Core Insights - The telecommunications industry is transitioning from a "connectivity-driven" model to an "intelligent-driven" model, with 5G-A and AI technologies playing pivotal roles in this transformation [1][5]. Group 1: 5G-A Development - 5G-A is moving from vision to reality, with over 300 cities in China achieving 5G-A network coverage and more than 10 million users [2]. - The technology offers enhanced symmetrical capabilities and supports AI interactions, IoT connections, and multimodal intelligent services [2]. - The rapid growth of "internet-native professions" such as delivery riders and live streamers is reshaping the user structure, with delivery riders expected to reach 160 million globally by 2030 [2][3]. Group 2: User Behavior and Content Consumption - The live streaming community is projected to grow from 10 million in 2022 to 50 million in 2024, with expectations of reaching 130 million by 2030 [3]. - Video content consumption is shifting, with high-definition content supply not fully activated; only 22% of content in major Chinese cities is 1080P or higher [3]. - There is significant potential for growth in video consumption, as users currently consume an average of 18.2GB monthly, while 1080P content could lead to a consumption of 31.5GB [3]. Group 3: Broadband Network Innovations - FTTR (Fiber To The Room) is expanding from high-end homes to small and medium enterprises, supporting up to 128 access points and catering to diverse connectivity needs [4]. - The demand for high-quality broadband is increasing among approximately 500 million individual businesses globally, presenting a significant opportunity for operators to enhance ARPU and user retention [4]. Group 4: AI Integration in Telecommunications - AI is becoming the core driver of network intelligence upgrades, with new architectures like "Agentic RAN" and "AI-Centric Network" being introduced [5]. - AI can optimize key processes such as spectrum scheduling and energy efficiency, transitioning networks from static configurations to self-learning and self-evolving systems [5][6]. - In the context of smart vehicles, the separation of cabin and vehicle communication is expected to align with different business models and user needs [6]. Group 5: Future Directions - The telecommunications industry is gradually constructing a new value chain centered around AI, supported by 5G-A and focused on user experience [6]. - Operators are evolving from merely providing connectivity to offering comprehensive services that integrate AI capabilities, thus gaining a more dominant position in the industry ecosystem [6].