众所周知，无论对于手机、还是电脑行业来说，"游戏"如今都已经成为了推动技术进步，促进硬件更新换 代的重要因素之一。 但如果大家有关注过这两个群体就会发现，Ta们之间很多时候并不完全重合。非但如此，在电脑游戏玩家 的群体里，还会有一些对手游玩家不屑一顾的观点。 互联网上流传的段子 平心而论，这些段子并不一定就是刻意编造的"反串"内容，因为客观来说，在如今这个手机、平板高度普 及，且操作极度简化的时代，有些重度手机用户确实可能严重缺乏电脑软硬件的基本常识。再加上手机行 业的宣发确实要比电脑行业更"用力"，所以部分用户被灌输了错误的观念自然也就并不令人感到惊讶。 然而"在手机上玩电脑游戏"真的就只是个段子吗？从最近的一些行业动向来看，情况似乎开始发生了一些 变化。 红魔10S Pro+能用模拟器将《生化危机3重制版》较为流畅地运行 比如前段时间我们三易生活先后评测了红魔10S Pro+、红魔电竞平板3 PRO这两款专业的硬核向游戏设 备，它们最大的亮点之一就是都出厂搭载了PC模拟器，直接就支持在手机上运行一些电脑上的游戏。而且 从我们的实测来看，实际效果还相当不错，基本能确保在全高画质720P分辨率下，跑到足够可玩 ...

Core Insights - Qualcomm is actively participating in the gaming industry by showcasing its technological advancements at the ChinaJoy event, emphasizing the importance of gaming as a critical application for its semiconductor capabilities [1][4][16] - The digital entertainment industry in China is experiencing significant growth, supported by government policies and increasing consumer demand, with the gaming market reaching a revenue of 325.78 billion yuan in 2024, a year-on-year increase of 7.53% [3][16] - The integration of AI, 5G-A, and other technologies into gaming is driving innovation and creating new market opportunities for semiconductor companies like Qualcomm [2][16] Qualcomm's Role in the Gaming Industry - Qualcomm's Snapdragon platform is being utilized in over 184 products, enhancing gaming experiences across various devices, including mobile phones, PCs, and XR devices [15] - The Snapdragon 8 Gen 2 mobile platform features significant performance improvements, with a 45% increase in single-core and multi-core performance, and a 44% reduction in power consumption [6] - The company is collaborating with 75 partners across the digital entertainment ecosystem, including game studios and terminal manufacturers, to create a comprehensive industry chain [10][12] Market Trends and Opportunities - The mobile gaming market is projected to continue its growth, with revenues from mobile games reaching 238.22 billion yuan in 2024, accounting for over 70% of the total gaming market [3][16] - The rise of cross-terminal gaming and XR experiences is creating new demands for high-performance, low-power chips, pushing semiconductor companies to innovate [2][8] - The esports sector is also gaining traction, with Qualcomm's Snapdragon Pro Series attracting millions of viewers and showcasing the potential of mobile esports [13] Technological Innovations - Qualcomm's advancements in AI and real-time graphics processing are enhancing gaming experiences, as seen in titles like "Ningchao" and "League of Legends Mobile," which leverage Snapdragon's capabilities for improved performance [6][12] - The integration of 5G-A technology with XR devices is enabling high-resolution, low-latency experiences, demonstrating the commercial potential of these technologies [8][9] - The company's focus on creating a unified technology platform across devices is facilitating seamless user experiences and responding to the trend of multi-platform gaming [9][16]

Core Insights - Qualcomm's Snapdragon X series platform is positioned as a transformative force in redefining PC industry standards and driving AI-powered intelligent experiences [3][4][5] Group 1: Snapdragon X Series Impact - The Snapdragon X series is highlighted as one of Qualcomm's most influential innovations in its 40-year history, quickly becoming a performance leader in the Windows ecosystem since its launch [3] - Over 85 PC products utilizing the Snapdragon X series are either in mass production or development, with expectations to exceed 100 by 2026 [3] Group 2: AI Ecosystem Development - AI is being redefined as a new user interface, with the Snapdragon X series enabling a new paradigm of intelligent experiences for both consumers and enterprise users [4] - The platform supports over 750 native applications and more than 1,400 games, including the anticipated launch of "Fortnite" on Snapdragon X Elite devices in late 2025 [4] Group 3: Battery Life and Performance - Devices powered by the Snapdragon X series are noted for achieving "multi-day battery life," setting industry benchmarks for performance and energy efficiency [4] Group 4: Hybrid AI Strategy - Qualcomm's hybrid AI strategy integrates cloud and edge capabilities, ensuring reliable AI performance even in unstable network conditions, while emphasizing personalized user experiences [6] Group 5: Strategic Partnerships - Qualcomm announced a strategic partnership with NVIDIA to develop efficient intelligent infrastructure for data centers, leveraging Qualcomm's custom CPU technology and NVIDIA's AI platform [8]

Group 1 - COMPUTEX 2025 will be held from May 20-23 in Taipei, featuring nearly 1,400 exhibitors showcasing themes of artificial intelligence, robotics, and next-generation technologies [1] - NVIDIA and MediaTek are expected to unveil their Arm architecture PC processors, including the N1X and N1 series, aimed at high-performance AI desktop and laptop devices [1] - Qualcomm's CEO will present advancements in the Snapdragon X series platform for AI, highlighting its 45 TOPS NPU capabilities that enhance productivity and data privacy [1] Group 2 - Kang Kuan Technology is involved in display technology and has participated in major exhibitions like CES and COMPUTEX [2] - Spring Autumn Electronics is increasing investment in the R&D and production of components suitable for various AIPC products [2]