“连接+算力”双轮驱动 中兴通讯加速拥抱AI产业浪潮

Core Viewpoint - ZTE Corporation has evolved from a follower to a leader in the telecommunications industry over 40 years, expanding its focus from network equipment to becoming a key player in the AI era, emphasizing "network, computing power, terminal, and new energy" [4][5][6] Group 1: Company Evolution and Market Position - Founded in 1985, ZTE started as a small team and has grown to serve over one-third of the global population, with annual revenue exceeding 100 billion yuan [5] - ZTE has established itself as a major player in the global telecommunications market, competing with companies like Huawei, Ericsson, and Nokia [6] - Since 2019, ZTE has focused on 5G technology and is now actively developing 5G-A technology, maintaining the second position globally in 5G base station and core network shipments [6][7] Group 2: Technological Advancements - ZTE is pushing the boundaries of 5G-A technology, focusing on six key scenarios to enhance communication capabilities [7] - The company has collaborated with over 1,000 industry leaders to create more than 100 scenario solutions across various sectors during the 14th Five-Year Plan period [7] Group 3: Computing Power Development - ZTE has shifted its strategic focus from "full connectivity" to "connectivity + computing power," with computing revenue growing by 180% and accounting for 25% of total revenue in the first three quarters of 2025 [8] - The company has introduced a range of AI computing solutions, including high-performance servers and storage systems, to support large-scale AI model training [9] Group 4: Terminal Innovations - ZTE is enhancing its presence in the smart terminal market, launching AI-integrated products and collaborating with major AI model developers to innovate user interaction [10][11] - The company plans to introduce a series of AI home products by April 2025, aiming to create a comprehensive smart home ecosystem [10]