Qualcomm(US:QCOM) 第一财经·2025-08-03 14:21Core Viewpoint - Qualcomm is leveraging its technological advancements to integrate into the gaming industry, showcasing its capabilities at the ChinaJoy event, which highlights the synergy between semiconductor technology and digital entertainment [1][22]. Group 1: Industry Trends - The digital entertainment industry is experiencing a growth window, supported by favorable government policies and increasing consumer demand for gaming and esports [3][4]. - In 2024, China's gaming market revenue reached 325.78 billion yuan, with a year-on-year growth of 7.53%, while mobile gaming accounted for over 70% of the market [4][22]. - Global gaming market revenue in 2024 was estimated at $182.7 billion, with mobile gaming representing 55% of the total [4]. Group 2: Technological Innovations - The demand for high-performance, low-power chips is rising due to new gaming formats like mobile, cross-device, and XR, driving advancements in CPU, GPU, and NPU technologies [2][21]. - Qualcomm's Snapdragon 8 Gen 2 mobile platform features significant performance improvements, including a 45% increase in single-core and multi-core performance, and a 44% reduction in power consumption [8][21]. - The integration of AI and 5G-A technologies is creating new demands for real-time interactions and cross-device collaboration in gaming [2][10]. Group 3: Ecosystem Collaboration - Qualcomm's participation in ChinaJoy involved 75 partners across the digital entertainment industry, showcasing a collaborative ecosystem that includes operators, device manufacturers, and game studios [12][13]. - Partnerships with major companies like Tencent and NetEase are focusing on integrating advanced technologies into popular games, enhancing user experience and performance [16][21]. - The collaboration with telecom operators, such as China Telecom, demonstrates the potential of 5G-A networks in delivering high-quality gaming experiences [15][21]. Group 4: Consumer Engagement - Qualcomm's strategy includes engaging consumers through immersive experiences at events, showcasing the latest technologies and products to bridge the gap between innovation and market acceptance [20][22]. - The introduction of various Snapdragon-powered devices across different price ranges supports consumer demand and enhances the overall gaming experience [20][21]. - Online and offline marketing initiatives aim to boost consumer awareness and drive sales, reflecting a comprehensive approach to digital consumption [17][18].