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高通高管:这两个领域有望比肩手机市场

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].