孟樸在采访中分享了与零跑汽车的合作案例，充分说明了这种战略合作关系的深度。零跑汽车作为新能 源汽车品牌，对技术追求有着自己的执着。零跑和高通合作已有8年，从智能座舱到驾驶辅助，再到舱 驾融合，双方不断在汽车领域完成智能进化的跨越。今年3月，零跑发布的LEAP3.5技术架构由骁龙 8295和骁龙8650共同赋能，无缝集成智能座舱和驾驶辅助。10月发布的零跑汽车旗舰SUV D19，率先配 装两颗Snapdragon Ride平台至尊版芯片（骁龙8797），实现了舱驾一体中央域控架构。这些合作成果不 仅体现了高通技术领先性，更彰显了高通与中国车企共同推动科技普惠的决心。 11月5日，第八届中国国际进口博览会（以下简称"进博会"）在上海国家会展中心举行。随着中国 开放的大门越开越大，全球发展机遇在这里共享，世界见证着开放包容的中国，中国也在互利合作中与 世界共同成长。 高通公司中国区董事长孟樸5日在接受《中国汽车报》专访时表示，进博会作为国家级综合平台，为高 通提供了与各行各业深入沟通的宝贵机会。自首届进博会至今，高通连续8年"全勤"参展。这背后不仅 是高通对中国市场的长期承诺，更是其长期主义与水平式赋能战略的生动体 ...

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]

Core Insights - Qualcomm has consistently participated in the China International Import Expo (CIIE) for eight consecutive years, demonstrating its long-term strategic commitment to the Chinese market and deep collaboration with the local industry ecosystem [1][2][4] - The company emphasizes the importance of the CIIE as a platform for showcasing cutting-edge technologies and facilitating connections among government, industry partners, and market demands [2][4] - Qualcomm's focus on 5G and AI technologies aims to empower various industries, with a strategic layout for the upcoming 6G era in collaboration with Chinese partners [1][5][9] Group 1: Industry Development - Over the past eight years, the telecommunications industry has evolved from 5G pre-commercialization to the deep integration of AI and 5G, with Qualcomm positioned at the intersection of this transformation [4][5] - Qualcomm's participation in the CIIE has allowed the company to convert technological concepts into tangible commercial outcomes, marking a significant transition from "exhibits" to "products" [4][5] - The company has expanded its partnerships beyond smartphone manufacturers to include smart connected vehicles and extended reality (XR), enhancing its technology's application across various scenarios [5][7] Group 2: Technological Advancements - At the eighth CIIE, Qualcomm will showcase 12 flagship smartphones powered by its fifth-generation Snapdragon 8 chip, highlighting the rapid product rollout in China [6][8] - Qualcomm has supported the launch of over 210 smart connected new energy vehicles in China over the past three years, indicating its significant role in the automotive industry's transformation [7][8] - The company is focused on integrating green energy and smart connectivity in the automotive sector, with advancements in intelligent cockpits and driving assistance technologies [8][9] Group 3: Future Outlook - Qualcomm aims to drive innovation in AI and 6G technologies, collaborating with Chinese partners to enhance technology accessibility for consumers [9][10] - The company is committed to the development of edge AI applications, particularly in smart connected vehicles, to meet personalized needs and privacy requirements [10][11] - As 6G standardization progresses, Qualcomm plans to work closely with the global industry chain to contribute to the establishment of 6G standards, continuing its legacy from 3G to 5G [11]

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 Viewpoint - Qualcomm is under investigation by China's State Administration for Market Regulation for failing to legally report its acquisition of Israeli company Autotalks, potentially violating the Anti-Monopoly Law of the People's Republic of China [1][3] Group 1: Investigation Details - The investigation was initiated on October 10, 2025, after Qualcomm's acquisition of Autotalks was found to have not been reported as required [1][3] - Qualcomm previously faced a fine of 6.088 billion RMB for abusing its market dominance in 2013, marking the highest penalty since the implementation of China's Anti-Monopoly Law [1][2] - If found guilty, Qualcomm could face a fine of up to 1.79 billion USD (approximately 127.7 billion RMB), based on its revenue in China [3] Group 2: Market Impact - Qualcomm's reliance on the Chinese market is significant, with 46% of its global revenue coming from China in the 2024 fiscal year [3] - The company holds a dominant market share of 76% in the cockpit domain control chip market in China as of early 2025 [3] - The investigation could severely impact Qualcomm's operations and its plans for the Snapdragon digital chassis platform, which is crucial for its automotive business [5] Group 3: Competitive Landscape - The acquisition of Autotalks was seen as a strategic move for Qualcomm to enhance its capabilities in the V2X communication technology sector, which is becoming increasingly competitive with domestic Chinese chip manufacturers [4][6] - The domestic market for automotive chips in China is growing, with over 30% of the market now comprised of local products, increasing pressure on Qualcomm [6] Group 4: Broader Implications - The case highlights a trend of intensified scrutiny on major tech companies globally, with similar investigations affecting firms like Nvidia and Google [7][8] - The outcome of Qualcomm's investigation may lead to more equitable conditions for local competitors such as Huawei and ZTE, potentially reshaping the competitive landscape in the semiconductor industry [8]

Core Viewpoint - The article discusses the increasing scrutiny and regulatory actions against major companies, particularly in the technology and internet sectors, due to monopolistic practices, with Qualcomm being a prominent example facing investigations and potential penalties for its acquisition of Autotalks [1][2]. Regulatory Actions - Qualcomm has been under investigation by China's State Administration for Market Regulation (SAMR) for failing to legally declare its acquisition of Autotalks, which is seen as a violation of China's Anti-Monopoly Law [1][6]. - The company has faced significant fines in the past, including a record fine of 60.88 billion yuan in 2015 from China's National Development and Reform Commission and an 873 million USD penalty from South Korea's Fair Trade Commission [2][3]. Financial Impact - Following the announcement of the investigation, Qualcomm's stock price dropped by 7.29%, marking its largest single-day decline since August [2]. - If found guilty of violating the Anti-Monopoly Law, Qualcomm could face fines up to 17.9 billion USD, which would represent approximately 70% of its revenue from the Chinese market [7]. Acquisition of Autotalks - Qualcomm's acquisition of Autotalks, a leading Israeli semiconductor company specializing in V2X technology, has drawn attention from regulators due to concerns over potential anti-competitive effects [3][4]. - The acquisition was completed despite ongoing investigations, raising questions about compliance with regulatory standards [6][8]. Market Position and Challenges - Qualcomm holds a dominant position in the mobile SoC market but faces challenges due to a slowdown in smartphone sales and the loss of Apple as a major customer [11][12]. - The company is attempting to diversify its revenue streams through automotive and IoT chip markets, which have shown growth, but these segments are not yet large enough to offset declines in mobile chip sales [11][12]. Strategic Considerations - The urgency for Qualcomm to integrate Autotalks' technology stems from the competitive landscape, where rapid technological advancements are crucial for maintaining market relevance [9][14]. - The company's historical reliance on patent monopolies and its current strategy to expand into automotive technology highlight the ongoing evolution of its business model in response to market pressures [15][16].

Core Insights - Qualcomm celebrates its 30th anniversary in China and launches the "AI Acceleration Plan" to promote edge AI across various sectors including personal devices, automotive, and IoT [1][4] Group 1: Qualcomm's Historical Collaboration with China - Qualcomm's partnership with the Chinese industry began in 1995 during the telecommunications transformation, supporting CDMA network testing and establishing a Beijing CDMA center in 2001 [3] - By 2024 fiscal year, Qualcomm's global revenue is projected to be $38.962 billion, with China contributing $17.826 billion (approximately 127.7 billion RMB), accounting for 46% of total revenue [3] - Xiaomi is Qualcomm's largest global customer, contributing over $3.9 billion, while OPPO and Vivo together contribute around $3 billion [3] Group 2: AI Acceleration Plan - The AI Acceleration Plan involves collaboration with major Chinese telecom operators and companies like Xiaomi, OPPO, Vivo, and others, focusing on personal AI, physical AI, and industrial AI [4] - In personal AI, the "personalized intelligent agent" based on the Snapdragon 8 Gen 2 will be implemented in flagship domestic smartphones [4] - Qualcomm aims to enhance collaboration with Chinese automotive companies to integrate Snapdragon digital chassis in smart cockpits and autonomous driving [4] Group 3: Future Market Predictions - Qualcomm predicts that the market for robotics and smart glasses (including AR/VR/AI glasses) will surpass that of smartphones within the next decade [5] - The Snapdragon XR platform supports various domestic products, including Xiaomi AI glasses and Vivo Vision MR terminal, with Vivo Vision achieving single-eye 4K resolution [5] Group 4: Commitment to Education and Community - Qualcomm's STEM initiatives have benefited over 300,000 Chinese teachers and students, while the "Wireless Care" program has implemented 20 sub-projects covering healthcare and education, impacting over 1.5 million people [6] - The company emphasizes its commitment to "rooting in China, sharing wisdom, and achieving innovation" as it looks forward to the next 30 years [6]

Core Viewpoint - Qualcomm is under investigation by China's State Administration for Market Regulation for allegedly failing to legally declare its acquisition of Autotalks, which may violate the Anti-Monopoly Law of the People's Republic of China [1][2]. Group 1: Acquisition Details - Qualcomm announced on May 8, 2023, that its subsidiary Qualcomm Technologies, Inc. reached an acquisition agreement with Autotalks, initially valued at $350 million [1]. - The acquisition faced delays due to U.S. regulatory approvals and was completed on June 5, 2025, with plans to integrate Autotalks' products into Qualcomm's Snapdragon digital chassis [1]. - Autotalks, established in 2008, specializes in V2X communication technology, which enhances road safety and transportation efficiency by enabling direct communication between vehicles and their environment [1]. Group 2: Regulatory Context - Autotalks has been actively expanding its V2X market presence in China and has already been adopted by at least two Chinese automotive manufacturers, necessitating Qualcomm to seek regulatory approval for the acquisition [2]. - The investigation into Qualcomm's acquisition is deemed legal and compliant, with potential consequences including fines or the requirement to divest parts of Autotalks' business [2]. Group 3: Previous Investigations - This marks Qualcomm's second antitrust investigation in China; the first occurred in February 2015, resulting in a fine of 6.088 billion yuan for abusing its market dominance [3]. - The current issue revolves around procedural compliance, as Qualcomm completed the transaction without submitting the required declaration to Chinese authorities, which is mandatory when certain thresholds are met [3].

Core Points - Qualcomm is under investigation by China's State Administration for Market Regulation for failing to legally declare its acquisition of Autotalks, potentially violating the Anti-Monopoly Law of the People's Republic of China [1] - Qualcomm's stock price dropped over 7% following the announcement of the investigation [1] - Qualcomm's acquisition of Autotalks, a company specializing in V2X communication technology, was completed in June this year after facing regulatory scrutiny from the US, UK, and EU [2] Group 1 - Qualcomm's acquisition of Autotalks was initially announced in May 2023 to enhance its position in the connected vehicle and road safety sectors [1] - Autotalks, established in 2008, was the first to launch a dedicated V2X chipset supporting both DSRC and C-V2X standards [1] - The acquisition faced delays and was temporarily halted in March 2024 due to regulatory pressures, with the FTC stating it was necessary to maintain competition in the connected vehicle chip market [2] Group 2 - Qualcomm ultimately completed the acquisition of Autotalks in 2025, paying between $80 million and $90 million, significantly lower than the initially stated $350 million two years prior [2]