AI大模型持续迭代，给传统行业带来新的发展升级效应。作为智能终端的核心底层支撑，芯片领域也 将面临变革。 在2025高通骁龙峰会·中国期间，中国工程院外籍院士、清华大学智能产业研究院（AIR）院长张亚勤在 演讲中分析了AI发展的五个趋势：从生成式AI向智能体AI演进，预训练阶段的规模定律（Scaling Law）走向放缓，走向物理智能+生物智能，AI风险快速上升，形成新产业格局。 "任何一个新的终端品类出现时，最初的解题思路一定是在现有主流芯片基础上，做一些小的改动就可 以适配，硬件不一定要有大改动。"他分析道，但是在发展过程中，随着这些终端应用越来越多，会开 始分类，如汽车芯片因为面向不同应用场景，其对算力的要求可能大于手机，所以也会有专用芯片。 因此，高通会考虑在具体的应用层面上，是否有特殊需求、哪些可以使用现有技术、哪些需要做出调 整。 这显示出一种业界共识：AI将推动新行业和新需求的持续演化，典型如智能驾驶和机器人。 高通公司中国区董事长孟樸受访时也指出，在深耕智能手机业务的过程中，高通的技术和产品也在不断 适应新领域，目前已在汽车、物联网、XR等赛道努力探索。在每一次新技术出现时，产业间都会先寻 找 ...

Core Insights - The article discusses the transformative impact of AI on traditional industries, particularly in the chip sector, highlighting the ongoing evolution of AI models and their implications for various applications [1][2]. Group 1: AI Development Trends - AI is expected to evolve from generative AI to intelligent agent AI, with a slowdown in the scaling law during the pre-training phase [1]. - The integration of physical intelligence and biological intelligence is anticipated, leading to new breakthroughs in sectors like AI healthcare and drug development [3]. - By 2030, autonomous driving technology is projected to scale rapidly, with a significant increase in the number of robots expected to surpass humans by 2035 [3]. Group 2: Qualcomm's Strategic Focus - Qualcomm is actively exploring new markets, particularly in robotics and smart wearable devices, which are expected to achieve widespread adoption [2]. - The company has launched the "Leap Dragon" brand to cater to industrial and embedded IoT markets, aiming to build a comprehensive platform matrix [2][5]. - Qualcomm emphasizes the importance of adapting existing chip technologies to meet the specific needs of emerging applications, such as automotive and robotics [4]. Group 3: Collaboration and Market Dynamics - Qualcomm has established joint innovation centers with local supply chain partners in China to foster development in AR/VR technologies [5]. - The company has a long history of collaboration with Chinese telecom operators, contributing to the evolution of communication technologies from 3G to 5G [6][7]. - Qualcomm's strategy includes creating application demonstration cases to help industries realize the value of technology, particularly in the context of smart manufacturing [9].