3\u30c4\u304c\u3042\u308a\u30015G\u30e2\u30c7\u30e0\u306b\u52a0\u3048\u3001WiFi\u30a2\u30af\u30bb\u30b9\u30dd\u30a4\u30f3\u30c8\u3082\u5229\u7528\u3067\u304d\u308b\u305f\u3081\u3001\u5f53\u793e\u306e\u643a\u5e2f\u96fb\u8a71\u4e8b\u696d\u306b\u3068\u3063\u3066\u5229\u5e45\u304c\u5897\u52a0\u3057\u307e\u3059\u3002<\/p>\n<p>Brett Simpson &#8212; Arete Research &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>OK\u3002\u3053\u306e\u3088\u3046\u306a\u5834\u5408\u3001\u3069\u306e\u3088\u3046\u306b\u3059\u308c\u3070\u3088\u3044\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u305d\u308c\u3068\u3082IoT\u30d3\u30b8\u30cd\u30b9\u3067\u3059\u304b\uff1f<\/p>\n<p>Akash Palkhiwala &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>IoT\u306e\u53ce\u76ca\u30b9\u30c8\u30ea\u30fc\u30e0\u306e\u4e2d\u306b\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>Brett Simpson &#8212; Arete Research &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>OK\u3067\u3059\u3002OK\u3067\u3059\u3002\u30d5\u30a1\u30f3\u30bf\u30b9\u30c6\u30a3\u30c3\u30af\u3067\u3059\u306d\u3002<\/p>\n<p>Cristiano Amon &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u306f\u3044\u3002\u79c1\u304c\u7533\u3057\u4e0a\u3052\u305f\u306e\u306f\u3001\u643a\u5e2f\u96fb\u8a71\u30d3\u30b8\u30cd\u30b9\u3068\u6bd4\u8f03\u3057\u3066\u3001\u56fa\u5b9a\u30ef\u30a4\u30e4\u30ec\u30b9\u306eASP\u306f\u30de\u30fc\u30b8\u30f3\u3092\u5927\u304d\u304f\u5897\u52a0\u3055\u305b\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u3053\u308c\u306f &#8212; \u3057\u304b\u3057\u3001IoT\u30d3\u30b8\u30cd\u30b9\u3067\u306e\u8a71\u3067\u3059\u3002<\/p>\n<p>Brett Simpson &#8212; Arete Research &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u3092\u3081\u3050\u308b\u6700\u8fd1\u306e\u7c73\u56fd\u306e\u898f\u5236\u306b\u3064\u3044\u3066\u304a\u805e\u304d\u3057\u305f\u3044\u306e\u3067\u3059\u304c\u3002<\/p>\n<p>\u3053\u306e\u4ef6\u306b\u4f55\u304b\u5f71\u97ff\u3092\u53d7\u3051\u3066\u3044\u307e\u3059\u304b\uff1f\u6700\u8fd1\u30014G\u30c7\u30d0\u30a4\u30b9\u3092\u5927\u91cf\u306b\u51fa\u8377\u3057\u3066\u3044\u308b\u3088\u3046\u306b\u898b\u3048\u307e\u3059\u304c\u3001\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306b\u90e8\u54c1\u3092\u51fa\u8377\u3057\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306b\u90e8\u54c1\u3092\u51fa\u8377\u3057\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u3082\u3057\u305d\u3046\u306a\u3089\u3001\u4eca\u56de\u306e\u898f\u5236\u304c\u30d3\u30b8\u30cd\u30b9\u306b\u4e0e\u3048\u308b\u5f71\u97ff\u306b\u3064\u3044\u3066\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>Alex Rogers &#8212; \u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30fb\u30d0\u30a4\u30b9\u30fb\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u517c\u30af\u30a2\u30eb\u30b3\u30e0\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30e9\u30a4\u30bb\u30f3\u30b7\u30f3\u30b0\u62c5\u5f53\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8<\/p>\n<p>\u306f\u3044\u3001Alex\u3067\u3059\u3002\u307e\u305a\u306f\u79c1\u304b\u3089\u3001\u305d\u3057\u3066\u4f55\u304b\u3042\u308c\u3070Akash\u304c\u88dc\u8db3\u3057\u3066\u304f\u308c\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002\u4eca\u56de\u306e\u898f\u5236\u306f\u3001Huawei\u793e\u306b\u5bfe\u3059\u308b\u6700\u65b0\u306e\u898f\u5236\u3068\u898b\u306a\u3059\u306e\u306f\u516c\u6b63\u3067\u306f\u306a\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u79c1\u305f\u3061\u304c\u76ee\u306b\u3057\u305f\u306e\u306f\u3001\u5546\u52d9\u7701\u304c\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\u306b\u65b0\u305f\u306a\u30e9\u30a4\u30bb\u30f3\u30b9\u3092\u767a\u884c\u3057\u306a\u3044\u3053\u3068\u3092\u691c\u8a0e\u3057\u3066\u3044\u308b\u3068\u3044\u3046\u8da3\u65e8\u306e\u30cb\u30e5\u30fc\u30b9\u5831\u9053\u3067\u3059\u3002\u305d\u3057\u3066\u3001\u30b3\u30de\u30fc\u30b9\u81ea\u4f53\u304b\u3089\u306f\u4f55\u3082\u805e\u3044\u3066\u3044\u306a\u3044\u3002\u30af\u30a2\u30eb\u30b3\u30e0\u306f\u3001\u6211\u3005\u306f\u3057\u3070\u3089\u304f\u306e\u9593\u3001\u57fa\u672c\u7684\u306b\u79c1\u305f\u3061\u306fHuawei\u306e\u5e83\u3044\u542b\u30804G\u3068\u4ed6\u306eshipets\u3092\u51fa\u8377\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u6301\u3063\u3066\u3044\u305f\u30e9\u30a4\u30bb\u30f3\u30b9\u306e\u30bb\u30c3\u30c8\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002\u5f7c\u5973\u304c\u884c\u304f\u3053\u308c\u3089\u306e\u30e9\u30a4\u30bb\u30f3\u30b9\u306f\u3001\u5546\u696d\u306f\u3001\u5f7c\u3089\u304c\u56fd\u5bb6\u5b89\u5168\u4fdd\u969c\u306e\u554f\u984c\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u306a\u3044\u3068\u3044\u3046\u6c7a\u5b9a\u306b\u9054\u3057\u305f\u3002<\/p>\n<p>\u3053\u306e\u3088\u3046\u306a\u30e9\u30a4\u30bb\u30f3\u30b9\u306f\u4f55\u5e74\u304b\u7d99\u7d9a\u3055\u308c\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u3053\u308c\u3089\u306e\u30e9\u30a4\u30bb\u30f3\u30b9\u306e\u7bc4\u56f2\u5185\u3067\u3001\u6211\u3005\u306f\u5f71\u97ff\u3092\u898b\u3066\u3044\u306a\u3044\u3002Akash \u4ed6\u306b\u4f55\u304b\u3042\u308a\u307e\u3059\u304b\uff1f<\/p>\n<p>Akash Palkhiwala &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>\u7279\u306b\u3042\u308a\u307e\u305b\u3093\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306f\u30d0\u30f3\u30af\u30fb\u30aa\u30d6\u30fb\u30a2\u30e1\u30ea\u30ab\u306e\u30bf\u30eb\u30fb\u30ea\u30a2\u30cb\u304b\u3089\u3067\u3059\u3002\u8cea\u554f\u3092\u7d9a\u3051\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Tal Liani &#8212; \u30d0\u30f3\u30af\u30aa\u30d6\u30a2\u30e1\u30ea\u30ab\u30fb\u30e1\u30ea\u30eb\u30ea\u30f3\u30c1 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3069\u3046\u3082\u3001\u7686\u3055\u3093\u3002\u5728\u5eab\u65e5\u6570\u304c2\u500d\u306b\u306a\u308a\u3001\u904e\u53bb4\u56db\u534a\u671f\u30015\u56db\u534a\u671f\u3068\u56db\u534a\u671f\u3054\u3068\u306b\u5897\u52a0\u3057\u3066\u3044\u307e\u3059\u3002\u5728\u5eab\u65e5\u6570\u306b\u3064\u3044\u3066\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u307e\u305f\u3001\u5728\u5eab\u65e5\u6570\u306f\u3069\u306e\u3088\u3046\u306a\u69cb\u6210\u306b\u306a\u3063\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3001\u307e\u305f\u3001\u5728\u5eab\u65e5\u6570\u304c\u591a\u3044\u304b\u3089\u3068\u3044\u3063\u3066\u7279\u5225\u306b\u8b70\u8ad6\u3059\u3079\u304d\u3053\u3068\u304c\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u6b21\u306b\u3001\u3088\u308a\u5b9a\u6027\u7684\u306a\u8cea\u554f\u3067\u3059\u304c\u3001\u4e2d\u56fd\u3067\u306e\u8ca9\u58f2\u306b\u3064\u3044\u3066\u3001\u5728\u5eab\u6c34\u6e96\u3068\u4e2d\u56fd\u306e\u518d\u958b\u306b\u4f34\u3046\u9700\u8981\u306e\u56de\u5fa9\u3068\u306e\u9593\u306b\u3069\u306e\u3088\u3046\u306a\u30e9\u30b0\u304c\u3042\u308b\u306e\u304b\u3001\u3042\u308b\u3044\u306f\u3042\u308b\u3079\u304d\u306a\u306e\u304b\u7406\u89e3\u3057\u305f\u3044\u306e\u3067\u3059\u304c\u3002\u3064\u307e\u308a\u3001\u4e2d\u56fd\u304c\u518d\u958b\u3057\u3066\u643a\u5e2f\u96fb\u8a71\u306e\u9700\u8981\u304c\u3042\u308b\u3068\u304d\u304b\u3089\u3001\u305d\u306e\u30e9\u30b0\u3092\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u308c\u3070\u3044\u3044\u306e\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n<p>Akash Palkhiwala &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO\uff09 \u306f\u3044\u3002<\/p>\n<p>\u306f\u3044\u3001Tal\u3001Akash\u3067\u3059\u3002\u79c1\u305f\u3061\u306e\u89b3\u70b9\u3067\u306f\u3001\u5728\u5eab\u306b\u3064\u3044\u3066\u306f\u3001\u5fc5\u305a\u3057\u3082\u5728\u5eab\u3068\u3044\u3046\u308f\u3051\u3067\u306f\u306a\u304f\u3001\u30a6\u30a7\u30fc\u30cf\u30b9\u30bf\u30fc\u30c8\u3068\u3044\u3046\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u30025\uff5e6\u30f6\u6708\u306e\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u304c\u3042\u308c\u3070\u30015\uff5e6\u30f6\u6708\u524d\u306b\u30a6\u30a7\u30cf\u30fc\u3092\u958b\u59cb\u3057\u3001\u3055\u3089\u306b\u671f\u9593\u4e2d\u306b\u8d77\u3053\u308a\u3046\u308b\u30df\u30c3\u30af\u30b9\u306e\u5909\u5316\u306b\u5bfe\u3057\u3066\u3044\u304f\u3089\u304b\u4f59\u88d5\u3092\u6301\u305f\u305b\u305f\u3044\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u305d\u306e\u3088\u3046\u306a\u67a0\u7d44\u307f\u3067\u52d5\u3044\u3066\u3044\u307e\u3059\u3002\u73fe\u5728\u306e\u5728\u5eab\u6c34\u6e96\u304c\u3001\u671b\u307e\u3057\u3044\u6c34\u6e96\u3088\u308a\u3082\u9ad8\u3044\u3068\u3044\u3046\u306e\u306f\u3001\u3054\u6307\u6458\u306e\u901a\u308a\u3067\u3059\u3002\u5148\u307b\u3069\u3001\u306a\u305c\u3053\u306e\u3088\u3046\u306a\u72b6\u6cc1\u306b\u306a\u3063\u305f\u306e\u304b\u3001\u305d\u306e\u7406\u7531\u3092\u8aac\u660e\u3057\u307e\u3057\u305f\u3002\u305d\u306e\u305f\u3081\u3001\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3068\u5354\u529b\u3057\u3066\u3001\u6642\u9593\u3092\u304b\u3051\u3066\u5728\u5eab\u3092\u6b63\u5e38\u5316\u3059\u308b\u3064\u3082\u308a\u3067\u3059\u304c\u3001\u305d\u308c\u304c\u53ef\u80fd\u3067\u3042\u308b\u3068\u78ba\u4fe1\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>2\u3064\u76ee\u306e\u3054\u8cea\u554f\u306e\u30bf\u30a4\u30e0\u30e9\u30b0\u306b\u3064\u3044\u3066\u306f\u30013\u6708\u671f\u304b\u30896\u6708\u671f\u306b\u304b\u3051\u3066\u5728\u5eab\u306e\u53d6\u308a\u5d29\u3057\u304c\u767a\u751f\u3059\u308b\u3068\u4e88\u60f3\u3057\u3066\u304a\u308a\u3001\u3059\u3067\u306b\u5c06\u6765\u306e\u898b\u901a\u3057\u306e\u4e2d\u306b\u7e54\u308a\u8fbc\u307e\u308c\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u66a6\u5e74\u306e\u5f8c\u534a\u306b\u5165\u308a\u3001\u9700\u8981\u304c\u56de\u5fa9\u3057\u3001\u6b63\u5e38\u5316\u3059\u308c\u3070\u3001\u305d\u306e\u6069\u6075\u3092\u53d7\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<p>Tal Liani &#8212; Bank of America Merrill Lynch &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u4e86\u89e3\u3057\u307e\u3057\u305f\u3002\u6700\u5f8c\u306e\u8cea\u554f\u3067\u3059\u3002\u30e9\u30a4\u30bb\u30f3\u30b7\u30f3\u30b0\u306e\u90e8\u5206\u3067\u7e70\u308a\u8fd4\u3057\u8cea\u554f\u304c\u3042\u308a\u307e\u3059\u3002\u4eca\u65e5\u3001\u30ce\u30ad\u30a2\u3068\u30a8\u30ea\u30af\u30bd\u30f3\u306b\u3064\u3044\u3066\u304a\u3063\u3057\u3083\u3063\u305f\u3053\u3068\u3092\u62dd\u898b\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>\u30e9\u30a4\u30bb\u30f3\u30b7\u30f3\u30b0\u306e\u90e8\u5206\u306b\u3064\u3044\u3066\u3001\u4eca\u5f8c\u306e\u8a71\u3057\u5408\u3044\u3084\u4ea4\u6e09\u3001\u3042\u308b\u3044\u306f\u6ce8\u610f\u3059\u3079\u304d\u70b9\u306b\u3064\u3044\u3066\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u305d\u308c\u3068\u3082\u524d\u5e74\u3068\u540c\u3058\u3088\u3046\u306b\u5b89\u5b9a\u3057\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>Alex Rogers &#8212; \u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30fb\u30d0\u30a4\u30b9\u30fb\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u517c\u30af\u30a2\u30eb\u30b3\u30e0\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30e9\u30a4\u30bb\u30f3\u30b7\u30f3\u30b0\u62c5\u5f53\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8<\/p>\n<p>Alex\u3067\u3059\u3002\u4ee5\u524d\u8aac\u660e\u3057\u305f\u3088\u3046\u306b\u3001\u672c\u5f53\u306b\u5b89\u5b9a\u3057\u3066\u3044\u307e\u3059\u3002\u4e3b\u8981\u306aOEM\u306f\u3059\u3079\u3066\u9577\u671f\u5951\u7d04\u3092\u7d50\u3093\u3067\u3044\u307e\u3059\u300225\u5e743\u6708\u671f\u307e\u3067\u3001\u65b0\u305f\u306a\u66f4\u65b0\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>Nokia\u306e\u30e9\u30a4\u30bb\u30f3\u30b9\u306f\u3001\u57fa\u672c\u7684\u306b\u3001\u30a4\u30f3\u30d5\u30e9\u3001Nokia\u306e\u643a\u5e2f\u96fb\u8a71\u3001Microsoft\u3068\u3001\u3044\u304f\u3064\u304b\u306e\u30d1\u30fc\u30c8\u306b\u5206\u304b\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30e9\u30a4\u30bb\u30f3\u30b9\u306f\u9032\u5316\u3057\u3066\u304a\u308a\u3001\u3082\u306f\u3084\u4e8b\u696d\u306b\u3068\u3063\u3066\u91cd\u8981\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3068\u3044\u3046\u3053\u3068\u3067\u3001\u3060\u3044\u305f\u3044\u3053\u3093\u306a\u611f\u3058\u3067\u3059\u3002<\/p>\n<p>Tal Liani &#8212; Bank of America Merrill Lynch &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306fEvercore ISI\u306eC.J.Muse\u304b\u3089\u3067\u3059\u3002\u8cea\u554f\u3092\u304a\u9032\u3081\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>C.J.\u30df\u30e5\u30fc\u30ba &#8212; \u30a8\u30d0\u30fc\u30b3\u30a2ISI &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u8cea\u554f\u3092\u304a\u53d7\u3051\u3044\u305f\u3060\u304d\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u30022\u3064\u3001\u3088\u308d\u3057\u3044\u3067\u3059\u304b\uff1f1\u3064\u76ee\u306f\u30013\u30ab\u6708\u524d\u3092\u632f\u308a\u8fd4\u308b\u3068\u30012\u56db\u534a\u671f\u306b\u4e00\u5ea6\u306e\u88dc\u6b63\u306e\u3088\u3046\u306a\u3082\u306e\u304c\u3042\u308b\u3068\u8a71\u3057\u3066\u3044\u307e\u3057\u305f\u306d\u3002\u4eca\u306f\u5c11\u306a\u304f\u3068\u30823\u56db\u534a\u671f\u3067\u3059\u3002<\/p>\n<p>\u3053\u306e3\u30f5\u6708\u9593\u3067\u3069\u306e\u3088\u3046\u306a\u5909\u5316\u304c\u3042\u3063\u305f\u306e\u304b\u3001\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u3053\u306e\u5909\u5316\u306e\u3046\u3061\u3001\u6700\u7d42\u9700\u8981\u306e\u6e1b\u5c11\u3084\u3001\u30af\u30a2\u30eb\u30b3\u30e0\u306e\u534a\u5c0e\u4f53\u5728\u5eab\u306e\u524a\u6e1b\u306f\u3069\u306e\u7a0b\u5ea6\u3067\u3059\u304b\uff1f\u305d\u308c\u304b\u30892\u3064\u76ee\u306e\u8cea\u554f\u3067\u3059\u304c\u3001\u5148\u307b\u3069\u5728\u5eab\u306e\u7a4d\u307f\u5897\u3057\u306b\u3064\u3044\u3066\u304a\u8a71\u304c\u3042\u308a\u307e\u3057\u305f\u3002\u307e\u305f\u3001\u30a6\u30a7\u30fc\u30cf\u30b9\u30bf\u30fc\u30c8\u30dc\u30ea\u30e5\u30fc\u30e0\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u306b\u95a2\u3059\u308b\u8003\u3048\u3092\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u300223\u5e74\u66a6\u5e74\u306eQCT\u30de\u30fc\u30b8\u30f3\u3078\u306e\u5f71\u97ff\u306b\u3064\u3044\u3066\u306f\u3069\u306e\u3088\u3046\u306b\u304a\u8003\u3048\u3067\u3059\u304b\uff1f\u307e\u305f\u3001\u6570\u91cf\u304c\u6e1b\u5c11\u3057\u305f\u5834\u5408\u306b\u3001\u4e00\u6642\u7684\u306b\u30ad\u30e3\u30c3\u30c1\u30a2\u30c3\u30d7\u30fb\u30da\u30a4\u30e1\u30f3\u30c8\u3092\u652f\u6255\u3046\u30ea\u30b9\u30af\u306f\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30a2\u30ab\u30b7\u30fb\u30d1\u30eb\u30ad\u30ef\u30e9 &#8212; \u30c1\u30fc\u30d5\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc<\/p>\n<p>\u6700\u521d\u306e\u8cea\u554f\u3067\u3059\u304c\u3001\u5728\u5eab\u306e\u89b3\u70b9\u304b\u3089\u306f\u3001\u3044\u304f\u3064\u304b\u306e\u8981\u56e0\u304c\u3042\u308a\u307e\u3059\u30021\u3064\u76ee\u306f\u5e02\u5834\u306e\u4f4e\u8ff7\u30022\u3064\u76ee\u306f\u3001\u5728\u5eab\u306e\u53d6\u308a\u5d29\u3057\u3067\u3001\u3069\u3061\u3089\u3082\u5927\u304d\u306a\u8981\u56e0\u3067\u3059\u3002\u305d\u3057\u30663\u3064\u76ee\u306f\u3001IoT\u304c\u540c\u3058\u3088\u3046\u306a\u7279\u5fb4\u3092\u6301\u3064\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002<\/p>\n<p>\u3053\u308c\u3089\u306e\u8981\u56e0\u304c\u8907\u5408\u7684\u306b\u4f5c\u7528\u3057\u3066\u3001\u30c9\u30ed\u30fc\u30c0\u30a6\u30f3\u304c\u7d9a\u304f\u671f\u9593\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u7e70\u308a\u8fd4\u3057\u306b\u306a\u308a\u307e\u3059\u304c\u3001\u3053\u308c\u306f\u77ed\u671f\u7684\u306a\u3082\u306e\u3067\u3001\u4e00\u6b69\u5f15\u3044\u305f\u8996\u70b9\u304b\u3089\u898b\u308b\u3068\u3001\u5fc5\u305a\u3057\u3082\u5f15\u304d\u4e0b\u3052\u304c\u30d3\u30b8\u30cd\u30b9\u306e\u5f37\u3055\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3067\u3059\u304b\u3089\u3001\u56de\u5fa9\u304c\u9032\u3081\u3070\u3001\u79c1\u305f\u3061\u306f\u305d\u306e\u6069\u6075\u3092\u53d7\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3067\u3057\u3087\u3046\u30022\u3064\u76ee\u306e\u8cea\u554f\u3092\u3082\u3046\u4e00\u5ea6\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u3088\u304f\u7406\u89e3\u3067\u304d\u3066\u3044\u306a\u3044\u306e\u3067\u3059\u304c\u3002<\/p>\n<p>C.J. Muse &#8212; Evercore ISI &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3002\u30a6\u30a7\u30cf\u30fc\u30fb\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u306b\u95a2\u9023\u3059\u308b\u3053\u3068\u3067\u3059\u304c\u3001\u7279\u306b&#8230; \u5927\u91cf\u8cfc\u5165\u3092\u53d6\u308a\u3084\u3081\u308b\u5834\u5408\u3001\u4fa1\u683c\u3084\u30ad\u30e3\u30c3\u30c1\u30a2\u30c3\u30d7\u30fb\u30da\u30a4\u30e1\u30f3\u30c8\u306b\u5bfe\u3059\u308b\u30ea\u30b9\u30af\u306f\u3042\u308a\u307e\u3059\u304b\uff1f<\/p>\n<p>Akash Palkhiwala &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO\uff09 \u306f\u3044\u3002<\/p>\n<p>\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u306e\u591a\u304f\u306f\u3001\u6570\u91cf\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3068\u3044\u3046\u3088\u308a\u3082\u3001\u524d\u6255\u3044\u3068\u3044\u3046\u5f62\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u3064\u307e\u308a\u3001\u524d\u6255\u3044\u5206\u3092\u9577\u3044\u671f\u9593\u306b\u308f\u305f\u3063\u3066\u53d6\u308a\u623b\u3059\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u73fe\u5728\u3001\u305d\u306e\u3088\u3046\u306a\u72b6\u6cc1\u3092\u514b\u670d\u3057\u3064\u3064\u3042\u308a\u3001\u73fe\u6642\u70b9\u3067\u5831\u544a\u3059\u308b\u3053\u3068\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u53f8\u4f1a<\/p>\n<p>\u4ee5\u4e0a\u3067\u672c\u65e5\u306e\u8cea\u7591\u5fdc\u7b54\u306f\u7d42\u4e86\u3067\u3059\u3002\u30a2\u30e2\u30f3\u3055\u3093\u3001\u96fb\u8a71\u3092\u7d42\u3048\u308b\u524d\u306b\u3001\u3055\u3089\u306b\u4f55\u304b\u4ed8\u3051\u52a0\u3048\u308b\u3053\u3068\u306f\u3042\u308a\u307e\u3059\u304b\uff1f<\/p>\n<p>\u30af\u30ea\u30b9\u30c1\u30a2\u30fc\u30ce\u30fb\u30a2\u30e2\u30f3 &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u306f\u3044\u3002\u6c7a\u7b97\u8aac\u660e\u4f1a\u3092\u3069\u306e\u3088\u3046\u306b\u898b\u3066\u3044\u308b\u304b\u3001\u3061\u3087\u3063\u3068\u307e\u3068\u3081\u3066\u304a\u304d\u307e\u3059\u3002\u30af\u30a2\u30eb\u30b3\u30e0\u306e2023\u5e74\u4ee5\u964d\u306b\u306f\u3001\u81ea\u52d5\u8eca\u3001PC\u3001XR\u30015G FWA\u306a\u3069\u3001\u5f53\u793e\u306e\u6210\u9577\u30a4\u30cb\u30b7\u30a2\u30c1\u30d6\u306e\u591a\u304f\u304c\u898f\u6a21\u3092\u62e1\u5927\u3059\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\uff08\u30a4\u30f3\u30c0\u30b9\u30c8\u30ea\u30a2\u30eb\u3067\u304a\u8a71\u3057\u307e\u3059\uff09\u3002\u73fe\u5728\u306e\u74b0\u5883\u3092\u898b\u308b\u3068\u3001\u5f53\u793e\u306e\u5f37\u529b\u306a\u30d0\u30e9\u30f3\u30b9\u30b7\u30fc\u30c8\u3068\u5f37\u529b\u306a\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u751f\u6210\u306e\u4e00\u8cab\u3057\u305f\u6b74\u53f2\u304b\u3089\u3001\u5f53\u793e\u306f\u7d4c\u6e08\u306e\u8ee2\u63db\u3068\u77ed\u671f\u7684\u306a\u8ab2\u984c\u3092\u4e57\u308a\u5207\u308b\u80fd\u529b\u306b\u975e\u5e38\u306b\u81ea\u4fe1\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3054\u89a7\u306e\u3068\u304a\u308a\u3001\u79c1\u305f\u3061\u306f\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3067\u304d\u308b\u3068\u3053\u308d\u304b\u3089\u884c\u52d5\u3092\u8d77\u3053\u3057\u3066\u304a\u308a\u3001\u6226\u7565\u3092\u5b9f\u884c\u3057\u7d9a\u3051\u308b\u3053\u3068\u3067\u3055\u3089\u306b\u5f37\u304f\u306a\u308c\u308b\u3068\u4fe1\u3058\u3066\u3044\u307e\u3059\u3002\u30af\u30a2\u30eb\u30b3\u30e0\u306e\u9577\u671f\u7684\u306a\u6210\u529f\u306b\u7126\u70b9\u3092\u5f53\u3066\u3001\u30c7\u30b8\u30bf\u30eb\u306b\u53d6\u308a\u7d44\u3093\u3067\u3001\u7279\u306b\u81ea\u52d5\u8ecaIoT\u306e\u6210\u9577\u3092\u4fc3\u9032\u3057\u3001\u4f1a\u793e\u3092\u591a\u69d8\u5316\u3057\u3001\u682a\u4e3b\u306b\u4fa1\u5024\u3092\u63d0\u4f9b\u3057\u7d9a\u3051\u308b\u3064\u3082\u308a\u3067\u3059\u3002\u30af\u30a2\u30eb\u30b3\u30e0\u3078\u306e\u732e\u8eab\u3068\u8ca2\u732e\u3092\u679c\u305f\u3057\u305f\u5168\u5f93\u696d\u54e1\u3001\u305d\u3057\u3066\u591a\u304f\u306e\u30d1\u30fc\u30c8\u30ca\u30fc\u3084\u30b5\u30d7\u30e9\u30a4\u30e4\u306b\u611f\u8b1d\u3059\u308b\u3068\u3068\u3082\u306b\u3001\u96fb\u8a71\u4f1a\u8b70\u306b\u3054\u51fa\u5e2d\u3044\u305f\u3060\u3044\u305f\u7686\u69d8\u306b\u304a\u793c\u3092\u7533\u3057\u3042\u3052\u307e\u3059\u3002\u672c\u65e5\u306f\u4eba\u6c17\u306e\u3042\u308b\u6c7a\u7b97\u65e5\u3067\u3042\u3063\u305f\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>\u4ee5\u4e0a\u3067\u3059\u3002\u4ed6\u306e\u7ffb\u8a33\u5e0c\u671b\u3084\u3054\u611f\u60f3\u3092\u3044\u305f\u3060\u3051\u308b\u3068\u5b09\u3057\u3044\u3067\u3059\u3002<\/p>\n<p>\uff0a\u8aa4\u8a33\u306a\u3069\u304c\u3042\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3067\u306e\u53c2\u8003\u7a0b\u5ea6\u306b\u3057\u3066\u3044\u305f\u3060\u304d\u6295\u8cc7\u306f\u81ea\u5df1\u5224\u65ad\u3067\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30d6\u30ed\u30b0\u904b\u55b6\u306e\u52b1\u307f\u306b\u306a\u308a\u307e\u3059\u306e\u3067\u3001\u304a\u624b\u6570\u3067\u3059\u304c\u3001\u5fdc\u63f4\u306e\uff11\u65e5\uff11\u30af\u30ea\u30c3\u30af\u3092\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u81f4\u3057\u307e\u3059\u3002<\/p>\n<p>\u2193\u2193\uff1c\u5fdc\u63f4\u30af\u30ea\u30c3\u30af\u304a\u9858\u3044\u3057\u307e\u3059\uff1e<\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/stockinfo\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/stockinfo\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0 \u682a\u5f0f\u6295\u8cc7\u60c5\u5831\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/stockinfo\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/americastock\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/americastock\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0 \u7c73\u56fd\u682a\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/americastock\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/tenbagger\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/tenbagger\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0 \u30c6\u30f3\u30d0\u30ac\u30fc\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/tenbagger\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u30af\u30a2\u30eb\u30b3\u30e0 (QCOM)2023\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002 \u534a\u5c0e\u4f53\u9700\u8981\u306f\u843d\u3061\u3066\u3044\u308b\u69d8\u3067\u60aa\u3044\u6c7a\u7b97\u3067\u3059\u3002\u30ac\u30a4\u30c0\u30f3\u30b9\u3082\u826f\u304f\u306a\u3044\u306e\u3067\u96e3\u3057\u3044\u5c55\u958b\u3067\u3059\u306d\u3002 \u534a\u5c0e\u4f53\u3067\u306f\u3053\u3053\u4ee5\u5916\u306b\u3082\u826f\u3044\u9298\u67c4\u306f\u591a\u3044\u306e\u3067\u305d\u3061\u3089\u306b\u6ce8\u8996\u3057\u305f\u307b\u3046\u304c\u3088 &#8230; <\/p>\n","protected":false},"author":1,"featured_media":635,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[72],"tags":[313,312,255,105,83],"class_list":{"0":"post-2336","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-72","8":"tag-qcom","9":"tag-312","10":"tag-255","11":"tag-105","12":"tag-83"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>\u30af\u30a2\u30eb\u30b3\u30e0 (QCOM)2023\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a &#8211; \u682a\u5f0f\u6295\u8cc7\u30921up\u3059\u308b\u30d6\u30ed\u30b0<\/title>\n<meta name=\"description\" content=\"\u30af\u30a2\u30eb\u30b3\u30e0 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