Qualcomm(US:QCOM) Zhong Guo Jing Ying Bao·2025-09-27 01:08Core Insights - Qualcomm's fifth-generation Snapdragon 8 Elite Gen5 processor was officially unveiled at the 2025 Snapdragon Summit, expected to power flagship models from major brands like Honor, Xiaomi, iQOO, and OnePlus in the second half of 2025 [1] - The smartphone market is entering a phase of stock competition, leading to a "deep integration" battle among processor chips, with manufacturers increasingly collaborating with Qualcomm for customized solutions [1][2] - Honor's collaboration with Qualcomm has achieved significant breakthroughs in edge AI, enhancing computational efficiency and energy consumption for large-scale AI models on devices [2][3] Industry Trends - The edge AI market in China is projected to exceed 250 billion yuan by 2025, growing nearly 30% from 193.9 billion yuan in 2023, with a potential to reach 1.2 trillion yuan by 2030 [3] - Smartphones are identified as the most viable platform for edge AI due to their widespread use, hardware capabilities, and mature ecosystems [3] Technological Innovations - Honor and Qualcomm's joint efforts have led to breakthroughs in edge AI model deployment, including a 30% reduction in storage space and a 15% increase in inference speed through low-bit quantization technology [4] - The new vector retrieval technology enhances retrieval performance by up to 400% by encoding data into dense vectors for efficient semantic indexing [4] Product Developments - Honor has introduced an AI-driven color tracking feature, allowing users to retrieve and process images with simple voice commands, showcasing the practical applications of their edge AI advancements [5] - Upcoming products, including the Honor Magic8 series and Honor MagicPad3 Pro, will be the first to feature the Snapdragon 8 Elite Gen5 platform, positioning them as advanced AI-native devices [7] Strategic Collaborations - Honor and Qualcomm have established a joint laboratory for chip-level innovations, achieving advancements in chip cache management and AI energy efficiency over the past three years [6] - The newly launched super fusion architecture integrates Honor's Turbo X performance engines with Qualcomm's Oryon architecture, optimizing resource management for enhanced performance [6] Competitive Landscape - The competition among smartphone manufacturers has shifted from hardware specifications to deep optimization of underlying technologies, with a focus on understanding user needs and creating differentiated application scenarios [8]