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高通“斗士”挂印而去

高通“斗士”挂印而去

Aaron Pressman 2021年01月11日
历经众多难关,莫伦科夫始终不屈不挠。

高通公司首席执行官史蒂夫•莫伦科夫。图片来源:STUART ISETT FOR FORTUNE

高通公司(Qualcomm)的首席执行官史蒂夫•莫伦科夫一定生来就是“万夫所指”的对象。

在他的七年首席执行官任期内,维权对冲基金JANA Partners要求他分拆公司;遍及三大州的多家反垄断机构对高通展开调查,并提起诉讼;主要客户苹果(Apple)叛逃至其竞争对手、芯片制造商英特尔(Intel)的怀抱,还起诉了高通;科技收购者、博通(Broadcom)的首席执行官陈福阳对高通发起敌意收购;前任首席执行官试图将公司私有化;中国没有批准高通对汽车半导体供应商恩智浦(NXP Semiconductors)的收购。

历经如此多挑战,莫伦科夫始终不屈不挠。正如他在2019年《财富》科技头脑风暴大会上所描述的那样,他寻求将这些“外部刺激”隔离开来,让公司的大多数工程师、科学家和营销人员免受其影响。“这些事情只会分散我和另外大约10个人的注意力。”他在会议舞台上告诉我。

众所周知,莫伦科夫最终降服了所有这些攻击高通的恶魔,并在几周前见证了公司股价创下历史新高那一刻。有鉴于此,他现在决定挂印而去,或许也就不足为奇了。正如我的同事罗伯特在简讯中所述,莫伦科夫在美国时间1月5日宣布将于今年6月退休,并将公司最高权杖移交给他的副手、高通总裁克里斯蒂亚诺•安蒙。莫伦科夫在接受美国消费者新闻与商业频道(CNBC)采访时表示:“错误在于过渡期太长了。”他还说,公司将掌握在“非常非常有才干的人手中。”

华尔街也很有信心。1月5日,在宣布首席执行官交接计划之后,高通股价上涨了3%。在过去一年,其股价飙涨了75%。

这在一定程度上是因为,就在莫伦科夫竭力应对诸多外部挑战之际,安蒙一直引领高通潜心研发下一代无线技术,并最终助推该公司在5G领域占据行业领先地位。

这两人年龄相仿(52岁的莫伦科夫比安蒙年长两岁),有着相似的工程背景,并且都是为高通效力数十载的老将。伯恩斯坦研究公司(Bernstein Research)的分析师斯泰西•拉斯贡在1月5日指出,安蒙是“当然的接班人选”,预计他不会对高通做出重大调整。

不过,高层更迭也有其自身的挑战。分析师预计,安蒙将把高通的5G技术从手机迅速扩展到汽车、无人机和各种互联网连接设备,但美国的无线运营商在部署5G技术方面进展缓慢。此外,尽管莫伦科夫赢回了苹果的业务,但这家iPhone制造商正在开发自己的竞争技术,而且可能再次叛逃。潜藏在背景深处的英伟达(Nvidia),现在是美国市值最高的芯片制造商。英伟达在手机芯片领域的表现一直差强人意,但一旦它斥资400亿美元收购英国芯片设计公司Arm的交易获准实施,英伟达将在一夜之间成为主要的手机芯片厂商。

有鉴于此,安蒙和高通想必会在未来七年展开一系列行动。(财富中文网)

译者:任文科

高通公司(Qualcomm)的首席执行官史蒂夫•莫伦科夫一定生来就是“万夫所指”的对象。

在他的七年首席执行官任期内,维权对冲基金JANA Partners要求他分拆公司;遍及三大州的多家反垄断机构对高通展开调查,并提起诉讼;主要客户苹果(Apple)叛逃至其竞争对手、芯片制造商英特尔(Intel)的怀抱,还起诉了高通;科技收购者、博通(Broadcom)的首席执行官陈福阳对高通发起敌意收购;前任首席执行官试图将公司私有化;中国没有批准高通对汽车半导体供应商恩智浦(NXP Semiconductors)的收购。

历经如此多挑战,莫伦科夫始终不屈不挠。正如他在2019年《财富》科技头脑风暴大会上所描述的那样,他寻求将这些“外部刺激”隔离开来,让公司的大多数工程师、科学家和营销人员免受其影响。“这些事情只会分散我和另外大约10个人的注意力。”他在会议舞台上告诉我。

众所周知,莫伦科夫最终降服了所有这些攻击高通的恶魔,并在几周前见证了公司股价创下历史新高那一刻。有鉴于此,他现在决定挂印而去,或许也就不足为奇了。正如我的同事罗伯特在简讯中所述,莫伦科夫在美国时间1月5日宣布将于今年6月退休,并将公司最高权杖移交给他的副手、高通总裁克里斯蒂亚诺•安蒙。莫伦科夫在接受美国消费者新闻与商业频道(CNBC)采访时表示:“错误在于过渡期太长了。”他还说,公司将掌握在“非常非常有才干的人手中。”

华尔街也很有信心。1月5日,在宣布首席执行官交接计划之后,高通股价上涨了3%。在过去一年,其股价飙涨了75%。

这在一定程度上是因为,就在莫伦科夫竭力应对诸多外部挑战之际,安蒙一直引领高通潜心研发下一代无线技术,并最终助推该公司在5G领域占据行业领先地位。

这两人年龄相仿(52岁的莫伦科夫比安蒙年长两岁),有着相似的工程背景,并且都是为高通效力数十载的老将。伯恩斯坦研究公司(Bernstein Research)的分析师斯泰西•拉斯贡在1月5日指出,安蒙是“当然的接班人选”,预计他不会对高通做出重大调整。

不过,高层更迭也有其自身的挑战。分析师预计,安蒙将把高通的5G技术从手机迅速扩展到汽车、无人机和各种互联网连接设备,但美国的无线运营商在部署5G技术方面进展缓慢。此外,尽管莫伦科夫赢回了苹果的业务,但这家iPhone制造商正在开发自己的竞争技术,而且可能再次叛逃。潜藏在背景深处的英伟达(Nvidia),现在是美国市值最高的芯片制造商。英伟达在手机芯片领域的表现一直差强人意,但一旦它斥资400亿美元收购英国芯片设计公司Arm的交易获准实施,英伟达将在一夜之间成为主要的手机芯片厂商。

有鉴于此,安蒙和高通想必会在未来七年展开一系列行动。(财富中文网)

译者:任文科

Qualcomm CEO Steve Mollenkopf must have been born with a bullseye on his back.

During his seven-year tenure, activist hedge fund JANA Partners demanded that he break up the company; antitrust authorities on three continents investigated and sued the company; leading customer Apple defected to rival chipmaker Intel and also sued Qualcomm; tech acquirer and Broadcom CEO Hock Tan initiated a hostile takeover of the company; the prior CEO tried to take the company private; and China blocked Qualcomm’s bid to buy NXP Semiconductors.

Through it all, Mollenkopf persevered and sought to wall off those "external stimuluses," as he described them at Brainstorm Tech in 2019, from the bulk of the company's engineers, scientists, and marketers. "They're a distraction to me and about 10 other people," he told me on the conference stage.

So maybe it's no surprise that having finally conquered all of Qualcomm's demons and seen the company's stock reach record heights a few weeks ago, Mollenkopf is calling it quits. As Robert noted in yesterday's newsletter, Mollenkopf announced on January 5 that he'll retire in June and hand the reins to his top lieutenant, company president Cristiano Amon. "The mistake is to go too long," Mollenkopf told CNBC, saying the company will be in "very, very capable hands."

Wall Street has confidence too. Qualcomm's stock climbed 3% on January 5 after the CEO transition announcement and is up 75% over the past year.

That's partly because while Mollenkopf was fighting off the many outside challenges, Amon has been leading the charge inside the company to take the industry lead in 5G, the next generation of wireless technology.

The two men are about the same age (Mollenkopf at 52 is two years senior to Amon), have similar engineering backgrounds, and have both been with the company for decades. Amon was the "natural choice," Bernstein Research analyst Stacy Rasgon noted on January 5, and is not expected to make major changes at Qualcomm.

Still, taking over at the top comes with its own challenges. Analysts expect Amon to expand Qualcomm's 5G technology rapidly beyond phones into cars, drones, and all kinds of Internet-connected gear, but U.S. wireless carriers are lagging in deploying 5G. And though Mollenkopf won back Apple's business, the iPhone maker is developing its own competing technology and could defect again. Looming deep in the background is Nvidia, now the most valuable U.S. chipmaker. Nvidia has been an also-ran in mobile chips but its pending $40 billion acquisition of Arm will transform it into a major player overnight if and when the deal closes.

It should provide plenty of action for Amon and Qualcomm for the next seven years.

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