Qualcomm(US:QCOM) Huan Qiu Wang·2026-02-05 11:17Core Insights - Qualcomm's CEO, Cristiano Amon, highlighted the significance of AI in mobile technology during the Q1 FY2026 earnings call, emphasizing the launch of ByteDance's first AI smartphone powered by the Snapdragon 8 Gen 2 platform as a milestone towards AI-native smartphones [1] - The evolution of smart wearable devices into personal AI companions is seen as the next category in mobile computing, driven by AI becoming the new user interface [1] Group 1 - ByteDance's Doubao team collaborated with ZTE to launch the Nubia M153 smartphone, which features the Snapdragon 8 Gen 2 platform, enhancing AI service experiences with proactive and contextual understanding capabilities [1] - The Snapdragon 8 Gen 2, launched in October 2024, offers personalized multimodal generative AI capabilities, supporting voice, context, and image understanding, significantly improving user experiences across productivity and creative tasks [3] - Many smartphone brands, including Xiaomi, Honor, OnePlus, and Nubia, have released flagship devices featuring the fifth-generation Snapdragon 8 Gen 2, enhancing user experiences [3] Group 2 - Qualcomm has initiated an "AI Acceleration Program" in collaboration with ZTE, Xiaomi, Honor, China Mobile, China Unicom, and China Telecom to promote the large-scale implementation of on-device AI, aiming to integrate AI experiences into more devices [3] - The collective efforts of industry players are expected to expand the reach of AI to various terminal products, allowing more users to benefit from innovative AI experiences [3]