Core Insights - Qualcomm has established deep partnerships with nearly all major smartphone brands in China over the past 30 years, expanding its collaboration into the automotive sector in recent years [1] - The company views the trends of self-developed chips by manufacturers like Apple and Xiaomi as a long-standing issue, emphasizing the importance of providing valuable technology and services to clients [1] - Qualcomm's chairman in China, Meng Pu, identifies AI, automotive, and robotics as emerging fields with significant growth potential, predicting that the market sizes of these sectors could equal or exceed that of smartphones [1][6] Qualcomm's Strategy and Market Position - Qualcomm's chips are characterized as general-purpose, allowing for economies of scale, while different manufacturers have varying demands [1] - The company has supported nearly all major automotive brands in China over the past three years, participating in the launch of over 210 vehicle models, showcasing the rapid pace of innovation in the Chinese automotive industry [5] - Meng Pu highlights the need for Qualcomm to adapt quickly to the demands of Chinese manufacturers, which often require faster implementation of new technologies compared to their Western counterparts [5] AI and Future Technologies - Meng Pu believes that true artificial intelligence is still in its early stages, with current applications being relatively basic, and anticipates that all products will eventually need to be reimagined with AI [5] - The company is focusing on edge AI, which runs directly on devices, to enhance privacy and provide real-time responses, as opposed to cloud-based AI solutions [4] - Future product strategies will not involve developing entirely new chips for each new device category but will instead adopt a platform-based approach to maintain cost-effectiveness and versatility [6] Emerging Opportunities - The next growth engines for Qualcomm are seen in smart connected vehicles, robotics, and smart eyewear, with a strong emphasis on AI integration in these areas [6] - Meng Pu predicts that the market for robotics and wearable devices, including AR and VR, will grow significantly, potentially matching or exceeding the smartphone market [6] - The company aims to explore suitable chip solutions for robotics, which share many commonalities with automotive technology, while also addressing the challenges of performance, energy consumption, and cost in developing AI eyewear [6]

Core Insights - Qualcomm's CEO Cristiano Amon presented the company's strategic vision for AI development, emphasizing the emergence of a "user-centric ecosystem" [1] Group 1: Key Trends in AI Development - AI is becoming the new user interface, focusing on human-centric adaptability [2] - The core user experience is shifting from smartphone-centric to AI agent-centric [2] - A fundamental transformation in computing architecture is required, necessitating redesign across chips, software, and operating systems for AI [2] - AI models will develop in a hybrid manner, efficiently coordinating cloud and edge computing power [2] - Edge data will significantly enhance AI model intelligence due to its high relevance [2] - The future network will possess perceptual capabilities, with 6G serving as a critical bridge [2] Group 2: Future Vision and Goals - The transition from smartphone-centric to AI agent-centric indicates that future devices like smartwatches and wireless earbuds will serve as independent interfaces for direct interaction with AI [2] - Qualcomm aims to create a dynamic, adaptive intelligent network powered by a new computing architecture, hybrid AI models, and edge data [2] - 6G is positioned as essential for connecting cloud and edge, merging physical and digital worlds, with initial 6G commercial terminals expected by 2028 [3] - Qualcomm's ultimate goal is to enable pervasive AI, creating a personalized user ecosystem across multiple devices [3] Group 3: Upcoming Product Launch - The new Snapdragon mobile platform is set to be officially launched at the summit on the 25th [4]

Core Insights - Qualcomm officially launched the "AI Acceleration Program" during the 2025 Snapdragon Summit in Beijing, marking its 40th anniversary and 30 years in the Chinese market, aiming to accelerate the large-scale application of AI across various terminals and industries [1][2] - The program's partners include major Chinese telecom operators (China Telecom, China Mobile, China Unicom) and leading smartphone manufacturers (Xiaomi, Honor, vivo, OPPO), as well as industry chain companies like ZTE and Luxshare Precision, highlighting a strong collaboration network [1] - Qualcomm's COO Akash Palkhiwala stated that the program will focus on enhancing AI features in smartphones, introducing AI experiences to more terminals, and exploring AI application implementations with Chinese model suppliers and developers [1] Industry Trends - Tsinghua University's Zhang Yaqin emphasized the trend towards edge intelligence, driven by personalized demands, leading to a more intelligent and low-power architecture at the terminal level, with the internet evolving into a "smart network" supported by massive edge computing power [2] - Qualcomm aims to extend its technological influence from smartphones to PCs, automotive, XR, and IoT sectors through the "AI Acceleration Program," reflecting its ambition to adapt to the global AI technology wave [2] - The summit featured discussions among representatives from various sectors, including automotive and embodied intelligence, exploring the pathways for AI implementation and industry collaboration [2] Strategic Goals - Qualcomm's China Chairman Meng Pu highlighted that the collaboration with Chinese industries is a result of shared values and visions, with the "AI Acceleration Program" being a significant ecosystem-building initiative following the "5G Leadership Program" and "5G IoT Innovation Program" [2] - The initiative aims to seize development opportunities presented by the new wave of AI technology, aspiring to create a prosperous future over the next thirty years [2]

Core Viewpoint - The automotive sector is identified as an excellent application scenario for edge AI, emphasizing the necessity of local solutions over cloud-based AI due to safety and responsiveness requirements [1][2]. Group 1: Industry Dynamics - China's industrial chain is described as the most vibrant and competitive globally, with strong terminal manufacturing capabilities and diverse application scenarios driving the adoption of edge AI [1]. - The speed of Chinese electric vehicle manufacturers in developing smart connected vehicles is highlighted, with development cycles significantly shorter than their Western counterparts, often taking only 4 to 6 months [2]. - Qualcomm has supported nearly all major Chinese automotive brands in the past three years, participating in the launch of over 210 vehicle models, which is unprecedented in other global markets [2]. Group 2: Future Opportunities - The next significant opportunities for Qualcomm in collaboration with the Chinese automotive industry are expected to revolve around smart cockpits, driving assistance, and cockpit integration, all of which rely heavily on AI [2]. - Two emerging fields are predicted to potentially match or exceed the application scale of smartphones: robotics and various wearable smart glasses, including AR, VR, and AI glasses [3]. - The demand for robots and smart glasses is anticipated to reach smartphone-level quantities, indicating a substantial market opportunity [3]. Group 3: Technological Adaptation - The current early stage of AI development presents challenges due to the complexity and fragmentation of ecosystems, necessitating effective adaptation work without imposing specific model choices on clients [2]. - The industry is urged to collectively promote advancements in robotics, which require strong edge computing power, efficient connectivity, and reliable communication, leveraging technologies validated in mobile and automotive sectors [5]. - The trend of companies like Apple and Xiaomi developing their own chips is viewed as a normal evolution in the industry, with Qualcomm's core value lying in its "horizontal empowerment" business model, focusing on providing chip platform services without competing with clients [5].

Core Insights - The 2025 Snapdragon Summit in China marks Qualcomm's 30 years of development in the country and aims to explore the future of global industrial collaboration and innovation in the AI technology wave [1][4][18] - Qualcomm launched the "AI Acceleration Initiative" to enhance edge intelligence capabilities and applications across various industries [1][10][16] Group 1: Event Overview - The summit features representatives from government, industry associations, and over a hundred partners discussing the future of AI and technology [1][3] - The event showcases over a hundred technological breakthroughs in areas such as AI, connectivity, imaging, and gaming [3] Group 2: Qualcomm's Vision and Strategy - Qualcomm's Chairman in China, Meng Pu, emphasized the importance of collaboration and shared values in driving innovation over the past 30 years [4] - The company has developed a comprehensive product portfolio from 3G to 5G, supporting over 210 models from various Chinese automotive brands in the last three years [4][10] Group 3: AI Acceleration Initiative - The initiative aims to drive AI innovation and scale across multiple industries and devices, focusing on collaboration with Chinese partners [10][11][16] - Key trends driving AI development include the shift from smartphone-centric to agent-centric interfaces and the need for deep collaboration among algorithms, hardware, and application scenarios [8][10] Group 4: Industry Collaboration - Various industry leaders, including representatives from China Telecom, China Mobile, and ZTE, expressed their commitment to deepening collaboration with Qualcomm in AI and communication technologies [18][19] - The summit serves as a platform for discussing the future of AI and its integration into various sectors, highlighting the importance of open cooperation and shared innovation [18][19]

Core Insights - Apple is making significant progress in developing its own baseband chips, having introduced the self-developed C1 chip in the mid-range iPhone 16e and the upgraded C1X in the newly released iPhone Air, indicating a gradual reduction in reliance on Qualcomm for baseband technology [1][2] - Qualcomm's strategy in response to Apple's move includes strengthening partnerships with Android manufacturers to compensate for the loss of iOS business and diversifying its operations beyond mobile phones into sectors like automotive, IoT, and PCs [1] Group 1 - Apple has successfully integrated its self-developed baseband chips into its latest iPhone models, marking a strategic shift away from Qualcomm [1] - Qualcomm acknowledges the impact of Apple's self-developed chips on its business, stating that its future plans post-2027 do not include any business with Apple [1] - The baseband chip technology is characterized by high technical barriers, with only a few manufacturers globally, including Qualcomm, MediaTek, Samsung, Unisoc, and Intel, with Qualcomm being the dominant player [2]

Core Insights - The Snapdragon Summit this year marks a significant milestone for Qualcomm, celebrating its 40th anniversary, 30 years in the Chinese market, and the 10th anniversary of the Snapdragon Summit [2] - Qualcomm has evolved from a mobile communication technology provider to a leading chip giant in the Android ecosystem and is now at the forefront of edge AI technology [2] - Nearly half of Qualcomm's revenue came from Chinese customers last year, the highest among U.S. tech giants, reflecting its deep-rooted collaboration in China over the past three decades [2] Qualcomm's Role in China - Qualcomm has partnered with Chinese companies through the evolution of 3G, 4G, and 5G technologies, witnessing China's mobile communication industry transition from "catching up" to "leading" [2] - The company is the largest collaborator in China's smartphone industry and the biggest platform for connected vehicles, with over 210 models featuring Snapdragon digital chassis launched by Chinese automakers in the past three years [2] Snapdragon Summit Evolution - The Snapdragon Summit serves as Qualcomm's most important annual event, showcasing the expansion of the Snapdragon family from smartphones to a wide range of computing devices, including tablets, laptops, smartwatches, smart glasses, and connected cars [2] - The summit has shifted its focus to AI, with Qualcomm aiming to be a key player in promoting edge AI technology [3] - The event has moved from New York to Hawaii, enhancing the experience for attendees, although it presents travel challenges for Chinese participants due to the lack of direct flights [5][12] Changes in Event Timing and Structure - The timing of the Snapdragon Summit has been moved earlier in the year, from late November to late September, allowing manufacturers to launch flagship products in time for the holiday shopping season [18] - This change enables Android manufacturers to compete more effectively with Apple during peak sales periods, with companies like Xiaomi able to launch new products immediately after the summit [18] - The establishment of a separate venue in Beijing for the summit this year highlights the importance of the Chinese market, coinciding with Qualcomm's 30th anniversary in China [16][18]

Core Insights - Qualcomm's CEO, Cristiano Amon, announced that commercial 6G devices are expected to be deployed on a large scale by 2028 [1] - Amon emphasized that 6G will not only enhance speed and bandwidth but will also create an intelligent network architecture that enables real-time collaboration between edge devices and the cloud, providing foundational support for AI-native applications [1] - The future AI agents are projected to replace smartphones as the primary interface, operating widely across devices such as headphones, glasses, and cars, with the perception and low-latency features of 6G being crucial for realizing this vision [1]

新浪科技讯 9月24日上午消息，高通公司举行2025骁龙峰会，高通公司总裁兼首席执行官克里斯蒂亚诺· 安蒙发表演讲。 责任编辑：江钰涵 他在演讲中展望了"AI Everywhere"愿景，他认为，人工智能将成为新的用户界面，未来将从智能手机 为中心转向以AI智能体为核心，未来的应用会准确预测用户的需求，让设备的形态不再停留在手机和 PC，而是拓展成为全面覆盖用户日常生活、工作的AI助手。 另外，安蒙还宣布，高通最早将会在2028年推出预商用的6G设备，将会出现智能体调制解调器。 ...

Core Insights - Alibaba Cloud has launched Qwen3-Omni, the industry's first native end-to-end multimodal AI model, ahead of the Yunqi Conference [1] - Zebra Intelligent Driving (斑马智行) is the first to integrate this technology, showcasing its Auto Omni solution at the conference [1] - The Auto Omni solution features an end-to-end architecture, leveraging Alibaba Cloud's Qwen Omni and Qualcomm's Snapdragon 8397 chip, promising significant advancements in product experience [1] Group 1 - The Auto Omni solution will be officially launched on September 26, in collaboration with Alibaba Cloud and Qualcomm [1] - The Snapdragon 8397 platform offers a substantial computational power increase to 320 TOPS, making it a preferred choice for high-end smart vehicles [1] - The year 2025 is anticipated to be the milestone for deploying end models in vehicles, as the computational capabilities of mainstream cockpit SoC chips are significantly enhanced [1] Group 2 - The introduction of multimodal end-side large models is expected to provide better options for the industry and users, even before full multimodal technology is implemented in vehicles [1]