Group 1 - Qualcomm showcased its cutting-edge technologies in various fields including 5G Advanced, AI, smartphones, PCs, automotive, XR, and IoT at the third China International Supply Chain Promotion Expo [1][3] - The company aims to deepen collaboration with Chinese partners, leveraging 5G-A and AI technologies to promote cross-industry and cross-regional ecosystem synergy [3][11] - Qualcomm's "Wireless Care" initiative provided 5G-A network services at the expo, utilizing 26GHz high-frequency spectrum to support high-bandwidth applications and seamless Wi-Fi coverage [3][6] Group 2 - In the PC sector, ASUS and Lenovo's AI PCs highlighted the capabilities of the Snapdragon X Elite platform, with over 85 AI PC devices launched and expectations to exceed 100 by next year [6] - The XR field featured products from Xiaomi, Thunderbird, Yingmu, and PICO, showcasing immersive experiences powered by Snapdragon platforms [6][7] - In the automotive sector, the Ideal MEGA vehicle, equipped with the fourth-generation Snapdragon cockpit platform, demonstrated advanced graphics processing and AI capabilities for enhanced user interaction [7][9] Group 3 - Qualcomm's new enterprise brand "Qualcomm Leap" was introduced, showcasing applications in robotics, industrial, agricultural, and retail sectors, highlighting the company's strengths in edge AI and low-power computing [9] - The company emphasizes the importance of open collaboration in the global supply chain and aims to continue deepening partnerships to achieve technological innovation and industry application integration [11]

Group 1 - Qualcomm has been a key player in China's mobile communication evolution over the past 30 years, witnessing China's transformation from a follower to a global leader in technology [1] - The Summer Davos Forum attracted nearly 1,800 participants from over 90 countries, marking the highest attendance in recent years, and hosted around 200 sub-forums focusing on open cooperation [1] - The international economic landscape is undergoing significant changes, with rising unilateralism and protectionism, necessitating constructive actions for international economic cooperation [3] Group 2 - China is seen as a source of new momentum for the global economy, with a large and vibrant consumer market, strong industrial foundation, and continuous innovation [4] - The Chinese market is expanding, with nearly 50 trillion yuan in consumption, over 50 trillion yuan in investment, and over 20 trillion yuan in imports, creating new opportunities for international economic cooperation [4] - The rapid growth of AI technology is a key focus at the Davos Forum, with expectations that its application in new materials research could enhance efficiency by 100 to 1,000 times [6] Group 3 - Foreign companies are increasingly optimistic about investing in China, with many planning for long-term development based on past experiences [6] - In the first five months of the year, China saw the establishment of 24,018 new foreign-invested enterprises, a year-on-year increase of 10.4%, indicating strong interest from multinational companies [7] - International institutions like Goldman Sachs and JPMorgan have raised their economic growth forecasts for China for 2025, reflecting confidence in the Chinese market [6][7]

Group 1 - Garrett Group will establish its second innovation center in Wuhan, focusing on advanced technologies such as high-speed three-in-one electric drives, electric cooling compressors, and fuel cell electric air compressors for "zero emissions" [1] - This investment marks Garrett's third investment in Wuhan over the past 20 years, highlighting the city's rising position in the global new energy vehicle supply chain [1] - Garrett's production capacity has grown at an average annual rate of over 30% over the past decade, indicating the strategic importance of Wuhan as a key operational hub [2][3] Group 2 - Qualcomm's Chairman for China, Meng Pu, emphasized that technological innovation is the core driving force for urban development, aligning with Qualcomm's development philosophy [5] - Qualcomm is collaborating with Wuhan to accelerate the application of cutting-edge communication technologies like 5G-A in the industrial internet, showcasing the city's potential for technology validation [6] - The number of AI-enabled devices powered by Qualcomm has exceeded 2.5 billion, with significant growth expected in the AI smartphone and PC markets in China by 2025 [10]

Group 1 - The World Economic Forum's 16th Annual Meeting of New Champions is taking place in Tianjin, highlighting China's role in global economic discussions and its contributions to topics like AI, green technology, and public health [1] - China is recognized as a significant engine for global economic growth, with a vast market and strong industrial foundation, which provides opportunities for multinational companies like Schneider Electric and PPG [2] - International guests at the forum express interest in China's advancements in digital technology, AI, and green industries, viewing them as crucial for global economic recovery and future growth [3] Group 2 - The current global economic landscape faces challenges such as insufficient growth momentum and obstacles in international economic circulation, prompting China to advocate for free trade and a multilateral trading system [4] - The high attendance at the forum reflects strong international interest in China and Asian markets, indicating a desire for enhanced cooperation and understanding [3][4]

Group 1 - The annual COMPUTEX TAIPEI will focus on the latest advancements and applications in artificial intelligence, with Qualcomm's CEO Cristiano Amon set to discuss the significant progress of the Snapdragon X series platform in the AI era [1] - Qualcomm has developed the Snapdragon X series platform specifically for the next generation of PCs, which includes 12-core Snapdragon X Elite, 10-core, and 8-core Snapdragon X Plus, catering to various market segments from high-end to entry-level [3] - The Snapdragon X series processors feature 45 TOPS of NPU computing power, enabling efficient AI operations on the device side, reducing reliance on cloud computing, and enhancing response speed and data privacy [3] Group 2 - AI is transforming the PC user experience across consumer, enterprise, and industrial sectors, enhancing productivity and lowering creative barriers through automation and intelligent solutions [4] - The trend of AI capabilities moving from the cloud to endpoint devices is irreversible, with the Snapdragon X series chips emerging as a key player in this shift, integrating CPU, GPU, and NPU for improved AI performance and power efficiency [4] - The transition from cloud-based AI to endpoint AI is redefining traditional PCs, shifting human-computer interaction from application-centered to user-centered, with the Snapdragon X series acting as a significant accelerator in this transformation [5]

Group 1 - The COMPUTEX 2025 exhibition will take place next week in Taipei, Taiwan, with a strong focus on "AI" as a key theme for the PC industry [1] - Qualcomm is leading the charge in the PC sector by enabling scalable AI expansion on the device side, aiming to democratize AI access for users [5] - Qualcomm's President and CEO, Cristiano Amon, will deliver a keynote speech at COMPUTEX 2025, discussing the company's latest advancements in the PC industry and the ongoing evolution in the AI era [5] Group 2 - The Snapdragon X series, launched by Qualcomm a year ago, is a groundbreaking platform for device-side and hybrid AI, enhancing productivity and creativity through advanced AI models [5][7] - Consumers can expect exceptional performance and battery life with Snapdragon X, which redefines the PC industry landscape and marks a significant turning point for the Windows PC ecosystem [7] - COMPUTEX 2025 will serve as another highlight for Qualcomm in the PC field, showcasing the exciting experiences brought by continuous innovation in AI PCs [8]

Core Viewpoint - The emergence of DeepSeek's distilled models is significantly enhancing the capabilities of edge AI, allowing for the deployment of larger models on resource-constrained devices, thus marking a pivotal shift towards edge AI as the new user interface (UI) for end-users [2][6][10]. Group 1: DeepSeek and Edge AI Development - DeepSeek's distilled models enable devices that previously could only deploy 7 billion parameter models to achieve performance equivalent to 14 billion parameter models, thus elevating edge AI capabilities [2]. - The transition of AI inference to the edge is driven by the need for real-time processing, privacy, and efficiency, as highlighted by Qualcomm's leadership in this domain [2][10]. - The performance gap between distilled models and large models is narrowing, with over 75% of large-scale AI models expected to have parameters below 100 billion by 2024 [8]. Group 2: AI as the New User Interface - AI agents are set to become the primary interface for user interaction, handling various tasks seamlessly in the background, thus simplifying user experiences [10][12]. - The ability of AI agents to manage complex tasks with unclear instructions enhances user experience, making interactions smoother and more intuitive [12]. Group 3: Hardware and Software Collaboration - Qualcomm's strategy involves creating a comprehensive solution that integrates hardware, software, and ecosystem collaboration to overcome limitations in computing power and application ecosystems for edge AI [14]. - The Snapdragon 8 Gen 2 platform showcases significant performance improvements, with a 45% increase in CPU performance and a 40% reduction in GPU power consumption, facilitating advanced AI applications [15]. - Qualcomm's AI software stack simplifies model deployment and enhances performance, allowing developers to create applications without needing to understand hardware intricacies [16]. Group 4: AI Hub and Developer Ecosystem - Qualcomm AI Hub supports a wide range of models and facilitates easy deployment and optimization for developers, significantly shortening development cycles [19]. - Over 1,500 companies, including major players like Meta and OpenAI, are utilizing Qualcomm AI Hub, indicating its growing influence in the AI ecosystem [17]. Group 5: Multi-Device Coverage - The Snapdragon 8 Gen 2 platform enables AI agents to function as native applications on smartphones, enhancing user interaction through personalized features [21]. - Qualcomm's solutions extend beyond smartphones to PCs, automotive, and IoT devices, providing a comprehensive platform for developers to create scalable AI applications across multiple devices [23].