Qualcomm(US:QCOM) Zhong Guo Xin Wen Wang·2025-09-12 03:32Group 1 - The core viewpoint emphasizes the transformative impact of artificial intelligence on society and the economy, with the Chinese government's recent policy providing a clear path for deep integration of AI across various sectors, creating unprecedented development opportunities for industry players like Qualcomm [1][6]. - Qualcomm is actively participating in the development of 6G technology, which is seen as a "communication revolution" aimed at integrating AI deeply into communication systems, moving beyond a simple upgrade from 5G [1][7]. - The company has invested over $100 billion in research and development over its 40-year history, maintaining a commitment to innovation and collaboration with partners in the mobile ecosystem, particularly in China [2][7]. Group 2 - Qualcomm holds a leading patent portfolio with a total of 160,000 authorized patents and applications, covering various mobile technologies and contributing significant value to consumers and industries globally [2][8]. - The company operates on a business model of "invent, share, collaborate," focusing on sharing innovation through technology licensing and chip products, which is crucial for market application and return on R&D investment [8][9]. - Qualcomm's collaboration with Chinese partners has led to significant advancements in the smartphone and automotive sectors, with over 180 designs based on the Snapdragon 8 platform and support for over 210 vehicle models in China [9][10]. Group 3 - The 2024 Global Innovation Index report indicates that China has improved its ranking to 11th place, leading among middle-income economies, and has the highest number of top 100 technology clusters globally [3][10]. - Strengthening intellectual property protection is deemed essential for encouraging domestic innovation and attracting foreign investment, particularly in the context of AI and 5G/6G technologies [5][10]. - Qualcomm aims to continue deepening collaboration across various industries to empower more sectors with connectivity and intelligent technology, fostering an environment conducive to innovation and IP protection in China [5][10].