炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ （来源：科技行者） 作者：高飞 来CES，高通必然是一个不能错过的站点。 我给一个三段论的解释：CES的本质是消费电子展，消费电子的主要形态是终端，而要说有什么企业能 和各种类型的终端都发生关系，这家企业就是高通。 实际上，我在CES上看到的第一个有高通印记的设备，还不是在高通展台，而是在联想展台：一款叫 Project Maxwell的AI吊坠，用的就是高通的技术。 真正到了高通展台，人潮从一面墙绕到另一面，目光所及之处更是各种「终端」。所以一个自然的问题 是：这些终端有什么共通因素？来CES之前，高通组织了一场展前沟通会，高通技术公司市场高级总监 Catherine Baker用两个词概括今年的主题：个人AI和物理AI。高通技术公司产品市场副总裁Ignacio Contreras则介绍了汽车、机器人等具体业务的进展。 所谓「个人AI」，就是「以用户为中心的AI」，在你身边能看、能听、能说、能执行任务，比如智能 手机、PC、可穿戴、XR、智能家居等；所谓「物理AI」，就是「提升各行业水平的AI」，在物理世界 里能感知、能处理、能行动、 ...

Core Insights - AI has transitioned from a conceptual phase to a fully realized stage, with edge AI and physical AI emerging as significant technological breakthroughs [2][3] - The latest CES highlights AI evolving from a mere function to the foundational basis of all experiences, indicating a shift in human-computer interaction [2] Group 1: Personal AI Developments - Personal AI is advancing through wearable devices, personal terminals, and computers, evolving into intelligent assistants for users [3] - Diverse hardware forms, including AI glasses, home appliances, jewelry, and cameras, are emerging to meet specific needs in areas like visual impairment assistance and outdoor activities [3] Group 2: Physical AI Advancements - Physical AI is rapidly integrating into automobiles, robots, and smart homes, enabling machines to perceive environments, understand intentions, and act in real-time [3] - The development of embodied intelligence is crucial for connecting AI with the physical world, transforming intelligence into executable productivity [3] - Robots are increasingly taking on high-intensity or repetitive tasks in logistics, manufacturing, and retail, potentially enhancing production efficiency [3] Group 3: Automotive AI Integration - The acceleration of AI capabilities in the automotive sector is a key trend, with human-vehicle interaction evolving from clicks to understanding [4] - Qualcomm and Google are deepening their collaboration in the automotive field to support the deployment of next-generation AI in vehicle scenarios [4] Group 4: Future AI Trends - Future AI will operate in a hybrid model across cloud, edge cloud, and endpoint, with edge AI being the mainstream form due to its advantages in real-time performance, reliability, privacy, and energy efficiency [4] - 6G technology is expected to play a vital role in connecting cloud and edge, facilitating the development of intelligent networks with perceptual capabilities [4] Group 5: Key Focus Areas for Edge AI - Future breakthroughs in edge AI are likely to concentrate on robotics and wearable devices, while smartphones, AI personal computers, and smart connected vehicles will remain significant platforms for edge AI [5]

Group 1 - The core theme of the 2026 CES is the transition of AI from a conceptual phase to a fully realized stage, with a focus on edge AI and physical AI as key areas for technological breakthroughs [2] - Qualcomm showcased AI solutions across various sectors, including personal devices, industrial robots, and automotive smart cabins, indicating that AI is evolving from a feature to the foundation of all experiences [2] - The next generation of human-computer interaction is emerging, where users will rely on AI agents to perform tasks through understanding and action rather than frequent clicks and swipes [2] Group 2 - In the personal AI domain, AI is becoming an intelligent assistant integrated into wearable devices, personal terminals, and computers, with diverse products like AI glasses and AI cameras addressing specific needs in various scenarios [3] - Physical AI is rapidly entering real-world applications in cars, robots, and smart homes, enabling machines to perceive environments, understand intentions, and act in real-time, thus enhancing productivity in logistics, manufacturing, and retail [3] - Qualcomm introduced a new generation of processors for humanoid robots, autonomous mobile robots, and industrial robots to support ecosystem partners in accelerating product development [3] Group 3 - The future of AI is expected to involve a hybrid model where cloud, edge cloud, and edge AI work together, with edge AI having advantages in real-time performance, reliability, privacy, and energy efficiency [4] - 6G technology is anticipated to play a crucial role in connecting cloud and edge, facilitating the development of intelligent networks with perceptual capabilities [4] - Key breakthroughs in edge AI are likely to occur in the fields of robotics and wearable devices, while smartphones, AI personal computers, and smart connected vehicles will remain important platforms for edge AI [4]

Core Insights - Artificial Intelligence (AI) has transitioned from a conceptual phase to a fully realized stage, with edge AI and physical AI emerging as significant breakthrough directions [1][2] - The 2026 CES highlights AI evolving from a mere function to the foundational basis of all experiences, indicating a shift in human-computer interaction [1] Group 1: Personal AI Developments - In the personal AI domain, AI is becoming an intelligent assistant integrated into wearable devices, personal terminals, and computers, with diverse products like AI glasses and AI home appliances emerging [2] - These innovations are addressing specific needs in various scenarios, such as assisting visually impaired individuals and enhancing outdoor activities [2] Group 2: Physical AI Advancements - Physical AI is rapidly entering real-world applications in automobiles, robotics, and smart homes, enabling machines to perceive environments, understand intentions, and act in real-time [2] - The development of embodied intelligence is crucial for connecting AI with the physical world, transforming intelligence into executable productivity [2] - Robots are increasingly taking on high-intensity or repetitive tasks in logistics, manufacturing, and retail, which is expected to significantly enhance productivity [2] Group 3: Automotive AI Integration - The acceleration of AI in the automotive sector is a key trend at CES, with AI capabilities enhancing both cabin interaction and driving assistance [3] - Qualcomm and Google are deepening their collaboration in the automotive field to support the deployment of next-generation AI in vehicle scenarios [3] Group 4: Future AI Trends - Future AI development will see a collaborative operation between cloud, edge cloud, and endpoint AI, with hybrid AI becoming the mainstream form [3] - Edge AI offers advantages in real-time performance, reliability, privacy protection, and energy efficiency, making it suitable for applications in automobiles, wearables, and robotics [3] - The sixth-generation mobile communication technology (6G) will serve as a vital link between cloud and edge, aiding in the creation of intelligent networks with perceptual capabilities [3]

Core Insights - The "8th China International Import Expo Communication Influence Report" was released, highlighting the event's extensive communication impact and participation [1][3] - Qualcomm was recognized as a "2025 Import Star," ranking sixth overall and third in the technology equipment sector for communication influence [1][3] Group 1: Event Overview - The Import Expo featured 4,108 companies from 138 countries and regions, including 290 Fortune Global 500 and industry-leading enterprises [3] - The report utilized a combination of qualitative and quantitative methods to assess communication impact, indicating a high level of engagement throughout the year [3] Group 2: Qualcomm's Participation - Qualcomm showcased over 60 key innovations in collaboration with 26 partners, emphasizing the theme "Together, We Achieve Progress for Everyone" [3] - The company presented a range of products, including flagship smartphones powered by the Snapdragon 8 Gen 2, AI glasses from various brands, and interactive experiences [3] Group 3: Future Engagement - Qualcomm has signed up for the 9th Import Expo, promising to bring even more collaborative achievements next year [4]

Core Insights - The "8th China International Import Expo Communication Influence Report" was released, highlighting the event's significant impact and participation [1][3] - Qualcomm was recognized as a "Star of the Expo" for its outstanding performance, ranking sixth overall and third in the technology equipment sector [1][3] Group 1: Event Overview - The China International Import Expo (CIIE) is hosted by the Ministry of Commerce and the Shanghai Municipal Government, serving as a vital platform for foreign enterprises to connect with various sectors in China [3] - This year, the expo featured 4,108 exhibitors from 138 countries and regions, including 290 Fortune 500 and industry-leading companies [3] - The Import Expo Bureau has published the communication influence report for eight consecutive years, providing important references for measuring the expo's impact [3] Group 2: Communication Impact - The report utilized both qualitative and quantitative methods to present a multi-dimensional view of the communication situation, introducing the "Star of the Expo" to highlight participants with significant communication heat throughout the year [3] - The communication heat of this year's expo was high, with a total data volume of 6 billion times and over 2.4 million pieces of information monitored [3] Group 3: Qualcomm's Participation - Qualcomm showcased its innovative achievements in collaboration with 26 partners, featuring over 60 key displays under the theme "Together, We Achieve Progress for Everyone" [5] - The exhibits included flagship smartphones powered by the Snapdragon 8 Gen 2, various AI glasses from partners like Xiaomi and Rokid, and the "Snapdragon XR Fantasy Journey" [5] - Qualcomm has already signed up for the 9th CIIE, promising to bring even richer collaborative results next year [5]

Core Insights - The China International Import Expo (CIIE) serves as a national platform for global cooperation, showcasing Qualcomm's commitment to the Chinese market and its long-term strategy of horizontal empowerment [2][3] - Qualcomm emphasizes its role as a technology enabler in the transition from 5G to 6G and the Internet of Things, particularly in the smart connected vehicle sector [2][4] - The collaboration between Qualcomm and Chinese automotive companies, such as Leap Motor, highlights the depth of strategic partnerships in advancing automotive technology [3][4] Qualcomm's Commitment to China - Qualcomm has participated in the CIIE for eight consecutive years, reflecting its long-term commitment to the Chinese market and its strategy of empowering industries through technology [2][3] - The company has established strong cooperative relationships with the Chinese supply chain, which has been crucial for its growth in the region [2][4] Technological Advancements in Automotive Sector - Qualcomm's Snapdragon digital chassis supports over 210 vehicle models in China, covering a wide market from high-end to affordable vehicles [4] - The integration of AI and advanced semiconductor technology in smart vehicles is transforming the automotive industry, with a focus on enhancing user experience and safety [5][6] Globalization of Chinese Automotive Industry - Chinese automotive exports are projected to grow significantly, with Qualcomm aiming to support this growth by leveraging its experience from the smartphone era [7][8] - The shift in consumer perception of vehicles as mobile living spaces rather than mere transportation tools is driving innovation in the Chinese automotive market [6][7] Future Trends and Opportunities - The convergence of new energy and smart connectivity technologies is propelling the rapid development of the Chinese automotive industry [8][9] - As driving assistance technologies evolve towards levels L3 and L4, the potential for shared mobility services is expected to increase, presenting new opportunities for Chinese automotive brands on the global stage [8][9][10]

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]