Qualcomm(US:QCOM) 半导体行业观察·2025-09-29 01:37Core Viewpoint - Qualcomm has established itself as a leader in the wireless communication industry through continuous investment in research and development, exceeding $100 billion since its inception in 1985, and is now expanding its business into various fields including AI, IoT, and automotive technology [1][2]. Group 1: Business Expansion and Innovation - Qualcomm has evolved beyond traditional wireless technologies, developing platforms like Snapdragon for smartphones, PCs, and automotive applications, and the new Dragonwing platform for industrial IoT [1][2][16]. - The company is focusing on AI integration, emphasizing its role in reshaping user interactions and device connectivity [1][21]. Group 2: Chip Development Strategy - Qualcomm is building a robust chip ecosystem by acquiring companies like NUVIA and Alphawave, enhancing its capabilities in CPU, GPU, and AI processing [4][6]. - The Snapdragon 8 Gen 2, featuring the Qualcomm Oryon CPU, represents a significant leap in mobile processing power, achieving unprecedented CPU frequencies and energy efficiency [10][14]. Group 3: Product Offerings - The Snapdragon platform has become the preferred choice for flagship smartphones, with the latest Snapdragon 8 Gen 2 offering substantial performance improvements in CPU, GPU, and AI capabilities [8][12]. - Qualcomm's new Snapdragon X2 Elite processors for PCs are designed for high performance and efficiency, with the X2 Elite Extreme leading in CPU performance by 75% compared to competitors [14][15]. Group 4: AI and Future Trends - Qualcomm is positioning itself at the forefront of AI development, with a focus on edge computing and real-time AI applications, aiming to make AI ubiquitous across devices [19][22]. - The company identifies six core trends driving the future of AI, including the shift from smartphone-centric to agent-centric computing and the evolution of computing architectures [21][22]. Group 5: Collaboration and Market Impact - Qualcomm has played a crucial role in the development of China's technology sector over the past three decades, partnering with local companies to enhance mobile technology and automotive solutions [17][18]. - The company aims to leverage its technology to drive transformation in various industries, including industrial IoT and network infrastructure, under the new Dragonwing brand [16][19].