XHW(SH:603888) Xin Hua Wang·2025-12-18 09:31Core Insights - The integration of 6G and AI is not merely a parallel development but a deep synergy that creates a digital foundation for the intelligent era [2][4] - The national strategic deployment supports the future development of 6G and accelerates its integration with AI, as highlighted in the "14th Five-Year Plan" [2] Group 1: 6G and AI Integration - The consensus in the industry is that 6G represents more than just an upgrade from 5G; it is a collaborative innovation platform that integrates AI, communication, and perception technologies [4] - The year 2025 is anticipated to be the "standard year" for 6G, with the integration of AI becoming a prominent research focus [4] - The 3rd Generation Partnership Project (3GPP) emphasizes that AI design will be a critical consideration in the standardization of 6G networks [4] Group 2: Applications and User Demands - The integration of AI into 6G is a core demand from users, with applications expected to span across various sectors, including smart terminals and intelligent vehicles [7] - Unlike previous generations, 6G is defined by its core attribute of "intelligence," with deep integration with AI being essential for unlocking its potential [7] - The industry anticipates that AI will enhance network performance while 6G will provide new infrastructure for AI applications [7] Group 3: Challenges and Solutions - There are challenges in achieving effective collaboration between AI, communication, and computing, which are necessary for high-bandwidth, low-latency support for AI model training [8] - The lack of a collaborative innovation platform for 6G and AI integration poses a challenge for aligning research and industry applications [8][9] - Open-mindedness and determination are required to overcome technical challenges and seize industry opportunities [9] Group 4: Future Prospects - The goal of 6G extends beyond speed and connectivity to achieving a qualitative transformation from "Internet of Everything" to "Intelligent Connectivity" [11][12] - Innovations in terminal technology are expected to be a key driver for the 6G industry, with future terminals likely to possess AI capabilities [12] - The anticipated commercial application of 6G in China is expected to start in 2030, with a projected trillion-yuan market by 2035 [12]