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Core Insights - The telecommunications industry has entered a new phase of growth driven by 5G-A and AI applications, with major companies actively exploring commercial value across multiple scenarios [2] - Huawei's Vice Chairman Xu Zhijun emphasized the importance of identifying growth opportunities through changes in user demand and optimizing network services to meet these evolving needs [2][4] Group 1: Growth Opportunities - The number of global riders has increased from 30 million in 2020 to an expected 70 million by 2024, and is projected to reach 160 million by 2030, representing 5% of the global workforce [3] - Riders exhibit high communication needs, with their average monthly call duration (MOU) being four times that of regular users, and their average monthly data usage (DOU) being twice that of regular users [3] - The live streaming industry is also experiencing rapid growth, with the number of professional streamers increasing from 10 million in 2022 to an expected 50 million by 2024, and projected to reach 130 million by 2030 [4] Group 2: Network and Technology Development - Xu Zhijun outlined four effective paths to drive growth, including understanding changing demands, stimulating high-definition video traffic, connecting every vehicle with 5G, and utilizing FTTR to connect small businesses [4][5] - The challenge of stimulating high-definition video supply involves collaboration among operators, OTT content providers, and device manufacturers to enhance user experience and increase revenue [5] - The current penetration of 5G in connected vehicles is only 30%, primarily due to high IPR costs and T-Box prices, indicating a need for industry collaboration to address these issues [6] Group 3: AI and 5G-A Network Expansion - The global rollout of 5G-A networks is accelerating, with over 50 networks expected to be commercially available this year, covering more than 300 cities [6] - The shipment of AI-enabled devices has surged, with AI smartphone shipments reaching 360 million units, and 70% of new devices featuring native AI capabilities [6]