Guo Ji Jin Rong Bao·2025-11-06 06:57Core Insights - Qualcomm has participated in the China International Import Expo for eight consecutive years, showcasing its commitment to global trade cooperation [1] - The company is recognized as a core technology supplier in the connectivity and computing sectors, with over 3 billion devices powered by Snapdragon chips globally [1] - Qualcomm's business extends beyond mobile phones, with significant investments in 5G, IoT, and automotive electronics, contributing to the global digital economy [1] Qualcomm's Strategic Focus - Qualcomm emphasizes the importance of the Import Expo as a platform for collaboration and innovation with Chinese partners, expanding its product offerings from smartphones to PCs, smart connected vehicles, and IoT [2] - The company has been a key player in China's telecommunications evolution, from 2G to 5G, and aims to ensure Chinese brands are among the first to launch 5G products globally [3] Emerging Technologies and Market Potential - Qualcomm identifies robotics and smart wearable devices, including AR, VR, and AI glasses, as two sectors that could rival or surpass the smartphone market in the future [3] - The company has launched the "Qualcomm Leap" brand to focus on industrial IoT and connectivity solutions, showcasing various IoT applications at the Import Expo [4] AI and XR Integration - The integration of AI and XR technologies is expected to revolutionize user experiences, with China leading in the development of innovative terminal products [4] - Qualcomm's AI initiatives are projected to significantly impact various sectors, with McKinsey estimating AI could contribute an additional $13 trillion to global GDP by 2030 [5][6] Automotive Industry Transformation - The automotive sector is becoming a key area for innovation, with Qualcomm's Snapdragon Digital Chassis supporting over 210 vehicle models from various Chinese brands [7] - The company aims to collaborate with China's automotive industry to accelerate the adoption of advanced technologies and drive deeper smart transformation [7] Future Outlook on 6G - Qualcomm is preparing for the transition from 5G to 6G, emphasizing the integration of AI in future communication technologies [8] - The company envisions 6G as a collaborative innovation platform that will enhance AI applications and connectivity, with commercial terminals expected as early as 2028 [9]