Qualcomm(US:QCOM) Sou Hu Cai Jing·2025-12-19 16:45Core Insights - The communication industry is reassessing the foundational logic of next-generation networks as the standardization year for 6G approaches, with significant emphasis on the impact of AI and intelligent agents on future network forms [1][3]. Group 1: Technological Evolution and Application Trends - The evolution of mobile communication has been driven by two main lines: continuous technological advancement and changing industry application trends, with AI increasingly influencing these developments since the advent of 5G [3]. - The integration of edge computing, intelligent agents, and robotics will be core drivers of 6G development, reshaping the capabilities of future networks [3]. Group 2: Rise of Intelligent Agents and AI - The global intelligent agent market is expected to grow rapidly, fundamentally changing user interaction methods, moving away from independent apps to native AI agents for natural interaction [4]. - This shift will not only affect user behavior but also reshape the terminal ecosystem, expanding Qualcomm's focus from mobile phones to AI PCs, XR, wearables, and smart connected vehicles [6]. Group 3: Network Demand and Traffic Models - The rise of intelligent agents will generate substantial data, necessitating increased network and traffic demands, shifting from a "downlink-dominated" model to an "uplink-dominated" structure [7]. - Specific usage scenarios indicate that personal AI assistants could generate 44GB of data monthly, while XR applications could exceed 50GB of traffic, with a significant portion being uplink data [7]. Group 4: Key Technologies Supporting 6G Growth - To meet the increasing traffic demands, the industry will rely on two core technologies: massive MIMO and wider frequency spectrum bandwidth [8]. - The introduction of the FR3 frequency band (approximately 7GHz–24GHz) aims to expand bandwidth significantly, enhancing system capacity [8]. Group 5: AI's Value in Wireless Systems - AI will not only drive application innovation but also play a crucial role in reducing operational costs and supporting new business models [10]. - Qualcomm's collaboration with Nokia Bell Labs focuses on wireless AI interoperability, exploring how AI models can collaborate across terminal and cloud environments [10]. Group 6: Satellite Communication and Key Technologies - Satellite communication is becoming essential for broader network coverage in 6G, with ongoing research into non-terrestrial networks (NTN) [12]. - The development of Probabilistic Amplitude Shaping (PAS) is highlighted as a significant advancement for 6G, potentially offering performance gains in signal transmission [12]. Group 7: Qualcomm's Leadership in 6G Development - Qualcomm has been recognized as a "6G R&D Pioneer" for its early investments and practices in 6G technology, focusing on AI and integrated sensing innovations [13]. - The company is actively advancing its technical layout for 6G, aiming for pre-commercial terminal readiness by 2028, while also collaborating with industry partners on standardization efforts [15].