摘要：本案例描述了高通技术公司在2025骁龙峰会上重磅发布的第五代骁龙8至尊版移动平台，它凭借 卓越的性能、能效和终端侧AI处理能力，为年度旗舰手机树立全新性能标杆。截至11月底，包括小米 17、小米17 Pro、小米17 Pro Max、荣耀Magic8、荣耀Magic8 Pro、红魔11 Pro、红魔11 Pro+、iQOO 15、真我GT8 Pro、努比亚Z80 Ultra、REDMI K90 Pro Max以及一加15在内的12款首批搭载该平台的商 用机型密集亮相，这一阵容不仅汇聚行业顶尖硬核实力，更为广大用户带来前所未有的极速体验与创新 突破，全面开启旗舰性能新时代。 关键词：第五代骁龙8至尊版移动平台；芯片；科技创新；智能手机；人工智能 第五代骁龙8至尊版移动平台 第五代骁龙8至尊版基于先进的3nm工艺制程，集成了包括定制的第三代Qualcomm Oryon CPU、全新架 构的高通Adreno GPU与增强的高通Hexagon NPU在内的一系列创新技术，在峰值性能与能效表现上实 现显著突破。Qualcomm Oryon CPU采用全新微架构，配备2个主频高达4.6GHz的超级内核与6个 3.6 ...

Core Insights - China has established a comprehensive AI industry system, leading to rapid iteration and optimization of AI applications, making it a vibrant hub for innovation in the AI era [1][5] - Panasonic has launched its AI strategy in China, focusing on user scenarios and AI infrastructure, aiming to transform from a manufacturing center to an innovation center [2][3] - Otis, a leader in the elevator industry, is leveraging AI to enhance safety and user experience, recognizing China as a key market for modernization and maintenance needs [4][3] Industry Developments - The AI industry in China is projected to exceed 900 billion yuan in 2024, with a year-on-year growth of 24%, and over 5,300 AI companies operating in the country [6] - Qualcomm is showcasing its latest Snapdragon technology in China, emphasizing AI's role in transforming user interactions and launching an "AI acceleration plan" to enhance AI capabilities across various devices [7][8] - Ericsson is leveraging its extensive R&D capabilities in China to drive innovation and support local partners in achieving global competitiveness [9]

Group 1 - The eighth China International Import Expo (CIIE) is currently taking place in Shanghai, with artificial intelligence (AI) being a key focus [1][3] - Several Silicon Valley tech giants are showcasing their latest AI achievements developed in collaboration with Chinese partners, signaling a willingness to embrace the "AI+" era and build a more resilient and vibrant innovation ecosystem [1][3] - Intel demonstrated its AI PC developed in partnership with OEMs, highlighting the synergy of CPU, GPU, and NPU to support diverse AI applications in various fields [1][2] Group 2 - AMD's senior vice president emphasized the importance of CIIE as a platform for technology and industry collaboration, expressing a commitment to building an open ecosystem for AI applications [2] - Qualcomm showcased 12 flagship smartphones from Chinese manufacturers featuring the fifth-generation Snapdragon 8 mobile platform, marking a significant display of its latest AI advancements [2] - Tesla introduced its Cybercab autonomous electric vehicle at the expo, designed with AI at its core to enhance safety and comfort in autonomous driving scenarios [2]

Core Viewpoint - The article highlights the significance of the China International Import Expo (CIIE) as a platform for showcasing new products and technologies, particularly in the field of edge AI, which is expected to see explosive growth by 2025 [2][5]. Group 1: Qualcomm's Innovations - Qualcomm showcased a range of flagship products at the expo, including AI smartphones, AI PCs, AI glasses, smart connected vehicles, and robots, emphasizing collaboration with partners [2][3]. - The fifth-generation Snapdragon 8 Gen 2 mobile platform was officially launched at the Snapdragon Summit in September, with 12 flagship smartphones already released based on this platform, demonstrating advancements in AI, imaging, gaming, and connectivity [2][3]. Group 2: Automotive Applications - Qualcomm's collaboration with Chery Jietu resulted in the development of the Zongheng G700 smart connected vehicle, which features a Snapdragon digital chassis, providing a seamless user experience akin to that of smartphones [3]. - Since 2023, the Snapdragon digital chassis has supported over 210 models from Chinese automotive brands, with commercial deployment in more than 350 million vehicles globally [3]. Group 3: Robotics and AI Experiences - The UTree robot, showcased at Qualcomm's booth, utilizes Qualcomm's IQ9 industrial-grade processor, enabling advanced motion capabilities and human interaction through multimodal large models [4]. - Visitors experienced innovative applications of edge AI in imaging, such as transforming 2D photos into 3D short videos using AI algorithms [4]. Group 4: Strategic Vision and Partnerships - Qualcomm's commitment to innovation and collaboration is evident, as the company focuses on empowering partners without competing with them, aiming for mutual growth in the global market [6]. - The company launched the "AI Acceleration Program" in September, collaborating with Chinese partners to introduce AI experiences across various terminals, facilitating the large-scale implementation of AI [6]. Group 5: CIIE as a Catalyst for Cooperation - The CIIE serves as a significant opportunity for companies to showcase their capabilities and foster partnerships, with Qualcomm expressing confidence in expanding its network and collaboration opportunities in China [5][6].

Core Insights - Qualcomm has participated in the China International Import Expo for eight consecutive years, showcasing its continuous innovation in technology and collaboration with Chinese industry partners [3][9] - The theme of Qualcomm's exhibition this year is "Together, We Achieve Progress for Everyone," highlighting its commitment to enhancing China's innovation ecosystem through technological advancements and partnerships [1][3] Group 1: Product Innovations - At the expo, Qualcomm displayed 12 flagship smartphones from Chinese manufacturers powered by the fifth-generation Snapdragon 8 Gen 2 mobile platform, marking the first large-scale offline exhibition of these products [3][5] - The rapid introduction of new products reflects Qualcomm's deep collaboration with leading Chinese smartphone brands such as Xiaomi, Honor, and OnePlus, showcasing breakthroughs in AI, imaging, gaming, and connectivity [3][5] Group 2: Expansion into New Markets - Qualcomm's collaboration with Chinese smart industries extends beyond smartphones to include AI PCs and tablets, with nearly 150 designs powered by the Snapdragon X series platform [5] - In the automotive sector, Qualcomm partnered with Chery to develop the Zongheng G700 model, integrating smart technologies and supporting over 210 models from Chinese automotive brands since 2023 [5] Group 3: AI and IoT Applications - Qualcomm introduced its new brand "Qualcomm Leap," focusing on industrial IoT and cellular infrastructure solutions, complementing its well-known Snapdragon brand [7] - The expo featured various applications of Qualcomm Leap, including humanoid robots and retail terminals, demonstrating the company's commitment to digital transformation in collaboration with over 90 Chinese partners [7] Group 4: Vision for the Future - Qualcomm emphasizes the importance of open collaboration and continuous innovation as core drivers for future development, aiming to unlock new opportunities for high-quality industrial growth [9] - The company is dedicated to promoting the deep integration of technology and industry, from edge intelligence to the future of 6G, and from personal AI to industrial intelligence [9]

Group 1: Event Overview - The 8th China International Import Expo (CIIE) has commenced at the National Exhibition and Convention Center in Shanghai, showcasing international semiconductor industry vendors and their latest collaborative innovations with Chinese industries [1] Group 2: High-End Storage Products - The global storage industry is projected to reach a market size of $193.8 billion in 2025, driven by AI computing, with a year-on-year growth of 17%, and DRAM expected to account for 67% of this market [2] - Major storage companies showcased GDDR7, a product designed for high-performance computing systems that can work in tandem with AI accelerators, alongside other products like PM1753 [2] - SK Hynix introduced several products including GDDR6-AiM and eSSD, highlighting GDDR7's 60% speed increase and over 50% energy efficiency improvement compared to its predecessor [4] Group 3: AI Innovations - "Artificial Intelligence+" is recognized as a core driver for high-quality economic development, enhancing collaboration between overseas companies and China's industry [7] - AMD's booth featured the Ryzen Mini AI workstation, equipped with the Ryzen AI MAX+ 395 processor, which integrates CPU, GPU, and NPU capabilities, addressing challenges in data security and deployment costs for developers and SMEs [7] - The cost of deploying AI solutions has significantly decreased, with local AI conference solutions being developed based on AMD's workstation, making them more accessible to enterprises [9] Group 4: Equipment Manufacturers - Key semiconductor equipment manufacturers participated in the expo, showcasing their capabilities in providing solutions for various packaging nodes and advanced packaging processes [12] - ASMPT announced a $50 million semiconductor packaging equipment order with Gansu Tianshui Huaten Electronics Group, indicating strong demand in the market [12] - ASML presented advancements in lithography technology, including the TWINSCAN NXT:870B, which can produce over 400 wafers per hour, and the TWINSCAN XT:260, which enhances production efficiency by four times for advanced packaging [13] Group 5: Collaborative Spirit - The event emphasized the importance of openness and collaboration among companies, reflecting China's willingness to deepen market engagement and foster partnerships in the semiconductor sector [13]

Core Insights - Qualcomm has participated in the China International Import Expo for eight consecutive years, showcasing its commitment to global trade cooperation [1] - The company is recognized as a core technology supplier in the connectivity and computing sectors, with over 3 billion devices powered by Snapdragon chips globally [1] - Qualcomm's business extends beyond mobile phones, with significant investments in 5G, IoT, and automotive electronics, contributing to the global digital economy [1] Qualcomm's Strategic Focus - Qualcomm emphasizes the importance of the Import Expo as a platform for collaboration and innovation with Chinese partners, expanding its product offerings from smartphones to PCs, smart connected vehicles, and IoT [2] - The company has been a key player in China's telecommunications evolution, from 2G to 5G, and aims to ensure Chinese brands are among the first to launch 5G products globally [3] Emerging Technologies and Market Potential - Qualcomm identifies robotics and smart wearable devices, including AR, VR, and AI glasses, as two sectors that could rival or surpass the smartphone market in the future [3] - The company has launched the "Qualcomm Leap" brand to focus on industrial IoT and connectivity solutions, showcasing various IoT applications at the Import Expo [4] AI and XR Integration - The integration of AI and XR technologies is expected to revolutionize user experiences, with China leading in the development of innovative terminal products [4] - Qualcomm's AI initiatives are projected to significantly impact various sectors, with McKinsey estimating AI could contribute an additional $13 trillion to global GDP by 2030 [5][6] Automotive Industry Transformation - The automotive sector is becoming a key area for innovation, with Qualcomm's Snapdragon Digital Chassis supporting over 210 vehicle models from various Chinese brands [7] - The company aims to collaborate with China's automotive industry to accelerate the adoption of advanced technologies and drive deeper smart transformation [7] Future Outlook on 6G - Qualcomm is preparing for the transition from 5G to 6G, emphasizing the integration of AI in future communication technologies [8] - The company envisions 6G as a collaborative innovation platform that will enhance AI applications and connectivity, with commercial terminals expected as early as 2028 [9]

Core Insights - Qualcomm showcased its latest collaborative achievements with Chinese industry partners at the 8th China International Import Expo, emphasizing the integration of 5G and AI technologies across various sectors [1][2] - The company is celebrating its 40th anniversary and 30 years in China, aiming to expand its partnerships and enhance the innovation ecosystem in the country [1] - Qualcomm's Snapdragon 8 Gen 2 mobile platform is featured in 12 flagship smartphones from Chinese manufacturers, highlighting the rapid product innovation and collaboration with brands like Xiaomi, Honor, and others [1] - In the automotive sector, Qualcomm's Snapdragon Digital Chassis has supported over 210 models from Chinese automotive brands since 2023, showcasing the expansion of smart technology applications [2] - The launch of the "Qualcomm Leap" brand signifies the company's commitment to industrial IoT and connectivity solutions, with specific applications demonstrated at the expo [2] - The integration of AI, 5G, IoT, and edge computing is transforming lifestyles and production modes, driving industries towards a new phase of digitalization and intelligence [2] - Qualcomm emphasizes the importance of open collaboration and continuous innovation as key drivers for future development, aiming to unlock new opportunities for high-quality industrial growth [2]

Core Insights - Qualcomm has participated in the China International Import Expo for eight consecutive years, showcasing its continuous innovation in technology and collaboration with Chinese industry partners [3][14] - The theme of Qualcomm's exhibition this year is "Together, We Achieve Progress for Everyone," highlighting its commitment to enhancing China's innovation ecosystem through technological advancements [3][14] Qualcomm's Product Showcase - At the expo, 12 flagship smartphones from Chinese manufacturers featuring the fifth-generation Snapdragon 8 Gen 2 mobile platform were displayed, marking the first large-scale offline exhibition of these products [5] - Qualcomm's collaboration with leading Chinese smartphone brands such as Xiaomi, Honor, and iQOO demonstrates the rapid innovation and performance breakthroughs in AI, imaging, gaming, and connectivity [5][9] - The Snapdragon X series platform has expanded to nearly 150 PC designs, showcasing Qualcomm's strong presence in the multi-device ecosystem [5] Automotive Innovations - Qualcomm partnered with Chery to develop the intelligent connected vehicle, the Zongheng G700, utilizing the Snapdragon digital chassis to create a mobile intelligent space [7] - Since 2023, Qualcomm's digital chassis has supported over 210 models from Chinese automotive brands, facilitating the transition from electrification to intelligence in the automotive industry [7] AI and IoT Applications - The launch of the "Qualcomm Leap" brand emphasizes the integration of AI and connectivity across various industries, with applications showcased at the expo including humanoid robots and retail terminals [9] - Qualcomm has released the "2025 Qualcomm IoT Innovation Case Collection," highlighting over 170 digital transformation practices in collaboration with more than 90 Chinese partners since 2019 [9] Future Technologies and Collaborations - Qualcomm's chairman in China, Meng Pu, emphasized the importance of AI, 5G, IoT, and edge computing in transforming lifestyles and industries during a forum at the expo [14] - The "AI Acceleration Program," launched in September, aims to scale AI deployment on devices in collaboration with Chinese telecom operators and terminal manufacturers [18] - Qualcomm is actively researching 6G technology, with expectations for commercial terminal availability by 2028, positioning itself as a leader in future connectivity solutions [16][18]

Group 1 - The China International Import Expo (CIIE) serves as a key platform for international companies to engage with the Chinese market and explore global development opportunities [1][2] - Qualcomm has participated in CIIE for eight consecutive years, showcasing its diverse business segments and deepening partnerships with Chinese industry players [1] - The presence of flagship smartphones from various Chinese manufacturers at Qualcomm's booth highlights the rapid pace of innovation and development in China [1] Group 2 - The American Soybean Export Association emphasizes the importance of establishing connections between U.S. exporters and Chinese importers, reflecting positive developments in trade negotiations [2] - The Italian tire manufacturer BKT recognizes China as a leader in the electric vehicle market and has tailored its products to meet the specific demands of this sector [2] - BKT's commitment to research and development in China is aimed at enhancing its global competitiveness, with a focus on lightweight and energy-efficient tires for electric trucks [2][3]