Qualcomm(US:QCOM) Xin Hua She·2026-01-07 08:17Core Insights - AI has transitioned from a conceptual phase to a fully realized stage, with edge AI and physical AI emerging as significant technological breakthroughs [2][3] - The latest CES highlights AI evolving from a mere function to the foundational basis of all experiences, indicating a shift in human-computer interaction [2] Group 1: Personal AI Developments - Personal AI is advancing through wearable devices, personal terminals, and computers, evolving into intelligent assistants for users [3] - Diverse hardware forms, including AI glasses, home appliances, jewelry, and cameras, are emerging to meet specific needs in areas like visual impairment assistance and outdoor activities [3] Group 2: Physical AI Advancements - Physical AI is rapidly integrating into automobiles, robots, and smart homes, enabling machines to perceive environments, understand intentions, and act in real-time [3] - The development of embodied intelligence is crucial for connecting AI with the physical world, transforming intelligence into executable productivity [3] - Robots are increasingly taking on high-intensity or repetitive tasks in logistics, manufacturing, and retail, potentially enhancing production efficiency [3] Group 3: Automotive AI Integration - The acceleration of AI capabilities in the automotive sector is a key trend, with human-vehicle interaction evolving from clicks to understanding [4] - Qualcomm and Google are deepening their collaboration in the automotive field to support the deployment of next-generation AI in vehicle scenarios [4] Group 4: Future AI Trends - Future AI will operate in a hybrid model across cloud, edge cloud, and endpoint, with edge AI being the mainstream form due to its advantages in real-time performance, reliability, privacy, and energy efficiency [4] - 6G technology is expected to play a vital role in connecting cloud and edge, facilitating the development of intelligent networks with perceptual capabilities [4] Group 5: Key Focus Areas for Edge AI - Future breakthroughs in edge AI are likely to concentrate on robotics and wearable devices, while smartphones, AI personal computers, and smart connected vehicles will remain significant platforms for edge AI [5]