2 1 Shi Ji Jing Ji Bao Dao·2025-09-29 03:45Core Insights - The article discusses the transformative impact of AI on traditional industries, particularly in the chip sector, highlighting the ongoing evolution of AI models and their implications for various applications [1][2]. Group 1: AI Development Trends - AI is expected to evolve from generative AI to intelligent agent AI, with a slowdown in the scaling law during the pre-training phase [1]. - The integration of physical intelligence and biological intelligence is anticipated, leading to new breakthroughs in sectors like AI healthcare and drug development [3]. - By 2030, autonomous driving technology is projected to scale rapidly, with a significant increase in the number of robots expected to surpass humans by 2035 [3]. Group 2: Qualcomm's Strategic Focus - Qualcomm is actively exploring new markets, particularly in robotics and smart wearable devices, which are expected to achieve widespread adoption [2]. - The company has launched the "Leap Dragon" brand to cater to industrial and embedded IoT markets, aiming to build a comprehensive platform matrix [2][5]. - Qualcomm emphasizes the importance of adapting existing chip technologies to meet the specific needs of emerging applications, such as automotive and robotics [4]. Group 3: Collaboration and Market Dynamics - Qualcomm has established joint innovation centers with local supply chain partners in China to foster development in AR/VR technologies [5]. - The company has a long history of collaboration with Chinese telecom operators, contributing to the evolution of communication technologies from 3G to 5G [6][7]. - Qualcomm's strategy includes creating application demonstration cases to help industries realize the value of technology, particularly in the context of smart manufacturing [9].