11月5日至10日，第八届中国国际进口博览会（以下简称"进博会"）在上海举办。自2018年以来，高通 已连续八年参与这一全球经贸合作重要平台，是始终如约而至的"全勤生"。 提及美国高通公司（Qualcomm），大多数人第一时间联想到的往往是自己的手机。的确，作为全球连 接和计算领域的核心技术供应商，安卓阵营众多旗舰机型的流畅体验，背后大多离不开高通骁龙芯片的 支撑。截至目前，全球搭载骁龙芯片的终端数量已突破30亿。 事实上，高通的业务远不止于手机领域——在骁龙移动平台为智能手机算力树立行业标杆的同时，高通 还在5G连接、物联网、汽车电子等领域持续布局，技术方案已渗透到消费电子、智能出行、工业互联 等多个场景，在推动全球数字经济发展中发挥着重要作用。 今年进博会，高通带来了涵盖智能手机、汽车、物联网及端侧AI等广泛领域的最新合作成果。对于高 通而言，进博会是我们展示与中国生态伙伴紧密协作和创新成果的窗口，是加强与中国产业合作伙伴连 接的重要平台，也有助于增进社会各界对高通创新能力与产业合作的深入了解。"进博会期间，高通公 司中国区董事长孟樸在接受《国际金融报》记者专访时如是表示。 孟樸进一步强调，高通非常重视这 ...

Core Viewpoint - Qualcomm has established itself as a leader in the wireless communication industry through continuous investment in research and development, exceeding $100 billion since its inception in 1985, and is now expanding its business into various fields including AI, IoT, and automotive technology [1][2]. Group 1: Business Expansion and Innovation - Qualcomm has evolved beyond traditional wireless technologies, developing platforms like Snapdragon for smartphones, PCs, and automotive applications, and the new Dragonwing platform for industrial IoT [1][2][16]. - The company is focusing on AI integration, emphasizing its role in reshaping user interactions and device connectivity [1][21]. Group 2: Chip Development Strategy - Qualcomm is building a robust chip ecosystem by acquiring companies like NUVIA and Alphawave, enhancing its capabilities in CPU, GPU, and AI processing [4][6]. - The Snapdragon 8 Gen 2, featuring the Qualcomm Oryon CPU, represents a significant leap in mobile processing power, achieving unprecedented CPU frequencies and energy efficiency [10][14]. Group 3: Product Offerings - The Snapdragon platform has become the preferred choice for flagship smartphones, with the latest Snapdragon 8 Gen 2 offering substantial performance improvements in CPU, GPU, and AI capabilities [8][12]. - Qualcomm's new Snapdragon X2 Elite processors for PCs are designed for high performance and efficiency, with the X2 Elite Extreme leading in CPU performance by 75% compared to competitors [14][15]. Group 4: AI and Future Trends - Qualcomm is positioning itself at the forefront of AI development, with a focus on edge computing and real-time AI applications, aiming to make AI ubiquitous across devices [19][22]. - The company identifies six core trends driving the future of AI, including the shift from smartphone-centric to agent-centric computing and the evolution of computing architectures [21][22]. Group 5: Collaboration and Market Impact - Qualcomm has played a crucial role in the development of China's technology sector over the past three decades, partnering with local companies to enhance mobile technology and automotive solutions [17][18]. - The company aims to leverage its technology to drive transformation in various industries, including industrial IoT and network infrastructure, under the new Dragonwing brand [16][19].

Core Insights - Qualcomm unveiled multiple chipsets at the Snapdragon Summit 2025, with AI capabilities being the main highlight of the new iterations [1][3] - The Snapdragon 8 series mobile platform features a 20% increase in CPU performance and a 23% enhancement in GPU graphics performance, making it the fastest in its category [1] - The Snapdragon X2 Elite Extreme processor integrates the third-generation CPU, offering up to 75% better performance than competitors at the same power consumption [3] AI Capabilities - The Snapdragon 8 series supports personalized AI assistants that provide customized operations across applications through continuous learning and real-time perception [1] - The NPU performance has improved by 37%, enabling advanced AI functionalities [1] Product Launches - Snapdragon X2 Elite is expected to launch in the first half of 2026, with a 31% performance increase at the same power consumption compared to previous models [3] - The GPU architecture of the Snapdragon X2 Elite Extreme shows a 2.3 times improvement in performance per watt compared to its predecessor [3] Industry Trends - Qualcomm's CEO highlighted six core trends in the AI industry, emphasizing a shift towards user-centric interfaces and the importance of AI agents in redefining user experiences across various smart devices [5][7] - A new computing architecture is necessary to support the transition to AI-driven experiences, requiring redesigns of operating systems, software, and chips [7] - The future of AI will involve seamless collaboration between edge and cloud processing, enhancing the capabilities of AI models through edge data training [7] Future Developments - The development of 6G technology is underway, expected to bridge the gap between cloud and edge computing, with pre-commercial terminals anticipated as early as 2028 [7]

Core Insights - Qualcomm's annual Snapdragon Technology Summit was held in Maui, Hawaii, from September 23 to 25, where CEO Cristiano Amon outlined six major trends in the future development of artificial intelligence (AI) [1] - The six trends identified include a user-centric interface with localized processing, a shift from smartphone-centric to AI-centric user experiences, a transformation in computing architecture, a hybrid development trend in AI models, increasing relevance of edge data, and the role of 6G as a crucial link between cloud and edge to build intelligent networks with perception capabilities [1] Product Launches - Qualcomm introduced the "Fifth Generation Snapdragon 8 Gen 2 Mobile Platform," which integrates the third-generation Qualcomm Oryon CPU, a new Adreno GPU, and Hexagon NPU, significantly enhancing multitasking, application switching speed, video and photo processing, and gaming experiences, positioning smartphones as personalized AI assistants [1] - Additionally, Qualcomm launched two new PC processors named "Snapdragon X2 Elite Extreme" and "Snapdragon X2 Elite," which feature breakthroughs in performance, battery life, and AI computing capabilities, catering to high-intensity applications such as multitasking, resource-intensive work, and professional creation, while supporting multi-day battery life [2]

Core Insights - Google is set to launch a new computer operating system called "Android for PC" next year, integrating Gemini and the Android AI ecosystem to enable seamless collaboration between laptops and smartphones [1][2]. Group 1: Product Development - Google has been successful with ChromeOS and Android tablets, which are evolving into stronger productivity tools, creating an opportunity to accelerate AI advancements within the Android ecosystem for laptops [2]. - The upcoming "Android for PC" aims to retain the user experience of ChromeOS while rebuilding it on the Android system at a foundational level [2]. - Qualcomm's CEO expressed excitement about the "Android PC," highlighting its potential to merge mobile devices with personal computers [2]. Group 2: Market Context - The current PC market is dominated by Microsoft Windows and Apple's OS, with Huawei's HarmonyOS also gaining traction [3]. - Qualcomm has introduced the Snapdragon X2 Elite and X2 Elite Extreme processors, claiming they are the fastest and most efficient in Windows laptops [3][4]. - The new generation of Snapdragon PC chips is expected to be available by the first half of 2026, although it is unclear if they will be compatible with "Android PC" [5].

Core Insights - Qualcomm is facing increasing competition from companies like Apple and Xiaomi, which are developing their own chips, raising concerns about Qualcomm's market dominance [1][17] - At the Snapdragon Summit, Qualcomm introduced the fifth-generation Snapdragon 8 Gen 2 SoC and Snapdragon X2 Elite series PC processors, emphasizing AI as a primary capability rather than a supplementary feature [3][6] - The new Snapdragon 8 Gen 2 SoC shows significant performance improvements, including a 20% increase in single-thread performance and a 35% increase in overall CPU efficiency [5][6] Product Developments - The Snapdragon 8 Gen 2 features a CPU architecture of 2+6 cores, with peak frequencies of 4.6GHz and 3.62GHz, respectively [5] - The Adreno GPU in the new SoC has a 23% performance increase and a 20% efficiency improvement, with ray tracing performance up by 25% [5] - The Hexagon NPU has been upgraded, achieving a 37% increase in AI performance and supporting advanced AI applications on mobile devices [5][11] Strategic Moves - Qualcomm is entering the AI PC market, facing challenges due to its ARM architecture in a Windows-dominated environment [7][9] - The Snapdragon X2 Elite processor shows a 39% increase in single-core performance and a 50% increase in multi-core performance compared to its predecessor [9] - Qualcomm is collaborating with Google to develop an "Android AIPC" platform, aiming to unify Android and ChromeOS for a broader ecosystem [12][13] Market Positioning - Qualcomm's strategy focuses on maintaining partnerships with Android manufacturers while diversifying its business beyond smartphones into automotive, IoT, and XR sectors [21][25] - The company acknowledges the competitive landscape, particularly with companies like Xiaomi entering similar markets, and emphasizes the importance of providing valuable solutions to clients [21][25] - Qualcomm sees potential growth in robotics and AR/VR technologies, which could match or exceed smartphone market scales in the future [25][26]

Core Insights - Qualcomm announced the launch of the Snapdragon X2 Elite Extreme and Snapdragon X2 Elite platforms, enhancing Windows PC user experience through breakthroughs in performance, energy efficiency, and AI technology [1][3]. Group 1: Product Features - Snapdragon X2 Elite Extreme targets ultra-high-end PCs, capable of handling complex workloads such as AI experiences, data analysis, and professional media editing while maintaining a lightweight design and professional performance [3]. - The Snapdragon X2 Elite features a 31% performance increase at the same power consumption compared to its predecessor, with a 43% reduction in power needed for equivalent performance [3]. - Both processors support a memory bandwidth of up to 228GB/s, a 69% increase from the previous generation, and can support three 5K 60Hz displays, Wi-Fi 7, 5G, and Bluetooth 5.4 [3]. Group 2: Market Positioning - Qualcomm's Senior Vice President Kedar Kondap emphasized that the Snapdragon X2 Elite strengthens the company's leadership in the PC industry, offering significant improvements in performance, AI processing, and battery life [5]. - Devices featuring the Snapdragon X2 Elite are expected to be available in the first half of 2026, indicating a strategic timeline for market entry [5].

Core Insights - Qualcomm emphasizes the importance of edge AI and its future development during the 10th Snapdragon Summit, marking significant anniversaries for the company [2][6] - The company introduced the fifth-generation Snapdragon 8 processor, showcasing advancements in mobile processing power and energy efficiency [4][6] - Qualcomm's strategy focuses on collaboration with partners rather than competition, highlighting the significance of customer success for long-term growth [2][17][18] Group 1: Snapdragon Summit Highlights - Qualcomm's CEO adjusted the speech timing to cater to Chinese audiences, underscoring the importance of local partnerships [2] - The fifth-generation Snapdragon 8 processor features a 20% performance increase and a 35% improvement in energy efficiency compared to its predecessor [4] - The Snapdragon X2 Elite Extreme platform is introduced, claiming to have the fastest NPU for laptops with 80 TOPS AI processing capability [8] Group 2: AI and Future Trends - Qualcomm's Hexagon NPU performance has improved by 37%, enabling local processing of complex generative AI tasks [9] - The company envisions AI as the new user interface, transitioning from smartphone-centric to agent-centric models [11][13] - Future trends driving AI development include enhanced edge data relevance and a shift towards personalized user experiences [11][13] Group 3: Industry Collaboration and Competition - Qualcomm acknowledges the emergence of competitors like Apple and Xiaomi, but remains focused on collaboration within the Android ecosystem [17][18] - The company is diversifying its business beyond mobile, expanding into automotive, IoT, and XR sectors [17][18] - Qualcomm's long-term strategy emphasizes technology innovation and maintaining strong partnerships with clients [18]

Semiconductor Industry & Product Development - Qualcomm announced the Snapdragon 8 Elite Gen5 for mobile devices and Snapdragon X2 Elite Extreme and Snapdragon X2 Elite for PCs, all using TSMC's 3nm process [1] - Devices powered by Snapdragon X2 Elite are expected to launch in the first half of next year, strengthening ARM PC deployment [1] Operating System & Platform Integration - Google plans to integrate Android into the PC domain and merge Gemini with ChromeOS into a single platform [1]

Group 1 - Qualcomm has announced the launch of the world's fastest mobile SoC, the fifth-generation Snapdragon 8 Gen 2 mobile platform [2] - Qualcomm also introduced the new generation of top-tier platforms in the Snapdragon X series, namely Snapdragon X2 Elite Extreme and Snapdragon X2 Elite [2] - The new processors are touted as the fastest, most powerful, and energy-efficient Windows PC processors available, featuring exceptional performance, multi-day battery life, and groundbreaking AI capabilities [2]